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Primo Brands Corporation (PRMB)

USD23.84 +0.05 (+0.21%)
US NYSE Consumer Defensive Beverages - Non-Alcoholic
Address 4221 West Boy Scout Boulevard 33607
Tampa, FL, US
CEO Eric J. Foss
IPO 2024-11-11
CIK 2042694 ISIN US7416231022

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Description

Primo Water Corporation is a company with operations spanning North America and Europe, specializing in providing water directly to consumers and offering water purification services. Their comprehensive product line includes a diverse selection of bottled waters—such as purified, premium spring, sparkling, flavored, and mineral varieties—along with filtration systems, coffee, water dispensers, and self-service water refill stations. These offerings are marketed under a wide array of brands, including Primo, Alhambra, Crystal Rock, Mountain Valley, Deep Rock, Hinckley Springs, Crystal Springs, Kentwood Springs, Mount Olympus, Pureflo, Nursery, Sierra Springs, Sparkletts, Clear Mountain Natural Spring Water, Earth2O, Renü, Water Event Pure Water Solutions, Canadian Springs, Labrador Source, Decantae, Eden, Eden Springs, Chateaud'eau, and Mey Eden. Primo Water serves a broad spectrum of clients, from individual households and small to medium-sized enterprises, to major regional and national corporations and retail chains. Founded in 1955, the corporation is headquartered in Tampa, Florida. It operated as Cott Corporation until March 2020, when it officially adopted its current name, Primo Water Corporation.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD23.84 +0.05 (+0.21%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.71
Float Shares
242.33M
Free Float %
66.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.68% +12.48% +20.45% +24.91% +46.89% +44.46% -25.72% +65.06% +42.63% +99.49% +410.15%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Buy
Price Targets & DCF
Current price
23.84
Low 18.00 -24.5%
Consensus 25.86 +8.5%
Median 25.00 +4.9%
High 35.00 +46.8%
DCF (Unlevered) 59.66 +150.2%
DCF (Levered) 85.65 +259.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 85% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 6 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
28.00
+17.4%
Last Quarter 3
26.33
+10.4%
Last Year 12
27.42
+15.0%
All Time 13
28.38
+19.0%
Quality scores
Altman Z-Score
1.18
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Beverages - Non-Alcoholic: +4.6%
    +29.3% Q1'26: +0.8% (vs Q1'25)
  • EPS growth Beverages - Non-Alcoholic: +9.3%
    +336.3% Q1'26: -0.8% (vs Q1'25)
  • FCF margin FCF growth · Beverages - Non-Alcoholic: +17.3%
    +3.0% Q1'26: 0.0% (vs Q1'25)
  • EBIT margin Beverages - Non-Alcoholic: +13.6%
    +7.1% Q1'26: +9.1% (vs Q1'25)
  • ROIC Beverages - Non-Alcoholic: +11.1%
    +3.4% Q1'26: +4.7% (vs Q1'25)
  • Share dilution Beverages - Non-Alcoholic: +0.1%
    +54.7% Q1'26: -4.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Beverages - Non-Alcoholic: -0.18×
    5.29× Q1'26: 4.94× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.65) × ERP
WACC = 59% × Ke + 41% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 59.29 Current price: 23.84
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
7 EPS Ana.
Dec 2027
8 Rev. Ana.
7 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
2.94B
est: 2.97B (-0.7%)
1.62B
est: 3.24B (-49.9%)
2.27B
est: 2.25B (+1.1%)
2.37B
est: 2.37B (+0.0%)
1.80B
est: 2.40B (-25.2%)
1.95B
est: 1.94B (+0.8%)
2.07B
est: 2.10B (-1.2%)
