DLK Investment Management LLC Decreases Stake in Constellation Brands Inc $STZ

DLK Investment Management LLC cut its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 33.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,642 shares of the company’s stock after selling 10,609 shares during the period. DLK Investment Management LLC’s holdings in Constellation Brands were worth $2,848,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Brighton Jones LLC increased its holdings in Constellation Brands by 23.0% during the 4th quarter. Brighton Jones LLC now owns 1,001 shares of the company’s stock worth $221,000 after purchasing an additional 187 shares during the last quarter. Woodline Partners LP acquired a new stake in shares of Constellation Brands during the first quarter worth approximately $2,409,000. Coldstream Capital Management Inc. grew its position in shares of Constellation Brands by 22.0% during the second quarter. Coldstream Capital Management Inc. now owns 2,280 shares of the company’s stock worth $371,000 after buying an additional 411 shares in the last quarter. Global Retirement Partners LLC bought a new stake in shares of Constellation Brands in the second quarter worth $331,000. Finally, CreativeOne Wealth LLC increased its stake in shares of Constellation Brands by 14.5% in the second quarter. CreativeOne Wealth LLC now owns 1,500 shares of the company’s stock worth $244,000 after buying an additional 190 shares during the last quarter. 77.34% of the stock is owned by hedge funds and other institutional investors.

Constellation Brands Trading Up 0.6%

NYSE STZ opened at $151.34 on Friday. The company has a debt-to-equity ratio of 1.29, a quick ratio of 0.70 and a current ratio of 1.34. Constellation Brands Inc has a one year low of $126.45 and a one year high of $196.91. The company has a 50-day simple moving average of $155.79 and a 200-day simple moving average of $144.42. The firm has a market capitalization of $26.24 billion, a PE ratio of 23.87, a price-to-earnings-growth ratio of 0.42 and a beta of 1.75.

Constellation Brands (NYSE:STZ) last released its quarterly earnings data on Wednesday, January 7th. The company reported $3.06 earnings per share for the quarter, topping 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 firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. During the same quarter in the prior year, the business earned $3.25 earnings per share. Constellation Brands’s quarterly revenue 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, equities analysts forecast that Constellation Brands Inc will post 13.5 earnings per share for the current year.

Constellation Brands Announces Dividend

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 of this dividend was Thursday, January 29th. This represents a $4.08 annualized dividend and a dividend yield of 2.7%. Constellation Brands’s dividend payout ratio (DPR) is 64.35%.

Analyst Ratings Changes

STZ has been the topic of a number of research analyst reports. Needham & Company LLC reiterated a “buy” rating and set a $180.00 price objective on shares of Constellation Brands in a research note on Tuesday, January 6th. Weiss Ratings raised shares of Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, February 5th. Wells Fargo & Company set a $165.00 target price on shares of Constellation Brands in a research note on Thursday, January 8th. Barclays increased 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 report on Monday, January 12th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Constellation Brands in a research note on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $177.82.

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.