Brookstone Capital Management Lowers Stake in Constellation Brands Inc $STZ

Brookstone Capital Management lessened its stake in shares of Constellation Brands Inc (NYSE:STZ) by 17.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,244 shares of the company’s stock after selling 4,749 shares during the quarter. Brookstone Capital Management’s holdings in Constellation Brands were worth $3,207,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in STZ. Root Financial Partners LLC purchased a new stake in shares of Constellation Brands during the 3rd quarter worth $26,000. Stance Capital LLC purchased a new position in Constellation Brands in the third quarter valued at about $26,000. GoalVest Advisory LLC purchased a new position in Constellation Brands in the fourth quarter valued at about $28,000. Salomon & Ludwin LLC bought a new position in Constellation Brands in the third quarter worth about $30,000. Finally, Abound Wealth Management raised its holdings in Constellation Brands by 341.8% in the third quarter. Abound Wealth Management now owns 243 shares of the company’s stock worth $33,000 after purchasing an additional 188 shares in the last quarter. 77.34% of the stock is owned by institutional investors.

Constellation Brands Stock Down 0.0%

Shares of STZ stock opened at $151.03 on Friday. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. The firm has a market capitalization of $26.19 billion, a PE ratio of 23.82, a P/E/G ratio of 0.42 and a beta of 0.44. The company has a debt-to-equity ratio of 1.29, a quick ratio of 0.70 and a current ratio of 1.34. The stock’s 50-day simple moving average is $154.96 and its 200-day simple moving average is $144.65.

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

Constellation Brands Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th were paid a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 2.7%. The ex-dividend date was Thursday, January 29th. Constellation Brands’s payout ratio is presently 64.35%.

Constellation Brands News Summary

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

• Positive Sentiment: Needham reaffirmed a “buy” rating and set a $180 price target (largest upside among recent notes), supporting a bullish near-term view. Constellation Brands is tipped by Evercore to see a near-term rally / Needham note
• Positive Sentiment: UBS raised its price target to $176 and carries a “buy” rating — a meaningful endorsement that suggests upside if results or guidance beat expectations. UBS raises PT to $176
• Positive Sentiment: JPMorgan lifted its target to $163 (neutral rating), signaling improving sentiment across parts of the sell-side. JPMorgan raises PT to $163
• Positive Sentiment: Evercore / other Street notes have been tactical bullish into earnings, citing a potential near-term rally if beer volume/margin trends continue to normalize. Wall Street Turns Tactical on Constellation Brands
• Neutral Sentiment: Earnings previews (Zacks / Yahoo) note Q4 is expected to show declines — wine & spirits softness and cost headwinds may pressure EPS, though beer capacity expansion and premium pricing are cited as offsets. This leaves beat/miss risk high. Constellation Brands to Report Q4 Earnings: Can It Surprise Investors?
• Neutral Sentiment: Barclays raised its price target slightly to $151 and kept an “equal weight” call — more of a neutral signal that the current price already reflects near-term expectations. Barclays raises PT to $151
• Neutral Sentiment: Seeking Alpha pieces discuss valuation and the company’s positioning in consumer staples, useful background but unlikely to move the stock materially ahead of the print. Constellation Brands: Looking At Cheap Consumer Products
• Negative Sentiment: UBS also warns of a “tricky” market setup into the Q4 report — even with improved top-line visibility, the firm expects investor reaction could be muted or negative if results or guidance disappoint. Constellation Brands faces tricky setup, says UBS
• Negative Sentiment: Deutsche Bank has trimmed its expectations for STZ, adding downside risk if the company can’t demonstrate a clear recovery path in volumes/margins. Deutsche Bank lowers expectations for Constellation Brands

Analyst Ratings Changes

A number of equities research analysts have commented on STZ shares. Citigroup upgraded Constellation Brands from a “neutral” rating to a “buy” rating and increased their price target for the company from $155.00 to $175.00 in a research note on Wednesday, March 18th. Weiss Ratings upgraded shares of Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, February 5th. BMO Capital Markets reiterated an “outperform” rating and issued a $190.00 target price on shares of Constellation Brands in a research note on Friday, January 9th. Wells Fargo & Company set a $165.00 target price on shares of Constellation Brands in a research report on Thursday, January 8th. Finally, Deutsche Bank Aktiengesellschaft cut their price target on shares of Constellation Brands from $162.00 to $154.00 and set a “hold” rating on the stock in a research note on Monday. One investment 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $178.50.

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.