1.69B
est: 2.23B (-24.1%)
4.70B
est: 2.32B (+102.7%)
5.15B
est: 6.79B (-24.1%)
6.66B
est: 6.61B (+0.7%)
6.77B
6.73B – 6.80B
+2.4% YoY
7.01B
6.90B – 7.08B
+3.6% YoY
7.25B
7.21B – 7.30B
+3.5% YoY
7.56B
7.48B – 7.63B
+4.2% YoY
7.83B
7.75B – 7.90B
+3.6% YoY
EBITDA
332.70M
est: 408.56M (-18.6%)
155.00M
est: 446.58M (-65.3%)
240.50M
est: 309.36M (-22.3%)
296.30M
est: 326.77M (-9.3%)
239.90M
est: 330.87M (-27.5%)
131.20M
est: 266.98M (-50.9%)
294.20M
est: 288.97M (+1.8%)
328.00M
est: 307.22M (+6.8%)
711.70M
est: 319.35M (+122.9%)
693.60M
est: 1.06B (-34.8%)
1.08B
est: 1.04B (+4.3%)
1.06B
1.06B – 1.07B
+2.4% YoY
1.10B
1.08B – 1.11B
+3.6% YoY
1.14B
1.13B – 1.14B
+3.5% YoY
1.19B
1.17B – 1.20B
+4.2% YoY
1.23B
1.22B – 1.24B
+3.6% YoY
EBIT
108.90M
est: 143.82M (-24.3%)
3.90M
est: 157.20M (-97.5%)
51.90M
est: 108.90M (-52.3%)
101.70M
est: 115.03M (-11.6%)
71.30M
est: 116.47M (-38.8%)
-70.90M
est: 93.98M (-175.4%)
75.10M
est: 101.72M (-26.2%)
146.00M
est: 108.15M (+35.0%)
406.00M
est: 112.42M (+261.2%)
360.30M
est: 474.34M (-24.0%)
471.50M
est: 462.40M (+2.0%)
473.40M
470.57M – 475.53M
+2.4% YoY
490.21M
482.38M – 495.19M
+3.6% YoY
507.16M
504.20M – 510.12M
+3.5% YoY
528.57M
523.16M – 533.41M
+4.2% YoY
547.58M
541.98M – 552.60M
+3.6% YoY
Net Income
2.50M
est: 44.88M (-94.4%)
-77.80M
est: 44.66M (-274.2%)
-1.40M
est: 5.10M (-127.5%)
-45.00M
est: 59.36M (-175.8%)
2.90M
est: 65.74M (-95.6%)
-185.40M
est: 123.09M (-250.6%)
-3.20M
est: 152.41M (-102.1%)
29.60M
est: 167.72M (-82.4%)
92.80M
est: 200.62M (-53.7%)
-16.40M
est: 360.73M (-104.5%)
60.10M
est: 473.71M (-87.3%)
476.78M
420.69M – 532.87M
+0.6% YoY
553.54M
504.49M – 602.59M
+16.1% YoY
652.44M
644.20M – 660.68M
+17.9% YoY
772.23M
761.95M – 781.43M
+18.4% YoY
862.20M
850.72M – 872.47M
+11.7% YoY
SGA
765.80M
est: 1.14B (-32.9%)
806.20M
est: 1.25B (-35.4%)
1.04B
est: 864.45M (+20.7%)
1.09B
est: 913.10M (+19.6%)
962.20M
est: 924.56M (+4.1%)
985.80M
est: 746.03M (+32.1%)
1.03B
est: 807.48M (+27.8%)
883.80M
est: 858.49M (+2.9%)
924.20M
est: 892.39M (+3.6%)
1.05B
est: 2.21B (-52.5%)
1.39B
est: 2.16B (-35.4%)
2.21B
2.19B – 2.22B
+2.4% YoY
2.28B
2.25B – 2.31B
+3.6% YoY
2.36B
2.35B – 2.38B
+3.5% YoY
2.46B
2.44B – 2.49B
+4.2% YoY
2.55B
2.53B – 2.58B
+3.6% YoY
EPS
-0.03
est: 0.19 (-117.8%)
-0.61
est: 0.18 (-429.0%)
-0.01
est: 0.02 (-148.0%)
-0.32
est: 0.24 (-232.1%)
0.02
est: 0.27 (-92.1%)
-1.19
est: 0.51 (-334.8%)
-0.02
est: 0.63 (-103.2%)
0.18
est: 0.69 (-74.0%)
0.40
est: 0.83 (-51.6%)
-0.07
est: 0.97 (-107.0%)
0.16
est: 1.27 (-87.4%)
1.27
1.12 – 1.42
-0.1% YoY
1.48
1.35 – 1.61
+16.1% YoY
1.74
1.72 – 1.76
+17.9% YoY
2.06
2.03 – 2.08
+18.3% YoY
2.30
2.27 – 2.33
+11.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 JP Morgan Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B 3/5 5/5 2/5 3/5 3/5 1/5 3/5
2026-05-06 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-05 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-04 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-05-01 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-30 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-29 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-28 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-27 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-24 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-23 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-22 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-21 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-20 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-17 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-16 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-15 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.16B
