Constellation Brands Inc $STZ Shares Purchased by SWS Partners

SWS Partners raised its position in Constellation Brands Inc (NYSE:STZ) by 1,042.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 76,923 shares of the company’s stock after buying an additional 70,190 shares during the period. Constellation Brands makes up about 2.0% of SWS Partners’ holdings, making the stock its 12th biggest holding. SWS Partners’ holdings in Constellation Brands were worth $10,612,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Root Financial Partners LLC acquired a new position in shares of Constellation Brands in the third quarter worth about $26,000. Stance Capital LLC acquired a new stake in Constellation Brands during the 3rd quarter valued at approximately $26,000. GoalVest Advisory LLC purchased a new stake in Constellation Brands during the 4th quarter worth approximately $28,000. Salomon & Ludwin LLC purchased a new stake in Constellation Brands during the 3rd quarter worth approximately $30,000. Finally, Abound Wealth Management raised its position in shares of Constellation Brands by 341.8% in the 3rd quarter. Abound Wealth Management now owns 243 shares of the company’s stock valued at $33,000 after purchasing an additional 188 shares in the last quarter. 77.34% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Constellation Brands

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

• Positive Sentiment: UBS raised its price target to $176 and kept a “buy” rating — the largest upside among recent broker moves and a clear bullish signal into earnings. UBS Raises PT to $176
• Positive Sentiment: JPMorgan bumped its target to $163 (neutral rating), trimming uncertainty while implying mid‑teens upside potential vs. current levels. JPMorgan Raises PT to $163
• Positive Sentiment: Evercore/other Street notes have moved tactically higher into the company’s April earnings, supporting near‑term sentiment. Wall Street Turns Tactical on Constellation Brands
• Positive Sentiment: Constellation acquired Hopwtr, expanding its nonalcoholic/functional beverage lineup — a strategic tuck‑in that supports growth diversification outside alcohol. Constellation Brands buys Hopwtr
• Positive Sentiment: STZ is being cited as a defensive, high‑ROE name in recent screens, which can attract flows amid macro/geopolitical volatility. 5 Stocks With High ROE to Buy
• Neutral Sentiment: A MarketFair/fair‑value note nudged its fair value slightly to ~$171.50 from ~$170.73 — a fine‑tuning that leaves the core valuation story unchanged. How The Constellation Brands (STZ) Investment Story Is Evolving
• Neutral Sentiment: Coverage/analysis pieces (Seeking Alpha, Zacks analyst blog) are framing STZ as a steady, defensive consumer stock — supportive for longer‑term holders but not a catalyst by themselves. Constellation Brands: Looking At Cheap Consumer Products
• Negative Sentiment: Zacks previews the upcoming quarter as one where STZ lacks the setup for an earnings beat, highlighting expectations for declining Q4 results — a near‑term headwind into the April 8 report. Earnings Preview: Q4 Expected to Decline
• Negative Sentiment: Deutsche Bank has lowered expectations for STZ, which adds a countervailing voice to the recent upgrades and could weigh on sentiment if earnings or guidance miss. Deutsche Bank Lowers Expectations

Constellation Brands Price Performance

Shares of STZ opened at $151.11 on Thursday. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $196.91. The company has a current ratio of 1.34, a quick ratio of 0.70 and a debt-to-equity ratio of 1.29. The firm has a market cap of $26.20 billion, a price-to-earnings ratio of 23.84, a PEG ratio of 0.42 and a beta of 0.44. The stock has a 50 day moving average of $155.15 and a 200-day moving average of $144.61.

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

Constellation Brands Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Thursday, January 29th were issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Thursday, January 29th. Constellation Brands’s dividend payout ratio is 64.35%.

Analyst Ratings Changes

Several equities analysts have recently commented on STZ shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of Constellation Brands in a research note on Wednesday, March 18th. Barclays lifted their price target on shares of Constellation Brands from $147.00 to $148.00 and gave the stock an “equal weight” rating in a research note on Monday, January 12th. Needham & Company LLC reiterated a “buy” rating and set a $180.00 price objective on shares of Constellation Brands in a research note on Tuesday, January 6th. JPMorgan Chase & Co. raised their price objective on shares of Constellation Brands from $155.00 to $163.00 and gave the stock a “neutral” rating in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Constellation Brands from $162.00 to $154.00 and set a “hold” rating for the company in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Constellation Brands presently has an average rating of “Moderate Buy” and a consensus price target of $178.36.

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.