Constellation Brands Inc $STZ Shares Acquired by NEOS Investment Management LLC

NEOS Investment Management LLC lifted its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 54.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,125 shares of the company’s stock after purchasing an additional 5,009 shares during the quarter. NEOS Investment Management LLC’s holdings in Constellation Brands were worth $1,902,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Root Financial Partners LLC purchased a new position in Constellation Brands during the third quarter worth about $26,000. Salomon & Ludwin LLC purchased a new stake in shares of Constellation Brands in the 3rd quarter valued at approximately $30,000. Abound Wealth Management lifted its holdings in shares of Constellation Brands by 341.8% in the 3rd quarter. Abound Wealth Management now owns 243 shares of the company’s stock worth $33,000 after acquiring an additional 188 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Constellation Brands during the 2nd quarter worth approximately $49,000. Finally, Curio Wealth LLC increased its holdings in Constellation Brands by 29,900.0% in the 2nd quarter. Curio Wealth LLC now owns 300 shares of the company’s stock valued at $49,000 after purchasing an additional 299 shares during the last quarter. 77.34% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on STZ shares. Needham & Company LLC reaffirmed a “buy” rating and issued a $180.00 price objective on shares of Constellation Brands in a research note on Tuesday, January 6th. Piper Sandler dropped their target price on Constellation Brands from $155.00 to $135.00 and set a “neutral” rating for the company in a research report on Friday, November 21st. Wells Fargo & Company set a $165.00 price target on shares of Constellation Brands in a research report on Thursday, January 8th. Barclays raised their price objective on shares of Constellation Brands from $147.00 to $148.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Finally, Weiss Ratings raised shares of Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $176.91.

Constellation Brands Stock Up 1.2%

STZ stock opened at $156.43 on Friday. The company’s 50 day moving average price is $151.45 and its 200 day moving average price is $146.22. The firm has a market capitalization of $27.13 billion, a price-to-earnings ratio of 24.67, a PEG ratio of 0.46 and a beta of 0.44. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. The company has a debt-to-equity ratio of 1.29, a quick ratio of 0.70 and a current ratio of 1.34.

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

Constellation Brands Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Thursday, January 29th were issued a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Thursday, January 29th. Constellation Brands’s dividend payout ratio is 64.35%.

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.