Wealth Enhancement Advisory Services LLC Has $3.69 Million Stock Holdings in Constellation Brands Inc $STZ

Wealth Enhancement Advisory Services LLC trimmed its position in Constellation Brands Inc (NYSE:STZ) by 41.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 25,713 shares of the company’s stock after selling 18,180 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Constellation Brands were worth $3,694,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in STZ. Root Financial Partners LLC acquired a new stake in Constellation Brands in the third quarter valued at approximately $26,000. Stance Capital LLC acquired a new position in shares of Constellation Brands during the third quarter worth approximately $26,000. GoalVest Advisory LLC bought a new position in shares of Constellation Brands in the 4th quarter worth $28,000. Salomon & Ludwin LLC acquired a new stake in Constellation Brands in the 3rd quarter valued at $30,000. Finally, Abound Wealth Management increased its stake in Constellation Brands by 341.8% during 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. Institutional investors own 77.34% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on STZ. 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. Needham & Company LLC restated a “buy” rating and issued a $180.00 target price on shares of Constellation Brands in a report on Tuesday, January 6th. Citigroup upgraded Constellation Brands from a “neutral” rating to a “buy” rating and lifted their price target for the company from $155.00 to $175.00 in a research note on Wednesday, March 18th. Wells Fargo & Company set a $165.00 price objective on Constellation Brands in a research note on Thursday, January 8th. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of Constellation Brands in a report on Wednesday, March 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $177.55.

Constellation Brands News Summary

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

• Positive Sentiment: Acquisition expands nonalcoholic growth runway — Constellation bought Hopwtr to grow its booze-free portfolio, adding a functional hop-water brand that could help organic growth and diversify revenue away from core alcohol categories. Constellation Brands buys Hopwtr
• Positive Sentiment: Seen as a defensive, high-ROE play amid geopolitical risks — Multiple outlets list STZ among high-ROE/low-beta defensive stocks investors favor while Iran tensions and oil-price moves increase market risk, supporting relative demand for the name. 5 Stocks With High ROE to Buy
• Positive Sentiment: Income story highlighted — Dividend/yield articles are promoting STZ as an income-generating option in weak markets, which can attract dividend-seeking flows and provide support to the share price. 3 Investments With Solid Yields
• Neutral Sentiment: Analyst blogs include STZ among defensive picks — Zacks and other analyst roundups list Constellation alongside utilities and consumer staples as stability plays during volatility; this recognition helps sentiment but isn’t a catalyst by itself. The Zacks Analyst Blog
• Negative Sentiment: Deutsche Bank lowered the price target to $154 and moved to a “hold” — the target reduction and neutral rating signal less upside from current levels and likely contributed to downward pressure on the stock. Deutsche Bank price target cut

Constellation Brands Stock Down 0.6%

STZ opened at $150.06 on Wednesday. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. The firm has a market capitalization of $26.02 billion, a P/E ratio of 23.67, a PEG ratio of 0.42 and a beta of 1.75. The company’s 50-day moving average is $155.40 and its 200 day moving average is $144.56. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.34 and a quick ratio of 0.70.

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

Constellation Brands Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors 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 yield of 2.7%. The ex-dividend date was Thursday, January 29th. Constellation Brands’s dividend payout ratio (DPR) 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.