Constellation Brands (NYSE:STZ) Upgraded to Buy at TD Cowen

TD Cowen upgraded shares of Constellation Brands (NYSE:STZ) from a hold rating to a buy rating in a report published on Monday morning, Marketbeat Ratings reports. TD Cowen currently has $190.00 price objective on the stock, up from their previous price objective of $142.00.

A number of other research firms also recently commented on STZ. BMO Capital Markets reaffirmed an “outperform” rating and set a $190.00 target price on shares of Constellation Brands in a report on Friday, January 9th. Piper Sandler lifted their target price on Constellation Brands from $146.00 to $160.00 and gave the stock a “neutral” rating in a report on Friday. Barclays lifted their target price on Constellation Brands from $151.00 to $170.00 and gave the stock an “equal weight” rating in a report on Friday. Wells Fargo & Company lifted their target price on Constellation Brands from $180.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on Constellation Brands from $154.00 to $155.00 and gave the stock a “hold” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Constellation Brands has a consensus rating of “Moderate Buy” and an average price target of $178.14.

Constellation Brands Price Performance

Shares of NYSE STZ opened at $164.49 on Monday. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.55 and a current ratio of 1.08. The company has a market cap of $28.52 billion, a PE ratio of 17.15, a P/E/G ratio of 0.48 and a beta of 0.44. The business has a 50-day simple moving average of $154.92 and a two-hundred day simple moving average of $146.01. Constellation Brands has a fifty-two week low of $126.45 and a fifty-two week high of $196.91.

Constellation Brands (NYSE:STZ) last issued its quarterly earnings results on Wednesday, April 8th. The company reported $1.90 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.19. The business had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $1.84 billion. Constellation Brands had a return on equity of 26.18% and a net margin of 17.29%.The company’s quarterly revenue was down 11.3% on a year-over-year basis. During the same quarter last year, the company earned $2.63 earnings per share. As a group, equities analysts expect that Constellation Brands will post 13.5 EPS for the current fiscal year.

Constellation Brands Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Wednesday, April 29th will be given a dividend of $1.03 per share. This is an increase from Constellation Brands’s previous quarterly dividend of $1.02. This represents a $4.12 annualized dividend and a yield of 2.5%. The ex-dividend date is Wednesday, April 29th. Constellation Brands’s dividend payout ratio (DPR) is 42.54%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Root Financial Partners LLC purchased a new position in Constellation Brands during the third quarter valued at approximately $26,000. MV Capital Management Inc. purchased a new position in Constellation Brands during the fourth quarter valued at approximately $26,000. Stance Capital LLC purchased a new position in Constellation Brands during the third quarter valued at approximately $26,000. Strive Financial Group LLC purchased a new position in Constellation Brands during the fourth quarter valued at approximately $27,000. Finally, GoalVest Advisory LLC purchased a new position in Constellation Brands during the fourth quarter valued at approximately $28,000. 77.34% of the stock is currently owned by hedge funds and other institutional investors.

More Constellation Brands News

Here are the key news stories impacting Constellation Brands this week:

• Positive Sentiment: TD Cowen upgraded STZ to “Buy” and raised its price target to $190, calling the company’s beer guidance overly conservative — a notable bullish vote that implies material upside from current levels. TD Cowen Upgrades Constellation Brands to Buy
• Positive Sentiment: Analyst price-target lifts continue: one report raised STZ’s target to $185, suggesting additional analyst conviction into the post-earnings setup. Price Target Raised to $185.00
• Positive Sentiment: Another note raised a $160 price target and Royal Bank of Canada reiterated an Outperform — multiple broker actions that support the thesis of durable cash flows and margin recovery. Price Target Raised to $160.00 RBC Reiterates Outperform
• Neutral Sentiment: Q1 earnings context: STZ beat EPS expectations but revenue fell ~11% y/y and management kept conservative beer guidance — a mixed report that explains why upgrades haven’t driven a sustained rally. Unpacking Q1 Earnings
• Neutral Sentiment: Broader market commentary and “reality-check” pieces are weighing on cyclical/consumer names; investors remain sensitive to macro and sector rotation despite firm-specific analyst moves. Market Reality-Check
• Negative Sentiment: Seeking Alpha warns STZ is “still suffering from [a] sector hangover,” highlighting persistent demand softness and why sentiment may remain muted until clearer beer-recovery signs appear. Still Suffering From Sector Hangover

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.