OE per share TTM
3.11
Owner's Yield
14.40%
Maintenance CapEx ratio
362.38%
Maint CapEx / Avg PPE
44.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
90
Total invested
354.81M
Insider transactions (90d)
8
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ORCP III DE TopCo GP, LLC 218.62M 57.70% 218.62M 218.62M OO 2024-11-18
2 R. Scott Spielvogel 218.62M 57.70% 218.62M 218.62M IN 2024-11-18
3 Tony W. Lee 218.62M 57.70% 218.62M 218.62M IN 2024-11-18
4 Triton Water Parent Holdings, LP 218.62M 57.70% 218.62M 218.62M PN 2024-11-18

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
90
-290 vs prev Q
New positions
10
Closed positions
278
Increased
47
Reduced
16
Put/Call ratio
1.71
Calls held
173.9K
Puts held
298.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FMR LLC 36.22M +12.7M (+54.3%) 592.12M +73.5M (+14.2%) 9.73% +3.466 pp 0.03% +0.003 pp USD24.59 -33.5% 5 qtrs
2 VANGUARD GROUP INC 23.03M +1.1M (+4.8%) 376.52M -109.1M (-22.5%) 6.19% +0.322 pp 0.01% -0.002 pp USD30.88 -47.1% 5 qtrs
3 FULLER & THALER ASSET MANAGEMENT, INC. 14.45M +9.5M (+189.5%) 236.33M +126.0M (+114.2%) 3.88% +2.550 pp 0.80% +0.423 pp USD18.34 -10.9% 5 qtrs
4 AMERIPRISE FINANCIAL INC 13.12M +8.0M (+157.6%) 214.44M +101.9M (+90.6%) 3.52% +2.165 pp 0.05% +0.023 pp USD22.12 -26.1% 5 qtrs
5 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 12.63M +793.0K (+6.7%) 206.46M -55.1M (-21.1%) 3.39% +0.234 pp 0.58% -0.100 pp USD29.10 -43.8% 5 qtrs
6 BLACKROCK, INC. 11.21M -270.1K (-2.4%) 183.28M -70.4M (-27.8%) 3.01% -0.052 pp 0.00% -0.001 pp USD31.46 -48.0% 5 qtrs
7 POINT72 ASSET MANAGEMENT, L.P. 6.33M +1.9M (+44.0%) 103.54M +6.3M (+6.5%) 1.70% +0.527 pp 0.12% -0.047 pp USD24.32 -32.8% 4 qtrs
8 ALYESKA INVESTMENT GROUP, L.P. 6.22M +5.4M (+622.5%) 101.69M +82.7M (+434.5%) 1.67% +1.441 pp 0.29% +0.230 pp USD18.58 -12.0% 5 qtrs
9 JANE STREET GROUP, LLC 5.81M +5.0M (+650.8%) 94.92M +77.8M (+455.4%) 1.56% +1.353 pp 0.01% +0.012 pp USD18.17 -10.0% 5 qtrs
10 BOSTON PARTNERS 5.33M -83.5K (-1.5%) 87.21M -32.5M (-27.1%) 1.43% -0.013 pp 0.09% -0.033 pp USD34.74 -52.9% 5 qtrs
11 MORGAN STANLEY 4.85M +2.7M (+125.3%) 79.31M +31.7M (+66.7%) 1.30% +0.729 pp 0.00% +0.002 pp USD22.59 -27.6% 5 qtrs
12 GOLDMAN SACHS GROUP INC 4.78M +584.8K (+13.9%) 78.11M -14.5M (-15.7%) 1.28% +0.165 pp 0.01% -0.002 pp USD26.13 -37.4% 5 qtrs
13 PERTENTO PARTNERS LLP 4.53M +1.7M (+60.8%) 74.10M +11.8M (+19.0%) 1.22% +0.465 pp 6.96% -0.266 pp USD25.27 -35.3% 5 qtrs
14 NORGES BANK 4.53M +4.5M (+100.0%) 74.09M +74.1M (+100.0%) 1.22% +1.217 pp 0.01% +0.008 pp USD16.35 +0.0% 1 qtrs NEW
15 STATE STREET CORP 4.43M +12.0K (+0.3%) 72.37M -25.2M (-25.8%) 1.19% +0.011 pp 0.00% -0.001 pp USD31.28 -47.7% 5 qtrs
16 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 4.47M +219.8K (+5.2%) 72.30M -20.7M (-22.3%) 1.20% +0.067 pp 0.12% -0.032 pp USD28.83 -43.3% 5 qtrs
17 BANK OF AMERICA CORP /DE/ 4.28M -371.1K (-8.0%) 70.01M -32.8M (-31.9%) 1.15% -0.091 pp 0.01% -0.002 pp USD29.98 -45.5% 5 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 4.25M +11.6K (+0.3%) 69.56M -24.2M (-25.8%) 1.14% +0.011 pp 0.00% -0.002 pp USD31.51 -48.1% 5 qtrs
19 MILLENNIUM MANAGEMENT LLC 4.06M +1.5M (+57.2%) 66.37M +9.3M (+16.3%) 1.09% +0.401 pp 0.03% +0.004 pp USD25.44 -35.7% 5 qtrs
20 PALESTRA CAPITAL MANAGEMENT LLC 4.00M -1.1M (-21.0%) 65.36M -46.5M (-41.6%) 1.07% -0.277 pp 2.31% -1.292 pp USD29.62 -44.8% 3 qtrs
