Advisory Research Inc. Invests $2.45 Million in Molson Coors Beverage Company $TAP

Key Points

• Advisory Research opened a new position in the third quarter, buying 54,195 shares of Molson Coors valued at about $2.45 million, and institutional investors now own roughly 78.46% of the stock.
• Molson Coors reported $1.21 EPS for the quarter (beating estimates) but missed on revenue at $2.66 billion; it set FY2026 guidance of 4.607–4.823 EPS6.35 EPS for the current fiscal year.
• The company raised its quarterly dividend to $0.48 (annualized $1.92) for a yield of about 4.4%, with an ex-dividend date of March 6 and payment on March 20.

Advisory Research Inc. purchased a new position in shares of Molson Coors Beverage Company (NYSE:TAP - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 54,195 shares of the company's stock, valued at approximately $2,452,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC purchased a new position in shares of Molson Coors Beverage during the 3rd quarter worth approximately $25,000. Clearstead Trust LLC boosted its stake in shares of Molson Coors Beverage by 952.8% in the second quarter. Clearstead Trust LLC now owns 558 shares of the company's stock valued at $27,000 after buying an additional 505 shares in the last quarter. Smartleaf Asset Management LLC grew its holdings in Molson Coors Beverage by 64.2% during the second quarter. Smartleaf Asset Management LLC now owns 565 shares of the company's stock worth $27,000 after acquiring an additional 221 shares during the period. Geneos Wealth Management Inc. raised its position in Molson Coors Beverage by 32.9% in the first quarter. Geneos Wealth Management Inc. now owns 800 shares of the company's stock worth $49,000 after acquiring an additional 198 shares in the last quarter. Finally, Huntington National Bank raised its position in Molson Coors Beverage by 45.8% in the third quarter. Huntington National Bank now owns 1,165 shares of the company's stock worth $53,000 after acquiring an additional 366 shares in the last quarter. Institutional investors and hedge funds own 78.46% of the company's stock.

Molson Coors Beverage Price Performance

Shares of NYSE TAP opened at $43.68 on Friday. The company has a current ratio of 0.55, a quick ratio of 0.42 and a debt-to-equity ratio of 0.37. The company's 50-day moving average price is $48.99 and its 200 day moving average price is $47.52. Molson Coors Beverage Company has a 52 week low of $42.94 and a 52 week high of $63.50. The stock has a market cap of $8.21 billion, a price-to-earnings ratio of -4.03 and a beta of 0.49.

Molson Coors Beverage (NYSE:TAP - Get Free Report) last announced its earnings results on Wednesday, February 18th. The company reported $1.21 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.17 by $0.04. The company had revenue of $2.66 billion during the quarter, compared to analysts' expectations of $2.71 billion. Molson Coors Beverage had a negative net margin of 16.41% and a positive return on equity of 9.04%. The firm's quarterly revenue was down 2.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.30 earnings per share. Molson Coors Beverage has set its FY 2026 guidance at 4.607-4.823 EPS. As a group, research analysts forecast that Molson Coors Beverage Company will post 6.35 earnings per share for the current fiscal year.

Molson Coors Beverage Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date of this dividend is Friday, March 6th. This is an increase from Molson Coors Beverage's previous quarterly dividend of $0.47. Molson Coors Beverage's dividend payout ratio is currently -17.70%.

Insider Buying and Selling

In related news, Director Andrew Thomas Molson bought 2,000 shares of the stock in a transaction on Monday, March 9th. The shares were purchased at an average price of $46.67 per share, for a total transaction of $93,340.00. Following the acquisition, the director owned 24,654 shares in the company, valued at $1,150,602.18. This represents a 8.83% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Company insiders own 2.71% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Piper Sandler decreased their target price on shares of Molson Coors Beverage from $50.00 to $45.00 and set a "neutral" rating on the stock in a research report on Thursday, February 19th. UBS Group set a $52.00 price target on shares of Molson Coors Beverage in a report on Friday, February 20th. Barclays reissued an "underweight" rating and set a $49.00 price objective on shares of Molson Coors Beverage in a report on Friday, January 16th. TD Cowen lowered their target price on shares of Molson Coors Beverage from $47.00 to $43.00 and set a "hold" rating on the stock in a research report on Friday, February 20th. Finally, Wells Fargo & Company dropped their target price on shares of Molson Coors Beverage from $54.00 to $52.00 and set an "equal weight" rating for the company in a report on Thursday, February 19th. Five research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $51.35.

About Molson Coors Beverage

Molson Coors Beverage Company is a leading multinational brewing and beverage enterprise formed through the 2005 merger of Canada's Molson and the United States' Coors. The company develops, markets and distributes an array of alcoholic and non-alcoholic beverages, focusing primarily on beer and ready-to-drink products. Its portfolio spans flagship brands such as Coors Light, Molson Canadian and Miller Lite, alongside craft-style offerings like Blue Moon and global imports including Carling and Staropramen.

In addition to its core beer business, Molson Coors has expanded into adjacent categories to capture evolving consumer tastes.

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