Caprock Group LLC Makes New $1.45 Million Investment in Constellation Brands Inc $STZ

Caprock Group LLC acquired a new stake in shares of Constellation Brands Inc (NYSE:STZ) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 10,772 shares of the company’s stock, valued at approximately $1,451,000.

Other hedge funds have also recently modified their holdings of the company. Rhumbline Advisers lifted its position in Constellation Brands by 0.4% during the third quarter. Rhumbline Advisers now owns 299,624 shares of the company’s stock valued at $40,350,000 after purchasing an additional 1,301 shares during the period. Madison Asset Management LLC boosted its stake in Constellation Brands by 44.0% in the 3rd quarter. Madison Asset Management LLC now owns 58,900 shares of the company’s stock worth $7,932,000 after purchasing an additional 18,000 shares during the period. ABC Arbitrage SA bought a new stake in Constellation Brands in the 3rd quarter valued at $316,000. Stratos Wealth Partners LTD. lifted its position in shares of Constellation Brands by 12.4% in the third quarter. Stratos Wealth Partners LTD. now owns 9,370 shares of the company’s stock worth $1,262,000 after buying an additional 1,035 shares in the last quarter. Finally, Wealthfront Advisers LLC increased its position in Constellation Brands by 42.8% in the third quarter. Wealthfront Advisers LLC now owns 6,152 shares of the company’s stock worth $828,000 after purchasing an additional 1,843 shares during the last quarter. Institutional investors own 77.34% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on STZ shares. Citigroup raised their price objective on Constellation Brands from $148.00 to $155.00 and gave the company a “neutral” rating in a research note on Friday, January 9th. Weiss Ratings raised Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, February 5th. Zacks Research raised shares of Constellation Brands from a “strong sell” rating to a “hold” rating in a research note on Monday, November 3rd. BMO Capital Markets reaffirmed an “outperform” rating and issued a $190.00 price objective on shares of Constellation Brands in a research report on Friday, January 9th. Finally, UBS Group set a $168.00 price target on Constellation Brands in a research note on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Constellation Brands presently has an average rating of “Hold” and a consensus target price of $176.91.

Constellation Brands Price Performance

NYSE:STZ opened at $149.20 on Friday. The stock’s 50-day moving average price is $150.68 and its 200-day moving average price is $146.58. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. The stock has a market capitalization of $25.87 billion, a PE ratio of 23.53, a price-to-earnings-growth ratio of 0.44 and a beta of 0.44. The company has a quick ratio of 0.70, a current ratio of 1.34 and a debt-to-equity ratio of 1.29.

Constellation Brands (NYSE:STZ) last announced its 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. The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.17 billion. Constellation Brands had a return on equity of 29.15% and a net margin of 11.08%.The business’s revenue was down 9.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.25 earnings per share. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. As a group, equities analysts expect that Constellation Brands Inc will post 13.5 EPS for the current fiscal year.

Constellation Brands Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Thursday, January 29th were issued a dividend of $1.02 per share. The ex-dividend date was Thursday, January 29th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.7%. Constellation Brands’s dividend payout ratio is currently 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.