Geneos Wealth Management Inc. Has $162,000 Stake in Diageo plc $DEO

Posted by Brenda Bartman on Jul 23rd, 2026

Geneos Wealth Management Inc. lowered its stake in shares of Diageo plc (NYSE:DEO – Free Report) by 75.3% in the first quarter, Holdings Channel reports. The firm owned 2,175 shares of the company’s stock after selling 6,638 shares during the period. Geneos Wealth Management Inc.’s holdings in Diageo were worth $162,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of DEO. Sanctuary Advisors LLC raised its holdings in Diageo by 4.3% in the 1st quarter. Sanctuary Advisors LLC now owns 46,266 shares of the company’s stock worth $3,444,000 after acquiring an additional 1,909 shares during the period. Roberts Glore & Co. Inc. IL increased its stake in shares of Diageo by 8.9% in the first quarter. Roberts Glore & Co. Inc. IL now owns 4,202 shares of the company’s stock worth $313,000 after purchasing an additional 344 shares during the period. Tevis Investment Management increased its stake in shares of Diageo by 23.0% in the first quarter. Tevis Investment Management now owns 10,199 shares of the company’s stock worth $759,000 after purchasing an additional 1,905 shares during the period. CORDA Investment Management LLC. lifted its position in shares of Diageo by 14.5% during the 1st quarter. CORDA Investment Management LLC. now owns 169,084 shares of the company’s stock worth $12,588,000 after purchasing an additional 21,446 shares during the last quarter. Finally, Sequoia Financial Advisors LLC boosted its stake in Diageo by 14.4% during the 1st quarter. Sequoia Financial Advisors LLC now owns 4,658 shares of the company’s stock valued at $347,000 after purchasing an additional 588 shares during the period. Institutional investors own 8.97% of the company’s stock.

Analyst Ratings Changes

DEO has been the topic of several recent analyst reports. TD Cowen raised Diageo from a “hold” rating to a “buy” rating and lifted their price target for the stock from $88.00 to $93.00 in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft raised shares of Diageo from a “hold” rating to a “buy” rating in a research report on Tuesday, March 31st. Loop Capital set a $99.00 target price on shares of Diageo in a research note on Thursday, June 18th. BNP Paribas Exane raised shares of Diageo from an “underperform” rating to a “neutral” rating in a report on Wednesday, March 25th. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Diageo in a research report on Friday, July 17th. Six investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $106.25.

View Our Latest Stock Report on Diageo

Diageo Stock Performance

DEO opened at $84.42 on Thursday. Diageo plc has a fifty-two week low of $72.45 and a fifty-two week high of $116.41. The company has a current ratio of 1.60, a quick ratio of 0.71 and a debt-to-equity ratio of 1.53. The firm’s fifty day moving average price is $82.16 and its two-hundred day moving average price is $83.92.

Diageo Profile

(Free Report)

Diageo plc is a global producer, marketer and distributor of alcoholic beverages, headquartered in London, England. The company was created through the 1997 merger of Guinness plc and Grand Metropolitan plc and is publicly traded on multiple exchanges, including the New York Stock Exchange (NYSE: DEO) and the London Stock Exchange. Diageo operates a worldwide business, selling products in a broad range of markets across the Americas, Europe, Africa, Asia and Latin America.

Diageo’s core activities cover the production, marketing and sale of a diverse portfolio of spirits, beer and liqueurs.