Dimensional Fund Advisors LP Purchases 57,434 Shares of Constellation Brands Inc $STZ

Key Points

• Dimensional Fund Advisors increased its stake in Constellation Brands by 3.2%, acquiring 57,434 shares to own 1,854,686 shares (about 1.06% of the company) valued at roughly $249.8 million.
• Constellation beat quarterly EPS estimates ($3.06 vs. $2.63) while revenue fell 9.8% year‑over‑year to $2.22 billion, and the company set FY2026 EPS guidance of 11.30–11.60.
• Dividend and analyst outlook: the stock yields 2.8% on a $4.08 annual dividend (payout ratio 64%), and analysts’ consensus is an average "Hold" rating with a mean target price of $176.91.

Dimensional Fund Advisors LP lifted its holdings in Constellation Brands Inc (NYSE:STZ - Free Report) by 3.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,854,686 shares of the company's stock after acquiring an additional 57,434 shares during the quarter. Dimensional Fund Advisors LP owned approximately 1.06% of Constellation Brands worth $249,819,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. South Dakota Investment Council increased its holdings in Constellation Brands by 27.5% during the 3rd quarter. South Dakota Investment Council now owns 128,939 shares of the company's stock valued at $17,364,000 after purchasing an additional 27,814 shares in the last quarter. Level Four Advisory Services LLC grew its holdings in shares of Constellation Brands by 1.6% during the third quarter. Level Four Advisory Services LLC now owns 18,954 shares of the company's stock worth $2,553,000 after purchasing an additional 301 shares during the last quarter. AR Asset Management Inc. grew its holdings in shares of Constellation Brands by 27.7% during the third quarter. AR Asset Management Inc. now owns 15,200 shares of the company's stock worth $2,047,000 after purchasing an additional 3,300 shares during the last quarter. Kingsview Wealth Management LLC increased its stake in shares of Constellation Brands by 371.3% in the third quarter. Kingsview Wealth Management LLC now owns 20,798 shares of the company's stock valued at $2,801,000 after buying an additional 16,385 shares in the last quarter. Finally, Elo Mutual Pension Insurance Co raised its holdings in shares of Constellation Brands by 19.0% in the third quarter. Elo Mutual Pension Insurance Co now owns 16,829 shares of the company's stock valued at $2,266,000 after buying an additional 2,683 shares during the last quarter. 77.34% of the stock is currently owned by institutional investors.

Constellation Brands Stock Performance

Shares of NYSE:STZ opened at $146.61 on Friday. The company has a current ratio of 1.34, a quick ratio of 0.70 and a debt-to-equity ratio of 1.29. Constellation Brands Inc has a 1-year low of $126.45 and a 1-year high of $196.91. The stock has a market capitalization of $25.42 billion, a P/E ratio of 23.12, a P/E/G ratio of 0.41 and a beta of 0.44. The business has a 50-day moving average price of $154.43 and a two-hundred day moving average price of $145.02.

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

Constellation Brands Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th were issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Thursday, January 29th. Constellation Brands's payout ratio is currently 64.35%.

Analysts Set New Price Targets

Several research analysts recently issued reports on STZ shares. Sanford C. Bernstein upped their price target on shares of Constellation Brands from $195.00 to $197.00 and gave the stock an "outperform" rating in a research report on Friday, January 9th. Piper Sandler dropped 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. Barclays upped their target price on shares of Constellation Brands from $147.00 to $148.00 and gave the stock an "equal weight" rating in a research report on Monday, January 12th. Weiss Ratings raised shares of Constellation Brands from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $160.00 price objective on shares of Constellation Brands in a research report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $176.91.

Constellation Brands Company 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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