Nisa Investment Advisors LLC Has $6.88 Million Holdings in Constellation Brands Inc $STZ

Nisa Investment Advisors LLC trimmed its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 10.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 51,120 shares of the company’s stock after selling 5,860 shares during the period. Nisa Investment Advisors LLC’s holdings in Constellation Brands were worth $6,884,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. AlphaQuest LLC boosted its position in Constellation Brands by 350.7% during the second quarter. AlphaQuest LLC now owns 5,178 shares of the company’s stock worth $842,000 after purchasing an additional 4,029 shares during the period. Arlington Partners LLC bought a new stake in shares of Constellation Brands during the 2nd quarter worth $2,333,000. 49 Wealth Management LLC acquired a new position in Constellation Brands in the 2nd quarter valued at $373,000. Heritage Investors Management Corp grew its stake in Constellation Brands by 6.2% in the 2nd quarter. Heritage Investors Management Corp now owns 146,827 shares of the company’s stock valued at $23,886,000 after buying an additional 8,613 shares during the last quarter. Finally, Assenagon Asset Management S.A. raised its holdings in Constellation Brands by 969.5% in the 2nd quarter. Assenagon Asset Management S.A. now owns 83,656 shares of the company’s stock worth $13,609,000 after acquiring an additional 75,834 shares during the period. 77.34% of the stock is currently owned by institutional investors.

Constellation Brands Trading Down 0.6%

Shares of STZ opened at $147.12 on Friday. The stock’s 50-day moving average price is $137.24 and its 200 day moving average price is $148.40. The company has a quick ratio of 0.54, a current ratio of 1.34 and a debt-to-equity ratio of 1.29. The firm has a market capitalization of $25.75 billion, a price-to-earnings ratio of 23.20, a P/E/G ratio of 0.44 and a beta of 1.75. Constellation Brands Inc has a 12-month low of $126.45 and a 12-month high of $207.90.

Constellation Brands (NYSE:STZ) last announced its quarterly earnings data on Wednesday, January 7th. The company reported $3.06 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.43. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. Constellation Brands had a return on equity of 29.15% and a net margin of 11.08%.Constellation Brands’s revenue for the quarter was down 9.8% compared to the same quarter last year. During the same quarter last year, the firm earned $3.25 EPS. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. As a group, research analysts predict that Constellation Brands Inc will post 13.5 earnings per share for the current year.

Constellation Brands Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th will be paid a dividend of $1.02 per share. The ex-dividend date is Thursday, January 29th. This represents a $4.08 dividend on an annualized basis and a yield of 2.8%. Constellation Brands’s payout ratio is currently 64.35%.

Key Constellation Brands News

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

• Positive Sentiment: Q3 beat — Constellation reported EPS of $3.06 (vs. ~$2.63 est.) and revenue of ~$2.22B, topping consensus and showing improved operating profit and cash flow—an immediate catalyst for the stock rally this week. Constellation Brands beats third-quarter estimates (Reuters)
• Positive Sentiment: Beer strength & margins — Management highlighted steady demand for Modelo and Corona and stronger beer margins, which helped offset declines elsewhere and support margin expansion. Q3 earnings call highlights — strong beer margins (Yahoo Finance)
• Positive Sentiment: Shareholder returns intact — Company declared a $1.02 quarterly dividend and reiterated cash generation improvements (higher operating cash flow), supporting dividends and buyback optionality. Q3 results & press release (GlobeNewswire)
• Neutral Sentiment: FY26 guidance range — The company set FY2026 EPS guidance at $11.30–$11.60, roughly in-line with consensus but leaving limited upside visibility; investors will watch execution vs. that range. Q3 presentation / guidance (Quarterly deck)
• Neutral Sentiment: Capex for growth — Management plans a ~7M hectoliter beer capacity expansion through FY28, signaling long‑term growth investment but adding near‑term capital demands. Capacity expansion (MSN)
• Neutral Sentiment: Institutional support — Reports note large holders (including Berkshire Hathaway) buying the dip, which is a tailwind for sentiment but not an operational catalyst. Berkshire bought the dip (MarketBeat)
• Negative Sentiment: Demand headwinds — Management warned U.S. beer sales remain under pressure as Hispanic consumers (a core cohort) and weakness in the construction market curb spending—this raises short‑term volume risk. Beer sales under pressure (Reuters)
• Negative Sentiment: Analyst divergence & risks — While some firms reaffirm buys, Bank of America and others flag inventory risk, margin pressure and rich valuation; mixed analyst views add volatility and a possible headwind to consensus upside. Sell rating / inventory risks (TipRanks)

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. UBS Group set a $168.00 price target on shares of Constellation Brands in a report on Friday. BMO Capital Markets reissued an “outperform” rating and set a $190.00 price objective on shares of Constellation Brands in a research report on Friday. Sanford C. Bernstein increased their target price on Constellation Brands from $195.00 to $197.00 and gave the company an “outperform” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $160.00 target price on shares of Constellation Brands in a report on Monday, December 15th. Finally, Piper Sandler cut their price target on Constellation Brands from $155.00 to $135.00 and set a “neutral” rating for the company in a report on Friday, November 21st. 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’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $183.21.

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.