InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$28.88

2026-10-16

Market Cap

$13.3B

Volume

3.5M

52-Wk High

$31.92

52-Wk Low

$22.61

Trailing PE

18.8

P/S

3.41

Gross Margin

60.7%

Net Margin

18.4%

ROE

18%

ROIC

13%

Piotroski

8/9

Altman Z

4.3

1-Yr Return

+5.6%

5-Yr Return

-43.0%

Brown-Forman Corporation, along with its subsidiaries, operates globally within the alcoholic beverage industry. The company is actively involved in the production, distillation, bottling, international trade (importing and exporting), marketing, and sale of a diverse portfolio of alcoholic products. Its extensive offerings encompass a wide variety of spirits, wines, and whiskey products, including specialty whiskey spirits and flavored whiskey liqueurs. The range also features convenient ready-to-drink and ready-to-pour options, pre-mixed cocktails, vodkas, tequilas, champagnes, brandy, bourbons, and other liqueurs. These beverages are primarily marketed under prominent brands such as Jack Daniel's, Reserve, Old Forester, Coopers' Craft, Herradura, el Jimador, New Mix, Korbel Champagnes, Sonoma-Cutrer, Finlandia, GlenDronach, Benriach, Glenglassaugh, Chambord, Slane, and Fords Gin. Beyond beverage sales, Brown-Forman also engages in the sale of used barrels, bulk whiskey, and wine, in addition to offering contract bottling services. The company's distribution model involves reaching retail customers and end consumers through independent distributors or state governments, while directly supplying retailers, wholesalers, and provincial governments. With a history dating back to its founding in 1870, Brown-Forman Corporation is headquartered in Louisville, Kentucky, and conducts substantial operations across the United States, Germany, Australia, the United Kingdom, Mexico, and numerous other international markets.

SectorConsumer DefensiveIndustryBeverages - Wineries & DistilleriesExchangeNYSEMarket Cap$13.3BEmployees4,900 (SEC-filed)CEOLawson E. WhitingIPO1980-03-17CountryUS

850 Dixie Highway, Louisville, KY 40210 · Tel 502 585 1100 · brown-forman.com

INSIDERSTREET SCORE66 / 100InsiderStreet publishes no price target

INSIDER CONSENSUS SIGNALCOMP-PLAN ACTIVITY ONLYexercises and tax withholding only

1 Year vs S&P 500 · BF-B +5.6% · S&P 500 +15.9% · spread -10.2pp

7 Years vs S&P 500 · BF-B -43.0% · S&P 500 +189.9% · spread -232.8pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE66of 100

Score Breakdown

Profitability	74/100
Growth	29/100
Momentum	61/100
Quality	85/100
Earnings Quality	72/100
Balance Sheet	70/100
Value	64/100
Risk (safety)	100/100
Overall	65.9/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
SJM	51
BJ	55
MKC	59
PFGC	52
HRL	46
COKE	62
BF-B	66

IS Score Trend — quarterly

17 quarters, 23 Q1 to 27 Q1. Peak 69 in 23 Q1, latest 66 — -3 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY66 / 100IS Score 65.9 / 100 · -2.9 from peak of 69

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 90 / 100 · Power +80 · 21 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 66 and price structure at 90 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 65.9	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 57 → 61 → 63 → 66	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 645 → now 599	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)515 up / 374 downnet +141 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 645 · latest 599 (-46 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	599	201.5M	$5.3B	43.9%
2026 Q1	580	202.3M	$5.0B	44.1%
2025 Q4	642	220.1M	$5.4B	48.0%
2025 Q3	626	215.5M	$5.9B	47.0%
2025 Q2	643	197.0M	$5.2B	42.9%
2025 Q1	645	198.0M	$6.4B	43.2%
2024 Q4	640	185.0M	$6.6B	40.3%
2024 Q3	614	187.3M	$8.5B	40.8%
2024 Q2	588	173.6M	$7.1B	37.9%
2024 Q1	615	162.6M	$8.3B	35.5%
2023 Q4	617	159.6M	$9.0B	34.8%
2023 Q3	623	159.4M	$9.2B	34.8%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Pafilis Yiannis	EVP, Pres., EU, Africa, Asia	2026-07-23	A-Award	7,727	—	7,727
Enyard Angela S	SVP, Chief Accounting Officer	2026-07-23	A-Award	2,450	—	2,450
Masick Michael Andrew	EVP/Pres., Americas	2026-07-23	A-Award	15,278	—	15,278
Nall Timothy M	EVP, Chief Supp/Tech	2026-07-23	A-Award	9,167	—	9,167
Peters James W	EVP, Chief Financial Officer	2026-07-23	A-Award	64,933	—	64,933
Peterson Crystal L	EVP, Chief Incl/Global Comm	2026-07-23	A-Award	3,285	—	3,285
Carr Michael E Jr	EVP, General Counsel,Secretary	2026-07-23	A-Award	11,458	—	11,458
Shepherd Jeremy J	EVP, Chief Marketing	2026-07-23	A-Award	9,231	—	9,231

