5,351 Shares in Constellation Brands Inc $STZ Purchased by Saxon Interests Inc.

Saxon Interests Inc. purchased a new stake in Constellation Brands Inc (NYSE:STZ) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 5,351 shares of the company’s stock, valued at approximately $803,000.

A number of other large investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its position in Constellation Brands by 23.0% during the fourth quarter. Brighton Jones LLC now owns 1,001 shares of the company’s stock valued at $221,000 after purchasing an additional 187 shares during the last quarter. Woodline Partners LP purchased a new stake in shares of Constellation Brands during the 1st quarter valued at $2,409,000. Cary Street Partners Financial LLC raised its position in shares of Constellation Brands by 69.9% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,026 shares of the company’s stock valued at $167,000 after buying an additional 422 shares in the last quarter. Bank of Nova Scotia lifted its holdings in shares of Constellation Brands by 3.6% during the 2nd quarter. Bank of Nova Scotia now owns 17,347 shares of the company’s stock worth $2,822,000 after acquiring an additional 599 shares during the last quarter. Finally, Daiwa Securities Group Inc. lifted its holdings in shares of Constellation Brands by 5.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 23,732 shares of the company’s stock worth $3,861,000 after acquiring an additional 1,127 shares during the last quarter. Institutional investors own 77.34% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on STZ. Sanford C. Bernstein restated an “outperform” rating on shares of Constellation Brands in a report on Wednesday, July 1st. Jefferies Financial Group set a $147.00 price target on shares of Constellation Brands in a research report on Thursday, July 2nd. Royal Bank Of Canada restated an “outperform” rating and issued a $185.00 price objective on shares of Constellation Brands in a report on Thursday, July 2nd. Bank of America cut their price objective on Constellation Brands from $152.00 to $145.00 and set an “underperform” rating on the stock in a research report on Thursday, July 2nd. Finally, UBS Group reduced their target price on Constellation Brands from $186.00 to $175.00 and set a “buy” rating on the stock in a report on Wednesday, June 17th. Eleven research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $167.89.

Key Stories Impacting 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

Insider Buying and Selling

In other Constellation Brands news, EVP James O. Bourdeau sold 4,407 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $143.24, for a total value of $631,258.68. Following the sale, the executive vice president directly owned 9,109 shares of the company’s stock, valued at approximately $1,304,773.16. The trade was a 32.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 12.20% of the company’s stock.

Constellation Brands Stock Up 0.8%

Shares of Constellation Brands stock opened at $131.72 on Wednesday. Constellation Brands Inc has a 1 year low of $126.45 and a 1 year high of $178.13. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.91 and a quick ratio of 0.48. The company has a 50-day moving average of $143.62 and a 200 day moving average of $149.91. The firm has a market cap of $22.68 billion, a price-to-earnings ratio of 12.57, a PEG ratio of 4.08 and a beta of 0.39.

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

Constellation Brands Announces Dividend

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

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.