Capital Group Private Client Services Inc. Has $275,000 Position in Constellation Brands Inc $STZ

Capital Group Private Client Services Inc. lowered its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 96.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 2,041 shares of the company’s stock after selling 64,180 shares during the period. Capital Group Private Client Services Inc.’s holdings in Constellation Brands were worth $275,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in STZ. Legal & General Group Plc increased its holdings in Constellation Brands by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 776,179 shares of the company’s stock worth $104,528,000 after purchasing an additional 11,393 shares in the last quarter. Schroder Investment Management Group lifted its position in shares of Constellation Brands by 84.5% during the 3rd quarter. Schroder Investment Management Group now owns 10,146 shares of the company’s stock valued at $1,366,000 after buying an additional 4,648 shares during the last quarter. Diversify Advisory Services LLC increased its stake in shares of Constellation Brands by 29.6% in the third quarter. Diversify Advisory Services LLC now owns 2,099 shares of the company’s stock worth $275,000 after purchasing an additional 480 shares in the last quarter. Grantham Mayo Van Otterloo & Co. LLC grew its stake in Constellation Brands by 1.0% in the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 3,710,940 shares of the company’s stock valued at $499,752,000 after buying an additional 35,085 shares in the last quarter. Finally, Blair William & Co. IL increased its position in shares of Constellation Brands by 23.7% during the third quarter. Blair William & Co. IL now owns 19,352 shares of the company’s stock valued at $2,606,000 after buying an additional 3,706 shares during the period. 77.34% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

STZ has been the topic of several recent analyst reports. Needham & Company LLC reaffirmed a “buy” rating and issued a $180.00 price target on shares of Constellation Brands in a report on Tuesday, January 6th. Weiss Ratings upgraded Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, February 5th. Sanford C. Bernstein upped their price target on Constellation Brands from $195.00 to $197.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. UBS Group set a $168.00 target price on Constellation Brands in a research report on Friday, January 9th. Finally, Wells Fargo & Company set a $165.00 target price on shares of Constellation Brands in a research note on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $176.91.

Constellation Brands Stock Down 0.1%

Shares of STZ opened at $149.92 on Thursday. The company has a market capitalization of $26.00 billion, a PE ratio of 23.65, a price-to-earnings-growth ratio of 0.42 and a beta of 0.44. 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 12-month low of $126.45 and a 12-month high of $196.91. The business’s 50 day moving average is $155.08 and its 200 day moving average is $144.68.

Constellation Brands (NYSE:STZ) last announced its quarterly earnings results on Wednesday, January 7th. The company reported $3.06 EPS for the quarter, beating 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 the consensus estimate of $2.17 billion. During the same quarter last year, the firm earned $3.25 EPS. The firm’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. Research analysts expect that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Thursday, January 29th were given a $1.02 dividend. The ex-dividend date of this dividend was Thursday, January 29th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.7%. Constellation Brands’s payout ratio is presently 64.35%.

Constellation Brands Company 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.