Saxon Interests Inc. Invests $803,000 in Constellation Brands Inc $STZ

Saxon Interests Inc. purchased a new stake in shares of Constellation Brands Inc (NYSE:STZ) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,351 shares of the company’s stock, valued at approximately $803,000.

A number of other large investors have also added to or reduced their stakes in STZ. MV Capital Management Inc. purchased a new position in Constellation Brands in the fourth quarter valued at about $26,000. Stance Capital LLC purchased a new stake in shares of Constellation Brands during the 3rd quarter worth approximately $26,000. Strive Financial Group LLC bought a new stake in shares of Constellation Brands in the 4th quarter worth approximately $27,000. GoalVest Advisory LLC bought a new stake in shares of Constellation Brands in the 4th quarter worth approximately $28,000. Finally, Elyxium Wealth LLC purchased a new position in Constellation Brands in the fourth quarter valued at approximately $33,000. Hedge funds and other institutional investors own 77.34% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on STZ shares. Piper Sandler reissued a “neutral” rating and issued a $160.00 target price on shares of Constellation Brands in a research report on Wednesday, July 1st. Morgan Stanley cut their price target on Constellation Brands from $183.00 to $158.00 and set an “equal weight” rating for the company in a research note on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft decreased their price objective on Constellation Brands from $155.00 to $150.00 and set a “hold” rating for the company in a report on Thursday, July 2nd. Evercore set a $175.00 price objective on Constellation Brands and gave the company an “outperform” rating in a research note on Friday, April 10th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $185.00 price objective on shares of Constellation Brands in a report on Thursday, July 2nd. Eleven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $167.89.

Insider Buying and Selling

In related news, EVP James O. Bourdeau sold 4,407 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $143.24, for a total transaction of $631,258.68. Following the completion of the transaction, the executive vice president 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 12.20% of the company’s stock.

Key Headlines 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

Constellation Brands Stock Performance

NYSE:STZ opened at $131.72 on Wednesday. The business’s fifty day moving average is $143.62 and its 200 day moving average is $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. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.48 and a current ratio of 0.91. Constellation Brands Inc has a 52-week low of $126.45 and a 52-week high of $178.13.

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

Constellation Brands Dividend Announcement

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

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.