Commonwealth Equity Services LLC Has $11.93 Million Position in Constellation Brands Inc $STZ

Commonwealth Equity Services LLC lowered its holdings in Constellation Brands Inc (NYSE:STZ) by 14.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 88,556 shares of the company’s stock after selling 15,096 shares during the quarter. Commonwealth Equity Services LLC owned 0.05% of Constellation Brands worth $11,926,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cresta Advisors Ltd. bought a new stake in shares of Constellation Brands in the 3rd quarter valued at approximately $202,000. Fifth Third Wealth Advisors LLC grew its position in Constellation Brands by 164.0% in the third quarter. Fifth Third Wealth Advisors LLC now owns 7,581 shares of the company’s stock valued at $1,021,000 after acquiring an additional 4,709 shares during the period. Penobscot Investment Management Company Inc. grew its position in Constellation Brands by 2.1% in the third quarter. Penobscot Investment Management Company Inc. now owns 6,219 shares of the company’s stock valued at $838,000 after acquiring an additional 128 shares during the period. Rexford Capital Inc. lifted its holdings in shares of Constellation Brands by 96.1% during the third quarter. Rexford Capital Inc. now owns 2,600 shares of the company’s stock valued at $350,000 after acquiring an additional 1,274 shares during the period. Finally, Fulton Bank N.A. boosted its stake in shares of Constellation Brands by 8.0% in the 3rd quarter. Fulton Bank N.A. now owns 13,279 shares of the company’s stock valued at $1,788,000 after purchasing an additional 982 shares in the last quarter. Institutional investors own 77.34% of the company’s stock.

Key Stories Impacting Constellation Brands

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

• Positive Sentiment: Q3 beat — Constellation reported EPS of $3.06 (vs. ~$2.63 est.) and revenue of ~$2.22B, topping consensus and showing improved operating profit and cash flow—an immediate catalyst for the stock rally this week. Constellation Brands beats third-quarter estimates (Reuters)
• Positive Sentiment: Beer strength & margins — Management highlighted steady demand for Modelo and Corona and stronger beer margins, which helped offset declines elsewhere and support margin expansion. Q3 earnings call highlights — strong beer margins (Yahoo Finance)
• Positive Sentiment: Shareholder returns intact — Company declared a $1.02 quarterly dividend and reiterated cash generation improvements (higher operating cash flow), supporting dividends and buyback optionality. Q3 results & press release (GlobeNewswire)
• Neutral Sentiment: FY26 guidance range — The company set FY2026 EPS guidance at $11.30–$11.60, roughly in-line with consensus but leaving limited upside visibility; investors will watch execution vs. that range. Q3 presentation / guidance (Quarterly deck)
• Neutral Sentiment: Capex for growth — Management plans a ~7M hectoliter beer capacity expansion through FY28, signaling long‑term growth investment but adding near‑term capital demands. Capacity expansion (MSN)
• Neutral Sentiment: Institutional support — Reports note large holders (including Berkshire Hathaway) buying the dip, which is a tailwind for sentiment but not an operational catalyst. Berkshire bought the dip (MarketBeat)
• Negative Sentiment: Demand headwinds — Management warned U.S. beer sales remain under pressure as Hispanic consumers (a core cohort) and weakness in the construction market curb spending—this raises short‑term volume risk. Beer sales under pressure (Reuters)
• Negative Sentiment: Analyst divergence & risks — While some firms reaffirm buys, Bank of America and others flag inventory risk, margin pressure and rich valuation; mixed analyst views add volatility and a possible headwind to consensus upside. Sell rating / inventory risks (TipRanks)

Constellation Brands Stock Performance

STZ stock opened at $147.12 on Monday. The company has a 50 day moving average price of $137.24 and a 200 day moving average price of $148.31. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $207.90. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.34 and a quick ratio of 0.70. The stock has a market capitalization of $25.75 billion, a PE ratio of 23.20, a price-to-earnings-growth ratio of 0.44 and a beta of 0.45.

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

Constellation Brands Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th will be issued a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Thursday, January 29th. Constellation Brands’s payout ratio is currently 64.35%.

Analyst Ratings Changes

A number of brokerages recently issued reports on STZ. Wells Fargo & Company set a $165.00 target price on shares of Constellation Brands in a research report on Thursday. Citigroup raised their price objective on shares of Constellation Brands from $148.00 to $155.00 and gave the stock a “neutral” rating in a report on Friday. Morgan Stanley reduced their target price on Constellation Brands from $176.00 to $160.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 7th. Zacks Research raised Constellation Brands from a “strong sell” rating to a “hold” rating in a report on Monday, November 3rd. Finally, JPMorgan Chase & Co. started coverage on Constellation Brands in a research note on Friday, November 7th. They issued a “neutral” rating and a $153.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $183.21.

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.