| 3 Dividend Stocks for May 2025 |
#Morningstar #TopDividendStocks #DividendAristocrats These three dividend aristocrats have an average yield of 4.4%. 00:00 Introduction 00:10 Brown-Forman BF.B 01:26 Chevron CVX 02:21 Realty Income O David Harrell: Hi, I'm David Harrell, editor of the Morningstar DividendInvestor newsletter. |
youtube.com |
2025-05-11 15:00:09 |
Czytaj oryginał (ang.) |
| Brown-Forman Corporation: Downgrade To Sell On Uncertain Tariffs Risk And Weak Organic Growth Outlook |
I am downgrading Brown-Forman Corporation to a sell due to weak domestic demand, unfavorable supply demand balance in whiskey, and rising tariff risks. 3Q25 results showed a 3% y/y revenue decline, with organic growth up 6% y/y; however, EBIT fell 25% y/y on a reported basis. The US spirits industry slump, oversupply in American whiskey, and potential EU tariffs are significant headwinds impacting BF.B's revenue growth and profitability. |
seekingalpha.com |
2025-03-19 07:19:27 |
Czytaj oryginał (ang.) |
| Brown-Forman: Tariff Worry Creates A Buying Opportunity |
Brown-Forman faces severe challenges due to international tariffs, causing a significant drop in stock price, despite its strong historical performance and dividend growth. The trade war, especially with the European Union, has drastically impacted whiskey exports, with a potential 50% tariff looming. Despite the current turmoil, I believe the trade war will not persist, and Brown-Forman's resilience and undervaluation present a strong buying opportunity. |
seekingalpha.com |
2025-03-18 04:33:50 |
Czytaj oryginał (ang.) |
| Motorcycles, whiskey, gum: How the E.U. is targeting U.S. products with retaliatory tariffs |
The European Union is planning new tariffs on a wide range of U.S. imports next month in response to President Donald Trump's new taxes on imported aluminum and steel that went into effect Wednesday. |
marketwatch.com |
2025-03-12 14:33:00 |
Czytaj oryginał (ang.) |
| Whiskey Is a Target of Europe's Retaliatory Tariffs. Brown-Forman Stock Falls. |
The European Union plans to establish countermeasures in April that apply to products ranging from boats to bourbon. |
barrons.com |
2025-03-12 10:00:00 |
Czytaj oryginał (ang.) |
| HEINY or BF.B: Which Is the Better Value Stock Right Now? |
Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Heineken NV (HEINY) and Brown-Forman B (BF.B). But which of these two stocks is more attractive to value investors? |
zacks.com |
2025-03-11 14:40:26 |
Czytaj oryginał (ang.) |
| Brown-Forman Corporation (BF.B) Q3 2025 Earnings Call Transcript |
Brown-Forman Corporation (NYSE:BF.B ) Q3 2025 Earnings Conference Call March 5, 2025 10:00 AM ET Company Participants Susanne Perram - Vice President & Director, Investor Relations Campbell Brown - Chair of the Board Marshall Farrer - Executive Vice President, Chief Strategic Growth Officer & Board Director Lawson Whiting - President & Chief Executive Officer Leanne Cunningham - Executive Vice President & Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Nadine Sarwat - Bernstein Peter Grom - UBS Filippo Falorni - Citi Drew Levine - JPMorgan Eric Serotta - Morgan Stanley Bonnie Herzog - Goldman Sachs Operator Hello, and welcome to Brown-Forman Corporation Third Quarter and Year-to-Date Fiscal 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. |
seekingalpha.com |
2025-03-05 19:07:37 |
Czytaj oryginał (ang.) |
| Brown-Forman to Participate in UBS Global Consumer and Retail Conference |
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) announced today that President and Chief Executive Officer Lawson Whiting and Executive Vice President and Chief Financial Officer Leanne Cunningham will participate in a “fireside chat” during the UBS Global Consumer and Retail Conference in New York on Wednesday, March 12, 2025. The event will begin at approximately 8:00 a.m. (EDT) and will be available as a live webcast on the Brown-Forman website at brown-forman.com. |
businesswire.com |
2025-03-03 10:01:00 |
Czytaj oryginał (ang.) |
| Brown-Forman: Pessimism Gone Too Far |
Brown-Forman: Pessimism Gone Too Far |
seekingalpha.com |
