ABEV

AMBEV S.A.

NYSE · Beverages · Inc. D5 · CIK 0001565025
$3.25 +0.93% $51.2B
Insider Selling Cluster (2 insiders)21 New Institutional Positions7 Institutional Exits
Vol
Market Cap$51.2B
Cap SizeLarge Cap
Analyst ConsensusSell (10%)
Inst. Holders50 funds
Inst. Value$2.6B
Inst. Activity21 buys / 7 sells
Insider Activity0B / 3S
Insider Net $-$956.8K
Reddit Sentiment63° Warm
SEC Reports10
Exchange NYSE·Sector Beverages·Inc. D5·CIK 0001565025·Prev Close $3.22

Recent Activity

Jun 10, 2026 SEC
Ambev disclosed its monthly share buyback activity for May 2026 through a routine Brazilian CVM filing. The company repu
6-K — Impact 3/10
Jun 10, 2026 SEC
This is a routine 6-K filing by Ambev S.A. reporting management and related-party securities transactions for May 2026 u
6-K — Impact 3/10
May 29, 2026 SEC
Ambev filed its annual Reference Form (Form 6-K) for the fiscal year ended December 31, 2025, providing a comprehensive
6-K — Impact 5/10
May 5, 2026 Insider
Zagman Paulo Andre sold 136,250 shares
See Remarks @ $3.41 ($464.6K)
Mar 30, 2026 Insider
Parolari Guilherme Fleury de Figueiredo Ferraz was granted 44,714 shares
See Remarks @ $3.11 ($139.1K)
Mar 30, 2026 Insider
Crippa Prado Carla Smith de Vasconcellos was granted 11,261 shares
See Remarks @ $3.11 ($35.0K)
Inst.
BlackRock, Inc. — ADD
34,945,847 shares ($102.0M)
Inst.
NOMURA ASSET MANAGEMENT INTERNATIONAL — TRIM
17,948,270 shares ($52.4M)

Price Targets

$3.39 +4.4% upside Hold
Current $3.25 Low $2.60 Median $3.44 High $4.00 10 analysts
$2.60 $4.00

Analyst Ratings

Strong Sell10% buy · 20 analysts
0Strong Buy
2Buy
10Hold
5Sell
3Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 UBS MAINTAIN Sell → Sell
May 6, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 16, 2026 UBS DOWNGRADE Neutral → Sell
Feb 17, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.04 ▲ +2.7% $0.03 — $0.04 10% YoY 3
Next Q $0.05 ▲ +2.2% $0.04 — $0.05 7% YoY 3
Current FY $0.20 ▼ -1.6% $0.18 — $0.21 10% YoY 6
Next FY $0.22 $0.20 — $0.25 11% YoY 6

Top Institutional Holders

FundValueMove
First Eagle Investment Management,$1.0B
GQG Partners LLC$546.1M
BlackRock, Inc.$102.0MADD
RENAISSANCE TECHNOLOGIES LLC$79.9MTRIM
MASSACHUSETTS FINANCIAL SERVICES CO$72.9M

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Zagman PauloSELL$464.6K
Mar 30, 2026Parolari GuilhermeA$139.1K
Mar 30, 2026Crippa PradoA$35.0K
Mar 30, 2026Malik ParenteA$26.3K
Mar 30, 2026Klutzenschell LisboaA$638.7K

