Brown-Forman Corp 'B'

Sazerac reiterated a $32 per share all-cash proposal and detailed a plan to combine portfolios and capture over $12bn revenue and $3bn EBITDA, but Brown-Forman's controlling voting bloc Wolf Pen Branch—dominated by the Brown family—called the offer "not actionable", preventing any change-of-control. The rejection underscores a valuation disconnect: Brown-Forman trades near $28 with a forward P/E of about 16.8x, well below historical averages and Sazerac's implied ~21x. Industry destocking, weaker demand and input-cost pressures have compressed the stock's market value, while short interest sits elevated at 11.46%, leaving potential upside if strategic interest returns. » Mais em finance.yahoo.com

At the annual general meeting a dividend of $0.92 per share was approved for 2026, up 3.37% year-on-year; the total payout amounts to $427.00 million. Based on the share price of $25.70 this implies a dividend yield of 3.55%; the stock fell 17.50% year-on-year, and the total return (price plus dividend) is -6.10%. FactSet analysts expect a dividend increase to $0.95 for 2027 (expected yield 3.69%). Brown-Forman B has a market capitalization of $12.110 billion, a P/E ratio of 16.82, 2026 revenue of $3.946 billion and earnings per share of $1.53. » Mais em finanzen.net

Brown-Forman reported a roughly 2% rise in total net sales to $912 million despite a 7% drop in U.S. sales and a 3% decline in Jack Daniel’s depletions. Organic net sales fell about 4%, but whiskey sales grew 1% organically, driven by the launch of Jack Daniel’s Tennessee Blackberry and strength in Woodford Reserve. Ready-to-drink Jack Daniel’s cocktails declined about 5%; the company expects sales to remain roughly flat into fiscal 2027. » Mais em forbes.com