2025-02-24 10:25:25 |
Czytaj oryginał (ang.) |
| Brown-Forman: Caught In The Perfect Storm, Finally A Buy (Rating Upgrade) |
Brown-Forman Corporation stock is in the midst of a perfect storm characterized by a massive inventory overhang, a weak demand environment, rebounding inflation and, of course, the threat of tariffs. In this update, I explain why I – quite counterintuitively – finally moved BF.A/BF.B from my watch list to my buy list. However, due to the likely continued volatile environment and the possibility of a temporarily reduced dividend or outright suspension, I am proceeding cautiously in building up my position. |
seekingalpha.com |
2025-02-14 13:53:19 |
Czytaj oryginał (ang.) |
| Tariff threats impact alcohol |
CNBC's Brandon Gomez joins 'Squawk on the Street' with the latest details on how tariffs could impact the alcohol industry. |
youtube.com |
2025-02-04 13:24:14 |
Czytaj oryginał (ang.) |
| Brown-Forman: Attractive Valuation Post A Job Cut Of 12% And Tariffs |
Brown-Forman, a leading spirits manufacturer, has declined 40% in a year but remains fundamentally strong with a 2.7% dividend yield and A-rating. The company's premium brands, like Jack Daniels, and growth in ready-to-drink products suggest a significant upside, despite current market pressures. Workforce cuts and potential tariffs pose risks, but cost control and premiumization trends support a conservative price target of $55/share. |
seekingalpha.com |
2025-01-16 20:03:14 |
Czytaj oryginał (ang.) |
| Jack Daniel's maker to slash 12% of its workforce as consumers' alcohol consumption dries up |
Jack Daniel's maker is selling its barrel-making operation as sales of bourbon decline. |
nypost.com |
2025-01-14 16:00:30 |
Czytaj oryginał (ang.) |
| Brown-Forman laying off 648 people after stock price hits 10-year low and sales decline |
Jack Daniels whiskey maker Brown-Forman Corp. said Tuesday it would cut 12% of its work force or about 648 jobs in the face of a 10-year-low in its stock price and four straight quarters of declining sales. |
marketwatch.com |
2025-01-14 10:47:00 |
Czytaj oryginał (ang.) |
| Brown-Forman: A Label On Bottles Can't Stop A Secular Trend |
Brown-Forman's stock hasn't been this cheap since 2009. Despite industry challenges, BF's long-term revenue and profit margins remain stable, indicating resilience and growth potential. Warning labels on alcohol are unlikely to significantly impact demand, similar to the ineffectiveness of cigarette warnings. |
seekingalpha.com |
2025-01-09 07:39:10 |
Czytaj oryginał (ang.) |
| Brown-Forman Corporation: Unlikely To Meet Organic Sales Growth Guidance |
I maintain a hold rating on Brown-Forman Corporation due to persistent growth challenges and unlikely achievement of FY25 organic sales growth guidance. 2Q25 results show a 1% net sales decline, with organic growth at 3% y/y; EBIT margin improved slightly to 31.1%. Poor demand, increased promotional intensity, and competitive pressures suggest BF.B will struggle to meet FY25 guidance, impacting margins and stock price. |
seekingalpha.com |
2024-12-20 04:50:11 |
Czytaj oryginał (ang.) |
| Compared to Estimates, Brown-Forman B (BF.B) Q2 Earnings: A Look at Key Metrics |
The headline numbers for Brown-Forman B (BF.B) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. |
zacks.com |
2024-12-06 12:31:19 |
Czytaj oryginał (ang.) |
| Why Solid Earnings Moved Brown-Forman Stock Up On My Watch List |
The stock of Jack Daniel's maker Brown-Forman Corporation jumped by more than 10% yesterday after reporting better-than-expected results for the first half of fiscal 2025. In this update, I take a close look at Brown-Forman's operating fundamentals and explain why the convincing H1 FY2025 earnings report has pushed BF.B shares higher on my watch list. However, I also explain why I am not rushing to open a position in Brown-Forman shares at this time. |
seekingalpha.com |
2024-12-06 12:28:11 |
Czytaj oryginał (ang.) |
| Brown-Forman Corporation (BF.B) Q2 2025 Earnings Call Transcript |
