Capital International Investors Has $584.14 Million Position in Constellation Brands Inc $STZ

Key Points

• Capital International Investors raised its stake in Constellation Brands by 0.7% in Q3 to 4,337,054 shares — about a 2.48% ownership position worth approximately $584.14 million after purchasing 28,036 shares.
• Q4 results beat: Constellation reported $3.06 EPS vs. $2.63 expected and $2.22 billion revenue vs. $2.17 billion expected, while it set FY2026 guidance of 11.30–11.60 EPS (analysts average ~13.5 EPS).
• Dividend and size: The company pays a $1.02 quarterly dividend ($4.08 annualized, ~2.7% yield), has a market cap of ~$26.05 billion, and a 52-week range of $126.45–$196.91.

Capital International Investors lifted its holdings in shares of Constellation Brands Inc (NYSE:STZ - Free Report) by 0.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 4,337,054 shares of the company's stock after purchasing an additional 28,036 shares during the period. Capital International Investors owned 2.48% of Constellation Brands worth $584,135,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in STZ. Root Financial Partners LLC bought a new stake in Constellation Brands during the 3rd quarter worth about $26,000. Salomon & Ludwin LLC bought a new position in shares of Constellation Brands in the third quarter worth about $30,000. Abound Wealth Management raised its stake in shares of Constellation Brands by 341.8% in the third quarter. Abound Wealth Management now owns 243 shares of the company's stock worth $33,000 after acquiring an additional 188 shares during the last quarter. CVA Family Office LLC lifted its position in shares of Constellation Brands by 713.2% during the third quarter. CVA Family Office LLC now owns 309 shares of the company's stock worth $42,000 after purchasing an additional 271 shares in the last quarter. Finally, Accredited Wealth Management LLC grew its stake in shares of Constellation Brands by 572.3% during the third quarter. Accredited Wealth Management LLC now owns 316 shares of the company's stock valued at $43,000 after purchasing an additional 269 shares during the last quarter. 77.34% of the stock is currently owned by institutional investors and hedge funds.

Constellation Brands Trading Up 0.8%

Shares of NYSE STZ opened at $150.21 on Wednesday. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. The firm has a market capitalization of $26.05 billion, a P/E ratio of 23.69, a P/E/G ratio of 0.42 and a beta of 0.44. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.34 and a quick ratio of 0.70. The company's 50 day simple moving average is $154.84 and its 200 day simple moving average is $144.64.

Constellation Brands (NYSE:STZ - Get Free Report) last released its earnings results on Wednesday, January 7th. The company reported $3.06 EPS for the quarter, topping analysts' consensus estimates of $2.63 by $0.43. The firm had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.17 billion. Constellation Brands had a net margin of 11.08% and a return on equity of 29.15%. The business's quarterly revenue was down 9.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.25 EPS. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. On average, analysts predict that Constellation Brands Inc will post 13.5 EPS for the current year.

Constellation Brands Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Thursday, January 29th were paid a dividend of $1.02 per share. The ex-dividend date of this dividend was Thursday, January 29th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.7%. Constellation Brands's payout ratio is 64.35%.

Analysts Set New Price Targets

A number of analysts recently weighed in on STZ shares. UBS Group set a $168.00 price target on shares of Constellation Brands in a report on Friday, January 9th. BMO Capital Markets reaffirmed an "outperform" rating and set a $190.00 price objective on shares of Constellation Brands in a report on Friday, January 9th. Barclays lifted their target price on Constellation Brands from $147.00 to $148.00 and gave the company an "equal weight" rating in a research note on Monday, January 12th. Citigroup boosted their target price on Constellation Brands from $148.00 to $155.00 and gave the stock a "neutral" rating in a research report on Friday, January 9th. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $180.00 price target on shares of Constellation Brands in a research note on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Constellation Brands currently has an average rating of "Hold" and an average price target of $176.91.

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.

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