Reddit Sentiment

63°
Warm
Bearish Neutral Bullish
4 mentions 2 bullish 0 bearish
50 institutional holders with $2.6B total value (891,018,264 shares) as of 2026-Q1. Top holders: First, GQG, BlackRock,. Net buying activity: 21 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1First Eagle Investment Management, LLC346,984,557$1.0B39.0%
2GQG Partners LLC187,037,538$546.1M21.0%
3BlackRock, Inc.34,945,847$102.0M3.9%ADD +43.2%
4RENAISSANCE TECHNOLOGIES LLC27,354,300$79.9M3.1%TRIM -38.4%
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/26,469,999$72.9M2.8%
6BRANDES INVESTMENT PARTNERS, LP23,075,673$67.4M2.6%
7LOOMIS SAYLES & CO L P20,490,631$59.8M2.3%
8NOMURA ASSET MANAGEMENT INTERNATIONAL INC.17,948,270$52.4M2.0%TRIM -30.1%
9BANK OF AMERICA CORP /DE/16,305,441$47.6M1.8%TRIM -51.5%
10GOLDMAN SACHS GROUP INC16,228,464$47.4M1.8%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP13,997,400$40.9M1.6%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP12,546,900$36.6M1.4%
13Allspring Global Investments Holdings, LLC12,326,552$36.6M1.4%
14MORGAN STANLEY10,321,306$30.1M1.2%NEAR_EXIT -77.3%
15DIMENSIONAL FUND ADVISORS LP10,240,752$29.9M1.2%
16EXCHANGE TRADED CONCEPTS, LLC9,955,463$29.1M1.1%ADD +78.1%
17GREAT LAKES ADVISORS, LLC9,469,960$27.7M1.1%
18STATE STREET CORP8,860,411$25.9M1.0%TRIM -29.1%
19CITADEL ADVISORS LLC6,526,986$19.1M0.7%
20WELLS FARGO & COMPANY/MN6,064,755$17.7M0.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD24,396,86134,945,847+43.2%$102.0M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM25,690,44617,948,270-30.1%$52.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM33,619,06916,305,441-51.5%$47.6M2026-Q1
MORGAN STANLEYNEAR_EXIT45,462,62810,321,306-77.3%$30.1M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD5,588,9129,955,463+78.1%$29.1M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD2,518,4793,690,708+46.5%$10.4M2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED196,1852,758,718+1306.2%$8.1M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED587,4681,917,882+226.5%$5.6M2026-Q1
FRANKLIN RESOURCES INCADD919,1571,495,032+62.7%$4.4M2026-Q1
ASSETMARK, INCADD540,269872,694+61.5%$2.5M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD410,722522,889+27.3%$1.5M2026-Q1
HighTower Advisors, LLCDOUBLED43,371496,091+1043.8%$1.4M2026-Q1
Sumitomo Mitsui Trust Group, Inc.DOUBLED151,500326,500+115.5%$953.4K2026-Q1
Atria Investments, IncADD192,874279,237+44.8%$815.4K2026-Q1
Centiva Capital, LPDOUBLED11,270278,914+2374.8%$814.4K2026-Q1
Cerity Partners LLCADD169,328220,748+30.4%$644.6K2026-Q1
GROUP ONE TRADING LLCDOUBLED46,809147,401+214.9%$430.4K2026-Q1
FIRST TRUST ADVISORS LPDOUBLED10,484134,036+1178.5%$391.4K2026-Q1
Vanguard Personalized Indexing Management, LLCADD94,163132,603+40.8%$387.2K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED32,51371,616+120.3%$209.1K2026-Q1
Orion Porfolio Solutions, LLCDOUBLED25,48556,057+120.0%$163.7K2026-Q1
1832 Asset Management L.P.TRIM71,95146,696-35.1%$136.4K2026-Q1
&PARTNERSADD27,39044,726+63.3%$130.6K2026-Q1
Allianz Asset Management GmbHNEAR_EXIT150,00030,000-80.0%$87.6K2026-Q1
Rockefeller Capital Management L.P.DOUBLED5,12516,729+226.4%$48.9K2026-Q1
7 unique insiders with 10 transactions. Net insider value: -$956.8K ($0.00 bought, $956.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Zagman Paulo AndreSee RemarksSELL136,250$3.41$464.6K
Mar 30, 2026Parolari Guilherme Fleury de Figueiredo FerrazSee RemarksAWARD44,714$3.11$139.1K
Mar 30, 2026Crippa Prado Carla Smith de VasconcellosSee RemarksAWARD11,261$3.11$35.0K
Mar 30, 2026Malik Parente GuilhermeSee RemarksAWARD8,455$3.11$26.3K
Mar 30, 2026Klutzenschell Lisboa Carlos EduardoChief Executive OfficerAWARD205,372$3.11$638.7K
Mar 30, 2026Zagman Paulo AndreSee RemarksAWARD34,714$3.11$108.0K
Mar 30, 2026Cavalcanti de Lacerda Eduardo BragaSee RemarksAWARD30,431$3.11$94.6K
Mar 30, 2026Duarte ValdecirSee RemarksAWARD38,074$3.11$118.4K
Mar 27, 2026Cavalcanti de Lacerda Eduardo BragaSee RemarksSELL152,386$2.85$434.3K
Mar 24, 2026Malik Parente GuilhermeSee RemarksSELL20,971$2.76$57.9K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (10% buy). Based on 20 analysts: 0 strong buy, 2 buy, 10 hold, 5 sell, 3 strong sell.