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
M — Exercises (paired A/D)	3	884	—	None — mechanics
F — Tax withholding	12	24,012	$0.6M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalComp-Plan Activity Only

Open-Market Sells$0.0M0 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2025-12-04	Whiting Lawson E	4,785	$0.1M
2025-12-04	Whiting Lawson E	42,495	$1.3M
2025-07-23	Whiting Lawson E	28,426	$0.9M
2023-06-22	Kirsten Hawley	2,402	$0.2M
Trailing 12 mo	2 filings	47,280	$1M

Filed	Form	Reporting person	% of class	Shares
2026-06-03	SCHEDULE 13D/A	Wolf Pen Branch, LP	60.30%	101.6M sh
2026-06-03	SCHEDULE 13D/A	Wolf Pen Branch GP, LLC	60.30%	101.6M sh
2026-05-06	SCHEDULE 13G/A	Abigail P. Johnson	4.40%	12.8M sh
2026-04-29	SCHEDULE 13G	Vanguard Capital Management	5.58%	16.2M sh

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Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2025-09-29	2025-10-03
Val Hoyle	House	SELL	$1,001 - $15,000	2025-09-22	2025-10-10
Val Hoyle	House	BUY	$1,001 - $15,000	2025-07-13	2025-09-12

House 12-Mo2 trades1 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)580

13F Shares202M44.1% of shares out

New / Closed73 / 120positions, QoQ

Increased / Reduced183 / 240positions, QoQ

Put/Call (13F)0.62option positions

Free Float96.5%446M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Confluence Investment Management L	1.0M	$27M
Wealth Enhancement Advisory Servic	88,326	$2M
Assenagon Asset Management S.A.	80,833	$2M
Tcv Trust & Wealth Management, Inc	77,733	$2M
Atria Investments, Inc	53,810	$1M
Czech National Bank	50,895	$1M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
MOAT	2.6%	$300M
VITSX	0.0%	$231M
VSMPX	0.0%	$231M
VTI	0.0%	$231M
VTSAX	0.0%	$231M
RSP	0.2%	$214M

13F Filers Holding BF-B — quarterly

Institutional Put/Call — quarterly

No tier-1 ATS records for BF-B in the FINRA dark-pool feed — off-exchange activity in this name runs through tier-2 venues below the reporting threshold.

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Where a dollar of Brown-Forman Corporation revenue goes. All values FY2026 filings, live.

Region	Revenue	Share
UNITED STATES	$1.6B	42%
Other Countries	$1.3B	34%
MEXICO	$319M	8%
GERMANY	$248M	6%
AUSTRALIA	$200M	5%
UNITED KINGDOM	$164M	4%

BF-B (live moat model)Peer median: SJM · BJ · MKC · PFGC · HRL

Component scores from the live moat model. Peer median illustrative.

Moat score 38/100 — None; primary source Efficient Scale.

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3.8 · Employees (SEC filings)

Officer	Title
Lawson E. Whiting	Chief Executive Officer, President & Director
Marshall Farrer	Executive Chairman
Michael E. Carr Jr.	Executive Vice President, General Counsel & Secretary
Yiannis Pafilis	Executive Vice President of Europe, Africa & Asia Pacific

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)1 of 6recent quarters

Avg Surprise-11.4%

Next Report2026-12-03

Income Quality1.40OCF ÷ net income

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Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY22	FY23	FY24	FY25	FY26
Revenue	+13.6%	+7.5%	-1.2%	-4.9%	-1.2%
Gross profit	+14.2%	+4.3%	+1.3%	-7.2%	+1.5%
Operating income	+3.3%	-6.4%	+25.5%	-21.7%	+0.2%
Net income	-7.2%	-6.6%	+30.8%	-15.1%	-17.7%

