constellation brands is a leading international producer and marketer of beer, wine and spirits with operations in the u.s., canada, mexico, new zealand and italy. constellation is the third-largest producer and marketer of beer for the u.s. market and the world's leading premium wine company with a leading market position in the u.s., canada and new zealand. constellation's wine portfolio is complemented by select premium spirits brands. constellation's brand portfolio includes corona extra, corona light, modelo especial, negra modelo, pacifico, robert mondavi, clos du bois, kim crawford, rex goliath, mark west, franciscan estate, ruffino, jackson-triggs, svedka vodka and black velvet canadian whisky. based in victor, n.y., the company believes that industry leadership involves a commitment to brand-building, our trade partners, the environment, our investors and to consumers around the world who choose our products when celebrating big moments or enjoying quiet ones. founded in 1
Company profile
Ticker
STZ, STZ-MM
Exchange
Website
CEO
William Newlands
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
CANANDAIGUA BRANDS INC, CANANDAIGUA WINE CO INC, CONSTELLATION BRANDS INC
SEC CIK
Corporate docs
Subsidiaries
ALCOFI Inc. • Allberry, Inc. • Austin Cocktails Investments, LLC • BC Tenedora Inmobiliaria, S. de R.L. de C.V. • Bebidas Espirituosas Constellation Mexico • CB Blue Holdings LLC • CB Brand Strategies, LLC • CB Brand Strategies II, LLC • CB Brandy LLC • CB Cerveza Holdings ...
IRS number
160716709
STZ stock data
Latest filings (excl ownership)
10-K
2024 FY
Annual report
23 Apr 24
8-K
Constellation Brands Announces Conversion of Common Shares and Exchange of Promissory Note into Exchangeable Shares of Canopy Growth Corporation
18 Apr 24
8-K
Exceeds Fiscal 2024 EPS Outlook as Beer Business Outperforms Growth Expectations
11 Apr 24
8-K
Constellation Brands Appoints Sam Glaetzer
11 Mar 24
8-K
Departure of Directors or Certain Officers
20 Feb 24
8-K
Other Events
11 Jan 24
8-K
Other Events
10 Jan 24
424B2
Prospectus for primary offering
10 Jan 24
FWP
Free writing prospectus
9 Jan 24
8-K
Constellation Brands Prices
9 Jan 24
Transcripts
STZ
Earnings call transcript
2024 Q4
11 Apr 24
STZ
Earnings call transcript
2024 Q3
5 Jan 24
STZ
Earnings call transcript
2024 Q2
5 Oct 23
STZ
Earnings call transcript
2024 Q1
30 Jun 23
STZ
Earnings call transcript
2023 Q4
5 Apr 23
STZ
Earnings call transcript
2023 Q3
5 Jan 23
STZ
Earnings call transcript
2023 Q2
6 Oct 22
STZ
Earnings call transcript
2023 Q1
30 Jun 22
STZ
Earnings call transcript
2023 Q1
30 Jun 22
STZ
Earnings call transcript
2022 Q4
7 Apr 22
Latest ownership filings
4
William A Newlands
14 May 24
4
Michael McGrew
7 May 24
144
Notice of proposed sale of securities
3 May 24
4
James O. Bourdeau
3 May 24
4
Kaneenat Kristann Carey
3 May 24
4
William A Newlands
3 May 24
4
Garth Hankinson
3 May 24
4
Samuel J Glaetzer
3 May 24
4
Michael McGrew
3 May 24
4
James A. Jr. Sabia
3 May 24
Financial summary
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Institutional ownership, Q1 2024
88.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 1238 |
Opened positions | 310 |
Closed positions | 120 |
Increased positions | 390 |
Reduced positions | 368 |
13F shares | Current |
---|---|
Total value | 36.35 tn |
Total shares | 161.11 mm |
Total puts | 1.72 mm |
Total calls | 1.40 mm |
Total put/call ratio | 1.2 |
Largest owners | Shares | Value |
---|---|---|
Sands Richard Et Al | 20.49 mm | $4.63 bn |
Vanguard | 13.71 mm | $3.72 tn |
Capital International Investors | 11.69 mm | $3.18 tn |
BLK Blackrock | 10.23 mm | $2.78 tn |
Capital World Investors | 9.04 mm | $2.46 tn |
STT State Street | 6.74 mm | $1.83 tn |
MS Morgan Stanley | 6.19 mm | $1.68 tn |
Alliancebernstein | 3.18 mm | $864.17 bn |
Aristotle Capital Management | 3.16 mm | $858.45 bn |
Geode Capital Management | 3.12 mm | $845.66 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
10 May 24 | Newlands William A | Class A Common Stock | Sell | Dispose S | No | No | 262.045 | 6,189 | 1.62 mm | 14,700 |
10 May 24 | Newlands William A | Class A Common Stock | Sell | Dispose S | No | No | 261.3772 | 18,811 | 4.92 mm | 20,889 |
10 May 24 | Newlands William A | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 25,000 | 0.00 | 39,700 |
10 May 24 | Newlands William A | Class 1 (convertible) Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 25,000 | 0.00 | 0 |
10 May 24 | Newlands William A | Class 1 (convertible) Common Stock Class A Common Stock | Option exercise | Acquire M | No | No | 153.02 | 25,000 | 3.83 mm | 25,000 |
10 May 24 | Newlands William A | NQSO Class 1 (convertible) Common Stock | Option exercise | Dispose M | No | No | 153.02 | 25,000 | 3.83 mm | 76,208 |
3 May 24 | Michael McGrew | Class A Common Stock | Sell | Dispose S | No | No | 255.4967 | 3,237 | 827.04 k | 1,731 |
3 May 24 | Michael McGrew | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 1,934 | 0.00 | 4,968 |
3 May 24 | Michael McGrew | Class 1 (convertible) Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 1,934 | 0.00 | 0 |
3 May 24 | Michael McGrew | Class 1 (convertible) Common Stock Class A Common Stock | Option exercise | Acquire M | No | No | 228.26 | 418 | 95.41 k | 418 |
News
Barclays Maintains Overweight on Constellation Brands, Lowers Price Target to $288
29 May 24
RBC Capital Reiterates Outperform on Constellation Brands, Maintains $308 Price Target
28 May 24
Boston Beer Company Gets A Spicy Buy Upgrade From Analyst Amid Other Beer Brands - Read Why
14 May 24
Cheers to Growth: Constellation Brands Gets Upgrade, Analyst Bullish on Beer Sales
15 Apr 24
Constellation Brands' Continued Beer Strength Offsets Its Wine And Spirits Weakness
15 Apr 24
Press releases
Ascend Wellness Holdings Announces Appointment of Julie Francis to Board of Directors
31 May 24
Ascend Wellness Holdings Announces Appointment of Julie Francis to Board of Directors
31 May 24
Constellation Brands Announces Updated Time of Presentation at the Bernstein 40th Annual Strategic Decisions Conference on Wednesday, May 29, 2024
17 May 24
Constellation Brands to Present at the Bernstein 40th Annual Strategic Decisions Conference on Wednesday, May 29, 2024
16 May 24
Constellation Brands Announces Conversion of Common Shares and Exchange of Promissory Note Into Exchangeable Shares of Canopy Growth Corporation
18 Apr 24