Analyst Price Targets

$3.39 mean target +4.4% upside Hold (3.00)
$2.60 Low $4.00 High
MetricValue
Current Price$3.25
Target Low$2.60
Target Mean$3.39
Target Median$3.44
Target High$4.00
# Analysts10
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.04 $0.03 $0.04 10.3% +2.7% 1↑ 0↓ $21.1B 5.1% 3
Next Q
2026-09-30
$0.05 $0.04 $0.05 7.2% +2.2% 1↑ 0↓ $22.2B 6.6% 3
Current FY
2026-12-31
$0.20 $0.18 $0.21 9.6% -1.6% 3↑ 2↓ $92.0B 4.3% 6
Next FY
2027-12-31
$0.22 $0.20 $0.25 11.3% +0.5% 3↑ 2↓ $96.3B 4.6% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.035
7d ago$0.033+0.003
30d ago$0.034+0.001
60d ago$0.000+0.035
90d ago$0.035+0.000
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 UBS MAINTAIN Sell Sell
May 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 16, 2026 UBS DOWNGRADE Neutral Sell
Feb 17, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202602105310%
May 1, 202602105310%
Apr 1, 202602114310%
Mar 1, 202602114310%
Feb 1, 20260112435%
Jan 1, 202611114310%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

63°
Warm
Bearish Neutral Bullish
4 mentions 2 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 6, 2026144° Neutral001
Apr 6, 2026144° Neutral001
Mar 16, 2026160° Warm101
Mar 16, 2026160° Warm101

Recent Reddit Threads

May 14, 2026
short_volume
Short Volume: ABEV — 68.0% short (7.5M / 11.0M)
Short: 7,512,210 | Exempt: 19,492 | TRF Vol: 11,048,617 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ABEV — 62.0% short (8.6M / 13.9M)
Short: 8,622,623 | Exempt: 2,500 | TRF Vol: 13,912,501 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: ABEV — 371,228 shares ($1.2M) failed to deliver
Settlement: 20260512, Price: $3.28, FTD Value: $1,217,627.84, AMBEV S A SPONSORED ADR (BRA)
May 11, 2026
short_interest
FTD: ABEV — 10,070,620 shares ($33.1M) failed to deliver
Settlement: 20260511, Price: $3.29, FTD Value: $33,132,339.8, AMBEV S A SPONSORED ADR (BRA)
May 7, 2026
short_interest
FTD: ABEV — 248,559 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $3.43, FTD Value: $852,557.37, AMBEV S A SPONSORED ADR (BRA)
May 4, 2026
short_volume
Short Volume: ABEV — 65.7% short (9.8M / 14.9M)
Short: 9,820,874 | Exempt: 30,331 | TRF Vol: 14,937,784 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: ABEV — 56.4% short (4.2M / 7.5M)
Short: 4,231,227 | Exempt: 37,591 | TRF Vol: 7,502,289 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ABEV — 63.6% short (9.5M / 15.0M)
Short: 9,540,576 | Exempt: 0 | TRF Vol: 15,005,875 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: ABEV — 70.5% short (12.7M / 18.0M)
Short: 12,673,372 | Exempt: 3,791 | TRF Vol: 17,982,381 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: ABEV — 71.1% short (4.6M / 6.4M)
Short: 4,570,733 | Exempt: 17,974 | TRF Vol: 6,430,084 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_interest
FTD: ABEV — 248,254 shares ($0.7M) failed to deliver
Settlement: 20260423, Price: $3.01, FTD Value: $747,244.54, AMBEV S A SPONSORED ADR (BRA)
Apr 23, 2026
short_volume
Short Volume: ABEV — 68.3% short (9.8M / 14.4M)
Short: 9,843,771 | Exempt: 15,664 | TRF Vol: 14,408,526 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: ABEV — 68.0% short (9.0M / 13.2M)
Short: 8,980,379 | Exempt: 0 | TRF Vol: 13,205,391 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_interest
FTD: ABEV — 266,494 shares ($0.8M) failed to deliver
Settlement: 20260422, Price: $3.07, FTD Value: $818,136.58, AMBEV S A SPONSORED ADR (BRA)
Apr 21, 2026
short_volume
Short Volume: ABEV — 75.3% short (11.2M / 14.8M)
Short: 11,170,045 | Exempt: 1,938 | TRF Vol: 14,842,436 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)