Brown-Forman Corporation (NYSE:BF.B ) Q2 2025 Earnings Conference Call December 5, 2024 10:00 AM ET Company Participants Sue Perram - Vice President & Director, Investor Relations Campbell Brown - Chair of the Board Marshall Farrer - Executive Vice President, Chief Strategic Growth Officer & Board Director Lawson Whiting - President & Chief Executive Officer Leanne Cunningham - Executive Vice President & Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Bonnie Herzog - Goldman Sachs Nadine Sarwat - Bernstein Robert Ottenstein - Evercore ISI Chris Pitcher - Redburn Atlantic Filippo Falorni - Citi Bill Kirk - ROTH Peter Grom - UBS Eric Serotta - Morgan Stanley Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the Brown-Forman First Half Fiscal 2025 Earnings Conference Call. |
seekingalpha.com |
2024-12-05 22:54:29 |
Czytaj oryginał (ang.) |
| Jack Daniel's Parent Tops S&P 500 on Smaller-Than-Expected Revenue Slide |
Jack Daniel's whiskey owner Brown-Forman (BF.A) was the S&P 500's best-performing company Thursday following stronger-than-expected results and a call that the company will return to growth this fiscal year. |
investopedia.com |
2024-12-05 20:20:42 |
Czytaj oryginał (ang.) |
| 3-Stock Lunch: Lululemon, APP. Materials & Brown-Forman |
Courtney Garcia, Payne Capital Management, senior wealth advisor, joins 'Power Lunch' to discuss stock plays for three stocks. |
youtube.com |
2024-12-05 18:20:12 |
Czytaj oryginał (ang.) |
| Brown-Forman rallies as Jack Daniel's maker predicts return to growth |
Brown-Forman Corp (NYSE:BF.B), maker of Jack Daniel's Tennessee whiskey, rallied more than 10% on the New York Stock Exchange after the distiller reported its first-half financial results. Although sales saw a small year-on-year decline, they match previously set targets and a return to growth is anticipated. |
proactiveinvestors.com |
2024-12-05 13:53:25 |
Czytaj oryginał (ang.) |
| Liquor giant Brown-Forman's stock rises as it signals growth ahead despite market challenges |
Brown-Forman Corp.'s stock rose 8% in premarket trading on Thursday after the liquor maker beat Wall Street estimates for profit and revenue in its latest quarter and said it expects to generate positive net sales and operating income in its current fiscal year despite “macroeconomic uncertainties.” |
marketwatch.com |
2024-12-05 11:35:00 |
Czytaj oryginał (ang.) |
| Brown-Forman B (BF.B) Earnings Expected to Grow: What to Know Ahead of Next Week's Release |
Brown-Forman B (BF.B) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2024-11-28 13:01:17 |
Czytaj oryginał (ang.) |
| Brown-Forman Announces Change in Board of Directors Chair |
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE:BFA, BFB) announced today that Campbell P. Brown will step down as Chair of the Brown-Forman Board of Directors in July. Subject to his reelection at the annual meeting, he will continue to serve on the Board as a Director. Marshall B. Farrer, a fifth-generation descendent of the company's founder and a current Director of the Board, will assume the role of Chair of the Board, subject to his reelection to the Board. “It has been a. |
businesswire.com |
2024-11-25 10:54:00 |
Czytaj oryginał (ang.) |
| Brown-Forman Increases Cash Dividend for 41st Consecutive Year |
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) announced today that its Board of Directors approved an increase of 4% to the quarterly cash dividend from $0.2178 per share to $0.2265 per share on its Class A and Class B Common Stock. As a result, the indicated annual cash dividend will rise from $0.8712 per share to $0.9060 per share. The dividend is payable on January 2, 2025, to stockholders of record on December 6, 2024. Brown-Forman's President and Chief Executi. |
businesswire.com |
2024-11-21 18:24:00 |
Czytaj oryginał (ang.) |
| Brown-Forman: Jack Daniel's Tennessee Whiskey Is Out Of Favor, But Only Temporarily |
After record years during the pandemic, Brown-Forman has been facing important headwinds over the last few quarters. The fact that other key competitors are also facing similar challenges is reassuring in a way, as it indicates that the problem is not specific to brands owned by Brown-Forman. The spirits industry has sustained mid-single-digit growth rates for decades, and I view the current weakness not only as temporary, but as an opportunity. |
