BF-B NYSE Week ended 31 Jul 2026

Weekly Investor Report

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

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Latest close 28.73 USD
10.2% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 7.4% above the Trend Line and sits at 72.6% of its 52-week range. The latest completed week returned 10.2%, after a 9.8% 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 51/100.

Setup score 41 out of 100
Latest Close 28.73 USD 31 Jul 2026
1W Return 10.2% latest completed week
4W Return 9.8% short-term follow-through
12W Return 4.7% quarterly tape
Trend Breadth 3.8% 2 of 52 weeks active
Volume Ratio 1.2x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • 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 Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is negative, which weakens the current setup.
  • Next-week expectancy is negative at 43.19% based on similar historical setup states.
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 10.2% Latest completed week; four-week move 9.8%. Indicator stack 2/30 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 43.19% Historical one-week expectancy contributes to the evidence score when direction is confirmed. News sentiment 51/100 16 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 7.4% above the Trend Line and sits at 72.6% of its 52-week range. The latest completed week returned 10.2%, after a 9.8% 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 1.2x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
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 31 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 0.2512-week average 0.18

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure3/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.25Current 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 9.8% over four weeks, 4.7% over 12 weeks, and 3.3% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W10.2%
4W9.8%
12W4.7%
26W6.9%
52W3.3%
Active trend streak0 weeks
Active weeks in one year2
Trend breadth3.8%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure-0.23Latest activity-pressure read.
Pressure change-198.4%Four-week change in activity pressure.
Leadership-3.04Latest relative-leadership reading.
RS change76.9%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.
Value35/100Relative valuation strength. Underlying universe rank 66; rank 1 is best.
Quality93/100Profitability and accounting quality. Underlying universe rank 8; rank 1 is best.
Momentum20/100Medium-term price momentum. Underlying universe rank 81; 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 framework76/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

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

P/E
16.7x
Price divided by trailing earnings.
Price / sales
3.0x
Market value relative to trailing revenue.
EV / EBITDA
13.1x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
8.0%
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
3.5%
Cash dividends relative to market value.
Buyback yield
3.3%
Net share repurchases relative to market value.
Shareholder yield
6.9%
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 sentiment51/100

Weighted news tone is neutral across 16 relevant articles.

1 positive · 15 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 earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-7.7%Distance below the 52-week high.
13-week volatility4.6%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 higher12 of 2614 weeks finished lower.
Best week+19.3%Week of 27 Mar.
Worst week-12.5%Week of 6 Mar.
Latest week+10.2%Week of 31 Jul.

Shape of recent returns

Strong gains7
Modest gains5
Flat weeks0
Modest losses9
Sharp losses5
Recent vol4.6%13-week weekly-return volatility.
Base vol5.5%52-week weekly-return volatility.
Up/down split23/29Count of positive and negative weeks in the 52-week window.
Average skew4.9% / -3.5%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 tape33/100

Trend, activity pressure, participation, and risk combine to a 33/100 tape read.

 Indicator analysis18/100

Latest 12-week confirmation: trend 0/12, activity pressure 3/12, relative leadership 0/12.

Activity pressure 0.25; No reversal markers Next-Week ExpectancyNegative 43.19%

Next-week expectancy is negative with a 43.19% 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 16; Small Cap Core rank 42 SVQF76/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 239.5 of 1013 Patient CapitalQuiet

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

No recent buy signal Sentiment51/100

Weighted news tone is neutral across 16 relevant articles.

Brown-Forman (NYSE: BF) awards 11,458 RSUs to EVP and General Counsel Insiders20 / 0

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

 Earnings50/100

No stored earnings event is currently attached to this ticker.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202628.73 USD10.2%26.75 USD37.79 USD-0.23-3.0417.1MOff
24 Jul 202626.08 USD2.0%26.65 USD38.02 USD-0.62-11.318.8MOff
17 Jul 202625.58 USD-2.3%26.64 USD38.28 USD-0.22-14.0313.0MOff
10 Jul 202626.17 USD0.0%26.72 USD38.52 USD0.09-13.8412.3MOff
3 Jul 202626.16 USD-6.4%26.85 USD38.76 USD0.23-13.1510.9MOff
26 Jun 202627.96 USD5.0%26.98 USD38.98 USD0.27-5.5717.2MOff
19 Jun 202626.64 USD-1.4%26.99 USD39.20 USD-0.06-12.3215.3MOff
12 Jun 202627.01 USD4.1%27.02 USD39.42 USD-0.24-10.5612.9MOff
5 Jun 202625.93 USD1.7%27.03 USD39.63 USD-0.36-13.9118.2MOff
29 May 202625.50 USD-1.8%27.03 USD39.85 USD-0.28-17.8810.1MOff
22 May 202625.97 USD-0.7%27.06 USD40.07 USD-0.20-15.9611.7MOff
15 May 202626.15 USD-4.7%27.11 USD40.27 USD-0.01-15.5118.5MOff
8 May 202627.44 USD8.3%27.17 USD40.48 USD0.25-12.1123.9MOff
1 May 202625.33 USD-9.7%27.12 USD40.68 USD0.39-17.8026.8MOff
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.