BF-A NYSE Week ended 24 Jul 2026

Weekly Investor Report

Brown-Forman Corporation · Consumer Defensive · Beverages - Wineries & Distilleries

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Latest close 26.71 USD
2.2% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is -1.5% below the Trend Line and sits at 48.3% of its 52-week range. The latest completed week returned 2.2%, after a -6.7% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 50/100. Near-term considerations: volume confirmation is below normal; earnings are due in 28d.

Setup score 26 out of 100
Latest Close 26.71 USD 24 Jul 2026
1W Return 2.2% latest completed week
4W Return -6.7% short-term follow-through
12W Return 2.9% quarterly tape
Trend Breadth 7.7% 4 of 52 weeks active
Volume Ratio 0.8x vs 13-week average
What is working
  • Latest weekly return ranks in the strongest part of its sector group.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is negative, which weakens the current setup.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 2.2% Latest completed week; four-week move -6.7%. Indicator stack 4/14 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Negative 43.51% Historical one-week expectancy contributes to the evidence score when direction is confirmed. News sentiment 50/100 19 relevant articles in the latest sentiment read. Event risk 28d Next report is scheduled for 27 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is -1.5% below the Trend Line and sits at 48.3% of its 52-week range. The latest completed week returned 2.2%, after a -6.7% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.8x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.2312-week average 0.24

12-week confirmation

Trend active2/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure6/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.23Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -6.7% over four weeks, 2.9% over 12 weeks, and -10.2% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W2.2%
4W-6.7%
12W2.9%
26W-2.4%
52W-10.2%
Active trend streak0 weeks
Active weeks in one year4
Trend breadth7.7%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure-0.70Latest activity-pressure read.
Pressure change-287.6%Four-week change in activity pressure.
Leadership-9.79Latest relative-leadership reading.
RS change-150.4%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 30 Apr 2026 Field coverage 100% Model confidence 100%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength42/100Blend of value, momentum, and quality. Underlying universe rank 59; rank 1 is best.
Value34/100Relative valuation strength. Underlying universe rank 67; rank 1 is best.
Quality93/100Profitability and accounting quality. Underlying universe rank 8; rank 1 is best.
Momentum22/100Medium-term price momentum. Underlying universe rank 79; rank 1 is best.
Growth3/100Revenue and earnings growth. Underlying universe rank 98; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework75/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
17.1x
Price divided by trailing earnings.
Price / sales
3.1x
Market value relative to trailing revenue.
EV / EBITDA
13.4x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
7.9%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
60.5%
Gross profit retained from each unit of revenue.
Operating margin
28.2%
Operating profit retained from revenue.
Free-cash-flow margin
28.2%
Free cash flow generated from revenue.
Return on invested capital
15.3%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-1.2%
Latest one-year revenue growth.
EPS growth
-17.7%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
44.7%
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
3.4%
Cash dividends relative to market value.
Buyback yield
3.3%
Net share repurchases relative to market value.
Shareholder yield
6.7%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.8x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Insider activity20 / 0

20 acquisitions and 0 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment50/100

Weighted news tone is neutral across 19 relevant articles.

1 positive · 18 neutral · 0 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings28dNext report is scheduled for 27 Aug 2026; event risk rises as the date approaches.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-13.5%Distance below the 52-week high.
13-week volatility4.8%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher10 of 2616 weeks finished lower.
Best week+16.5%Week of 27 Mar.
Worst week-12.3%Week of 6 Mar.
Latest week+2.2%Week of 24 Jul.

Shape of recent returns

Strong gains5
Modest gains5
Flat weeks0
Modest losses12
Sharp losses4
Recent vol4.8%13-week weekly-return volatility.
Base vol5.2%52-week weekly-return volatility.
Up/down split22/30Count of positive and negative weeks in the 52-week window.
Average skew4.5% / -3.4%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape22/100

Trend, activity pressure, participation, and risk combine to a 22/100 tape read.

 Indicator analysis27/100

Latest 12-week confirmation: trend 2/12, activity pressure 6/12, relative leadership 0/12.

Activity pressure 0.23; No reversal markers Next-Week ExpectancyNegative 43.51%

Next-week expectancy is negative with a 43.51% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors48/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 17; Small Cap Core rank 64 SVQF75/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 251.5 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Sentiment50/100

Weighted news tone is neutral across 19 relevant articles.

Brown-Forman (NYSE: BF) awards 7,727 RSUs to EVP Yiannis Pafilis Insiders20 / 0

20 acquisitions and 0 disposals in the latest 180-day insider tape.

 Earnings28d

Next report is scheduled for 27 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202626.71 USD2.2%27.11 USD38.40 USD-0.70-9.79636.2KOff
17 Jul 202626.13 USD-1.8%27.07 USD38.66 USD-0.24-12.73583.8KOff
10 Jul 202626.60 USD-0.6%27.13 USD38.91 USD0.10-12.94568.2KOff
3 Jul 202626.76 USD-6.5%27.23 USD39.15 USD0.32-11.67767.9KOff
26 Jun 202628.62 USD7.4%27.33 USD39.38 USD0.38-3.911.2MOff
19 Jun 202626.64 USD-2.8%27.30 USD39.60 USD0.03-12.861.1MOff
12 Jun 202627.40 USD3.5%27.33 USD39.83 USD-0.11-9.86921.7KOff
5 Jun 202626.46 USD-0.1%27.31 USD40.05 USD-0.22-12.72928.1KOff
29 May 202626.50 USD-1.0%27.30 USD40.27 USD-0.16-15.16694.7KOff
22 May 202626.76 USD-1.4%27.30 USD40.49 USD-0.16-13.88801.0KOff
15 May 202627.13 USD-3.5%27.30 USD40.69 USD0.02-12.78907.2KOn
8 May 202628.12 USD8.3%27.32 USD40.90 USD0.28-10.30913.0KOn
1 May 202625.96 USD-9.4%27.25 USD41.11 USD0.44-16.04838.1KOff
24 Apr 202628.65 USD-2.8%27.28 USD41.33 USD0.48-7.40978.3KOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.