21 SAMLYN CAPITAL, LLC 3.93M -3.8M (-49.2%) 64.27M -106.6M (-62.4%) 1.06% -1.007 pp 1.02% -1.327 pp USD32.55 -49.8% 5 qtrs
22 SQUAREPOINT OPS LLC 3.64M +31.1K (+0.9%) 59.56M -20.3M (-25.4%) 0.98% +0.015 pp 0.06% -0.017 pp USD27.77 -41.1% 5 qtrs
23 RUBRIC CAPITAL MANAGEMENT LP 3.63M +3.6M (+100.0%) 59.33M +59.3M (+100.0%) 0.97% +0.975 pp 0.71% +0.710 pp USD16.35 +0.0% 1 qtrs NEW
24 CLARKSTON CAPITAL PARTNERS, LLC 3.48M +1.2M (+52.8%) 56.84M +6.6M (+13.0%) 0.93% +0.327 pp 1.32% +0.233 pp USD20.11 -18.7% 2 qtrs
25 M.D. SASS, INC. 3.39M +930.3K (+37.8%) 55.50M +1.0M (+1.9%) 0.91% +0.254 pp 4.37% -0.064 pp USD25.98 -37.1% 3 qtrs
26 KBC GROUP NV 3.38M +376.9K (+12.5%) 55.26M -11.1M (-16.7%) 0.91% +0.107 pp 0.13% -0.033 pp USD27.37 -40.3% 5 qtrs
27 JPMORGAN CHASE & CO 3.37M -332.6K (-9.0%) 55.03M -26.7M (-32.7%) 0.90% -0.083 pp 0.00% -0.001 pp USD28.93 -43.5% 5 qtrs
28 UBS GROUP AG 2.84M +325.6K (+12.9%) 46.44M -9.1M (-16.4%) 0.76% +0.092 pp 0.01% -0.001 pp USD24.68 -33.8% 5 qtrs
29 MAPLELANE CAPITAL, LLC 2.61M -9.0K (-0.3%) 42.67M -15.2M (-26.3%) 0.70% +0.002 pp 1.50% +0.119 pp USD33.90 -51.8% 5 qtrs
30 CLEARLINE CAPITAL LP 2.49M +2.4M (+2,871.7%) 40.78M +38.9M (+2,098.5%) 0.67% +0.648 pp 2.01% +1.927 pp USD16.54 -1.1% 2 qtrs
31 FIRST TRUST ADVISORS LP 2.43M +79.9K (+3.4%) 39.70M -12.2M (-23.5%) 0.65% +0.026 pp 0.03% -0.010 pp USD28.88 -43.4% 5 qtrs
32 BAMCO INC /NY/ 2.25M +— (+0.0%) 36.83M -13.0M (-26.0%) 0.61% +0.004 pp 0.10% -0.032 pp USD23.19 -29.5% 4 qtrs
33 DEUTSCHE BANK AG\ 1.82M +1.8M (+8,310.6%) 29.78M +29.3M (+6,122.3%) 0.49% +0.484 pp 0.01% +0.010 pp USD16.51 -1.0% 5 qtrs
34 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1.74M -50.0K (-2.8%) 28.39M -11.1M (-28.1%) 0.47% -0.010 pp 1.54% -0.629 pp USD23.05 -29.1% 3 qtrs
35 MAN GROUP PLC 1.58M -1.4M (-46.6%) 25.75M -39.4M (-60.5%) 0.42% -0.364 pp 0.04% -0.070 pp USD24.14 -32.3% 5 qtrs
36 NATIONAL BANK OF CANADA /FI/ 1.55M +1.5M (+24,178.5%) 25.29M +25.2M (+17,862.6%) 0.42% +0.414 pp 0.02% +0.023 pp USD16.40 -0.3% 5 qtrs
37 PALISADE CAPITAL MANAGEMENT, LP 1.55M +41.2K (+2.7%) 25.26M -8.0M (-24.0%) 0.42% +0.014 pp 0.75% -0.154 pp USD30.39 -46.2% 5 qtrs
38 NUVEEN, LLC 1.53M -929.3K (-37.7%) 25.07M -29.4M (-53.9%) 0.41% -0.245 pp 0.01% -0.008 pp USD32.98 -50.4% 4 qtrs
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.49M +1.2K (+0.1%) 24.36M -8.5M (-26.0%) 0.40% +0.003 pp 0.00% -0.002 pp USD30.97 -47.2% 5 qtrs
40 SIMCOE CAPITAL MANAGEMENT, LLC 1.43M +— (+0.0%) 23.33M -8.2M (-26.0%) 0.38% +0.003 pp 4.17% -0.397 pp USD22.10 -26.0% 2 qtrs
41 QUBE RESEARCH & TECHNOLOGIES LTD 1.41M -2.2M (-61.4%) 23.09M -57.7M (-71.4%) 0.38% -0.596 pp 0.02% -0.060 pp USD25.16 -35.0% 3 qtrs
42 ASSENAGON ASSET MANAGEMENT S.A. 1.37M -1.8M (-56.0%) 22.48M -46.6M (-67.5%) 0.37% -0.465 pp 0.03% -0.064 pp USD24.31 -32.7% 3 qtrs
43 RAYMOND JAMES FINANCIAL INC 1.31M +429.2K (+48.9%) 21.36M +2.0M (+10.2%) 0.35% +0.117 pp 0.01% +0.000 pp USD25.17 -35.0% 5 qtrs
44 PARK WEST ASSET MANAGEMENT LLC 1.25M -350.0K (-21.9%) 20.44M -14.9M (-42.2%) 0.34% -0.091 pp 1.70% -1.282 pp USD22.10 -26.0% 2 qtrs
45 COLISEUM CAPITAL MANAGEMENT, LLC 1.22M +1.2M (+100.0%) 19.89M +19.9M (+100.0%) 0.33% +0.327 pp 1.63% +1.629 pp USD16.35 +0.0% 1 qtrs NEW
46 BAYBERRY CAPITAL PARTNERS LP 1.20M +257.7K (+27.3%) 19.63M -1.2M (-5.8%) 0.32% +0.071 pp 6.22% +1.263 pp USD24.24 -32.5% 3 qtrs
47 GOTHAM ASSET MANAGEMENT, LLC 1.17M +155.7K (+15.4%) 19.11M -3.3M (-14.7%) 0.31% +0.044 pp 0.07% -0.028 pp USD21.38 -23.5% 5 qtrs
