Bbb Foods (TBBB) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Oct 31, 2026

Net selling: insiders sold $774K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$774K netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Mar 31, 2026: 1 added, 3 cutMore cutting
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about TBBB filings

Are insiders buying or selling BBB Foods Inc. (TBBB) stock?

Net selling: insiders sold $774K and bought $0 of TBBB stock on the open market in the 90 days to Oct 31, 2026, according to SEC Form 4 filings. The largest was Reich, Sapire Rose Nicole Dominique (Director), who sold $774K. The latest filing was on Sep 11, 2026.

Which members of Congress have traded TBBB recently?

None. No member of Congress disclosed a TBBB trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this TBBB smart-money data?

This summary uses filings available on Oct 31, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on TBBB

Lean short2 sources:
- Insiders
- Funds

Top traders
No tracked positions at the last update
Insiders
- Sapire Rose Nicole Dominique Reich, sold $385K, open market, filed Sep 4
- Sapire Rose Nicole Dominique Reich, sold $389K, open market, filed Sep 11
Lean short · thin2 sales · $774K
Form 4 filings, open market.
Politicians
No recent politician filings found
Funds
Lean short1 added · 2 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about TBBB filings

Are insiders buying or selling BBB Foods Inc. (TBBB) stock?

Which members of Congress have traded TBBB recently?

None. No member of Congress disclosed a TBBB trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this TBBB smart-money data?

Funds

What funds are doing

4 moves · 6 mo

Buys/Adds$31.0MSells/Trims$62.0M

Buys/Adds (1)

P7
Point72
Steven Cohen · Q1 2026 13F
$31.0M
bought
Signals like this: n=3224, 54% finished lower at D15, median -0.8% vs SPY -0.4%

Sells/Trims (2)

MI
Millennium
Israel Englander · Q1 2026 13F
$19.9M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%
BO
Bank of America
Q1 2026 13F
$11.7M
trimmed

1 more moves

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Reported Aug 12, 2026

Earnings came in 5.6% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 12, 2026

Period ending

Jun 30, 2026

Earnings per share

-$0.19-5.56% miss

-$0.18 expected

Revenue

MXN 26.04B

SEC filing

Next report

Estimated report: Nov 2, 2026, in 2 days

Estimates as of Oct 30, 2026

EPS expected

-$1.96

-$3.42 to -$0.70

Revenue expected

$27.79B

6 analysts

Last 30 days

0up1down

Analysts cutting estimates

Estimate drift

+0.73

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 12, 2026	-$0.19est. -$0.18	-5.56%miss	MXN 26.04BSEC filing	+38.7%from MXN 18.77B
Mar 31, 2026Reported May 6, 2026	-$4.76est. $0.49	-$5.25miss	MXN 22.86BYahoo Finance	No year-ago quarter
Dec 31, 2025Reported Mar 11, 2026	-$7.00est. -$1.95	-$5.06miss	MXN 21.97BYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Nov 19, 2025	-$12.34est. $1.06	-$13.40miss	MXN 20.28BYahoo Finance	No year-ago quarter
Jun 30, 2025Reported Aug 11, 2025	-$2.50est. -$0.83	-$1.67miss	MXN 18.77BSEC filing	No year-ago quarter
Mar 31, 2025Reported Apr 9, 2025	-$0.29est. $0.29	-$0.58miss	Not on file	Not on file
Dec 31, 2024Reported Dec 31, 2024	-$0.09est. $1.40	-106.28%miss	MXN 57.44B · FYSEC filing	No year-ago quarter
Sep 30, 2024Reported Nov 25, 2024	$1.89est. $1.01	+87.13%beat	Not on file	Not on file

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $56.82
52-wk high: $59.60
High: $56.98
52-wk low: $25.84
Low: $56.18
Prev close: $57.41
Mkt cap: $6.83B
ROE: -67.3%
Fwd P/E: 163.9x
Beta: 0.02
P/S: 0.1x
P/B: 21.0x
Profit margin: -3.7%
Op margin: +1.5%

Fundamentals

Is the business strong?

This company is not yet profitable.

Net margin: -3.7%
Forward P/E: 163.93
Market cap: $6.8B

Valuation

P/S0.07
P/B21.01

Quality

Operating margin1.5%
ROE-67.3%
ROA-2.2%

Growth

Beta0.02

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

64balanced

20D volatility

28%annualized

52-week range

$56.40

$25.84$59.60

20D support

$51.29recent floor

20D resistance

$59.60recent ceiling

Returns

5D -3.5%20D +7.1%60D +34.4%

Price vs moving averages

SMA20 +0.7%SMA50 +6.6%SMA200 +35.4%

Volume pace

1.44xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Jun 30, 2026Aug 12, 2026

-$0.19est. -$0.18

-5.56%

MXN 26.04BSEC filing

+38.7%from MXN 18.77B

Mar 31, 2026May 6, 2026

-$4.76est. $0.49

-$5.25

MXN 22.86BYahoo Finance

No year-ago quarter

Dec 31, 2025Mar 11, 2026

-$7.00est. -$1.95

-$5.06

MXN 21.97BYahoo Finance

No year-ago quarter

Sep 30, 2025Nov 19, 2025

-$12.34est. $1.06

-$13.40

MXN 20.28BYahoo Finance

No year-ago quarter

Jun 30, 2025Aug 11, 2025

-$2.50est. -$0.83

-$1.67

MXN 18.77BSEC filing

No year-ago quarter

Mar 31, 2025Apr 9, 2025

-$0.29est. $0.29

-$0.58

Not on file

Dec 31, 2024Dec 31, 2024

-$0.09est. $1.40

-106.28%

MXN 57.44B · FYSEC filing

No year-ago quarter

Sep 30, 2024Nov 25, 2024

$1.89est. $1.01

+87.13%

Not on file

BBB Foods Inc.

Smart money at a glance

What do analysts expect?

Questions about TBBB filings

Smart money on TBBB

Questions about TBBB filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 5.6% below what analysts expected.

Estimated report: Nov 2, 2026, in 2 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

BBB Foods Inc.

Smart money at a glance

What do analysts expect?

Questions about TBBB filings

Smart money on TBBB

Questions about TBBB filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 5.6% below what analysts expected.

Estimated report: Nov 2, 2026, in 2 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

BBB Foods Inc.

Overview

Questions about TBBB filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

BBB Foods Inc.

Overview

Questions about TBBB filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.