Constellation Brands (NYSE:STZ – Free Report) had its price target hoisted by UBS Group from $168.00 to $176.00 in a research report released on Wednesday,Benzinga reports. They currently have a buy rating on the stock.
Several other brokerages have also recently issued reports on STZ. Sanford C. Bernstein lifted their target price on shares of Constellation Brands from $195.00 to $197.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Constellation Brands from $162.00 to $154.00 and set a “hold” rating for the company in a research report on Monday. Barclays raised 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 note on Monday, January 12th. Weiss Ratings upgraded shares of Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, February 5th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $190.00 price objective on shares of Constellation Brands in a research note on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Constellation Brands has an average rating of “Moderate Buy” and a consensus price target of $178.36.
Read Our Latest Analysis on Constellation Brands
Constellation Brands Price Performance
Constellation Brands (NYSE:STZ – Get Free Report) last issued its quarterly earnings results on Wednesday, January 7th. The company reported $3.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.63 by $0.43. Constellation Brands had a return on equity of 29.15% and a net margin of 11.08%.The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. During the same period in the previous year, the company posted $3.25 earnings per share. The business’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. As a group, analysts predict that Constellation Brands will post 13.5 EPS for the current fiscal year.
Constellation Brands Announces Dividend
The business 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. This represents a $4.08 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Thursday, January 29th. Constellation Brands’s payout ratio is currently 64.35%.
Institutional Investors Weigh In On Constellation Brands
A number of hedge funds have recently modified their holdings of STZ. Vanguard Group Inc. raised its stake in Constellation Brands by 3.3% during the third quarter. Vanguard Group Inc. now owns 18,202,611 shares of the company’s stock worth $2,451,346,000 after purchasing an additional 573,766 shares during the period. Berkshire Hathaway Inc grew its stake in shares of Constellation Brands by 11.6% in the 2nd quarter. Berkshire Hathaway Inc now owns 13,400,000 shares of the company’s stock valued at $2,179,912,000 after buying an additional 1,391,000 shares during the period. Capital World Investors increased its holdings in shares of Constellation Brands by 8.3% during the 4th quarter. Capital World Investors now owns 7,238,575 shares of the company’s stock worth $998,740,000 after buying an additional 553,974 shares during the last quarter. State Street Corp increased its holdings in shares of Constellation Brands by 5.0% during the 4th quarter. State Street Corp now owns 6,911,369 shares of the company’s stock worth $953,492,000 after buying an additional 329,337 shares during the last quarter. Finally, Capital International Investors raised its position in shares of Constellation Brands by 48.5% during the 4th quarter. Capital International Investors now owns 6,442,600 shares of the company’s stock valued at $888,930,000 after buying an additional 2,105,546 shares during the period. Hedge funds and other institutional investors own 77.34% of the company’s stock.
Key Stories Impacting Constellation Brands
Here are the key news stories impacting Constellation Brands this week:
- Positive Sentiment: UBS raised its price target to $176 and kept a “buy” rating — the largest upside among recent broker moves and a clear bullish signal into earnings. UBS Raises PT to $176
- Positive Sentiment: JPMorgan bumped its target to $163 (neutral rating), trimming uncertainty while implying mid‑teens upside potential vs. current levels. JPMorgan Raises PT to $163
- Positive Sentiment: Evercore/other Street notes have moved tactically higher into the company’s April earnings, supporting near‑term sentiment. Wall Street Turns Tactical on Constellation Brands
- Positive Sentiment: Constellation acquired Hopwtr, expanding its nonalcoholic/functional beverage lineup — a strategic tuck‑in that supports growth diversification outside alcohol. Constellation Brands buys Hopwtr
- Positive Sentiment: STZ is being cited as a defensive, high‑ROE name in recent screens, which can attract flows amid macro/geopolitical volatility. 5 Stocks With High ROE to Buy
- Neutral Sentiment: A MarketFair/fair‑value note nudged its fair value slightly to ~$171.50 from ~$170.73 — a fine‑tuning that leaves the core valuation story unchanged. How The Constellation Brands (STZ) Investment Story Is Evolving
- Neutral Sentiment: Coverage/analysis pieces (Seeking Alpha, Zacks analyst blog) are framing STZ as a steady, defensive consumer stock — supportive for longer‑term holders but not a catalyst by themselves. Constellation Brands: Looking At Cheap Consumer Products
- Negative Sentiment: Zacks previews the upcoming quarter as one where STZ lacks the setup for an earnings beat, highlighting expectations for declining Q4 results — a near‑term headwind into the April 8 report. Earnings Preview: Q4 Expected to Decline
- Negative Sentiment: Deutsche Bank has lowered expectations for STZ, which adds a countervailing voice to the recent upgrades and could weigh on sentiment if earnings or guidance miss. Deutsche Bank Lowers Expectations
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.
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