48 NORTHERN TRUST CORP 1.16M -24.7K (-2.1%) 18.96M -7.2M (-27.6%) 0.31% -0.005 pp 0.00% -0.001 pp USD31.66 -48.4% 5 qtrs
49 ZIMMER PARTNERS, LP 1.13M -1.3M (-53.8%) 18.44M -35.5M (-65.8%) 0.30% -0.348 pp 0.49% -0.678 pp USD35.00 -53.3% 4 qtrs
50 CITADEL ADVISORS LLC 1.10M -613.8K (-35.7%) 18.04M -19.9M (-52.5%) 0.30% -0.162 pp 0.00% -0.003 pp USD34.75 -52.9% 5 qtrs
51 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.01M -10.7K (-1.0%) 16.56M -6.1M (-26.8%) 0.27% -0.001 pp 0.11% -0.036 pp USD22.10 -26.0% 2 qtrs
52 BWCP, LP 1.00M +70.1K (+7.5%) 16.41M -4.2M (-20.5%) 0.27% +0.021 pp 2.72% -0.853 pp USD21.70 -24.7% 2 qtrs
53 HIDDENITE CAPITAL PARTNERS LP 1.00M +800.0K (+400.0%) 16.35M +11.9M (+269.9%) 0.27% +0.215 pp 2.12% +1.318 pp USD17.50 -6.6% 2 qtrs
54 LEGAL & GENERAL GROUP PLC 964.0K +3.4K (+0.4%) 15.76M -5.5M (-25.8%) 0.26% +0.003 pp 0.00% -0.001 pp USD29.49 -44.6% 5 qtrs
55 TROLUCE CAPITAL ADVISORS LLC 956.0K +456.0K (+91.2%) 15.63M +4.6M (+41.5%) 0.26% +0.123 pp 9.91% +8.369 pp USD19.36 -15.5% 2 qtrs
56 UBS ASSET MANAGEMENT AMERICAS INC 880.6K +140.1K (+18.9%) 14.40M -2.0M (-12.0%) 0.24% +0.039 pp 0.00% -0.001 pp USD29.29 -44.2% 5 qtrs
57 NEUMEIER POMA INVESTMENT COUNSEL LLC 868.1K -132.9K (-13.3%) 14.19M -7.9M (-35.8%) 0.23% -0.034 pp 1.17% -0.637 pp USD30.54 -46.5% 5 qtrs
58 HOLOCENE ADVISORS, LP 815.0K -1.7M (-67.3%) 13.33M -41.8M (-75.8%) 0.22% -0.447 pp 0.03% -0.098 pp USD22.10 -26.0% 5 qtrs
59 HRT FINANCIAL LP 812.0K +800.3K (+6,832.0%) 13.28M +13.0M (+5,045.7%) 0.22% +0.215 pp 0.04% +0.041 pp USD16.54 -1.1% 3 qtrs
60 SCOPIA CAPITAL MANAGEMENT LP 779.7K -199.6K (-20.4%) 12.75M -8.9M (-41.1%) 0.21% -0.052 pp 2.63% -0.087 pp USD34.48 -52.6% 4 qtrs
61 BANK OF NEW YORK MELLON CORP 747.6K -1.0M (-57.6%) 12.22M -26.7M (-68.6%) 0.20% -0.270 pp 0.00% -0.005 pp USD30.65 -46.7% 5 qtrs
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 739.6K +127.7K (+20.9%) 12.09M -1.4M (-10.6%) 0.20% +0.035 pp 0.00% 0.000 pp USD28.23 -42.1% 5 qtrs
63 ABRDN PLC 734.9K +734.9K (+100.0%) 12.01M +12.0M (+100.0%) 0.20% +0.197 pp 0.02% +0.019 pp USD16.35 +0.0% 1 qtrs NEW
64 DEPRINCE RACE & ZOLLO INC 707.0K +707.0K (+100.0%) 11.56M +11.6M (+100.0%) 0.19% +0.190 pp 0.22% +0.221 pp USD16.35 +0.0% 1 qtrs NEW
65 BNP PARIBAS ARBITRAGE, SNC 681.9K +367.4K (+116.8%) 11.15M +4.2M (+60.4%) 0.18% +0.099 pp 0.01% +0.001 pp USD22.51 -27.4% 5 qtrs
66 CANADA PENSION PLAN INVESTMENT BOARD 679.0K -305.5K (-31.0%) 11.10M -10.7M (-49.0%) 0.18% -0.080 pp 0.01% -0.008 pp USD22.10 -26.0% 2 qtrs
67 SEI INVESTMENTS CO 644.9K +123.0K (+23.6%) 10.54M -989.9K (-8.6%) 0.17% +0.034 pp 0.01% -0.002 pp USD26.74 -38.9% 5 qtrs
68 NEW YORK STATE COMMON RETIREMENT FUND 638.0K +78.0K (+13.9%) 10.43M -1.9M (-15.7%) 0.17% +0.022 pp 0.01% -0.002 pp USD29.01 -43.6% 5 qtrs
69 BANK OF NOVA SCOTIA 630.0K +630.0K (+100.0%) 10.30M +10.3M (+100.0%) 0.17% +0.169 pp 0.02% +0.015 pp USD16.35 +0.0% 1 qtrs NEW
70 CASTLEKNIGHT MANAGEMENT LP 625.6K +506.6K (+425.7%) 10.23M +7.6M (+288.9%) 0.17% +0.136 pp 0.23% +0.175 pp USD17.44 -6.3% 2 qtrs
71 POLAR ASSET MANAGEMENT PARTNERS INC. 600.7K +600.7K (+100.0%) 9.82M +9.8M (+100.0%) 0.16% +0.161 pp 0.12% +0.125 pp USD16.35 +0.0% 1 qtrs NEW
72 VERITION FUND MANAGEMENT LLC 600.2K -300.0K (-33.3%) 9.81M -10.1M (-50.7%) 0.16% -0.079 pp 0.04% -0.044 pp USD30.20 -45.9% 5 qtrs
73 FIDUCIENT ADVISORS LLC 584.7K +584.7K (+100.0%) 9.56M +9.6M (+100.0%) 0.16% +0.157 pp 1.19% +1.185 pp USD16.35 +0.0% 1 qtrs NEW
74 J. GOLDMAN & CO LP 515.0K +515.0K (+100.0%) 8.42M +8.4M (+100.0%) 0.14% +0.138 pp 0.22% +0.222 pp USD16.35 +0.0% 1 qtrs NEW
