Compass Wealth Management LLC Boosts Stake in Constellation Brands Inc $STZ

Compass Wealth Management LLC increased its stake in Constellation Brands Inc (NYSE:STZ) by 20.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 62,698 shares of the company’s stock after acquiring an additional 10,841 shares during the period. Constellation Brands comprises approximately 1.0% of Compass Wealth Management LLC’s portfolio, making the stock its 26th largest position. Compass Wealth Management LLC’s holdings in Constellation Brands were worth $8,444,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in STZ. Gilbert & Cook Inc. boosted its holdings in shares of Constellation Brands by 2.6% in the 2nd quarter. Gilbert & Cook Inc. now owns 2,385 shares of the company’s stock worth $388,000 after purchasing an additional 60 shares in the last quarter. Private Trust Co. NA lifted its position in Constellation Brands by 0.7% in the 3rd quarter. Private Trust Co. NA now owns 11,001 shares of the company’s stock worth $1,481,000 after buying an additional 75 shares during the last quarter. Rise Advisors LLC boosted its stake in Constellation Brands by 8.8% in the third quarter. Rise Advisors LLC now owns 937 shares of the company’s stock worth $126,000 after buying an additional 76 shares in the last quarter. RNC Capital Management LLC boosted its stake in Constellation Brands by 0.6% in the second quarter. RNC Capital Management LLC now owns 13,561 shares of the company’s stock worth $2,206,000 after buying an additional 77 shares in the last quarter. Finally, Harbor Capital Advisors Inc. grew its position in Constellation Brands by 2.6% during the third quarter. Harbor Capital Advisors Inc. now owns 3,113 shares of the company’s stock valued at $419,000 after acquiring an additional 79 shares during the last quarter. Institutional investors own 77.34% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. UBS Group set a $168.00 price objective on shares of Constellation Brands in a report on Friday, January 9th. Barclays boosted their price target on shares of Constellation Brands from $147.00 to $148.00 and gave the stock an “equal weight” rating in a research note on Monday, January 12th. Piper Sandler reduced their price objective on Constellation Brands from $155.00 to $135.00 and set a “neutral” rating on the stock in a research note on Friday, November 21st. Sanford C. Bernstein lifted their price objective on Constellation Brands from $195.00 to $197.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $160.00 target price on shares of Constellation Brands in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $176.91.

Constellation Brands Stock Performance

Constellation Brands stock opened at $154.43 on Friday. The company has a current ratio of 1.34, a quick ratio of 0.70 and a debt-to-equity ratio of 1.29. The firm has a 50-day moving average of $151.26 and a 200-day moving average of $146.31. The firm has a market cap of $26.78 billion, a P/E ratio of 24.36, a P/E/G ratio of 0.46 and a beta of 0.44. Constellation Brands Inc has a 1-year low of $126.45 and a 1-year high of $196.91.

Constellation Brands (NYSE:STZ) last announced 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. 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 for the quarter, compared to the consensus estimate of $2.17 billion. During the same quarter in the previous year, the business earned $3.25 EPS. Constellation Brands’s revenue 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. Sell-side analysts expect that Constellation Brands Inc will post 13.5 EPS for the current year.

Constellation Brands Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Thursday, January 29th were issued a $1.02 dividend. The ex-dividend date was Thursday, January 29th. This represents a $4.08 annualized dividend and a yield of 2.6%. Constellation Brands’s payout ratio is 64.35%.

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.