Boston Beer Ownership

SAM Stock  USD 192.24  0.86  0.45%   
The market capitalization of Boston Beer is $2.13 Billion. The majority of Boston Beer outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Boston Beer to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Boston Beer. Please pay attention to any change in the institutional holdings of Boston Beer as this could imply that something significant has changed or is about to change at the company. Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the firm is less than the current market value, you may not be able generate positive returns on investment in the long run.
 
Shares in Circulation  
First Issued
1996-03-31
Previous Quarter
11.8 M
Current Value
11.3 M
Avarage Shares Outstanding
14.7 M
Quarterly Volatility
2.7 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Boston Beer. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
To learn how to invest in Boston Stock, please use our How to Invest in Boston Beer guide.

Boston Stock Ownership Analysis

About 83.0% of the company shares are owned by institutional investors. The book value of Boston Beer was at this time reported as 82.03. The company has Price/Earnings To Growth (PEG) ratio of 0.71. Boston Beer recorded earning per share (EPS) of 6.18. The entity had not issued any dividends in recent years. The firm had 1:4 split on the 14th of December 2015. The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in the United States. The Boston Beer Company, Inc. was founded in 1984 and is based in Boston, Massachusetts. Boston Beer operates under BeveragesBrewers classification in the United States and is traded on New York Stock Exchange. It employs 2543 people. To find out more about Boston Beer contact David Burwick at 617 368 5000 or learn more at https://www.bostonbeer.com.
Besides selling stocks to institutional investors, Boston Beer also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Boston Beer's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Boston Beer's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Boston Beer Quarterly Liabilities And Stockholders Equity

1.24 Billion

Boston Beer Insider Trades History

About 10.0% of Boston Beer are currently held by insiders. Unlike Boston Beer's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Boston Beer's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Boston Beer's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Boston Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Boston Beer is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Boston Beer backward and forwards among themselves. Boston Beer's institutional investor refers to the entity that pools money to purchase Boston Beer's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Arrowstreet Capital Limited Partnership2025-03-31
178.2 K
Ubs Group Ag2025-03-31
170.8 K
Geode Capital Management, Llc2025-03-31
151 K
D. E. Shaw & Co Lp2025-03-31
123.6 K
Aqr Capital Management Llc2025-03-31
117.2 K
Southernsun Asset Management, Llc2025-03-31
110.4 K
Amvescap Plc.2025-03-31
109.3 K
Southeastern Asset Management Inc2025-03-31
106.3 K
Norges Bank2024-12-31
102.5 K
Blackrock Inc2025-03-31
949.6 K
Vanguard Group Inc2025-03-31
865.3 K
Note, although Boston Beer's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Boston Beer Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Boston Beer insiders, such as employees or executives, is commonly permitted as long as it does not rely on Boston Beer's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Boston Beer insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Boston Beer Outstanding Bonds

Boston Beer issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Boston Beer uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Boston bonds can be classified according to their maturity, which is the date when Boston Beer has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Boston Beer Corporate Filings

5th of June 2025
Other Reports
ViewVerify
8K
16th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
15th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
4th of April 2025
Other Reports
ViewVerify

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When determining whether Boston Beer is a strong investment it is important to analyze Boston Beer's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Boston Beer's future performance. For an informed investment choice regarding Boston Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Boston Beer. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
To learn how to invest in Boston Stock, please use our How to Invest in Boston Beer guide.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Is Beverages space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Boston Beer. If investors know Boston will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Boston Beer listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.071
Earnings Share
6.18
Revenue Per Share
176.672
Quarterly Revenue Growth
0.065
Return On Assets
0.0809
The market value of Boston Beer is measured differently than its book value, which is the value of Boston that is recorded on the company's balance sheet. Investors also form their own opinion of Boston Beer's value that differs from its market value or its book value, called intrinsic value, which is Boston Beer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Boston Beer's market value can be influenced by many factors that don't directly affect Boston Beer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Boston Beer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Boston Beer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Boston Beer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.