75 BARCLAYS PLC 500.0K +— (+0.0%) 8.18M -2.9M (-26.0%) 0.13% +0.001 pp 0.00% -0.001 pp USD24.36 -32.9% 3 qtrs
76 SWISS NATIONAL BANK 478.8K +8.3K (+1.8%) 7.83M -2.6M (-24.7%) 0.13% +0.003 pp 0.00% -0.001 pp USD31.15 -47.5% 5 qtrs
77 HEARTLAND ADVISORS INC 477.1K +233.8K (+96.1%) 7.80M +2.4M (+45.1%) 0.13% +0.063 pp 0.42% +0.136 pp USD19.28 -15.2% 2 qtrs
78 SOLAS CAPITAL MANAGEMENT, LLC 460.6K +460.6K (+100.0%) 7.53M +7.5M (+100.0%) 0.12% +0.124 pp 4.27% +4.273 pp USD16.35 +0.0% 1 qtrs NEW
79 WALLEYE CAPITAL LLC 428.8K +389.1K (+980.1%) 7.01M +6.1M (+699.1%) 0.12% +0.105 pp 0.02% +0.018 pp USD17.25 -5.2% 3 qtrs
80 ARISTOTLE CAPITAL BOSTON, LLC 424.2K +345.8K (+441.6%) 6.94M +5.2M (+300.6%) 0.11% +0.093 pp 0.38% +0.292 pp USD17.41 -6.1% 2 qtrs
81 415.5K +415.5K (+100.0%) 6.79M +6.8M (+100.0%) 0.11% +0.112 pp 0.02% +0.021 pp USD16.35 +0.0% 1 qtrs NEW
82 WORLDQUANT MILLENNIUM ADVISORS LLC 401.0K +361.5K (+915.8%) 6.56M +5.7M (+651.5%) 0.11% +0.097 pp 0.03% +0.022 pp USD16.92 -3.4% 2 qtrs
83 AMUNDI 396.6K -188.4K (-32.2%) 6.48M -6.1M (-48.4%) 0.11% -0.050 pp 0.00% -0.002 pp USD22.10 -26.0% 2 qtrs
84 CORBYN INVESTMENT MANAGEMENT INC/MD 391.6K +28.9K (+8.0%) 6.40M -1.6M (-20.1%) 0.11% +0.008 pp 1.87% -0.477 pp USD29.72 -45.0% 5 qtrs
85 SKYE GLOBAL MANAGEMENT LP 388.5K +133.5K (+52.4%) 6.35M +716.5K (+12.7%) 0.10% +0.036 pp 0.12% +0.004 pp USD20.12 -18.7% 5 qtrs
86 KETTLE HILL CAPITAL MANAGEMENT, LLC 373.5K +373.5K (+100.0%) 6.11M +6.1M (+100.0%) 0.10% +0.100 pp 1.36% +1.362 pp USD16.35 +0.0% 1 qtrs NEW
87 NEUBERGER BERMAN GROUP LLC 347.0K +347.0K (+100.0%) 5.67M +5.7M (+100.0%) 0.09% +0.093 pp 0.00% +0.004 pp USD16.35 +0.0% 5 qtrs
88 INVESCO LTD. 328.0K +39.0K (+13.5%) 5.36M -1.0M (-16.0%) 0.09% +0.011 pp 0.00% 0.000 pp USD30.25 -46.0% 5 qtrs
89 KING LUTHER CAPITAL MANAGEMENT CORP 314.1K +142.7K (+83.3%) 5.14M +1.3M (+35.6%) 0.08% +0.039 pp 0.02% +0.005 pp USD22.15 -26.2% 5 qtrs
90 BULLSEYE ASSET MANAGEMENT LLC 300.4K +15.2K (+5.3%) 4.91M -1.4M (-22.1%) 0.08% +0.005 pp 2.65% -0.654 pp USD24.80 -34.1% 6 qtrs
91 NOMURA HOLDINGS INC 300.0K +300.0K (+100.0%) 4.91M +4.9M (+100.0%) 0.08% +0.081 pp 0.01% +0.007 pp USD16.35 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
62.6K
Shares disposed
Cash buys
Cash sales
Net activity
+62,638
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-28 STANBROOK STEVEN P Director A-Award A Class A Common Stock 8,887 0.00 194,274 D
2026-04-28 Prim Billy D Director A-Award A Class A Common Stock 8,887 0.00 1,086,906 D
2026-04-28 PAK MINSOK Director A-Award A Class A Common Stock 8,887 0.00 11,570 D
2026-04-28 Metropoulos C. Dean Director A-Award A Class A Common Stock 429 19.69 8.4K 20,596 D
2026-04-28 Fowden Jeremy SG Director A-Award A Class A Common Stock 8,887 0.00 1,300,963 D
2026-04-28 Cramer Michael John Director A-Award A Class A Common Stock 8,887 0.00 26,649 D
2026-04-28 Cates Susan E. Director A-Award A Class A Common Stock 8,887 0.00 81,360 D
2026-04-28 Bomhard Britta Director A-Award A Class A Common Stock 8,887 0.00 71,506 D
2026-03-31 STANBROOK STEVEN P Director A-Award A Class A Common Stock 1,593 18.83 30.0K 185,387 D
2026-03-31 Metropoulos C. Dean Director A-Award A Class A Common Stock 1,460 18.83 27.5K 20,167 D
2026-01-23 Hass David W. Officer F-InKind D Class A Common Stock 2,719 19.26 52.4K 363,972 D
2026-01-15 PAK MINSOK Director A-Award A Class A Common Stock 2,683 0.00 2,683 D
2026-01-03 Hass David W. Officer F-InKind D Class A Common Stock 18,052 16.19 292.3K 366,691 D