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$B · FY ends	FY22	FY23	FY24	FY25	FY26
Revenue	3.9	4.2	4.2	4.0	3.9
Cost of revenue	1.5	1.7	1.7	1.6	1.6
Gross profit	2.4	2.5	2.5	2.3	2.4
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	1.1	1.2	1.4	1.2	1.3
Operating income	1.2	1.1	1.4	1.1	1.1
EBITDA	1.3	1.2	1.5	1.3	1.2
D&A	0.1	0.1	0.1	0.1	0.1
Pretax income	1.1	1.0	1.3	1.1	0.9
Income tax	0.3	0.2	0.3	0.2	0.2
Net income	0.8	0.8	1.0	0.9	0.7
Diluted EPS ($)	1.74	1.63	2.15	1.84	1.53
Diluted shares (M)	481	481	477	473	467

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$0B

Net cash change$-0B

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Balance Sheet — Full

$B	FY23	FY24	FY25	FY26
Cash & equivalents	0.4	0.4	0.4	0.3
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	0.9	0.8	0.8	0.8
Total current assets	3.8	4.0	4.2	4.0
PP&E (net)	1.0	1.1	1.1	1.1
Goodwill + intangibles	2.6	2.4	2.5	2.5
Total assets	7.8	8.2	8.1	7.9
Accounts payable	0.3	0.3	0.2	0.8
Short-term debt	0.2	0.7	0.3	0.1
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	1.1	1.6	1.1	1.2
Long-term debt	2.7	2.4	2.4	2.1
Total liabilities	4.5	4.6	4.1	3.9
Shareholders' equity	3.3	3.5	4.0	4.0

Cash Flow Statement — Full

$B	FY23	FY24	FY25	FY26
Net income	0.8	1.0	0.9	0.7
D&A	0.1	0.1	0.1	0.1
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	0.4	(0.3)	(0.3)	0.1
Operating cash flow	0.6	0.6	0.6	1.0
Capital expenditures	(0.2)	(0.2)	(0.2)	(0.1)
Investing cash flow	(1.4)	0.0	0.2	(0.1)
Buybacks	0.0	(0.4)	0.0	(0.4)
Dividends paid	(0.4)	(0.4)	(0.4)	(0.4)
Debt issuance / (repay)	0.6	0.2	(0.4)	(0.2)
Financing cash flow	0.2	(0.6)	(0.8)	(1.1)
Free cash flow	0.5	0.4	0.4	0.9

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY22	FY23	FY24	FY25	FY26	TTM
PROFITABILITY
ROE	31.1%	26.1%	30.2%	23.1%	17.8%	18%
ROA	13.0%	11.1%	12.8%	10.7%	8.9%	9.2%
ROIC	21.9%	14.9%	18.1%	14.5%	15.7%	13.0%
Gross margin	60.8%	59.0%	60.5%	58.9%	60.5%	60.7%
Operating margin	30.6%	26.7%	33.8%	27.8%	28.2%	28.6%
Net margin	21.3%	18.5%	24.5%	21.9%	18.2%	18.4%
EBITDA margin	32.4%	28.1%	36.2%	32.5%	30.6%	27.8%
FCF margin	20.3%	10.8%	10.0%	10.8%	22.7%	—
VALUATION
P/E	36.05	37.65	21.29	18.51	16.55	18.8
P/B	11.04	9.02	6.20	4.03	2.94	3.3
P/S	7.68	6.97	5.22	4.05	3.01	3.41
P/FCF	37.85	64.51	52.03	37.33	13.25	14.4
EV/EBITDA	24.79	26.98	16.17	14.25	12.70	14.2
EV/Revenue	8.04	7.57	5.85	4.62	3.48	4.0
Earnings yield	2.8%	2.7%	4.7%	5.4%	6.0%	5.44%
FCF yield	2.6%	1.6%	1.9%	2.7%	7.5%	6.93%

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
LEVERAGE & SOLVENCY
Current ratio	3.65	3.51	2.59	3.88	3.24	3.26
Quick ratio	1.89	1.40	0.95	1.56	1.18	1.14
Debt / equity	0.83	0.89	0.88	0.68	0.54	0.62
Debt / assets	35.6%	37.5%	38.0%	33.8%	27.2%	31.2%
Net debt / EBITDA	1.10	2.14	1.76	1.77	1.71	1.97
Interest coverage	14.59	12.30	11.22	9.86	9.85	—

