Poehling Capital Management INC. Acquires 9,484 Shares of Constellation Brands Inc $STZ

Poehling Capital Management INC. raised its holdings in shares of Constellation Brands Inc (NYSE:STZ) by 87.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,373 shares of the company’s stock after purchasing an additional 9,484 shares during the period. Poehling Capital Management INC.’s holdings in Constellation Brands were worth $2,744,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Constellation Brands by 23.0% in the fourth quarter. Brighton Jones LLC now owns 1,001 shares of the company’s stock valued at $221,000 after acquiring an additional 187 shares in the last quarter. Woodline Partners LP purchased a new stake in shares of Constellation Brands in the 1st quarter worth about $2,409,000. Wealthcare Advisory Partners LLC boosted its stake in shares of Constellation Brands by 6.0% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 1,993 shares of the company’s stock valued at $324,000 after purchasing an additional 112 shares in the last quarter. Vontobel Holding Ltd. increased its position in shares of Constellation Brands by 33.0% during the second quarter. Vontobel Holding Ltd. now owns 6,648 shares of the company’s stock valued at $1,081,000 after buying an additional 1,650 shares during the period. Finally, Tectonic Advisors LLC increased its position in shares of Constellation Brands by 27.4% during the second quarter. Tectonic Advisors LLC now owns 5,632 shares of the company’s stock valued at $916,000 after buying an additional 1,210 shares during the period. 77.34% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have commented on STZ shares. JPMorgan Chase & Co. initiated coverage on shares of Constellation Brands in a report on Friday, November 7th. They issued a “neutral” rating and a $153.00 price objective for the company. Zacks Research upgraded Constellation Brands from a “strong sell” rating to a “hold” rating in a research note on Monday, November 3rd. UBS Group set a $168.00 price target on Constellation Brands in a research note on Friday, January 9th. Barclays raised their price objective on Constellation Brands from $147.00 to $148.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $190.00 target price on shares of Constellation Brands in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eight have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $176.91.

Constellation Brands Price Performance

STZ opened at $165.52 on Friday. The firm has a market cap of $28.70 billion, a PE ratio of 26.11, a P/E/G ratio of 0.50 and a beta of 0.44. The stock has a 50-day moving average price of $147.92 and a 200-day moving average price of $147.31. Constellation Brands Inc has a 1 year low of $126.45 and a 1 year high of $196.91. 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 released its quarterly earnings data 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. The business had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.17 billion. Constellation Brands had a net margin of 11.08% and a return on equity of 29.15%. Constellation Brands’s revenue was down 9.8% compared to the same quarter last year. During the same period last year, the business earned $3.25 EPS. Constellation Brands has set its FY 2026 guidance at 11.300-11.600 EPS. Sell-side analysts predict that Constellation Brands Inc will post 13.5 earnings per share for the current fiscal year.

Constellation Brands Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Thursday, January 29th will be given a $1.02 dividend. The ex-dividend date of this dividend is Thursday, January 29th. This represents a $4.08 annualized dividend and a yield of 2.5%. Constellation Brands’s dividend payout ratio is 64.35%.

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.