LSV Asset Management Makes New Investment in Constellation Brands Inc $STZ

LSV Asset Management acquired a new position in Constellation Brands Inc (NYSE:STZ) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 245,180 shares of the company’s stock, valued at approximately $33,018,000. LSV Asset Management owned approximately 0.14% of Constellation Brands at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. GK Wealth Management LLC bought a new stake in Constellation Brands during the third quarter valued at about $229,000. Caprock Group LLC purchased a new stake in shares of Constellation Brands during the third quarter worth about $1,451,000. Rhumbline Advisers raised its stake in Constellation Brands by 0.4% during the 3rd quarter. Rhumbline Advisers now owns 299,624 shares of the company’s stock valued at $40,350,000 after purchasing an additional 1,301 shares during the period. Madison Asset Management LLC lifted its holdings in Constellation Brands by 44.0% in the 3rd quarter. Madison Asset Management LLC now owns 58,900 shares of the company’s stock worth $7,932,000 after purchasing an additional 18,000 shares in the last quarter. Finally, ABC Arbitrage SA bought a new position in Constellation Brands in the 3rd quarter worth approximately $316,000. Hedge funds and other institutional investors own 77.34% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on STZ. Barclays lifted their price objective on shares of Constellation Brands from $147.00 to $148.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. JPMorgan Chase & Co. assumed coverage on shares of Constellation Brands in a research note on Friday, November 7th. They set a “neutral” rating and a $153.00 target price for the company. UBS Group set a $168.00 price target on shares of Constellation Brands in a report on Friday, January 9th. Piper Sandler dropped their price objective on shares of Constellation Brands from $155.00 to $135.00 and set a “neutral” rating for the company in a report on Friday, November 21st. Finally, Needham & Company LLC restated a “buy” rating and set a $180.00 price objective on shares of Constellation Brands in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $176.91.

Constellation Brands Stock Performance

Shares of NYSE:STZ opened at $149.20 on Friday. The firm has a fifty day simple moving average of $150.68 and a two-hundred day simple moving average of $146.79. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. The company has a quick ratio of 0.70, a current ratio of 1.34 and a debt-to-equity ratio of 1.29. The stock has a market capitalization of $25.87 billion, a P/E ratio of 23.53, a PEG ratio of 0.48 and a beta of 0.44.

Constellation Brands (NYSE:STZ) last announced its quarterly earnings results on Wednesday, January 7th. The company reported $3.06 EPS for the quarter, beating 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 net margin of 11.08% and a return on equity of 29.15%. The firm’s revenue for the quarter was down 9.8% compared to the same quarter last year. During the same quarter last year, the firm earned $3.25 EPS. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. On average, analysts expect that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Announces Dividend

The company 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 of this dividend was Thursday, January 29th. Constellation Brands’s payout ratio is presently 64.35%.

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.