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Ratio	FY22	FY23	FY24	FY25	FY26	TTM
EFFICIENCY
Asset turnover	0.61	0.60	0.52	0.49	0.49	0.50
Receivables turnover	5.02	5.07	5.15	4.97	4.73	4.8
DSO (days)	73	72	71	73	77	77
DPO (days)	46	55	64	57	122	37
Cash conversion cycle	449	448	542	583	550	650
GROWTH (YoY)
Revenue growth	13.6%	7.5%	-1.2%	-4.9%	-1.2%	—
Net income growth	-7.2%	-6.6%	30.8%	-15.1%	-17.7%	—
EPS growth	-7.1%	-6.6%	31.9%	-14.5%	-15.3%	—
FCF growth	5.7%	-42.7%	-8.3%	2.9%	107.2%	—
PER SHARE ($)
EPS (diluted, TTM)	1.74	1.63	2.15	1.84	1.56	1.57
Book value / share	5.70	6.80	7.38	8.44	8.75	8.65
Revenue / share	8.19	8.80	8.77	8.41	8.55	8.53
FCF / share	1.66	0.95	0.88	0.91	1.94	2.02
Cash / share	1.81	0.78	0.94	0.94	0.67	0.66
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.0%	1.8%	0.0%	3.4%	3.03%
Altman Z-Score	7.45	6.01	5.00	4.62	4.05	4.3
Piotroski F-Score	7	3	4	5	7	8/9
Beneish M-Score	-2.45	-2.11	-2.35	-2.24	-2.72	-2.71

Model	Score	Zone	Note
Piotroski F-Score	8 / 9	Strong
Altman Z-Score	4.3	Safe (>2.99)	Safe
Income quality	1.40	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.71	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.81
Interest burden	0.90
Operating margin	25.4%
Asset turnover	0.49×
Financial leverage	2.01×
= ROE	18%

Growth Quality (live)	Value
Revenue stability	0.12
Earnings stability	0.01
Earnings persistence	0.94
Revenue CAGR 3y	-2.8%
EPS CAGR 3y	-0.5%
FCF CAGR 3y	44.4%

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Buyback Yield3.03%

Dividend Yield3.20%

Total Shareholder Return6.26%cash yield

SBC / Revenue0.8%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
SJM	$13.6B	59.3	4%	14.6%	+5.1%	8/9	+23.9%
BJ	$13.0B	22.3	28%	2.8%	+9.1%	6/9	+10.7%
MKC	$12.5B	8.4	23%	4.8%	+13.2%	6/9	-27.9%
PFGC	$15.4B	42.5	8%	0.9%	+7.2%	7/9	-2.8%
HRL	$11.2B	32.4	4%	2.0%	+0.7%	4/9	—
COKE	$16.5B	26.1	97%	7.7%	+10.7%	6/9	—
CLX	$10.5B	18.1	286%	8.4%	-5.4%	4/9	—
GIS	$17.7B	-20.1	-11%	9.0%	-4.5%	4/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

36 Analysts

Str Sell (0)Sell (7)Hold (24)Buy (5)Str Buy (0)

Next Report2026-12-03street $0.46

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$3.90B	$3.92B / $3.85B	$1.74	$1.79 / $1.69	17
FY2027	$3.94B	$3.99B / $3.86B	$1.71	$1.81 / $1.46	18
FY2028	$4.00B	$4.07B / $3.84B	$1.71	$1.84 / $1.62	17

Third-Party Composite Rating

A-

DCF

4/5

ROE

4/5

ROA

5/5

Debt/Eq

2/5

P/E

3/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BF-B +5.6% vs S&P 500 +15.9% — spread -10.2pp

Sector — XLP +11.4%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$26.66	+2.22	+8.33%	Above
SMA 50	$26.96	+1.92	+7.12%	Above
SMA 200	$26.54	+2.34	+8.82%	Above
EMA 9	$27.57	+1.31	+4.75%	Above
EMA 21	$27.00	+1.88	+6.96%	Above
EMA 50	$26.83	+2.05	+7.64%	Above
EMA 200	$27.03	+1.85	+6.84%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +8021 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%91

Volume 20%100

Volatility 10%100

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago9%+91 pts since

12 Weeks Ago0%+100 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$26.66

Price vs SMA 50$26.96

Price vs SMA 200$26.54

EMA 9/21 Cross27.6/27.0

SMA 50/200Golden

ADX DirectionADX 18

Supertrend$27

Parabolic SAR$26

SMA Slope0.150

RSI70.9

Stochastic K/D94/93

StochRSI K/D100/100

Williams %R-11

CCI244

TSI vs Signal16.4

CMO41.7

ROC10.40%

OBV SignalAccum

Chaikin MF0.120

MFI79

Force Index1M

Elder Ray Bull2.27

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 93

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$28.60 / $28.84 / $29.09	S1 / S2	$28.35 / $28.11
Bollinger (20,2)	$24.92 – $28.40	Squeeze	Off
52-wk range	$22.23 – $30.86	Off 52-wk high	-6.4%
ATR (14)	$0.69 (2.4%)	Historical vol	20.6%

-2.3%Jan55%

+0.9%Feb60%

-1.0%Mar62%

+2.4%Apr55%

+1.3%May65%

+0.4%Jun55%

+1.6%Jul60%

+0.6%Aug55%

+0.1%Sep50%

-1.1%Oct40%

+3.2%Nov65%

-0.4%Dec50%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	BF-B	S&P 500
Weekly volatility (σ, 1y)	5.33%	1.83%
Best / worst week (1y)	+11.8% / -10.9%	—
Max drawdown (5y, monthly)	-64.9%	—
1-week VaR (95%)	-8.9%	—
Beta (5y)	0.33	1.00

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BF-B EQUITY WEATHER (LIVE)PARTLY CLOUDY · +29

Trend+43

Momentum+73

Volume+48

Volatility-60

Breadth-22

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Overall+29.4+43.3 vs industry

Trend+42.9+63.6 vs industry

Momentum+72.7+72.2 vs industry

Volume+47.8+32.8 vs industry

Reading	BF-B	Beverages - Wineries & Distilleries n=126	Consumer Defensive n=3,080	All US symbols n=70,435
Overall	+29.4	-13.9	-15.7	-20.5
Trend	+42.9	-20.7	-19.0	-21.3
Momentum	+72.7	+0.5	-6.2	-15.8
Volume	+47.8	+15.0	-5.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Lawson E. Whiting President and Chief Execut	$13.2M	64% equity+incentive
Leanne D. Cunningham Executive Vice Presiden	$3.8M	53% equity+incentive
Marshall B. Farrer Executive Vice President,	$3.7M	33% equity+incentive
Matthew E. Hamel Executive Vice President an	$2.3M	53% equity+incentive
Thomas W. Hinrichs Executive Vice President,	$1.9M	61% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	63
Social	60
Governance	68
Composite ESG	64

Composite ESG Trend

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Filed	8-K contents	Items
2026-07-23	Shareholder Vote; Regulation FD; Exhibits	5.07,7.01,9.01
2026-07-13	Officer/Director Change; Regulation FD; Exhibits	5.02,7.01,9.01
2026-06-04	Earnings Release; Exhibits	2.02,9.01
2026-04-28	Regulation FD; Exhibits	7.01,9.01
2026-03-27	Regulation FD; Exhibits	7.01,9.01
2026-03-16	Departure/Election of Directors; Appointment of Officers; Regulation F	5.02,7.01,9.01
2026-03-04	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-12-04	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2021 to 2026
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-09-02 to 2026-09-02
Analyst estimates	dim/forward_estimates	3 rows · 2026-04-30 to 2028-04-30
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	114 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-07-23
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-04-29 to 2026-06-03
Short-sale volume (FINRA)	edgar/short_volume_daily	not present for this symbol
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	not present for this symbol
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Brown-Forman Corporation (BF-B)

Institutions holding — 12 quarters

Brown-Forman Corporation (BF-B)

Monthly Net Insider Flow (000 shares)

Signal Summary

Brown-Forman Corporation (BF-B)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding BF-B — quarterly

Institutional Put/Call — quarterly

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

3.8 · Employees (SEC filings)

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Balance Sheet — Full

Cash Flow Statement — Full

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Third-Party Composite Rating

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Family Scores (site weights)

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)

Brown-Forman Corporation (BF-B)