Constellation Brands Inc $STZ Shares Acquired by Vaughan David Investments LLC IL

Vaughan David Investments LLC IL grew its stake in shares of Constellation Brands Inc (NYSE:STZ) by 3.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 169,284 shares of the company’s stock after acquiring an additional 5,585 shares during the period. Vaughan David Investments LLC IL’s holdings in Constellation Brands were worth $22,797,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Root Financial Partners LLC purchased a new position in Constellation Brands in the 3rd quarter worth about $26,000. Salomon & Ludwin LLC purchased a new stake in shares of Constellation Brands in the 3rd quarter valued at approximately $30,000. Abound Wealth Management boosted its stake in Constellation Brands by 341.8% in the 3rd quarter. Abound Wealth Management now owns 243 shares of the company’s stock worth $33,000 after purchasing an additional 188 shares during the period. Hoey Investments Inc. acquired a new stake in shares of Constellation Brands in the second quarter worth $40,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in Constellation Brands during the second quarter valued at $49,000. 77.34% of the stock is owned by institutional investors and hedge funds.

Constellation Brands Trading Down 0.3%

Shares of STZ stock opened at $158.33 on Tuesday. The firm’s fifty day simple moving average is $140.41 and its 200 day simple moving average is $147.85. The company has a current ratio of 1.34, a quick ratio of 0.70 and a debt-to-equity ratio of 1.29. Constellation Brands Inc has a 1 year low of $126.45 and a 1 year high of $196.91. The firm has a market capitalization of $27.46 billion, a P/E ratio of 24.74, a price-to-earnings-growth ratio of 0.46 and a beta of 0.45.

Constellation Brands (NYSE:STZ) last announced its quarterly 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. Constellation Brands had a net margin of 11.08% and a return on equity of 29.15%. The firm had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter last year, the company earned $3.25 earnings per share. The company’s revenue for the quarter was down 9.8% compared to the same quarter last year. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. As a group, sell-side analysts predict that Constellation Brands Inc will post 13.5 EPS for the current year.

Constellation Brands Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have commented on STZ. UBS Group set a $168.00 price objective on Constellation Brands in a research report on Friday, January 9th. Morgan Stanley reduced their price target on shares of Constellation Brands from $176.00 to $160.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 7th. BMO Capital Markets reaffirmed an “outperform” rating and set a $190.00 price objective on shares of Constellation Brands in a research report on Friday, January 9th. Piper Sandler cut their target price 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. Finally, The Goldman Sachs Group lowered their price target on shares of Constellation Brands from $196.00 to $168.00 and set a “buy” rating on the stock in a report on Thursday, October 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $180.35.

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.