3,556 Shares in Constellation Brands Inc $STZ Acquired by Invera Wealth Advisors LLC

Invera Wealth Advisors LLC acquired a new stake in shares of Constellation Brands Inc (NYSE:STZ) in the third quarter, according to its most recent disclosure with the SEC. The firm acquired 3,556 shares of the company’s stock, valued at approximately $479,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Salomon & Ludwin LLC purchased a new position in Constellation Brands during the third quarter valued at $30,000. Abound Wealth Management boosted its holdings in shares of Constellation Brands by 341.8% during the 3rd quarter. Abound Wealth Management now owns 243 shares of the company’s stock valued at $33,000 after purchasing an additional 188 shares during the last quarter. Hoey Investments Inc. bought a new position in shares of Constellation Brands during the 2nd quarter valued at about $40,000. Curio Wealth LLC grew its position in shares of Constellation Brands by 29,900.0% during the second quarter. Curio Wealth LLC now owns 300 shares of the company’s stock valued at $49,000 after purchasing an additional 299 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of Constellation Brands in the second quarter worth about $49,000. Institutional investors own 77.34% of the company’s stock.

Constellation Brands Stock Down 1.3%

NYSE STZ opened at $156.74 on Monday. The company has a quick ratio of 0.70, a current ratio of 1.34 and a debt-to-equity ratio of 1.29. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. The firm has a market capitalization of $27.44 billion, a price-to-earnings ratio of 24.72, a PEG ratio of 0.46 and a beta of 0.45. The company has a fifty day moving average of $139.84 and a two-hundred day moving average of $147.96.

Constellation Brands (NYSE:STZ) last announced its earnings results on Wednesday, January 7th. The company reported $3.06 earnings per share for the quarter, beating the consensus estimate of $2.63 by $0.43. Constellation Brands had a net margin of 11.08% and a return on equity of 29.15%. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. During the same quarter in the prior year, the firm posted $3.25 earnings per share. 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. On average, analysts predict that Constellation Brands Inc will post 13.5 earnings per share 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 given a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Thursday, January 29th. Constellation Brands’s payout ratio is 64.35%.

Analyst Ratings Changes

STZ has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $160.00 price target on shares of Constellation Brands in a research note on Monday, December 15th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Constellation Brands in a research report on Monday, December 29th. Sanford C. Bernstein boosted their price target on shares of Constellation Brands from $195.00 to $197.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Barclays upped their price target on shares of Constellation Brands from $147.00 to $148.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Finally, Zacks Research raised shares of Constellation Brands from a “strong sell” rating to a “hold” rating in a research note on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Constellation Brands currently has an average rating of “Hold” and a consensus price target of $180.35.

Constellation Brands 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.