Altrius Capital Management Inc Increases Holdings in Constellation Brands Inc $STZ

Altrius Capital Management Inc increased its position in Constellation Brands Inc (NYSE:STZ) by 16.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,241 shares of the company’s stock after buying an additional 4,056 shares during the quarter. Altrius Capital Management Inc’s holdings in Constellation Brands were worth $3,938,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. AlphaQuest LLC lifted its position in shares of Constellation Brands by 350.7% in the 2nd quarter. AlphaQuest LLC now owns 5,178 shares of the company’s stock worth $842,000 after purchasing an additional 4,029 shares during the period. 49 Wealth Management LLC bought a new position in Constellation Brands in the second quarter worth about $373,000. Matrix Asset Advisors Inc. NY bought a new stake in Constellation Brands during the 3rd quarter valued at approximately $5,236,000. Heritage Investors Management Corp grew its holdings in shares of Constellation Brands by 6.2% during the 2nd quarter. Heritage Investors Management Corp now owns 146,827 shares of the company’s stock worth $23,886,000 after acquiring an additional 8,613 shares during the period. Finally, Apollon Wealth Management LLC boosted its position in shares of Constellation Brands by 230.2% during the second quarter. Apollon Wealth Management LLC now owns 6,471 shares of the company’s stock valued at $1,053,000 after purchasing an additional 4,511 shares in the last quarter. 77.34% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. UBS Group set a $168.00 target price on shares of Constellation Brands in a research report on Friday, January 9th. Needham & Company LLC reaffirmed a “buy” rating and set a $180.00 target price on shares of Constellation Brands in a research note on Tuesday, January 6th. Sanford C. Bernstein lifted their target price on shares of Constellation Brands from $195.00 to $197.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $160.00 price target on shares of Constellation Brands in a research note on Monday, December 15th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Constellation Brands in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $176.91.

Constellation Brands Stock Up 3.7%

STZ stock opened at $166.63 on Thursday. The stock has a market capitalization of $28.90 billion, a P/E ratio of 26.28, a P/E/G ratio of 0.48 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. Constellation Brands Inc has a 1-year low of $126.45 and a 1-year high of $196.91. The business has a fifty day moving average price of $147.31 and a 200-day moving average price of $147.18.

Constellation Brands (NYSE:STZ) last released its quarterly earnings data on Wednesday, January 7th. The company reported $3.06 EPS for the quarter, topping the consensus estimate of $2.63 by $0.43. Constellation Brands had a return on equity of 29.15% and a net margin of 11.08%.The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.17 billion. During the same period last year, the company earned $3.25 EPS. Constellation Brands’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 forecast that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Thursday, January 29th will be given a dividend of $1.02 per share. The ex-dividend date is Thursday, January 29th. This represents a $4.08 dividend on an annualized basis and a yield of 2.4%. Constellation Brands’s dividend payout ratio is 64.35%.

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.