Constellation Brands Inc $STZ Shares Purchased by SWS Partners

SWS Partners boosted its holdings in Constellation Brands Inc (NYSE:STZ) by 1,042.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,923 shares of the company’s stock after acquiring an additional 70,190 shares during the period. Constellation Brands comprises about 2.0% of SWS Partners’ investment portfolio, making the stock its 12th biggest holding. SWS Partners’ holdings in Constellation Brands were worth $10,612,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of STZ. Root Financial Partners LLC bought a new position in shares of Constellation Brands during the third quarter valued at approximately $26,000. Stance Capital LLC bought a new stake in shares of Constellation Brands in the 3rd quarter worth approximately $26,000. GoalVest Advisory LLC acquired a new position in Constellation Brands during the 4th quarter valued at approximately $28,000. Salomon & Ludwin LLC acquired a new position in Constellation Brands during the 3rd quarter valued at approximately $30,000. Finally, Abound Wealth Management grew its stake in Constellation Brands by 341.8% during the 3rd quarter. Abound Wealth Management now owns 243 shares of the company’s stock worth $33,000 after buying an additional 188 shares during the last quarter. 77.34% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

STZ has been the topic of several analyst reports. Wells Fargo & Company set a $165.00 target price on Constellation Brands in a research report on Thursday, January 8th. Sanford C. Bernstein upped their price target on shares of Constellation Brands from $195.00 to $197.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $190.00 price objective on shares of Constellation Brands in a report on Friday, January 9th. Needham & Company LLC reiterated a “buy” rating and issued a $180.00 price objective on shares of Constellation Brands in a research report on Tuesday, January 6th. Finally, Citigroup raised shares of Constellation Brands from a “neutral” rating to a “buy” rating and boosted their target price for the company from $155.00 to $175.00 in a research note on Wednesday, March 18th. One 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 given a Sell rating to the stock. Based on data from MarketBeat.com, Constellation Brands has a consensus rating of “Moderate Buy” and an average price target of $178.36.

Key Constellation Brands News

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

Constellation Brands Stock Up 0.7%

Shares of Constellation Brands stock opened at $151.11 on Thursday. 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 Inc has a 1-year low of $126.45 and a 1-year high of $196.91. The business’s fifty day moving average price is $155.15 and its two-hundred day moving average price is $144.61. The company has a market capitalization of $26.20 billion, a P/E ratio of 23.84, a PEG ratio of 0.42 and a beta of 0.44.

Constellation Brands (NYSE:STZ) last released its quarterly earnings results on Wednesday, January 7th. The company reported $3.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.63 by $0.43. The company 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 company’s revenue for the quarter was down 9.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.25 earnings per share. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. As a group, research analysts forecast that Constellation Brands Inc will post 13.5 EPS for the current year.

Constellation Brands Dividend Announcement

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