Sumitomo Mitsui Trust Group Inc. Sells 20,996 Shares of Constellation Brands Inc $STZ

Key Points

• Sumitomo Mitsui Trust Group sold 20,996 shares of Constellation Brands, trimming its stake by 6.3% to 312,022 shares (about 0.18% of the company) valued at roughly $43.05 million per its latest 13F filing.
• Q1 results beat estimates (EPS $1.90 vs. $1.71; revenue $1.92B vs. $1.84B) despite revenue declining ~11.3% YoY, and the company raised its quarterly dividend to $1.03 (annualized $4.12, ~2.5% yield).
• Market/analyst sentiment is broadly constructive—upgrades (e.g., TD Cowen) and a consensus "Moderate Buy" with a ~$178.14 price target—though analyst ratings remain mixed across buy/hold/sell.

Sumitomo Mitsui Trust Group Inc. reduced its holdings in Constellation Brands Inc (NYSE:STZ - Free Report) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 312,022 shares of the company's stock after selling 20,996 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 0.18% of Constellation Brands worth $43,047,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Root Financial Partners LLC bought a new position in Constellation Brands in the 3rd quarter worth approximately $26,000. Stance Capital LLC bought a new stake in shares of Constellation Brands during the third quarter valued at approximately $26,000. GoalVest Advisory LLC bought a new stake in shares of Constellation Brands during the fourth quarter valued at approximately $28,000. Salomon & Ludwin LLC bought a new stake in shares of Constellation Brands during the third quarter valued at approximately $30,000. Finally, Abound Wealth Management increased its position in shares of Constellation Brands by 341.8% during the third quarter. Abound Wealth Management now owns 243 shares of the company's stock valued at $33,000 after purchasing an additional 188 shares during the period. 77.34% of the stock is owned by institutional investors.

Constellation Brands News Summary

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

• Positive Sentiment: TD Cowen upgraded STZ, citing multiple tailwinds and making the shares a top pick — a near‑term catalyst that can support upside as analysts reset expectations. Constellation Brands lands an upgrade from TD Cowen
• Positive Sentiment: Q1 results topped Street estimates on EPS and revenue, and management highlighted strong brand execution and distribution discipline — evidence the company can defend margins and cash flow despite a softer top line. Constellation Brands (STZ) Earnings Transcript
• Positive Sentiment: Positive coverage arguing STZ looks undervalued (a “Warren Buffett” pick) may attract value investors seeking yield/quality exposure in consumer staples. That narrative can support the stock if macro stability returns. This Overlooked Warren Buffett Stock Is Absurdly Cheap Right Now
• Neutral Sentiment: Zacks pieces highlight screening tools (Earnings ESP) and include consumer staples ideas; these can amplify interest but don’t change fundamentals by themselves. Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
• Neutral Sentiment: Sector pieces flag cost pressures and tariff risks across alcohol producers but also note premiumization/innovation as the growth lever — a mixed backdrop where execution matters most for STZ. 5 Alcohol Stocks Battling Cost Pressures, Betting on Premiumization
• Positive Sentiment: Macro commentary (JPMorgan’s Jamie Dimon) that U.S. consumers remain resilient supports demand prospects for beverage alcohol if spending holds up. This is a supportive, not determinative, macro cue. US consumers haven't fallen off a cliff with $4 gas: JPMorgan CEO Jamie Dimon
• Negative Sentiment: Offsetting the beats, reported Q1 revenue was down ~11.3% YoY with management citing persistent consumer caution (especially in beer) — a demand weakness that can pressure top‑line growth and valuation multiple. 5 Insightful Analyst Questions From Constellation Brands’s Q1 Earnings Call

Constellation Brands Price Performance

Shares of STZ stock opened at $163.99 on Thursday. The stock's fifty day simple moving average is $154.95 and its 200 day simple moving average is $146.36. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.08 and a quick ratio of 0.55. The firm has a market cap of $28.44 billion, a price-to-earnings ratio of 17.10, a P/E/G ratio of 3.59 and a beta of 1.75. Constellation Brands Inc has a one year low of $126.45 and a one year high of $196.91.

Constellation Brands (NYSE:STZ - Get Free Report) last announced its quarterly earnings results on Wednesday, April 8th. The company reported $1.90 EPS for the quarter, beating the consensus estimate of $1.71 by $0.19. The business had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.84 billion. Constellation Brands had a return on equity of 26.18% and a net margin of 17.29%.Constellation Brands's quarterly revenue was down 11.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.63 EPS. On average, analysts expect that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal 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 paid a $1.03 dividend. The ex-dividend date of this dividend is Wednesday, April 29th. This represents a $4.12 annualized dividend and a yield of 2.5%. This is a positive change from Constellation Brands's previous quarterly dividend of $1.02. Constellation Brands's payout ratio is presently 42.96%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on STZ shares. BMO Capital Markets restated an "outperform" rating and set a $190.00 price objective on shares of Constellation Brands in a research report on Friday, January 9th. UBS Group boosted their price objective on Constellation Brands from $176.00 to $186.00 and gave the company a "buy" rating in a research report on Friday, April 10th. JPMorgan Chase & Co. boosted their price objective on Constellation Brands from $155.00 to $163.00 and gave the company a "neutral" rating in a research report on Wednesday, April 1st. Bank of America boosted their price objective on Constellation Brands from $142.00 to $154.00 and gave the company an "underperform" rating in a research report on Friday, April 10th. Finally, Morgan Stanley boosted their price objective on Constellation Brands from $160.00 to $183.00 and gave the company an "equal weight" rating in a research report on Friday, April 10th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Constellation Brands currently has an average rating of "Moderate Buy" and a consensus price target of $178.14.

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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