Ambev S.A. (NYSE:ABEV) Receives $3.09 Average PT from Brokerages

Ambev S.A. (NYSE:ABEV) has earned a consensus recommendation of “Reduce” from the six ratings firms that are presently covering the company, Marketbeat reports. One equities research analyst has rated the stock with a sell rating and five have assigned a hold rating to the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $3.0933.

Several research analysts have recently weighed in on ABEV shares. Scotiabank downgraded Ambev from a “sector outperform” rating to a “sector perform” rating in a research note on Wednesday, July 15th. Barclays lifted their price target on shares of Ambev from $3.00 to $3.50 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. Weiss Ratings lowered shares of Ambev from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Wall Street Zen upgraded shares of Ambev from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, UBS Group upped their price objective on shares of Ambev from $2.65 to $2.90 and gave the stock a “sell” rating in a research report on Thursday, May 14th.

Insider Activity

In related news, Director Ricardo Manuel Frangat Moreira sold 468,040 shares of the company’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $3.08, for a total transaction of $1,441,563.20. Following the completion of the transaction, the director owned 3,000,000 shares in the company, valued at $9,240,000. This represents a 13.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Paulo Andre Zagman sold 136,250 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $3.41, for a total transaction of $464,612.50. Following the completion of the transaction, the insider directly owned 230,535 shares in the company, valued at $786,124.35. This represents a 37.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information.

Hedge Funds Weigh In On Ambev

A number of hedge funds have recently made changes to their positions in the company. GQG Partners LLC boosted its stake in shares of Ambev by 9.1% in the fourth quarter. GQG Partners LLC now owns 172,969,655 shares of the company’s stock worth $427,235,000 after acquiring an additional 14,468,963 shares during the last quarter. Morgan Stanley raised its stake in Ambev by 291.2% in the 4th quarter. Morgan Stanley now owns 45,462,628 shares of the company’s stock valued at $112,293,000 after purchasing an additional 33,842,540 shares during the last quarter. Bank of America Corp DE raised its stake in Ambev by 9.9% in the 2nd quarter. Bank of America Corp DE now owns 27,505,192 shares of the company’s stock valued at $66,288,000 after purchasing an additional 2,479,310 shares during the last quarter. Renaissance Technologies LLC raised its stake in Ambev by 6.5% in the 1st quarter. Renaissance Technologies LLC now owns 27,354,300 shares of the company’s stock valued at $79,875,000 after purchasing an additional 1,674,900 shares during the last quarter. Finally, Brandes Investment Partners LP lifted its holdings in Ambev by 4.0% in the 4th quarter. Brandes Investment Partners LP now owns 22,600,124 shares of the company’s stock valued at $55,822,000 after purchasing an additional 874,657 shares in the last quarter. Institutional investors and hedge funds own 8.13% of the company’s stock.

Ambev News Roundup

Here are the key news stories impacting Ambev this week:

• Positive Sentiment: Ambev’s board approved approximately R$2.7 billion in interest-on-capital payments for 2026, including the third and final installment. The payout supports the stock’s income appeal and signals continued cash-return capacity. Ambev Approves R$2.7 Billion in Interest on Capital Payments for 2026
• Positive Sentiment: The brewer is preparing for hotter conditions associated with El Niño. Warmer weather could support demand for beer and other beverages, although the eventual effect will depend on regional weather patterns and operating costs. Ambev se prepara para clima mais quente com El Niño
• Neutral Sentiment: Barclays reaffirmed its Hold rating, indicating the analyst does not see a sufficiently compelling near-term catalyst to change its stance. Barclays Reaffirms Their Hold Rating on Ambev SA
• Neutral Sentiment: Ambev filed its July Form 6-K, reaffirming its U.S. reporting status. The filing is a routine compliance update with limited direct effect on valuation. Ambev July 2026 Form 6-K
• Negative Sentiment: Ambev’s latest results were mixed: adjusted EPS of $0.04 met consensus, but revenue of $3.89 billion fell short of the $4.05 billion estimate. The top-line miss is the clearest reason for investor pressure, suggesting weaker-than-expected sales momentum despite earnings execution. Ambev Q2 2026 Earnings Call Transcript

Ambev Stock Performance

NYSE ABEV opened at $3.10 on Friday. The stock has a market capitalization of $48.78 billion, a price-to-earnings ratio of 15.47, a PEG ratio of 1.82 and a beta of 0.64. Ambev has a twelve month low of $2.10 and a twelve month high of $3.45. The company has a current ratio of 1.03, a quick ratio of 0.78 and a debt-to-equity ratio of 0.02. The stock has a 50-day moving average of $3.13 and a 200 day moving average of $3.03.

Ambev (NYSE:ABEV) last issued its quarterly earnings results on Thursday, July 30th. The company reported $0.04 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.04. Ambev had a return on equity of 17.71% and a net margin of 18.47%.The company had revenue of $3.89 billion for the quarter, compared to the consensus estimate of $4.05 billion. Sell-side analysts anticipate that Ambev will post 0.2 EPS for the current fiscal year.

Ambev Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 11th. Stockholders of record on Wednesday, June 24th will be paid a dividend of $0.0092 per share. The ex-dividend date of this dividend is Wednesday, June 24th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 1.2%. Ambev’s payout ratio is currently 10.53%.

About Ambev

Ambev (NYSE: ABEV) is a Brazilian-based beverage company that produces, distributes and markets a broad portfolio of alcoholic and non-alcoholic drinks. The company’s core business centers on brewing and selling beer, alongside a range of soft drinks, bottled water, energy drinks and other malt-based beverages. Headquartered in São Paulo, Ambev operates an integrated value chain that covers manufacturing, packaging, logistics and commercial sales to retail, on-premise and institutional customers.

The company traces its origins to the 1999 merger of two historic Brazilian breweries, and later became part of the broader global brewing group through subsequent industry consolidations.