Constellation Brands Inc $STZ Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC cut its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 40.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,402 shares of the company’s stock after selling 4,986 shares during the period. Valeo Financial Advisors LLC’s holdings in Constellation Brands were worth $997,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Gilbert & Cook Inc. grew its stake in shares of Constellation Brands by 2.6% in the second quarter. Gilbert & Cook Inc. now owns 2,385 shares of the company’s stock worth $388,000 after purchasing an additional 60 shares in the last quarter. V Square Quantitative Management LLC boosted its stake in Constellation Brands by 3.8% during the second quarter. V Square Quantitative Management LLC now owns 1,682 shares of the company’s stock valued at $274,000 after buying an additional 62 shares in the last quarter. Private Trust Co. NA grew its holdings in Constellation Brands by 0.7% during the third quarter. Private Trust Co. NA now owns 11,001 shares of the company’s stock worth $1,481,000 after acquiring an additional 75 shares during the period. Rise Advisors LLC raised its position in Constellation Brands by 8.8% in the third quarter. Rise Advisors LLC now owns 937 shares of the company’s stock worth $126,000 after acquiring an additional 76 shares in the last quarter. Finally, RNC Capital Management LLC lifted its holdings in Constellation Brands by 0.6% in the 2nd quarter. RNC Capital Management LLC now owns 13,561 shares of the company’s stock valued at $2,206,000 after acquiring an additional 77 shares during the last quarter. 77.34% of the stock is currently owned by institutional investors and hedge funds.

Constellation Brands Trading Down 2.0%

Constellation Brands stock opened at $154.55 on Friday. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. 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 firm has a market capitalization of $26.80 billion, a price-to-earnings ratio of 24.38, a P/E/G ratio of 0.47 and a beta of 0.45. The company has a 50 day moving average price of $145.18 and a 200 day moving average price of $147.56.

Constellation Brands (NYSE:STZ) last released its earnings results on Wednesday, January 7th. The company reported $3.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.63 by $0.43. The company had revenue of $2.22 billion during the quarter, compared to analyst estimates 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 for the quarter was down 9.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.25 earnings per share. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. Research analysts forecast that Constellation Brands Inc will post 13.5 EPS for the current year.

Constellation Brands Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th will be paid a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Thursday, January 29th. Constellation Brands’s payout ratio is 64.35%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Piper Sandler reduced their price objective on shares of Constellation Brands from $155.00 to $135.00 and set a “neutral” rating for the company in a research report on Friday, November 21st. Barclays raised their target price on shares of Constellation Brands from $147.00 to $148.00 and gave the stock an “equal weight” rating in a report on Monday, January 12th. Zacks Research upgraded shares of Constellation Brands from a “strong sell” rating to a “hold” rating in a research report on Monday, November 3rd. Wells Fargo & Company set a $165.00 price objective on Constellation Brands in a research report on Thursday, January 8th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $160.00 price objective on shares of Constellation Brands in a research note on Monday, December 15th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $176.91.

About Constellation Brands

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.