Constellation Brands Inc $STZ Shares Sold by Coerente Capital Management

Key Points

• Coerente Capital trimmed its stake by 30.8%, selling 34,241 Constellation Brands shares in Q4 and leaving 76,986 shares worth $10.62 million (about 1.9% of the firm's portfolio and its 20th largest holding).
• Constellation beat Q4 estimates (EPS $1.90 vs. $1.71; revenue $1.92B vs. $1.84B) but revenue fell ~11% YoY; the company raised the quarterly dividend to $1.03 and gave FY‑2027 guidance below Street while withdrawing FY‑2028 guidance, creating mixed signals for investors.
• Wall Street sentiment is broadly positive with an average rating of "Moderate Buy" and an average target price of $176.33, while several firms (UBS, Evercore, Barclays) recently raised targets or reaffirmed favorable ratings.

Coerente Capital Management trimmed its holdings in shares of Constellation Brands Inc (NYSE:STZ - Free Report) by 30.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 76,986 shares of the company's stock after selling 34,241 shares during the period. Constellation Brands makes up approximately 1.9% of Coerente Capital Management's investment portfolio, making the stock its 20th largest holding. Coerente Capital Management's holdings in Constellation Brands were worth $10,621,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. Private Trust Co. NA increased its holdings in shares of Constellation Brands by 0.7% during the third 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 boosted its stake in Constellation Brands by 8.8% during the third quarter. Rise Advisors LLC now owns 937 shares of the company's stock valued at $126,000 after buying an additional 76 shares in the last quarter. Dynamic Advisor Solutions LLC boosted its stake in Constellation Brands by 2.2% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 3,507 shares of the company's stock valued at $484,000 after buying an additional 76 shares in the last quarter. Harbor Capital Advisors Inc. boosted its stake in Constellation Brands by 2.6% during the third quarter. Harbor Capital Advisors Inc. now owns 3,113 shares of the company's stock valued at $419,000 after buying an additional 79 shares in the last quarter. Finally, Shayne & Jacobs LLC boosted its stake in Constellation Brands by 6.9% during the third quarter. Shayne & Jacobs LLC now owns 1,850 shares of the company's stock valued at $249,000 after buying an additional 120 shares in the last quarter. 77.34% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

STZ has been the subject of several research reports. Evercore set a $175.00 target price on Constellation Brands and gave the company an "outperform" rating in a research note on Friday. Barclays raised their target price on Constellation Brands from $151.00 to $170.00 and gave the company an "equal weight" rating in a research note on Friday. Weiss Ratings raised Constellation Brands from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, February 5th. Citigroup reaffirmed a "buy" rating on shares of Constellation Brands in a research note on Friday. Finally, UBS Group raised their target price on Constellation Brands from $176.00 to $186.00 and gave the company a "buy" rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $176.33.

Constellation Brands Trading Up 1.9%

NYSE:STZ opened at $166.09 on Friday. The company has a quick ratio of 0.70, a current ratio of 1.08 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. The firm has a market capitalization of $28.80 billion, a price-to-earnings ratio of 17.32, a price-to-earnings-growth ratio of 0.48 and a beta of 0.44. The stock has a fifty day simple moving average of $154.75 and a 200 day simple moving average of $145.60.

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

Constellation Brands Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Wednesday, April 29th will be given a $1.03 dividend. This is a positive change 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 dividend yield of 2.5%. Constellation Brands's dividend payout ratio is 42.54%.

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

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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