Jones Financial Companies Lllp Has $2.26 Million Stake in Constellation Brands Inc $STZ

Jones Financial Companies Lllp boosted its stake in shares of Constellation Brands Inc (NYSE:STZ) by 24.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,074 shares of the company’s stock after acquiring an additional 3,301 shares during the quarter. Jones Financial Companies Lllp’s holdings in Constellation Brands were worth $2,262,000 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. Root Financial Partners LLC bought a new position in shares of Constellation Brands in the third quarter valued at approximately $26,000. Salomon & Ludwin LLC acquired a new position in Constellation Brands in the third quarter worth $30,000. Abound Wealth Management grew its holdings in shares of Constellation Brands by 341.8% during the third quarter. Abound Wealth Management now owns 243 shares of the company’s stock worth $33,000 after purchasing an additional 188 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Constellation Brands in the second quarter valued at $49,000. Finally, Curio Wealth LLC raised its holdings in shares of Constellation Brands by 29,900.0% in the second quarter. Curio Wealth LLC now owns 300 shares of the company’s stock valued at $49,000 after buying an additional 299 shares during the last quarter. 77.34% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have issued reports on STZ shares. Citigroup upped their price objective on Constellation Brands from $148.00 to $155.00 and gave the stock a “neutral” rating in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $160.00 price objective on shares of Constellation Brands in a research report on Monday, December 15th. Barclays upped their target price on shares of Constellation Brands from $147.00 to $148.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. UBS Group set a $168.00 price target on shares of Constellation Brands in a research note on Friday, January 9th. Finally, Zacks Research raised shares of Constellation Brands from a “strong sell” rating to a “hold” rating in a report on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $176.91.

Constellation Brands Stock Down 0.5%

STZ stock opened at $164.66 on Monday. The business has a 50-day moving average of $148.48 and a 200-day moving average of $146.88. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. The stock has a market capitalization of $28.55 billion, a P/E ratio of 25.97, a P/E/G ratio of 0.49 and a beta of 0.44. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.34 and a quick ratio of 0.70.

Constellation Brands (NYSE:STZ) last announced its earnings results on Wednesday, January 7th. The company reported $3.06 EPS 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 business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter in the prior year, the company posted $3.25 earnings per share. The firm’s 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, sell-side analysts anticipate that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th will be given a dividend of $1.02 per share. The ex-dividend date of this dividend is Thursday, January 29th. This represents a $4.08 annualized dividend and a dividend yield of 2.5%. Constellation Brands’s payout ratio is 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.