Beverages · SIC 2080

CONSTELLATION BRANDS, INC.

STZ

Watch

Latest revenue

$2.22B

as of 2025-11-30

Latest net income

$502.8M

as of 2025-11-30

Net margin

22.6%

as of 2025-11-30

Price · 5Y

-7.4% / yr 21.2 pts / yr vs S&P 500 31.8% total
Compare:

Live market

delayed ≤15 min
$149.50
0.88%
Market cap
$31.79B
Enterprise value
$42.31B
P/E (trailing)
18.8×
Forward P/E
P/B
4.12×
Dividend yield
2.7%
52-wk high
$186.40
52-wk low
$126.45
Beta
Shares out
212.7M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Constellation Brands produces and sells beer, wine, and spirits, including Mexican import brands like Corona and Modelo plus a portfolio of premium wines. The company generates revenue primarily from beer sales in the US, supplemented by wine and spirits, with nine-month net sales of $6.4 billion. Constellation is divesting lower-end wine brands and absorbing heavy losses from its Canopy Growth cannabis investment, which drove a $2.7 billion loss from unconsolidated investments year-to-date.

Generated from STZ's filing dated 2026-04-22

Key risks

AI
  • Canopy Growth investment imploded: $2,200.9M unrealized loss on securities YTD drove a $2,711.8M loss from unconsolidated investments.
  • Heavy leverage: $11.3B long-term debt plus $1.0B current maturities/short-term borrowings; interest expense rose 32% to $329.3M YTD.
  • Wine/spirits divestiture pain: $417.0M impairment on assets held for sale and $122.7M inventory/contract loss tied to portfolio restructuring.

Generated from STZ's filing dated 2026-04-22

Profitability

Gross margin

48.3%

0.4%

Operating margin

27.9%

761.2%

Net margin

17.3%

2427.3%

Return on equity

20.9%

1864.4%

Return on assets

7.7%

2148.6%

Leverage

Debt / equity

1.71×

20.3%

Long-term debt / equity

1.20×

11.1%

Debt / assets

63.1%

7.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-02-28

$2.54B-12.9%$201.8M+121.7%8.0%

Q4 2025

2025-11-30

$2.22B-9.8%$502.8M+71.1%22.6%

Q3 2025

2025-08-31

$2.48B-15.0%$466.0M+244.7%18.8%

Q2 2025

2025-05-31

$2.52B-5.5%$516.1M-41.2%20.5%

Q1 2025

2025-02-28

$2.91B+0.8%$-930.3M-337.1%-31.9%

Q4 2024

2024-11-30

$2.46B-0.3%$293.9M-42.3%11.9%

Q3 2024

2024-08-31

$2.92B+2.9%$-322.0M-146.7%-11.0%

Q2 2024

2024-05-31

$2.66B+5.8%$877.0M+545.3%32.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Beverages · SIC 2080

No data yet for industry average

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Insider activity

Insider buying

$340.9K

Insider selling

$1.2M

Net activity

−$822.3K

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-12

James O. Bourdeau

EVP and Senior Advisor

Sale4,407$143.24$631.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns STZ

Institutional value

$10.23B

Total shares held

70.0M

Distinct holders

739

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Capital World Investors12.2M$1.83BNew
2BlackRock, Inc.11.1M$1.67BNew
3VANGUARD CAPITAL MANAGEMENT LLC9.1M$1.36BNew
4VANGUARD PORTFOLIO MANAGEMENT LLC7.5M$1.13BNew
5Capital Research Global Investors2.2M$323.2MNew
6Invesco Ltd.1.9M$284.5MNew
7DIMENSIONAL FUND ADVISORS LP1.8M$274.0MNew
8Capital International Investors1.6M$242.9MNew
9UBS Group AG1.1M$171.8MNew
10Bank of New York Mellon Corp1.0M$156.4MNew
11DEUTSCHE BANK AG\1.0M$150.6MNew
12Legal & General Group Plc843.7K$126.6MNew
13VANGUARD FIDUCIARY TRUST CO789.7K$118.5MNew
14PZENA INVESTMENT MANAGEMENT LLC595.8K$89.4MNew
15CITIGROUP INC502.6K$75.4MNew
16WELLS FARGO & COMPANY/MN482.2K$72.3MNew
17Swiss National Bank432.5K$64.9MNew
18National Pension Service402.9K$60.4MNew
19Nuveen, LLC366.2K$54.9MNew
20BNP PARIBAS FINANCIAL MARKETS339.4K$50.9MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With Canopy-related losses from unconsolidated investments hitting $2.7B over nine months, when exactly will that equity stake stop being a recurring drag on EPS?

  2. 2

    The $417M impairment on assets held for sale signals a botched divestiture—what proceeds do you now expect for the wine/spirits portfolio versus original guidance?

  3. 3

    Long-term debt sits at $11.3B against deteriorating earnings; how do you defend investment-grade ratings without cutting the $2.25 dividend or buybacks?

Refreshed when STZ files a new report · last from 2026-04-22