Dimensional Fund Advisors LP Has $63.04 Million Holdings in The Boston Beer Company, Inc. $SAM

Key Points

• Dimensional Fund Advisors increased its Boston Beer stake by 6.1% in the first quarter, holding 273,612 shares worth approximately $63.04 million. Institutional investors and hedge funds collectively own 81.13% of the company.
• Analyst sentiment remains cautious: Boston Beer has a consensus “Reduce” rating and a $206.91 price target, while several firms recently cut their targets and Zacks Research downgraded the stock to “strong sell.”
• Boston Beer missed quarterly EPS estimates, reporting $3.65 versus the $4.83 consensus, while revenue declined 3.3% year over year to $568.34 million. Shares opened at $182.85, near the lower end of their 12-month range.

Dimensional Fund Advisors LP increased its position in shares of The Boston Beer Company, Inc. (NYSE:SAM - Free Report) by 6.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 273,612 shares of the company's stock after purchasing an additional 15,611 shares during the quarter. Dimensional Fund Advisors LP owned 2.62% of Boston Beer worth $63,040,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. California State Teachers Retirement System increased its holdings in Boston Beer by 0.7% in the 2nd quarter. California State Teachers Retirement System now owns 8,414 shares of the company's stock valued at $1,605,000 after buying an additional 57 shares during the period. Great Valley Advisor Group Inc. boosted its position in shares of Boston Beer by 5.3% during the 2nd quarter. Great Valley Advisor Group Inc. now owns 1,192 shares of the company's stock worth $227,000 after acquiring an additional 60 shares in the last quarter. US Bancorp DE increased its stake in Boston Beer by 28.2% in the third quarter. US Bancorp DE now owns 386 shares of the company's stock valued at $82,000 after acquiring an additional 85 shares during the last quarter. Parallel Advisors LLC increased its stake in Boston Beer by 12.6% in the third quarter. Parallel Advisors LLC now owns 758 shares of the company's stock valued at $160,000 after acquiring an additional 85 shares during the last quarter. Finally, Empowered Funds LLC raised its position in Boston Beer by 8.8% during the first quarter. Empowered Funds LLC now owns 1,207 shares of the company's stock valued at $288,000 after purchasing an additional 98 shares in the last quarter. 81.13% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently weighed in on SAM shares. Wall Street Zen upgraded Boston Beer from a "sell" rating to a "hold" rating in a research report on Saturday, July 25th. Zacks Research downgraded Boston Beer from a "hold" rating to a "strong sell" rating in a research note on Friday, July 24th. Citigroup dropped their target price on shares of Boston Beer from $195.00 to $185.00 and set a "neutral" rating for the company in a report on Friday, July 24th. Royal Bank Of Canada reduced their price target on shares of Boston Beer from $234.00 to $210.00 and set a "sector perform" rating on the stock in a research note on Friday, July 24th. Finally, Morgan Stanley set a $190.00 price target on shares of Boston Beer and gave the company an "equal weight" rating in a report on Friday, July 24th. One investment analyst has rated the stock with a Buy rating, eight have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Reduce" and a consensus price target of $206.91.

Boston Beer Stock Down 1.3%

Shares of SAM stock opened at $182.85 on Friday. The firm has a market capitalization of $1.90 billion, a P/E ratio of -26.93, a P/E/G ratio of 3.64 and a beta of 0.78. The Boston Beer Company, Inc. has a twelve month low of $158.68 and a twelve month high of $264.46. The stock's fifty day simple moving average is $177.79 and its 200 day simple moving average is $208.57.

Boston Beer (NYSE:SAM - Get Free Report) last issued its earnings results on Thursday, July 23rd. The company reported $3.65 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $4.83 by ($1.18). The firm had revenue of $568.34 million during the quarter, compared to analyst estimates of $566.68 million. Boston Beer had a positive return on equity of 9.99% and a negative net margin of 3.42%.Boston Beer's revenue for the quarter was down 3.3% on a year-over-year basis. During the same period in the previous year, the company earned $5.45 EPS. Boston Beer has set its FY 2026 guidance at 8.500-10.500 EPS. As a group, equities research analysts expect that The Boston Beer Company, Inc. will post 8.99 EPS for the current fiscal year.

Boston Beer Profile

The Boston Beer Company, Inc NYSE: SAM is a leading craft brewer headquartered in Boston, Massachusetts. Since its founding in 1984 by Jim Koch, the company has focused on producing high-quality, distinctive beers and beverages for retail, on-premise, and distribution partners across the United States. Its operations include brewing, packaging, marketing and distribution, supported by a network of wholly owned brewing facilities and strategic partnerships with regional breweries.

Boston Beer's flagship brand, Samuel Adams Boston Lager, helped establish the modern U.S.

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