Nisa Investment Advisors LLC Increases Stock Holdings in Constellation Brands Inc $STZ

Nisa Investment Advisors LLC boosted its stake in Constellation Brands Inc (NYSE:STZ) by 15.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 59,155 shares of the company’s stock after purchasing an additional 8,035 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Constellation Brands were worth $8,161,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Private Trust Co. NA lifted its position in shares of Constellation Brands by 0.7% in the 3rd quarter. Private Trust Co. NA now owns 11,001 shares of the company’s stock worth $1,481,000 after purchasing an additional 75 shares during the period. Rise Advisors LLC increased its position in shares of Constellation Brands by 8.8% during the third quarter. Rise Advisors LLC now owns 937 shares of the company’s stock valued at $126,000 after buying an additional 76 shares during the period. Dynamic Advisor Solutions LLC increased its position in shares of Constellation Brands by 2.2% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 3,507 shares of the company’s stock valued at $484,000 after buying an additional 76 shares during the period. Harbor Capital Advisors Inc. raised its stake in Constellation Brands by 2.6% in the third quarter. Harbor Capital Advisors Inc. now owns 3,113 shares of the company’s stock worth $419,000 after buying an additional 79 shares in the last quarter. Finally, CW Advisors LLC raised its stake in Constellation Brands by 1.0% in the second quarter. CW Advisors LLC now owns 11,054 shares of the company’s stock worth $1,798,000 after buying an additional 108 shares in the last quarter. 77.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have weighed in on the company. Sanford C. Bernstein lifted their price objective on Constellation Brands from $195.00 to $197.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Needham & Company LLC reissued a “buy” rating and issued a $180.00 target price on shares of Constellation Brands in a research report on Tuesday, January 6th. BMO Capital Markets restated an “outperform” rating and issued a $190.00 target price on shares of Constellation Brands in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft dropped their price target on Constellation Brands from $162.00 to $154.00 and set a “hold” rating on the stock in a research report on Monday. Finally, Barclays upped their price target on Constellation Brands from $147.00 to $148.00 and gave the stock an “equal weight” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Constellation Brands currently has a consensus rating of “Moderate Buy” and an average target price of $178.36.

Key Headlines Impacting 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. The stock has a market cap of $26.20 billion, a PE ratio of 23.84, a price-to-earnings-growth ratio of 0.42 and a beta of 0.44. 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 Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. The firm’s 50-day simple moving average is $155.15 and its two-hundred day simple moving average is $144.61.

Constellation Brands (NYSE:STZ) last announced its earnings results on Wednesday, January 7th. The company reported $3.06 earnings per share for the quarter, beating 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 business had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.17 billion. During the same quarter last year, the firm earned $3.25 earnings per share. The business’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. Analysts anticipate that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Thursday, January 29th were given 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 of this dividend was Thursday, January 29th. Constellation Brands’s dividend payout ratio (DPR) is 64.35%.

About Constellation Brands

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.