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Blair William and Co. IL lessened its position in shares of Diageo plc (NYSE: DEO) by 24.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,165 shares of the company's stock after selling 7,066 shares during the
Clarkston Capital Partners LLC lowered its position in shares of Diageo plc (NYSE: DEO) by 71.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 55,110 shares of the company's stock after selling 139,574 shares during the quarter. Clarkston Capital Partners
Davide Campari-Milano NV climbed sharply after reporting stronger-than-expected earnings and signaling confidence in a strategy centered on fewer, stronger bran
Sin stocks, including alcohol, tobacco and gambling, spark debate but offer resilient demand, steady cash flows and dividends, while innovation and digital shifts reshape growth prospects.
RBC thinks Diageo PLC's (LSE:DGE) bruising sell-off has been misread, and it's sticking with an 'Outperform' rating and a £20 price target as the drinks giant pivots from premiumisation to a broader “value ladder” playbook. The broker argues last week's sharp share price reaction wasn't driven by the emergence of hidden problems, but by investors recoiling from new chief executive Sir Dave Lewis deliberately resetting expectations, including an emphasis on margin investment in North America and a dividend cut that RBC estimates at 40–50%.
Becker Capital Management Inc. lowered its stake in shares of Diageo plc (NYSE: DEO) by 53.0% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 83,022 shares of the company's stock after selling 93,794 shares during the period. Becker Capital Management Inc.'s holdings in Diageo
Diageo plc remains fundamentally resilient amid inflation and shifting consumer preferences, but upside potential is limited, and I reiterate my hold rating. DEO's H1 2026 net sales fell 4% YoY, with volume and pricing power down across most regions except Africa, where organic growth and efficiency improved. Operational efficiencies, robust liquidity, and prudent debt management support DEO's sustainability and dividend longevity despite ongoing headwinds.
Citigroup Inc. decreased its stake in shares of Diageo plc (NYSE: DEO) by 20.8% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 104,734 shares of the company's stock after selling 27,548 shares during the period. Citigroup Inc.'s holdings in Diageo were worth
Diageo cited weakness among U.S. consumers for underwhelming results. Management cut the dividend and lowered guidance.
Diageo plc remains a buy as the new CEO accelerates turnaround steps, enhancing financial flexibility and positioning for premiumization trends. DEO's dividend cut and reduced outlook triggered a stock drop, but these moves support balance sheet strengthening and future capital return optionality. Despite persistent US and China weakness, DEO's emerging markets and Europe offset some pressure, and cost savings are expected to help them reach FY26 FCF of $3 billion.
Diageo remains a buy despite a 40% drawdown, with shares trading at an attractive 10.5x P/E. The new CEO is executing a turnaround with cost controls, portfolio rebalancing, and a renewed price ladder strategy to drive medium-term resilience. US Spirits headwinds are acknowledged, but expectations are being reset as destocking nears completion.
DEO's 1H'26 EPS fell 2.5% as U.S. weakness and tequila slump offset growth in RTDs, Guinness and MENA, with FY26 sales seen down 2-3%.
Diageo (DEO) announced a dividend cut and lowered guidance, triggering a 14% stock drop and signaling deeper structural issues. DEO's leverage remains high at 7x net debt/FCF, prompting management to prioritize deleveraging over dividend maintenance. Organic net sales and operating profit both declined 2.8%, with volumes and pricing falling across most regions, raising doubts about brand strength.
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The spirits giant slashed its payout and warned of another year of margin pressure, but two major brokers argue the sell-off has left the stock looking cheap Diageo PLC (LSE:DGE) shares have fallen around 14% in the day-and-a-half since the world's largest premium spirits company cut its dividend by half and signalled a further round of margin compression in the year ahead. Both Citi and RBC Capital Markets held their buy-equivalent ratings, with each suggesting the market has overreacted.
Diageo plc (DEO) Q2 2026 Earnings Call Transcript
Guru Stock PicksDavid Herro has made the following transactions:Reduce in CNH by 1.5%Sold out in XAMS:EXOAdd in TSE:6273 by 1.02%New position in LSE:ULVROakmark
Diageo's stock fell again after earnings today and is now down 60% from its all-time high.
Major stock indexes gained Wednesday, powered by technology shares, ahead of a highly anticipated earnings report from AI chip giant Nvidia.
Diageo's tequila sales plunged 23% in the six months to the end of 2025. It has warning for the U.S. economy.