Capital International Sarl Trims Position in Constellation Brands Inc $STZ

Key Points

• Capital International Sarl cut its stake in Constellation Brands by 53.5% in Q3, selling 13,348 shares and finishing the period with 11,591 shares worth about $1.56 million.
• Constellation Brands beat quarterly estimates with $3.06 EPS (vs. $2.63 expected) and $2.22B revenue (vs. $2.17B), though revenue was down 9.8% YoY; management set FY2026 guidance of 11.30–11.60 EPS.
• The company pays a quarterly dividend of $1.02 ($4.08 annual, ~2.7% yield), is ~77% institutionally owned, and holds an average analyst rating of "Hold" with a consensus price target of $176.91.

Capital International Sarl trimmed its position in Constellation Brands Inc (NYSE:STZ - Free Report) by 53.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,591 shares of the company's stock after selling 13,348 shares during the quarter. Capital International Sarl's holdings in Constellation Brands were worth $1,561,000 at the end of the most recent reporting period.

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

Constellation Brands Trading Up 0.8%

STZ opened at $150.21 on Wednesday. The business's 50 day moving average is $154.84 and its two-hundred day moving average is $144.64. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. The firm has a market cap of $26.05 billion, a price-to-earnings ratio of 23.69, a price-to-earnings-growth ratio of 0.42 and a beta of 0.44. The company has a quick ratio of 0.70, a current ratio of 1.34 and a debt-to-equity ratio of 1.29.

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

Constellation Brands Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Thursday, January 29th were issued a $1.02 dividend. The ex-dividend date was Thursday, January 29th. This represents a $4.08 dividend on an annualized basis and a yield of 2.7%. Constellation Brands's dividend payout ratio (DPR) is presently 64.35%.

Analysts Set New Price Targets

STZ has been the subject of several analyst reports. Piper Sandler decreased their target price on shares of Constellation Brands from $155.00 to $135.00 and set a "neutral" rating for the company in a research note on Friday, November 21st. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $160.00 price objective on shares of Constellation Brands in a report on Monday, December 15th. Barclays upped their price target on Constellation Brands from $147.00 to $148.00 and gave the company an "equal weight" rating in a research report on Monday, January 12th. Citigroup boosted their target price on shares of Constellation Brands from $148.00 to $155.00 and gave the company a "neutral" rating in a report on Friday, January 9th. Finally, Needham & Company LLC reiterated a "buy" rating and set a $180.00 price target on shares of Constellation Brands in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus 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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