seekingalpha.com |
2024-11-17 22:40:56 |
Czytaj oryginał (ang.) |
| Brown-Forman: This Dividend Aristocrat Hasn't Been This Interesting For Years |
Brown-Forman's stock price has dropped 42% from its all-time high, presenting a compelling buying opportunity given its solid underlying business and long-term growth prospects. Short-term challenges include inventory issues and potential tariffs, but these are temporary and do not undermine the company's long-term growth potential. Despite recent poor performance, Brown-Forman's financial results remain strong, with high profitability and a consistent dividend history, making it a solid investment for risk-averse investors. |
seekingalpha.com |
2024-10-23 10:10:15 |
Czytaj oryginał (ang.) |
| These brands could be hit the hardest by port strike: BofA's Peter Galbo |
Peter Galbo, BofA Securities analyst, joins CNBC's 'The Exchange' to discuss the impact of the ongoing strike at East and Gulf Coast ports, how long his firm thinks the strike will last, and more. |
youtube.com |
2024-10-03 18:41:54 |
Czytaj oryginał (ang.) |
| These consumer-staples stocks could take a hit from the port strike |
The dockworkers' strike could impact a number of names in the consumer-staples space, warns Bank of America. |
marketwatch.com |
2024-10-03 17:11:00 |
Czytaj oryginał (ang.) |
| Brown-Forman: Stock Price Likely To Stay Rangebound (Maintain Hold Rating) |
I maintain a hold rating for Brown-Forman Corporation (BF.B) due to a challenging macro environment and weak consumer spending, keeping growth outlook negative. 1Q25 results showed an 8.4% decline in total sales, with significant drops across segments and compressed margins impacting profitability. Management's FY25 organic sales growth guidance of 2-4% seems overly optimistic given the weak underlying demand and cautious distributor behavior. |
seekingalpha.com |
2024-09-12 15:37:26 |
Czytaj oryginał (ang.) |
| Brown-Forman to Participate in TD Cowen Conference |
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) announced today that President and Chief Executive Officer Lawson Whiting will participate in TD Cowen's 2nd Annual Sip, Snack & Scrub Summit on September 17, 2024. Brown-Forman's virtual “fireside chat” will begin at approximately 11:00 a.m. (EDT) and will be available as a webcast on the Brown-Forman website at brown-forman.com on the Investors/Events & Presentations page. A replay will be available on the Bro. |
businesswire.com |
2024-09-10 20:01:00 |
Czytaj oryginał (ang.) |
| Compared to Estimates, Brown-Forman B (BF.B) Q1 Earnings: A Look at Key Metrics |
While the top- and bottom-line numbers for Brown-Forman B (BF.B) give a sense of how the business performed in the quarter ended July 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2024-08-29 23:30:19 |
Czytaj oryginał (ang.) |
| Brown-Forman Corporation (BF.B) Q1 2025 Earnings Call Transcript |
Brown-Forman Corporation. (NYSE:BF.B ) Q1 2025 Earnings Conference Call August 29, 2024 10:00 AM ET Company Participants Sue Perram - Vice President, Director Investor Relations Lawson Whiting - President and Chief Executive Officer Leanne Cunningham - Executive Vice President and Chief Financial Officer Conference Call Participants Peter Grom - UBS Andrea Teixeira - JPMorgan Eric Serotta - Morgan Stanley Nadine Sarwat - Bernstein Filippo Falorni - Citi Robert Moskow - TD Cowen Nik Modi - RBC Stephen Powers - Deutsche Bank Operator Good day, and thank you for standing by. |
seekingalpha.com |
2024-08-29 17:40:30 |
Czytaj oryginał (ang.) |
| Jack Daniels owner Brown-Forman saw drop in sales and earnings |
Jack Daniels owner Brown-Forman Corp (NYSE:BF.B) reported a decline in sales and earnings, flagging a challenging consumer environment and adjustments in inventory levels in key markets. Revenue and earnings were both lower, amid a challenging consumer environment. |
proactiveinvestors.com |
2024-08-29 14:22:22 |
Czytaj oryginał (ang.) |