Inside the research
Constellation Brands, Inc.
STZ Research profile · latest available data
Price overview
$113.63
▼ -0.58 (-0.5%)
| 52w hi | $164.28 |
|---|---|
| 52w lo | $113.63 |
| Vol | 1.46M |
| As of | 25 Sep 2026 |
The Verdict
Our score +1.08
| Short | +2.46 |
|---|---|
| Medium | +0.22 |
| Long | +0.04 |
computed 2026-09-27
Key fundamentals
Constellation Brands, Inc.
Consumer Defensive · Beverages - Brewers
| Market cap | $19.41B |
|---|---|
| Enterprise value | $30.13B |
| Trailing P/E | 10.82x |
| Forward P/E | 9.26x |
| EV / EBITDA | 8.72x |
| P / S (ttm) | 2.14x |
| Profit margin | 20.1% |
| Return on equity | 23.7% |
| Revenue growth | -3.3% |
| Earnings growth | +30.7% |
| Debt / equity | 123.20 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.32 | |
| Sector | -0.01 | |
| Technical | -0.39 | |
| Earnings | +0.43 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It offers beer under the Corona Extra, Corona Familiar, Corona Sunbrew, Corona Light, Corona Non-Alcoholic, Corona Premier, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Spiked Aguas Frescas, Modelo Oro, Modelo Noche Especial, Victoria, Vicky Chamoy, and Pacifico brand names. The company also offers wine under the Sea Smoke, Schrader Cellars, Kim Crawford, Mount Veeder, Ruffino, My Favorite Neighbor, Robert Mondavi Winery, and The Prisoner Wine Company brand names; and spirits under the Casa Noble, High West, Mi CAMPO, and Nelson's Green Brier brand names. It provides its products to wholesale distributors, retailers, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is headquartered in Rochester, New York.
Risk Metrics
| Beta vs SPX | 0.33 |
|---|---|
| Corr SPX | 0.17 |
| Annual vol | 30.9% |
| Annual ret | -34.2% |
| Sharpe | -1.11 |
| Max DD | -56.0% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $177.55 |
|---|---|
| High / Low | $209.00 / $131.00 |
| Median | $184.00 |
| Analysts | 22 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 11 | |
| Hold | 8 | |
| Sell | 0 | |
| Strong Sell | 2 |
Recent rating actions
| 2026-04-13 | TD Cowen | → Buy |
| 2026-04-10 | Wells Fargo | → Overweight |
| 2026-04-10 | UBS | → Buy |
| 2026-04-10 | RBC Capital | → Outperform |
| 2026-04-10 | Piper Sandler | → Neutral |
| 2026-04-10 | Needham | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-24 | Officer / Director Change, Shareholder Vote… | read |
| 2026-06-30 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-21 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-06 | Reg FD Disclosure, Other Material Event… | read |
| 2026-05-05 | Other Material Event, Exhibits | read |
| 2026-05-04 | Reg FD Disclosure, Exhibits | read |
| 2026-04-08 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-12 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-01-07 | Earnings Release, Reg FD Disclosure… | read |
| 2025-11-07 | Other Material Event, Exhibits | read |
| 2025-10-17 | Termination of Agreement, Other Material Event… | read |
| 2025-10-16 | Other Material Event, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 99.2% |
| HHI | 2,730 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $944.28M | 6.79M |
| Fidelity / FMR LLC | $639.89M | 4.60M |
| Citadel Advisors | $584.96M | 4.21M |
| Capital Research / Capital World | $150.60M | 1.08M |
| Millennium Management | $148.08M | 1.06M |
| AQR Capital Management | $15.21M | 111.41K |
| Bridgewater Associates | $2.91M | 20.91K |
| Renaissance Technologies | $556.36K | 4.00K |
| T. Rowe Price Group | $29.36K | 211.11K |
As of 2026-06-30
Dividends
| Yield (TTM) | 2.70% |
|---|---|
| $ / share (TTM) | $3.07 |
| 5y CAGR | +6.3% |
Annual dividend per share
| 2021 | $3.03 |
|---|---|
| 2022 | $3.16 |
| 2023 | $3.47 |
| 2024 | $3.92 |
| 2025 | $4.07 |
| 2026 | $2.05 |
SEC Filings
The Long Run
FY 2010–2026 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $9.14B | +5.9% | |
| Gross profit | $5.31B | +11.0% | |
| Operating income | $3.17B | +14.1% | |
| Net income | $1.69B | +42.4% | |
| Cash from ops | $3.15B | +20.6% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $113.99 | $114.46 | $113.34 | $113.63 | 1.46M |
| Sep 24 | $117.60 | $117.94 | $114.12 | $114.21 | 1.66M |
| Sep 23 | $117.10 | $118.00 | $115.50 | $116.57 | 1.54M |
| Sep 22 | $119.61 | $120.41 | $116.98 | $117.59 | 2.01M |
| Sep 21 | $118.23 | $119.12 | $116.93 | $118.39 | 2.63M |
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