5,152 Shares in Constellation Brands Inc $STZ Acquired by Oak Thistle LLC

Oak Thistle LLC bought a new position in shares of Constellation Brands Inc (NYSE:STZ) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 5,152 shares of the company’s stock, valued at approximately $711,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in STZ. Private Trust Co. NA raised its stake in shares of Constellation Brands by 0.7% during the third quarter. Private Trust Co. NA now owns 11,001 shares of the company’s stock valued at $1,481,000 after acquiring an additional 75 shares during the last quarter. Rise Advisors LLC grew its stake in shares of Constellation Brands by 8.8% in the third quarter. Rise Advisors LLC now owns 937 shares of the company’s stock worth $126,000 after purchasing an additional 76 shares during the last quarter. Dynamic Advisor Solutions LLC increased its holdings in Constellation Brands by 2.2% in the fourth quarter. Dynamic Advisor Solutions LLC now owns 3,507 shares of the company’s stock valued at $484,000 after purchasing an additional 76 shares during the period. Harbor Capital Advisors Inc. increased its holdings in Constellation Brands by 2.6% in the third quarter. Harbor Capital Advisors Inc. now owns 3,113 shares of the company’s stock valued at $419,000 after purchasing an additional 79 shares during the period. Finally, Shayne & Jacobs LLC raised its position in Constellation Brands by 6.9% during the 3rd quarter. Shayne & Jacobs LLC now owns 1,850 shares of the company’s stock worth $249,000 after purchasing an additional 120 shares during the last quarter. 77.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have commented on STZ. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $185.00 target price on shares of Constellation Brands in a report on Friday. BMO Capital Markets restated an “outperform” rating and set a $190.00 price objective on shares of Constellation Brands in a research report on Friday, January 9th. Needham & Company LLC lifted their price objective on Constellation Brands from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday. Sanford C. Bernstein upped their target price on Constellation Brands from $195.00 to $197.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on shares of Constellation Brands from $154.00 to $155.00 and gave the company a “hold” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $176.33.

Constellation Brands Stock Performance

Shares of Constellation Brands stock opened at $166.09 on Friday. The company has a current ratio of 1.08, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The business has a 50-day moving average price of $154.75 and a two-hundred day moving average price of $145.60. Constellation Brands Inc has a 1-year low of $126.45 and a 1-year high of $196.91. The company has a market cap of $28.80 billion, a P/E ratio of 17.32, a PEG ratio of 0.48 and a beta of 0.44.

Constellation Brands (NYSE:STZ) last announced its quarterly earnings data on Wednesday, April 8th. The company reported $1.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.19. Constellation Brands had a return on equity of 26.18% and a net margin of 17.29%.The company had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $1.84 billion. During the same period in the previous year, the business earned $2.63 EPS. The firm’s revenue was down 11.3% compared to the same quarter last year. As a group, analysts anticipate that Constellation Brands Inc will post 13.5 EPS for the current year.

Constellation Brands Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Wednesday, April 29th will be paid a $1.03 dividend. This represents a $4.12 annualized dividend and a yield of 2.5%. This is a boost from Constellation Brands’s previous quarterly dividend of $1.02. The ex-dividend date of this dividend is Wednesday, April 29th. Constellation Brands’s payout ratio is presently 42.54%.

Key Stories Impacting Constellation Brands

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

• Positive Sentiment: Q4 beat on both EPS and revenue and management highlighted strong cash returns (buybacks + higher dividend), which traders rewarded as proof of shareholder-friendly capital allocation. Constellation Brands Soars on Upbeat Q4 Earnings
• Positive Sentiment: Beer business momentum is improving and Morgan Stanley sees a visible beer-volume inflection — a key driver given Constellation’s exposure to Corona/Modelo. This narrative supports hopes for stabilization and a recovery pathway. Beer Volume Inflection (Morgan Stanley)
• Positive Sentiment: Several sell‑side firms reacted by raising price targets or reaffirming favorable ratings (Needham, RBC, Morgan Stanley raised/updated targets), helping buy‑side momentum after the print and propping the rebound. RBC Analyst Comment
• Neutral Sentiment: Despite beats, underlying revenue declined ~11% YoY (wine & spirits weakness offsets beer strength), so the quarter’s quality is mixed — good versus expectations, weak on a year‑over‑year basis. Q4 Earnings Highlights
• Neutral Sentiment: Management commentary (including incoming leadership involvement) signaled improvement in key Hispanic consumer zip codes — supportive if trends continue but still early to confirm a durable turnaround. QuiverQuant: Results & Leadership
• Negative Sentiment: FY‑2027 EPS guidance ($11.20–$11.90) came in below Street consensus, and management withdrew FY‑2028 guidance — a clear near‑term disappointment that pressured some investors and highlights macro/volume uncertainty. FY27 Guidance Disappoints
• Negative Sentiment: Analyst views are mixed — while some raised targets, a few firms (including Bank of America keeping an underperform) still signal downside risk if margins or demand don’t rebound, adding caution for longer‑term holders. BofA / Price Target Coverage

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.