Altrius Capital Management Inc Increases Stock Position in Constellation Brands Inc $STZ

Altrius Capital Management Inc increased its position in shares of Constellation Brands Inc (NYSE:STZ) by 16.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 29,241 shares of the company’s stock after purchasing an additional 4,056 shares during the quarter. Altrius Capital Management Inc’s holdings in Constellation Brands were worth $3,938,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC bought a new stake in shares of Constellation Brands in the third quarter valued at $26,000. Salomon & Ludwin LLC bought a new stake in Constellation Brands in the 3rd quarter valued at about $30,000. Abound Wealth Management lifted its holdings in Constellation Brands by 341.8% during the third 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. CVA Family Office LLC lifted its holdings in Constellation Brands by 713.2% during the third quarter. CVA Family Office LLC now owns 309 shares of the company’s stock valued at $42,000 after purchasing an additional 271 shares during the last quarter. Finally, Curio Wealth LLC boosted its position in Constellation Brands by 29,900.0% during the second quarter. Curio Wealth LLC now owns 300 shares of the company’s stock worth $49,000 after purchasing an additional 299 shares during the period. Hedge funds and other institutional investors own 77.34% of the company’s stock.

Constellation Brands Price Performance

Constellation Brands stock opened at $166.63 on Thursday. The business has a 50-day simple moving average of $147.31 and a 200 day simple moving average of $147.18. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. The stock has a market cap of $28.90 billion, a price-to-earnings ratio of 26.28, a PEG ratio of 0.48 and a beta of 0.44. 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 (NYSE:STZ) last issued its quarterly 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 firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate 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 last year, the company posted $3.25 EPS. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. On average, research analysts forecast that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Thursday, January 29th will be given a $1.02 dividend. The ex-dividend date is Thursday, January 29th. This represents a $4.08 annualized dividend and a yield of 2.4%. Constellation Brands’s payout ratio is 64.35%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on STZ shares. BMO Capital Markets reissued an “outperform” rating and issued a $190.00 price target on shares of Constellation Brands in a research report on Friday, January 9th. Citigroup increased their target price on Constellation Brands from $148.00 to $155.00 and gave the stock a “neutral” rating in a research report on Friday, January 9th. Zacks Research raised Constellation Brands from a “strong sell” rating to a “hold” rating in a report on Monday, November 3rd. Wells Fargo & Company set a $165.00 price objective on Constellation Brands in a research note on Thursday, January 8th. Finally, Piper Sandler dropped their price objective on Constellation Brands from $155.00 to $135.00 and set a “neutral” rating on the stock in a report on Friday, November 21st. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus 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.