Kestra Advisory Services LLC Grows Position in Constellation Brands Inc $STZ

Posted by Geri Gentry on Jul 19th, 2026

Kestra Advisory Services LLC grew its holdings in Constellation Brands Inc (NYSE:STZ – Free Report) by 33.1% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,748 shares of the company’s stock after buying an additional 4,659 shares during the period. Kestra Advisory Services LLC’s holdings in Constellation Brands were worth $2,812,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of STZ. Nordea Investment Management AB increased its holdings in shares of Constellation Brands by 6.1% in the fourth quarter. Nordea Investment Management AB now owns 867,776 shares of the company’s stock valued at $120,300,000 after purchasing an additional 49,625 shares during the last quarter. Hudson Edge Investment Partners Inc. boosted its stake in Constellation Brands by 36.1% during the fourth quarter. Hudson Edge Investment Partners Inc. now owns 48,062 shares of the company’s stock worth $6,631,000 after buying an additional 12,746 shares during the last quarter. Swiss Life Asset Management Ltd boosted its stake in Constellation Brands by 99.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 38,489 shares of the company’s stock worth $5,310,000 after buying an additional 19,161 shares during the last quarter. AIA Group Ltd purchased a new stake in Constellation Brands in the 3rd quarter valued at $925,000. Finally, OLD Republic International Corp grew its holdings in Constellation Brands by 76.7% in the 4th quarter. OLD Republic International Corp now owns 193,500 shares of the company’s stock valued at $26,695,000 after buying an additional 84,000 shares in the last quarter. 77.34% of the stock is owned by hedge funds and other institutional investors.

Constellation Brands Price Performance

NYSE:STZ opened at $133.16 on Friday. Constellation Brands Inc has a 52 week low of $126.45 and a 52 week high of $178.13. The company has a quick ratio of 0.48, a current ratio of 0.91 and a debt-to-equity ratio of 1.06. The company has a market capitalization of $22.74 billion, a P/E ratio of 12.71, a P/E/G ratio of 4.14 and a beta of 0.39. The stock’s fifty day moving average is $140.50 and its two-hundred day moving average is $149.50.

Constellation Brands (NYSE:STZ – Get Free Report) last announced its quarterly 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 business had revenue of $2.43 billion during the quarter, compared to analyst estimates of $2.39 billion. Constellation Brands had a net margin of 18.87% and a return on equity of 25.58%. The business’s revenue for the quarter was down 3.3% on a year-over-year basis. During the same period last year, the company earned $3.22 EPS. Constellation Brands has set its FY 2027 guidance at 11.200-11.900 EPS. Equities analysts expect that Constellation Brands Inc will post 11.82 EPS for the current year.

Constellation Brands Dividend Announcement

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

Analyst Ratings Changes

Several research analysts have recently commented on the company. JPMorgan Chase & Co. reduced their price target on Constellation Brands from $169.00 to $165.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of 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 shares of Constellation Brands and gave the stock an “outperform” rating in a research report on Friday, April 10th. Citigroup reaffirmed a “buy” rating on shares of Constellation Brands in a research note on Monday, May 18th. Finally, Piper Sandler reiterated a “neutral” rating and issued a $160.00 target price on shares of Constellation Brands in a report on Wednesday, July 1st. Eleven investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $167.89.

View Our Latest Report on Constellation Brands

Insider Buying and Selling

In other Constellation Brands news, EVP James O. Bourdeau sold 4,407 shares of the stock in a transaction dated 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 $1,304,773.16. This trade represents a 32.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 12.20% of the stock is owned by insiders.

Constellation Brands Profile

(Free Report)

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.