2026-01-03 Ausher Jason R Officer F-InKind D Class A Common Stock 3,814 16.19 61.7K 102,897 D
2025-12-31 STANBROOK STEVEN P Director A-Award A Class A Common Stock 2,193 16.35 35.9K 183,794 D
2025-12-31 Metropoulos C. Dean Director A-Award A Class A Common Stock 1,681 16.35 27.5K 18,707 D
2025-12-11 Kim Hih Song Officer F-InKind D Class A Common Stock 1,615 16.08 26.0K 37,624 D
2025-12-11 Hass David W. Officer F-InKind D Class A Common Stock 3,274 16.08 52.6K 384,743 D
2025-12-11 Austin Robert P Officer F-InKind D Class A Common Stock 2,032 16.08 32.7K 28,289 D
2025-12-11 Ausher Jason R Officer F-InKind D Class A Common Stock 325 16.08 5.2K 106,711 D
2025-12-10 Kim Hih Song Officer A-Award A Class A Common Stock 23,791 0.00 39,239 D
2025-12-10 Hass David W. Officer A-Award A Class A Common Stock 34,605 0.00 388,017 D
2025-12-10 FOSS ERIC J Director / Officer A-Award A Class A Common Stock 129,770 0.00 489,806 D
2025-12-10 Austin Robert P Officer A-Award A Class A Common Stock 18,384 0.00 30,321 D
2025-12-10 Ausher Jason R Officer A-Award A Class A Common Stock 6,164 0.00 107,036 D
2025-12-08 ORCP III DE TopCo GP, LLC 10% Owner J-Other A Forward Contract (conditional obligation to sell) 1 0.00 1 I
2025-12-08 Lee Tony W Director / 10% Owner J-Other A Forward Contract (conditional obligation to sell) 1 0.00 1 I
2025-12-08 Hass David W. Officer F-InKind D Class A Common Stock 2,682 15.47 41.5K 353,412 D
2025-12-08 Ausher Jason R Officer F-InKind D Class A Common Stock 376 15.47 5.8K 100,872 D
2025-12-07 Hass David W. Officer F-InKind D Class A Common Stock 503 15.47 7.8K 356,094 D
2025-12-07 Ausher Jason R Officer F-InKind D Class A Common Stock 427 15.47 6.6K 101,248 D
2025-11-13 STANBROOK STEVEN P Director P-Purchase A Class A Common Stock 54,540 16.43 895.9K 181,601 D
2025-11-12 FOSS ERIC J Director / Officer P-Purchase A Class A Common Stock 4,970 16.15 80.3K 360,036 D
2025-11-11 Hass David W. Officer P-Purchase A Class A Common Stock 15,910 15.71 249.9K 64,745 I
2025-11-11 FOSS ERIC J Director / Officer P-Purchase A Class A Common Stock 123,049 15.52 1.91M 355,066 D
2025-11-10 Cramer Michael John Director P-Purchase A Class A Common Stock 5,000 15.73 78.7K 17,762 D
2025-11-07 FOSS ERIC J Director / Officer A-Award A Class A Common Stock 207,468 0.00 232,017 D
2025-09-30 STANBROOK STEVEN P Director A-Award A Class A Common Stock 2,036 22.10 45.0K 127,061 D
2025-09-30 Metropoulos C. Dean Director A-Award A Class A Common Stock 1,244 22.10 27.5K 17,026 D
2025-08-14 Cramer Michael John Director P-Purchase A Class A Common Stock 4,000 24.46 97.8K 12,762 D
2025-08-13 Rietbroek Robbert Director / Officer P-Purchase A Class A Common Stock 8,285 24.12 199.8K 586,349 D
2025-08-12 STANBROOK STEVEN P Director P-Purchase A Class A Common Stock 12,400 24.04 298.1K 125,025 D
2025-06-30 STANBROOK STEVEN P Director A-Award A Class A Common Stock 1,519 29.62 45.0K 112,625 D
2025-06-30 Metropoulos C. Dean Director A-Award A Class A Common Stock 928 29.62 27.5K 15,782 D
2025-05-12 ORCP III DE TopCo GP, LLC 10% Owner S-Sale D Class A Common Stock 50,657,562 31.67 1.60B 116,210,806 I
2025-05-12 Lee Tony W Director / 10% Owner S-Sale D Class A Common Stock 50,657,562 31.67 1.60B 116,210,806 I
2025-05-01 STANBROOK STEVEN P Director A-Award A Class A Common Stock 5,317 0.00 111,106 D
2025-05-01 Prim Billy D Director A-Award A Class A Common Stock 5,317 0.00 1,078,019 D
2025-05-01 Metropoulos C. Dean Director A-Award A Class A Common Stock 10,635 0.00 14,854 D
