Envestnet Asset Management Inc. Trims Stock Position in Anheuser-Busch InBev SA/NV $BUD

Envestnet Asset Management Inc. decreased its holdings in Anheuser-Busch InBev SA/NV (NYSE:BUD) by 10.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 495,137 shares of the consumer goods maker’s stock after selling 59,196 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Anheuser-Busch InBev SA/NV were worth $29,515,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Fisher Asset Management LLC raised its position in Anheuser-Busch InBev SA/NV by 4.5% in the second quarter. Fisher Asset Management LLC now owns 10,663,933 shares of the consumer goods maker’s stock worth $732,826,000 after acquiring an additional 454,621 shares during the period. Bank of America Corp DE increased its stake in shares of Anheuser-Busch InBev SA/NV by 23.7% in the 2nd quarter. Bank of America Corp DE now owns 3,344,451 shares of the consumer goods maker’s stock worth $229,831,000 after purchasing an additional 641,158 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Anheuser-Busch InBev SA/NV by 25.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,318,248 shares of the consumer goods maker’s stock worth $81,151,000 after purchasing an additional 265,783 shares in the last quarter. Seafarer Capital Partners LLC raised its holdings in Anheuser-Busch InBev SA/NV by 1.5% in the 3rd quarter. Seafarer Capital Partners LLC now owns 1,034,000 shares of the consumer goods maker’s stock worth $61,637,000 after purchasing an additional 15,000 shares during the period. Finally, Holocene Advisors LP purchased a new position in Anheuser-Busch InBev SA/NV during the second quarter valued at $33,999,000. 5.53% of the stock is currently owned by institutional investors.

Anheuser-Busch InBev SA/NV Trading Up 3.7%

Shares of BUD opened at $80.12 on Friday. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.64 and a quick ratio of 0.48. Anheuser-Busch InBev SA/NV has a 1 year low of $52.47 and a 1 year high of $81.56. The company has a 50 day simple moving average of $67.52 and a two-hundred day simple moving average of $63.36. The firm has a market cap of $156.45 billion, a P/E ratio of 26.18, a price-to-earnings-growth ratio of 1.62 and a beta of 0.55.

Anheuser-Busch InBev SA/NV (NYSE:BUD) last released its earnings results on Thursday, February 12th. The consumer goods maker reported $0.95 EPS for the quarter, topping the consensus estimate of $0.91 by $0.04. Anheuser-Busch InBev SA/NV had a net margin of 10.40% and a return on equity of 16.20%. Anheuser-Busch InBev SA/NV’s revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.88 EPS. On average, equities analysts expect that Anheuser-Busch InBev SA/NV will post 3.37 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on BUD. The Goldman Sachs Group restated a “buy” rating on shares of Anheuser-Busch InBev SA/NV in a research report on Friday, November 28th. DZ Bank reiterated a “buy” rating on shares of Anheuser-Busch InBev SA/NV in a research note on Friday, November 7th. Wells Fargo & Company lifted their price target on shares of Anheuser-Busch InBev SA/NV from $75.00 to $85.00 and gave the company an “overweight” rating in a report on Monday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Anheuser-Busch InBev SA/NV in a report on Monday, December 29th. Finally, Sanford C. Bernstein reissued a “buy” rating on shares of Anheuser-Busch InBev SA/NV in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $81.00.

Key Stories Impacting Anheuser-Busch InBev SA/NV

Here are the key news stories impacting Anheuser-Busch InBev SA/NV this week:

• Positive Sentiment: Underlying EPS beat and margin improvement: Q4 underlying EPS came in at $0.95 versus consensus near $0.91; management reported continued margin expansion and solid free cash flow generation, which supports earnings resilience and shareholder returns. Business Wire: Q4 Results
• Positive Sentiment: Management upbeat on 2026 and slowing volume declines: Company said volume declines slowed (about -1.5% in reported commentary) and it is confident in continued earnings growth into 2026, which reassures investors on outlook execution. WSJ: Upbeat for 2026
• Positive Sentiment: Analyst support: Several firms (RBC, Jefferies, UBS, Sanford C. Bernstein) reaffirmed buy ratings, and at least one bank published a bullish price‑appreciation forecast — analyst backing can help sustain the share strength after the print. MarketScreener: RBC Buy Rating
• Neutral Sentiment: Earnings-call detail and slides available for further color — investors can listen to the call and review the slide deck for product/market-level trends and capital allocation commentary. Q4 Slide Deck
• Neutral Sentiment: Earnings transcript coverage: Full Q4 2025 call transcript provides management Q&A that may reveal cadence on pricing, promotion, and event-related upside. Seeking Alpha: Earnings Transcript
• Negative Sentiment: Revenue miss and ongoing volume pressure: While EPS beat, revenues slightly missed expectations and beer volumes declined (impact partly from weak demand and adverse weather), which is the main near‑term risk to sustained top‑line recovery. Zacks: Revenues Miss
• Negative Sentiment: Volume sensitivity to macro and weather events: Coverage notes that volumes remain the key variable — continued declines or softer consumer demand would pressure future revenue and could offset margin gains. Proactive Investors: Volume Trends

About Anheuser-Busch InBev SA/NV

Anheuser-Busch InBev SA/NV (NYSE: BUD) is a multinational brewing company headquartered in Leuven, Belgium. It is one of the world’s largest brewers and is primarily engaged in the production, distribution and marketing of beer and related beverages. The company’s operations span brewing, packaging, logistics and retail/customer sales support, serving a broad set of channels from on-premise hospitality to retail and e-commerce.

AB InBev’s portfolio includes a mix of global, regional and local beer brands across mainstream, premium, craft and non-alcoholic categories.