ABEV AMBEV S.A.

NEUTRAL Impact: 3/10 6-K
Horizon days Filed May 5, 2026 Processed 1mo ago SEC 0001292814-26-002773
Notable filing: 6-K
Latest settled — T+20d ⚠ clustered
ABEV ▼ -3.47% at T+20d
NEUTRAL call ✗ call lost -3.47% · α vs SPY -8.43% · entry $3.37 → $3.25
Next anchor: T+60d in 7w
Currently $3.25 · -3.47% from $3.37 entry
Entry anchored
May 5, 2026
via day open
T+1d
+1.49%
call +1.49% · α +0.10%
$3.42
settled 5w ago
T+5d
-3.59%
call -3.59% · α -5.58%
$3.25
settled 5w ago
T+20d
-3.47%
call -3.47% · α -8.43%
$3.25
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Ambev's Board of Directors approved routine governance items including committee appointments, the removal of five executive officers following a bylaw amendment, and the distribution of interest on own capital (IOC) totaling R$0.1204 per share across two tranches. The management changes and capital return are administrative in nature and do not provide new financial performance data, making this a neutral filing with limited immediate stock impact.

Actionable Insight

The filing is routine governance and capital return — no new financial data or guidance. Monitor the extraordinary balance sheet for Q1 2026 when released, as it may provide the first look at underlying performance trends. The management restructuring suggests organizational streamlining but lacks quantifiable impact.

Key Facts

  • Removed five executive officers (Commercial VP, Beyond Beer VP, Marketing VP, People & Management VP, Procurement VP) effective May 4, 2026, following a bylaw amendment on April 30, 2026.
  • Reassigned João Coelho Rua Derbli De Carvalho from extinguished Sales VP to Commercial VP.
  • Approved payment of second tranche of IOC at R$0.0755 gross per share (R$0.0642 net) on July 6, 2026.
  • Approved new IOC distribution of R$0.0449 gross per share (R$0.0370 net), payable by December 31, 2026, with ex-date June 23, 2026.
  • Approved preparation of an extraordinary balance sheet for the three months ended March 31, 2026.
  • Michel Dimitrios Doukeris re-nominated as Chairman of the Board.
  • Compensation for Board, Committees, and Fiscal Council for 2026 ratified (six directors abstained).
  • New Executive Board composition effective May 4, 2026, with unified term through December 31, 2027.

Financial Impact

Total IOC distribution of R$0.1204 per share (gross) approved, comprising a second tranche of R$0.0755 per share payable July 6, 2026, and a new distribution of R$0.0449 per share payable by December 31, 2026. No revenue or earnings figures provided.

dividendscapital return

Risk Factors

  • No financial performance data disclosed — uncertainty about underlying business trends remains.
  • Management turnover could signal internal challenges, though the filing frames it as a bylaw-driven reorganization.

Market Snapshot

Exchange
NYSE
Sector
Beverages
Analyst Consensus
10% bullish (20 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001292814-26-002773
Document: 0001292814-26-002773-index-headers.html0001292814-26-002773
Document: 0001292814-26-002773-index.html0001292814-26-002773
Document: 0001292814-26-002773.txt0001292814-26-002773
10 reports for ABEV
Performance horizon
Filters
Rows
Reports for ABEV — sortable, filterable
Type Now
Jun 10, 2026
2d ago
6-K
NEUTRAL ★ 3/10
$3.11 awaiting T+5awaiting T+5$3.25 (+4.50%)
Jun 10, 2026
2d ago
6-K
NEUTRAL ★ 3/10
$3.11 awaiting T+5awaiting T+5$3.25 (+4.50%)
May 29, 2026
15d ago
6-K
NEUTRAL ★ 5/10
$3.22 $3.12▼ −3.11%▼ −0.59%$3.25 (+1.06%)
May 8, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$3.28 $3.14▼ −4.27%▼ −4.19%$3.25 (−0.79%)
May 8, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$3.28 $3.14▼ −4.27%▼ −4.19%$3.25 (−0.79%)
May 5, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$3.37 $3.25▼ −3.59%▼ −5.58%$3.25 (−3.47%)
May 5, 2026
5w ago
6-K
NEUTRAL ★ 5/10
$3.37 $3.25▼ −3.59%▼ −5.58%$3.25 (−3.47%)
May 5, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$3.37 $3.25▼ −3.59%▼ −5.58%$3.25 (−3.47%)
May 5, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$3.37 $3.25▼ −3.59%▼ −5.58%$3.25 (−3.47%)
Mar 24, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$2.78 $2.92▲ +5.04%▲ +5.46%$3.25 (+17.03%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (48h 55m)

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