Matrix Asset Advisors Inc. NY Acquires 6,534 Shares of Constellation Brands Inc $STZ

Matrix Asset Advisors Inc. NY grew its holdings in Constellation Brands Inc (NYSE:STZ) by 16.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,412 shares of the company’s stock after acquiring an additional 6,534 shares during the period. Matrix Asset Advisors Inc. NY’s holdings in Constellation Brands were worth $6,265,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Private Trust Co. NA raised its stake in Constellation Brands by 0.7% during the 3rd quarter. Private Trust Co. NA now owns 11,001 shares of the company’s stock valued at $1,481,000 after purchasing an additional 75 shares during the period. Rise Advisors LLC boosted its stake in Constellation Brands by 8.8% in the 3rd quarter. Rise Advisors LLC now owns 937 shares of the company’s stock worth $126,000 after purchasing an additional 76 shares during the period. Dynamic Advisor Solutions LLC grew its holdings in Constellation Brands by 2.2% during the 4th 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 in the last quarter. Harbor Capital Advisors Inc. grew its holdings in Constellation Brands by 2.6% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 3,113 shares of the company’s stock valued at $419,000 after buying an additional 79 shares in the last quarter. Finally, CW Advisors LLC raised its position in shares of Constellation Brands by 1.0% during the second quarter. CW Advisors LLC now owns 11,054 shares of the company’s stock valued at $1,798,000 after buying an additional 108 shares during the last quarter. Institutional investors own 77.34% of the company’s stock.

Constellation Brands Stock Performance

NYSE:STZ opened at $151.11 on Thursday. The firm has a market capitalization of $26.20 billion, a PE ratio of 23.84, a PEG ratio of 0.42 and a beta of 0.44. The stock’s fifty day moving average is $155.15 and its 200 day moving average is $144.61. Constellation Brands Inc has a fifty-two week low of $126.45 and a fifty-two week high of $196.91. 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 (NYSE:STZ) last posted its quarterly earnings data on Wednesday, January 7th. The company reported $3.06 EPS for the quarter, topping 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 company had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.17 billion. During the same period in the previous year, the firm earned $3.25 earnings per share. Constellation Brands’s quarterly 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. On average, sell-side analysts anticipate that Constellation Brands Inc will post 13.5 earnings per share for the current year.

Constellation Brands Dividend Announcement

The company 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 annualized dividend and a yield of 2.7%. The ex-dividend date was Thursday, January 29th. Constellation Brands’s dividend payout ratio is presently 64.35%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Weiss Ratings raised shares of Constellation Brands from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, February 5th. Wells Fargo & Company set a $165.00 price target on shares of Constellation Brands in a report on Thursday, January 8th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Constellation Brands in a research note on Wednesday, March 18th. UBS Group increased their price objective on shares of Constellation Brands from $168.00 to $176.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Needham & Company LLC restated a “buy” rating and set a $180.00 price objective on shares of Constellation Brands in a research report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Constellation Brands currently has a consensus rating of “Moderate Buy” and an average price target of $178.36.

More Constellation Brands News

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 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.