2025-05-01 Fowden Jeremy SG Director A-Award A Class A Common Stock 5,317 0.00 1,292,076 D
2025-05-01 FOSS ERIC J Director A-Award A Class A Common Stock 5,317 0.00 24,549 D
2025-05-01 Cramer Michael John Director A-Award A Class A Common Stock 5,317 0.00 8,762 D
2025-05-01 Cates Susan E. Director A-Award A Class A Common Stock 5,317 0.00 72,473 D
2025-05-01 Bomhard Britta Director A-Award A Class A Common Stock 5,317 0.00 62,619 D
2025-05-01 Barker Kurtis T Director A-Award A Class A Common Stock 5,317 0.00 8,762 D
2025-03-31 STANBROOK STEVEN P Director A-Award A Class A Common Stock 1,267 0.00 105,789 D
2025-03-31 Metropoulos C. Dean Director A-Award A Class A Common Stock 774 0.00 4,219 D

Executive team

Top executives
EBIT / Employee
36.3K
Shares Outstanding
363.33M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Eric Foss Executive Chairman and Chief Executive Officer 161.5K 14.42M 327.6K 14.91M 96.72%
2 2025 Robbert Rietbroek Former Chief Executive Officer 1.05M 5.54M 6.59M 0.00%
3 2025 Marni Morgan Poe Former General Counsel & Corporate Secretary 446.0K 1.11M 1.39M 2.94M 37.77%
4 2025 David Hass Chief Financial Officer 621.5K 1.93M 26.0K 2.58M 74.87%
5 2025 Hih Song Kim Chief Legal Officer & Corporate Secretary 580.3K 50.0K 1.33M 408.2K 2.36M 56.08%
6 2025 Robert Austin Chief Operating Officer 846.1K 1.02M 475.1K 2.35M 43.68%
7 2025 Jason Ausher Chief Accounting Officer 429.3K 100.0K 343.6K 12.7K 885.6K 38.80%
8 2024 Robbert Rietbroek Former Chief Executive Officer 721.2K 882.5K 22.81M 1.33M 245.0K 25.99M 87.78%
9 2024 David Hass Chief Financial Officer 532.5K 300.0K 5.65M 608.9K 26.4K 7.12M 79.38%
10 2024 Robert Austin Chief Operating Officer 720.8K 818.0K 1.40M 1.54M 1.92M 67.5K 6.47M 45.52%
11 2024 Marni Morgan Poe Former General Counsel & Corporate Secretary 511.0K 300.0K 4.84M 570.1K 25.9K 6.24M 77.47%
12 2024 Hih Song Kim Chief Legal Officer & Corporate Secretary 406.7K 1.82M 453.2K 88.6K 2.77M 65.70%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-18 DEFA14A
2026-03-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-06 SC 13G/A
2026-04-30 8-K
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4

Executive team

NameTitleCompensationGender
Eric J. Foss Chief Executive Officer & Executive Chairman 1M male
Robert Austin Chief Operating Officer 1M male
Hih Song Kim Chief Legal Officer & Corporate Secretary 1M female
David W. Hass Chief Financial Officer 647.6K male
Jason Ausher Chief Accounting Officer 542.0K male
Nancy Sotomayor Chief Human Resources Officer female
Ashok Vantipalli Chief Information & Digital Officer male
Traci Mangini Vice President of Investor Relations female
Charles Fogg Chief Sustainability Officer male
David Thorpe Chief Supply Chain Officer male
Joseph Wiggetman Chief Customer Officer male
Kheri Holland Tillman Chief Marketing Officer female
ESG Rating
B
BEVERAGES - NON-ALCOHOLIC
2026
E (Environmental)
67.8 / 66.6
Company / Sector avg.
S (Social)
57.7 / 68.8
Company / Sector avg.
G (Governance)
53.3 / 63.9
Company / Sector avg.
ESG Total
59.6 / 66.5
Company / Sector avg.
ESG Score History BEVERAGES - NON-ALCOHOLIC
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2025-12-18 2026-01-13 Markwayne Mullin OK Self Sale (Full) $1,001 - $15,000
2025-12-17 2026-01-13 Markwayne Mullin OK Joint Sale (Full) $1,001 - $15,000
2025-02-03 2025-02-27 Markwayne Mullin OK Joint Purchase $1,001 - $15,000
2025-01-02 2025-01-31 Markwayne Mullin OK Self Purchase $15,001 - $50,000
House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits