Intech Investment Management LLC Grows Stake in Constellation Brands Inc $STZ

03 Jun 2026, 12:53 by Tristan Rich · The Markets Daily

Intech Investment Management LLC increased its holdings in shares of Constellation Brands Inc (NYSE:STZ – Free Report) by 18.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,279 shares of the company’s stock after purchasing an additional 3,699 shares during the quarter. Intech Investment Management LLC’s holdings in Constellation Brands were worth $3,212,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Geode Capital Management LLC grew its holdings in Constellation Brands by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 3,739,549 shares of the company’s stock valued at $513,871,000 after buying an additional 54,184 shares in the last quarter. Malaga Cove Capital LLC grew its holdings in Constellation Brands by 8.0% during the 4th quarter. Malaga Cove Capital LLC now owns 5,162 shares of the company’s stock valued at $712,000 after buying an additional 382 shares in the last quarter. Harbour Investments Inc. grew its holdings in Constellation Brands by 20.6% during the 4th quarter. Harbour Investments Inc. now owns 1,490 shares of the company’s stock valued at $206,000 after buying an additional 255 shares in the last quarter. Allstate Corp grew its holdings in Constellation Brands by 92.8% during the 4th quarter. Allstate Corp now owns 10,866 shares of the company’s stock valued at $1,499,000 after buying an additional 5,230 shares in the last quarter. Finally, Clearstead Trust LLC grew its holdings in Constellation Brands by 14.2% during the 4th quarter. Clearstead Trust LLC now owns 548 shares of the company’s stock valued at $76,000 after buying an additional 68 shares in the last quarter. Hedge funds and other institutional investors own 77.34% of the company’s stock.

Insider Activity

In related news, EVP James O. Bourdeau sold 4,407 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $143.24, for a total transaction of $631,258.68. Following the completion of the sale, the executive vice president directly owned 9,109 shares of the company’s stock, valued at approximately $1,304,773.16. This trade represents a 32.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 12.45% of the company’s stock.

Constellation Brands Price Performance

NYSE:STZ opened at $136.39 on Tuesday. The firm has a market capitalization of $23.49 billion, a price-to-earnings ratio of 14.22, a PEG ratio of 3.21 and a beta of 0.39. Constellation Brands Inc has a 1 year low of $126.45 and a 1 year high of $178.55. The business has a 50 day simple moving average of $151.78 and a 200-day simple moving average of $149.31. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.08 and a quick ratio of 0.55.

Constellation Brands (NYSE:STZ – Get Free Report) last posted its quarterly earnings data on Wednesday, April 8th. The company reported $1.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.19. Constellation Brands had a return on equity of 26.18% and a net margin of 17.29%.The business had revenue of $1.92 billion during the quarter, compared to analyst estimates of $1.84 billion. During the same period last year, the company earned $2.63 EPS. The company’s revenue for the quarter was down 11.3% on a year-over-year basis. Equities analysts forecast that Constellation Brands Inc will post 11.9 EPS for the current year.

Constellation Brands Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Wednesday, April 29th were paid a dividend of $1.03 per share. The ex-dividend date of this dividend was Wednesday, April 29th. This represents a $4.12 dividend on an annualized basis and a dividend yield of 3.0%. This is an increase from Constellation Brands’s previous quarterly dividend of $1.02. Constellation Brands’s dividend payout ratio is 42.96%.

Analyst Ratings Changes

Several equities analysts have weighed in on STZ shares. Bank of America cut their price target on Constellation Brands from $154.00 to $152.00 and set an “underperform” rating for the company in a report on Thursday, May 28th. TD Cowen upgraded Constellation Brands from a “hold” rating to a “buy” rating and raised their price target for the company from $142.00 to $190.00 in a report on Monday, April 13th. Citigroup restated a “buy” rating on shares of Constellation Brands in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft raised their price target on Constellation Brands from $154.00 to $155.00 and gave the company a “hold” rating in a report on Friday, April 10th. Finally, UBS Group raised their price objective on Constellation Brands from $176.00 to $186.00 and gave the company a “buy” rating in a research note on Friday, April 10th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Constellation Brands currently has a consensus rating of “Moderate Buy” and a consensus price target of $175.26.

View Our Latest Stock Report on STZ

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.