BF.B
BROWN-FORMAN CORPEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale — was −0.2 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.1 of a possible +2; was -0.2 before debate) · confidence high. Price momentum is ambiguous: a 3‑month gain of +6.6% contrasts with a 6‑month decline of -4.6% and a 12‑1 momentum of -0.3%, while the share price sits below both the 50‑day SMA (price -3.3% versus the 50‑day) and the 200‑day SMA (price -2.3% versus the 200‑day) even though a golden cross is present and the crossover age is 13 days.
Trailing total‑return drawdowns are very large: a 3‑year max drawdown of -64.8% with a current drawdown from the 3‑year high of -58.9%, which ranks in the 8th percentile of the 547‑stock universe. Volatility is elevated (30‑day annualized +36.0%, 90‑day +39.3%) and income attributes stand out in the universe (TTM dividend yield +3.49%, 3‑year dividend growth +4.5%, yield ranking in the 84th percentile). Institutional 13F holdings totaled "$4.93B" as of 2026‑03‑31 but reported aggregate 13F value declined -7.6% quarter‑over‑quarter and the filing shows exited_positions: 133 and new_positions: 2; several large holders showed notable qoq reductions (FMR LLC -49.5%, BlackRock -15.6%, STATE STREET -10.0%). News coverage includes a public rejection of a $15 billion all‑cash takeover bid (story dated 11 August 2026) and prior proposal context of roughly $32 per share (~ 23% premium) before that earlier offer was cancelled or rebuffed.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
No SEC filings on file for this symbol — foreign private issuers and newly tracked names may have none yet.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
The 3-month momentum is +6.6% while the 6-month momentum is -4.6% and the 12-1 momentum is -0.3%, indicating recent short-run gains but negative intermediate momentum.
Moneyta signal set · 2026-09-01weakened in debatePrice sits below both moving averages: price is -3.3% versus the 50-day SMA and -2.3% versus the 200-day SMA, though a golden cross is present and the crossover age is 13 days.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reportable institutional holders reported aggregate holdings valued at "$4.93B" for the reporting period ended 2026-03-31.
13F holdings · 581 filers · as of 2026-03-31The top reported 13F holders listed VANGUARD CAPITAL MANAGEMENT LLC at "$387.9M", VANGUARD PORTFOLIO MANAGEMENT LLC at "$352.3M", FMR LLC at "$337.9M", BlackRock, Inc. at "$319.0M", and STATE STREET CORP at "$266.6M" (as of 2026-03-31).
13F holdings · 581 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
The company publicly rejected a renewed $15 billion all-cash takeover bid from Sazerac, calling the proposal "not actionable" (the story ran 11 August 2026).
News · finance.yahoo.com · 2026-08-11Coverage notes that Sazerac had previously proposed roughly $32 per share (about a 23% premium) before the proposal was cancelled or rebuffed in late July/early August 2026.
News · simplywall.st · 2026-08-06Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No SEC identity on file for this symbol — insider filings cannot be looked up.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The filings on record don't carry four quarters of both operating cash flow and capital expenditure. IFRS filers report no common capex concept, so no FCF claim is made..
Debate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several claims together support a favorable read despite recent weakness: institutional ownership remains large in dollar terms with top asset managers still holding sizable positions (ownership-0, ownership-1), the stock shows renewed short-run positive momentum (market-0) and a technical bullish signal in the form of a recent golden cross (market-1), and independent DCF-focused coverage flags partial undervaluation (news-2). These points counterbalance headline drawdown and short-term weakness: the large institutional dollar holdings are a strong, verifiable datapoint (13F values), the 3-month momentum and the golden-cross signal are moderate-strength market-timing signals, and the valuation commentary is moderate-strength because it reflects multiple outlets citing cash-flow work. Evidence strength: ownership claims are strong; market technicals and short-term momentum are moderate; valuation mentions are moderate but not unanimous. Together these claims jointly support a constructive interpretation of the company’s positioning while acknowledging the contrasting negative signals.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.39
17 surviving claims rest on 8 distinct sources; the heaviest analyst carries 35% of them, and 88% of what the desk raised survived the debate.
The read rests on a small set of distinct sources and a single analyst is carrying a large share of surviving claims, so the overall signal has moderate concentration risk and is somewhat analyst-dependent. The high survival rate through debate means the desk treated most challenges as durable, but because many claims cluster by source type (market signals and a few big filings), the read should be treated as informative yet fragile to a few key data changes.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.4 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.2 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on BF.B Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.