Constellation Brands (NYSE: STZ) reported fiscal second-quarter net sales of $2.633 billion, up 6% from a year earlier. Net income attributable to CBI rose 21% to $565.8 million, while reported diluted earnings per share increased 25% to $3.32.
Beer business net sales grew 5% to $2.474 billion and operating income rose 1% to $964.2 million. Wine and Spirits net sales increased 17% to $159.4 million, with operating income of $6.1 million compared with a $19.8 million loss a year earlier.
- Reported operating income was $805.0 million, down 8% year over year.
- Year-to-date operating cash flow totaled $1.479 billion, while free cash flow was $1.1 billion.
- The company updated fiscal 2027 reported EPS guidance to $11.85 to $12.55.
- Constellation repurchased $530 million of shares year to date through September 2026 and declared a $1.03 quarterly Class A dividend.
- The company acquired SpikedAde after the quarter for $75 million at closing, with contingent consideration of up to $278 million over five years.
$STZ Insider Trading Activity
$STZ insiders have traded $STZ stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $STZ stock by insiders over the last 6 months:
- JAMES O. BOURDEAU (EVP and Senior Advisor) sold 4,407 shares for an estimated $631,258
- ERNESTO M HERNANDEZ sold 2,000 shares for an estimated $307,830
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$STZ Hedge Fund Activity
We have seen 386 institutional investors add shares of $STZ stock to their portfolio, and 548 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 2,813,266 shares (-42.4%) from their portfolio in Q2 2026, for an estimated $391,297,167
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,412,424 shares (+inf%) to their portfolio in Q2 2026, for an estimated $335,544,054
- JANE STREET GROUP, LLC added 1,872,039 shares (+25161.8%) to their portfolio in Q2 2026, for an estimated $260,381,904
- BNP PARIBAS FINANCIAL MARKETS added 1,731,117 shares (+510.1%) to their portfolio in Q2 2026, for an estimated $240,781,063
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,391,950 shares (-64.6%) from their portfolio in Q2 2026, for an estimated $193,606,325
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,136,536 shares (+inf%) to their portfolio in Q2 2026, for an estimated $158,080,792
- CAPITAL WORLD INVESTORS removed 997,711 shares (-8.2%) from their portfolio in Q2 2026, for an estimated $138,771,622
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$STZ Congressional Stock Trading
Members of Congress have traded $STZ stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $STZ stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 07/17, 05/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
