Cambiar Investors LLC Has $34.05 Million Stock Position in Constellation Brands Inc $STZ

Key Points

• Cambiar Investors LLC increased its stake in Constellation Brands by 8.6% to 246,772 shares, worth about $34.05 million and roughly 0.14% of the company.
• Constellation posted a Q4 beat (EPS $1.90 vs. $1.71; revenue $1.92B vs. $1.84B) but revenue was down ~11% YoY, and management's FY‑2027 EPS guidance ($11.20–$11.90) missed Street expectations while FY‑2028 guidance was withdrawn, leaving a mixed near‑term outlook.
• Analysts are broadly positive with a consensus rating of Moderate Buy and a $176.33 average price target, while the company raised its quarterly dividend to $1.03 (2.5% yield) and institutional investors hold about 77.34% of shares.

Cambiar Investors LLC grew its stake in Constellation Brands Inc (NYSE:STZ - Free Report) by 8.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 246,772 shares of the company's stock after purchasing an additional 19,554 shares during the quarter. Cambiar Investors LLC owned about 0.14% of Constellation Brands worth $34,045,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the stock. Choreo LLC lifted its stake in shares of Constellation Brands by 2.1% in the 4th quarter. Choreo LLC now owns 3,116 shares of the company's stock valued at $437,000 after purchasing an additional 63 shares during the period. Private Trust Co. NA lifted its stake in shares of Constellation Brands by 0.7% in the 3rd quarter. Private Trust Co. NA now owns 11,001 shares of the company's stock valued at $1,481,000 after purchasing an additional 75 shares during the period. Rise Advisors LLC lifted its stake in shares of Constellation Brands by 8.8% in the 3rd quarter. Rise Advisors LLC now owns 937 shares of the company's stock valued at $126,000 after purchasing an additional 76 shares during the period. Dynamic Advisor Solutions LLC lifted its stake in shares of Constellation Brands by 2.2% in the 4th quarter. Dynamic Advisor Solutions LLC now owns 3,507 shares of the company's stock valued at $484,000 after purchasing an additional 76 shares during the period. Finally, Harbor Capital Advisors Inc. lifted its stake in shares of Constellation Brands by 2.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 3,113 shares of the company's stock valued at $419,000 after purchasing an additional 79 shares during the period. Institutional investors and hedge funds own 77.34% of the company's stock.

More Constellation Brands News

Here are the key news stories impacting Constellation Brands this week:

• Positive Sentiment: Q4 beat on both EPS and revenue and management highlighted strong cash returns (buybacks + higher dividend), which traders rewarded as proof of shareholder-friendly capital allocation. Constellation Brands Soars on Upbeat Q4 Earnings
• Positive Sentiment: Beer business momentum is improving and Morgan Stanley sees a visible beer-volume inflection — a key driver given Constellation’s exposure to Corona/Modelo. This narrative supports hopes for stabilization and a recovery pathway. Beer Volume Inflection (Morgan Stanley)
• Positive Sentiment: Several sell‑side firms reacted by raising price targets or reaffirming favorable ratings (Needham, RBC, Morgan Stanley raised/updated targets), helping buy‑side momentum after the print and propping the rebound. RBC Analyst Comment
• Neutral Sentiment: Despite beats, underlying revenue declined ~11% YoY (wine & spirits weakness offsets beer strength), so the quarter’s quality is mixed — good versus expectations, weak on a year‑over‑year basis. Q4 Earnings Highlights
• Neutral Sentiment: Management commentary (including incoming leadership involvement) signaled improvement in key Hispanic consumer zip codes — supportive if trends continue but still early to confirm a durable turnaround. QuiverQuant: Results & Leadership
• Negative Sentiment: FY‑2027 EPS guidance ($11.20–$11.90) came in below Street consensus, and management withdrew FY‑2028 guidance — a clear near‑term disappointment that pressured some investors and highlights macro/volume uncertainty. FY27 Guidance Disappoints
• Negative Sentiment: Analyst views are mixed — while some raised targets, a few firms (including Bank of America keeping an underperform) still signal downside risk if margins or demand don’t rebound, adding caution for longer‑term holders. BofA / Price Target Coverage

Wall Street Analysts Forecast Growth

STZ has been the subject of a number of recent analyst reports. Bank of America upped their price objective on shares of Constellation Brands from $142.00 to $154.00 and gave the company an "underperform" rating in a research report on Friday. Sanford C. Bernstein upped their price objective on shares of Constellation Brands from $195.00 to $197.00 and gave the company an "outperform" rating in a research report on Friday, January 9th. UBS Group upped their price objective on shares of Constellation Brands from $176.00 to $186.00 and gave the company a "buy" rating in a research report on Friday. Wells Fargo & Company upped their price objective on shares of Constellation Brands from $180.00 to $185.00 and gave the company an "overweight" rating in a research report on Friday. Finally, Citigroup restated a "buy" rating on shares of Constellation Brands in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $176.33.

Constellation Brands Price Performance

STZ stock opened at $166.09 on Friday. The stock has a 50-day moving average price of $154.75 and a two-hundred day moving average price of $145.70. The stock has a market cap of $28.80 billion, a PE ratio of 17.32, a price-to-earnings-growth ratio of 0.49 and a beta of 0.44. The company has a current ratio of 1.08, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. Constellation Brands Inc has a 1 year low of $126.45 and a 1 year high of $196.91.

Constellation Brands (NYSE:STZ - Get Free Report) last released its earnings results on Wednesday, April 8th. The company reported $1.90 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.19. The firm had revenue of $1.92 billion during the quarter, compared to analysts' expectations of $1.84 billion. Constellation Brands had a return on equity of 26.18% and a net margin of 17.29%.The company's revenue was down 11.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.63 EPS. Equities analysts forecast that Constellation Brands Inc will post 13.5 EPS for the current fiscal year.

Constellation Brands Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Wednesday, April 29th will be issued a dividend of $1.03 per share. This is a boost from Constellation Brands's previous quarterly dividend of $1.02. The ex-dividend date is Wednesday, April 29th. This represents a $4.12 dividend on an annualized basis and a yield of 2.5%. Constellation Brands's dividend payout ratio is currently 42.54%.

Constellation Brands Profile

Constellation Brands, Inc is a leading producer and marketer of beer, wine and spirits, with operations spanning production, importation, marketing and distribution. The company's beverage portfolio includes a range of premium and mainstream wines and spirits alongside major imported beer brands; in the U.S. market Constellation is widely known for its role in bringing Mexican imports such as Corona and Modelo to American consumers. Constellation supplies retail, on‑premise and foodservice channels and supports its brands with national sales and marketing platforms and supply‑chain capabilities.

The company traces its roots to the Canandaigua Wine Company, founded by Marvin Sands in 1945, and evolved through organic growth and acquisition into a diversified beverage company.

Want to see what other hedge funds are holding STZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Constellation Brands Inc (NYSE:STZ - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.