Constellation Brands Inc $STZ Shares Sold by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC trimmed its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 16.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,776 shares of the company’s stock after selling 3,841 shares during the period. Janney Montgomery Scott LLC’s holdings in Constellation Brands were worth $2,966,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Capital International Investors lifted its holdings in Constellation Brands by 48.5% in the 4th quarter. Capital International Investors now owns 6,442,600 shares of the company’s stock valued at $888,930,000 after acquiring an additional 2,105,546 shares during the last quarter. Norges Bank acquired a new position in shares of Constellation Brands in the 4th quarter worth approximately $267,798,000. Ameriprise Financial Inc. raised its holdings in shares of Constellation Brands by 650.6% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,769,741 shares of the company’s stock worth $287,889,000 after purchasing an additional 1,533,961 shares in the last quarter. Wellington Management Group LLP lifted its stake in Constellation Brands by 14.0% during the fourth quarter. Wellington Management Group LLP now owns 6,018,653 shares of the company’s stock valued at $830,333,000 after purchasing an additional 739,393 shares during the last quarter. Finally, Pzena Investment Management LLC bought a new stake in Constellation Brands during the fourth quarter worth approximately $81,381,000. 77.34% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Constellation Brands news, EVP James O. Bourdeau sold 4,407 shares of the company’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $143.24, for a total transaction of $631,258.68. Following the completion of the sale, the executive vice president directly owned 9,109 shares in the company, valued at $1,304,773.16. This represents a 32.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 12.20% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have recently commented on STZ. Roth Capital reaffirmed a “buy” rating and set a $209.00 target price on shares of Constellation Brands in a report on Thursday, July 2nd. JPMorgan Chase & Co. dropped their price target on Constellation Brands from $169.00 to $165.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. UBS Group cut their price objective on Constellation Brands from $186.00 to $175.00 and set a “buy” rating on the stock in a report on Wednesday, June 17th. Citigroup reaffirmed a “buy” rating on shares of Constellation Brands in a research note on Monday, May 18th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $185.00 target price on shares of Constellation Brands in a report on Thursday, July 2nd. Eleven equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $167.89.

Key Stories Impacting Constellation Brands

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

• Positive Sentiment: Analysts and commentators continue to point to Constellation’s beer business as the main growth driver, helping offset weakness in wine and spirits. UBS also said the company’s fiscal 2027 EPS outlook appears achievable, suggesting earnings can still hold up despite sales uncertainty. Article Title
• Positive Sentiment: Jim Cramer called Constellation Brands a “steal” after the recent pullback, framing the decline as a potential buying opportunity for investors. Article Title
• Neutral Sentiment: The stock’s valuation has become more attractive after the drop, but several articles note that the market is waiting for clearer proof that beer momentum can outweigh softer demand in wine and spirits. Article Title
• Negative Sentiment: Recent coverage highlights margin pressure, softer wine and spirits performance, and a cautious fiscal 2027 outlook, which are keeping investors wary despite solid beer demand. Article Title
• Negative Sentiment: Technical traders are also watching bearish signals, including a “death cross” mention and Berkshire-related selling headlines, which may be adding to short-term pressure on STZ. Article Title

Constellation Brands Trading Up 0.8%

NYSE:STZ opened at $131.72 on Wednesday. The company has a market capitalization of $22.68 billion, a P/E ratio of 12.57, a P/E/G ratio of 4.08 and a beta of 0.39. The stock’s 50 day moving average price is $143.62 and its 200 day moving average price is $149.91. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.48 and a current ratio of 0.91. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $178.13.

Constellation Brands (NYSE:STZ) last released its quarterly earnings results on Tuesday, June 30th. The company reported $3.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.70 by ($0.27). Constellation Brands had a return on equity of 25.58% and a net margin of 18.87%.The company had revenue of $2.43 billion for the quarter, compared to the consensus estimate of $2.39 billion. During the same quarter last year, the company posted $3.22 EPS. The business’s revenue was down 3.3% compared to the same quarter last year. Constellation Brands has set its FY 2027 guidance at 11.200-11.900 EPS. On average, research analysts forecast that Constellation Brands Inc will post 11.81 EPS for the current fiscal year.

Constellation Brands Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 13th. Shareholders of record on Thursday, July 30th will be given a dividend of $1.03 per share. The ex-dividend date of this dividend is Thursday, July 30th. This represents a $4.12 dividend on an annualized basis and a yield of 3.1%. Constellation Brands’s payout ratio is currently 39.31%.

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.