Janney Montgomery Scott LLC Has $2.97 Million Holdings in Constellation Brands Inc $STZ

Janney Montgomery Scott LLC decreased its holdings in Constellation Brands Inc (NYSE:STZ) by 16.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,776 shares of the company’s stock after selling 3,841 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Constellation Brands were worth $2,966,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of STZ. Nordea Investment Management AB grew its position in shares of Constellation Brands by 6.1% during the 4th quarter. Nordea Investment Management AB now owns 867,776 shares of the company’s stock worth $120,300,000 after buying an additional 49,625 shares during the period. Hudson Edge Investment Partners Inc. lifted its position in shares of Constellation Brands by 36.1% during the 4th quarter. Hudson Edge Investment Partners Inc. now owns 48,062 shares of the company’s stock valued at $6,631,000 after acquiring an additional 12,746 shares during the period. Swiss Life Asset Management Ltd boosted its stake in Constellation Brands by 99.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 38,489 shares of the company’s stock worth $5,310,000 after acquiring an additional 19,161 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in Constellation Brands by 36.8% during the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 46,802 shares of the company’s stock worth $6,299,000 after acquiring an additional 12,602 shares in the last quarter. Finally, AIA Group Ltd acquired a new stake in Constellation Brands in the third quarter worth $925,000. Institutional investors and hedge funds own 77.34% of the company’s stock.

Constellation Brands Price Performance

Shares of NYSE STZ opened at $131.72 on Wednesday. The company has a current ratio of 0.91, a quick ratio of 0.48 and a debt-to-equity ratio of 1.06. The stock has a fifty day simple moving average of $143.62 and a two-hundred day simple moving average of $149.91. Constellation Brands Inc has a 1-year low of $126.45 and a 1-year high of $178.13. The firm has a market cap of $22.68 billion, a price-to-earnings ratio of 12.57, a price-to-earnings-growth ratio of 4.08 and a beta of 0.39.

Constellation Brands (NYSE:STZ) last posted its earnings results on Tuesday, June 30th. The company reported $3.43 earnings per share for the quarter, missing the consensus estimate of $3.70 by ($0.27). The business had revenue of $2.43 billion during the quarter, compared to analysts’ expectations of $2.39 billion. Constellation Brands had a return on equity of 25.58% and a net margin of 18.87%.Constellation Brands’s revenue for the quarter was down 3.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.22 EPS. Constellation Brands has set its FY 2027 guidance at 11.200-11.900 EPS. Analysts anticipate that Constellation Brands Inc will post 11.81 earnings per share for the current year.

Constellation Brands Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, August 13th. Shareholders of record on Thursday, July 30th will be given a dividend of $1.03 per share. The ex-dividend date is Thursday, July 30th. This represents a $4.12 annualized dividend and a yield of 3.1%. Constellation Brands’s payout ratio is presently 39.31%.

Insider Activity at Constellation Brands

In other Constellation Brands news, EVP James O. Bourdeau sold 4,407 shares of Constellation Brands stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $143.24, for a total transaction of $631,258.68. Following the completion of the sale, the executive vice president owned 9,109 shares of the company’s stock, valued at $1,304,773.16. The trade was a 32.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 12.20% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research firms recently weighed in on STZ. Jefferies Financial Group set a $147.00 price target on Constellation Brands in a research note on Thursday, July 2nd. Royal Bank Of Canada restated an “outperform” rating and set a $185.00 price objective on shares of Constellation Brands in a report on Thursday, July 2nd. JPMorgan Chase & Co. lowered their target price on Constellation Brands from $169.00 to $165.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Roth Capital reissued a “buy” rating and issued a $209.00 price target on shares of Constellation Brands in a research report on Thursday, July 2nd. Finally, Bank of America decreased their price target on shares of Constellation Brands from $152.00 to $145.00 and set an “underperform” rating for the company in a research note on Thursday, July 2nd. Eleven investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $167.89.

Trending Headlines about Constellation Brands

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

• Positive Sentiment: Analysts and commentators continue to point to Constellation’s beer business as the main growth driver, helping offset weakness in wine and spirits. UBS also said the company’s fiscal 2027 EPS outlook appears achievable, suggesting earnings can still hold up despite sales uncertainty. Article Title
• Positive Sentiment: Jim Cramer called Constellation Brands a “steal” after the recent pullback, framing the decline as a potential buying opportunity for investors. Article Title
• Neutral Sentiment: The stock’s valuation has become more attractive after the drop, but several articles note that the market is waiting for clearer proof that beer momentum can outweigh softer demand in wine and spirits. Article Title
• Negative Sentiment: Recent coverage highlights margin pressure, softer wine and spirits performance, and a cautious fiscal 2027 outlook, which are keeping investors wary despite solid beer demand. Article Title
• Negative Sentiment: Technical traders are also watching bearish signals, including a “death cross” mention and Berkshire-related selling headlines, which may be adding to short-term pressure on STZ. Article Title

Constellation Brands 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.