Constellation Brands (NYSE:STZ) Announces Quarterly Earnings Results, Beats Estimates By $0.43 EPS

Constellation Brands (NYSE:STZ) issued its earnings results on Wednesday. The company reported $3.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.63 by $0.43, FiscalAI reports. Constellation Brands had a net margin of 11.88% and a return on equity of 29.82%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter last year, the business earned $3.25 earnings per share. The business’s revenue was down 9.8% on a year-over-year basis. Constellation Brands updated its FY 2026 guidance to 11.300-11.600 EPS.

Constellation Brands Stock Down 2.0%

Constellation Brands stock opened at $140.73 on Thursday. The firm has a market cap of $24.63 billion, a price-to-earnings ratio of 20.54, a PEG ratio of 0.43 and a beta of 0.45. The company has a current ratio of 1.08, a quick ratio of 0.54 and a debt-to-equity ratio of 1.26. Constellation Brands has a 12 month low of $126.45 and a 12 month high of $220.59. The stock has a fifty day simple moving average of $136.53 and a two-hundred day simple moving average of $148.62.

Institutional Trading of Constellation Brands

A number of institutional investors have recently made changes to their positions in the stock. Ameriprise Financial Inc. lifted its position in Constellation Brands by 650.6% during the second quarter. Ameriprise Financial Inc. now owns 1,769,741 shares of the company’s stock valued at $287,889,000 after purchasing an additional 1,533,961 shares during the period. Worldquant Millennium Advisors LLC lifted its holdings in shares of Constellation Brands by 1,249.7% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 476,702 shares of the company’s stock valued at $77,550,000 after buying an additional 441,382 shares during the period. Hotchkis & Wiley Capital Management LLC boosted its stake in shares of Constellation Brands by 26.8% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 1,664,151 shares of the company’s stock worth $224,111,000 after buying an additional 351,241 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main bought a new stake in shares of Constellation Brands in the second quarter worth $21,065,000. Finally, EP Wealth Advisors LLC increased its position in Constellation Brands by 1,966.8% during the second quarter. EP Wealth Advisors LLC now owns 122,187 shares of the company’s stock valued at $19,877,000 after acquiring an additional 116,275 shares during the last quarter. Hedge funds and other institutional investors own 77.34% of the company’s stock.

Key Constellation Brands News

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

• Positive Sentiment: Q3 beat — STZ topped consensus on EPS and revenue, driven by steady Modelo and Corona demand, which supports near-term topline resilience. Constellation Brands beats third-quarter estimates on steady Modelo, Corona beer demand
• Positive Sentiment: Revenue beat detail — Company reported revenue above expectations (helpful for investor confidence in brand momentum). Constellation Brands’s (NYSE:STZ) Q4 CY2025: Beats On Revenue
• Positive Sentiment: Stronger operating performance and cash flow — operating profit and cash from operations improved, reducing liabilities and giving management more flexibility for buybacks/dividends. Constellation Brands Inc (STZ) Releases Q3 2026 Earnings
• Neutral Sentiment: Dividend maintained and investor call scheduled — management kept the dividend and will host a conference call to discuss outlook, giving investors a chance to hear management’s plan for margins and demand recovery. Constellation Brands Reports Third Quarter Fiscal 2026 Financial Results
• Negative Sentiment: FY‑2026 guidance trimmed/constituent concerns — company set EPS guidance at $11.30–$11.60 (roughly around consensus) but media noted that management trimmed the outlook, which weighs on forward estimates and valuation. Constellation Brands’ FQ3 results top expectations as sales, profit decline, FY26 EPS outlook cut
• Negative Sentiment: Demand headwinds — management called out weaker Hispanic consumer spending and a soft construction market as factors depressing beer volumes (important for STZ since imported beer is a large segment). Why a weaker construction market has become a problem for Constellation Brands’ beer business
• Negative Sentiment: YoY profit/revenue decline — while beats were achieved, revenue and EPS declined year-over-year, signaling underlying volume pressure and non-operating headwinds that investors will watch. Constellation Brands Inc (STZ) Releases Q3 2026 Earnings

Analysts Set New Price Targets

Several equities research analysts recently weighed in on STZ shares. Needham & Company LLC reaffirmed a “buy” rating and issued a $180.00 price target on shares of Constellation Brands in a research note on Tuesday. JPMorgan Chase & Co. began coverage on shares of Constellation Brands in a research report on Friday, November 7th. They issued a “neutral” rating and a $153.00 target price on the stock. Barclays decreased their price target on shares of Constellation Brands from $150.00 to $147.00 and set an “equal weight” rating for the company in a research note on Thursday, October 9th. UBS Group set a $160.00 price objective on shares of Constellation Brands in a research note on Tuesday, October 7th. Finally, Morgan Stanley cut their price objective on shares of Constellation Brands from $176.00 to $160.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $182.17.

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.