Recent discussions on X about Constellation Brands (STZ) have centered around the company's growth challenges and potential catalysts for recovery. Many users have highlighted concerns over declining beer sales, particularly among its core Hispanic consumer base, which has been impacted by inflation and other external factors. There’s also buzz about the stock’s future trajectory, with some pointing to overlooked opportunities that could drive growth in the coming year.
Additionally, posts on X have referenced significant institutional interest, such as large investments and options activity, which have sparked curiosity about the stock’s near-term movements. Some have expressed optimism about strategic partnerships and market positioning, while others remain cautious due to competitive pressures in the beverage industry. The mix of concern and hope keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Constellation Brands Congressional Stock Trading
Members of Congress have traded $STZ stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $STZ stock by members of Congress over the last 6 months:
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 04/15.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 02/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Constellation Brands Insider Trading Activity
Constellation Brands insiders have traded $STZ stock on the open market 4 times in the past 6 months. Of those trades, 2 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:
- SAMUEL J GLAETZER (EVP & Pres. Wine and Spirits) sold 3,150 shares for an estimated $593,901
- CHRISTOPHER J BALDWIN has made 2 purchases buying 2,000 shares for an estimated $340,886 and 0 sales.
- JAMES O. BOURDEAU (EVP & Chief Legal Officer) sold 821 shares for an estimated $138,749
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Constellation Brands Hedge Fund Activity
We have seen 445 institutional investors add shares of Constellation Brands stock to their portfolio, and 844 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC added 6,384,676 shares (+113.5%) to their portfolio in Q1 2025, for an estimated $1,171,715,739
- MORGAN STANLEY removed 4,741,716 shares (-58.9%) from their portfolio in Q1 2025, for an estimated $870,199,720
- FMR LLC added 3,387,870 shares (+206.4%) to their portfolio in Q1 2025, for an estimated $621,741,902
- CAPITAL WORLD INVESTORS added 3,027,001 shares (+31.0%) to their portfolio in Q1 2025, for an estimated $555,515,223
- VANGUARD GROUP INC added 2,882,817 shares (+18.6%) to their portfolio in Q1 2025, for an estimated $529,054,575
- WELLINGTON MANAGEMENT GROUP LLP added 2,514,517 shares (+127.9%) to their portfolio in Q1 2025, for an estimated $461,464,159
- HARRIS ASSOCIATES L P added 1,728,367 shares (+inf%) to their portfolio in Q1 2025, for an estimated $317,189,911
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Constellation Brands Analyst Ratings
Wall Street analysts have issued reports on $STZ in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 07/03/2025
- Needham issued a "Buy" rating on 07/03/2025
- Barclays issued a "Overweight" rating on 06/26/2025
- Wells Fargo issued a "Overweight" rating on 06/25/2025
- RBC Capital issued a "Outperform" rating on 04/14/2025
- Goldman Sachs issued a "Buy" rating on 04/11/2025
- BMO Capital issued a "Outperform" rating on 04/11/2025
To track analyst ratings and price targets for Constellation Brands, check out Quiver Quantitative's $STZ forecast page.
Constellation Brands Price Targets
Multiple analysts have issued price targets for $STZ recently. We have seen 13 analysts offer price targets for $STZ in the last 6 months, with a median target of $202.0.
Here are some recent targets:
- Kaumil Gajrawala from Jefferies set a target price of $205.0 on 07/07/2025
- Peter Grom from UBS set a target price of $205.0 on 07/03/2025
- Bryan Spillane from B of A Securities set a target price of $182.0 on 07/03/2025
- Andrea Teixeira from JP Morgan set a target price of $182.0 on 07/03/2025
- Gerald Pascarelli from Needham set a target price of $200.0 on 07/03/2025
- Filippo Falorni from Citigroup set a target price of $174.0 on 07/03/2025
- Lauren Lieberman from Barclays set a target price of $202.0 on 06/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
