Constellation Brands, Inc. (STZ)

Sector:
CONSUMER STAPLES
Industry:
BEVERAGES
SIC:
BEVERAGES
CEO:
William A. Newlands
Employees:
10,000
207 HIGH POINT DRIVE, BUILDING 100, VICTOR, NY 14564
585-678-7100

Constellation Brands produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. The company offers wine under the 7 Moons, Cook's California Champagne, Cooper & Thief, Crafters Union, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, The Dreaming Tree, Charles Smith, Robert Mondavi, My Favorite Neighbor, and Schrader.

Data derived from most recent annual or quarterly report
Market Cap 43.063 Billion Shares Outstanding188.22 Million Avg 30-day Volume 2.045 Million
P/E Ratio433.6295 Dividend Yield1.2723 EPS-9.05
Price to Revenue4.451 Debt to Equity1.1276 EBITDA3.544 Billion
Price to Book Value4.8274 Operating Margin30.9101 Enterprise Value55.496 Billion
Current Ratio1.405 EPS Growth0.709 Quick Ratio0.455
1 Yr BETA 0.5673 52-week High/Low 261.32 / 205.52 Profit Margin1.4242
Operating Cash Flow Growth-1.8597 Altman Z-Score3.5388 Free Cash Flow to Firm -116.034 Million
Earnings Report2023-04-06
View SEC Filings from STZ instead.

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Funds Holding STZ (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding STZ

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Recent Filings

Events (8k)

  • 8-K: filed on 2023-01-26:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-01-05:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-05:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-10:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-10:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
    Item 3.03: Material Modifications to Rights of Security Holders
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-01:
    Item 8.01: Other Events
  • 8-K: filed on 2022-10-26:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-06:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-22:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-06-30:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    978 total shares from 1 transactions

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    A&Z 2015 BUSINESS HOLDINGS LP

    A&Z 2015 BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    0 2022-11-30 3

    CAREY KANEENAT KRISTANN EVP & CHIEF HR OFFICER

    • Officer
    2,959 2022-11-30 3

    ZMSS BUSINESS HOLDINGS LP

    ZMSS BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    4,015,715 2022-11-30 1

    AJB WSP BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUP
    4,015,715 2022-11-30 1

    AJB BUSINESS HOLDINGS LP

    AJB BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    4,015,715 2022-11-30 1

    ZMSS WSP BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUP
    4,015,715 2022-11-30 1

    SABIA JAMES A. JR. EVP & PRES. BEER

    • Officer
    62,461 2022-11-21 5

    SANDS RICHARD

    • Director
    • 10% Owner
    24,550,240 2022-11-14 4

    SANDS ROBERT

    • Director
    • 10% Owner
    • NON-EXEC CHAIRMAN OF THE BOARD
    24,927,206 2022-11-14 5

    RES BUSINESS HOLDINGS LP

    RES BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    5,066,666 2022-11-14 2

    BENNETT ABIGAIL J

    • MEMBER OF 10% GROUP
    8,068,945 2022-11-14 3

    STERN ZACHARY M

    • MEMBER OF 10% GROUP
    8,106,255 2022-11-14 3

    RCT 2015 BUSINESS HOLDINGS LP

    RCT 2015 BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    116,666 2022-11-14 2

    RHT 2015 BUSINESS HOLDINGS LP

    RHT 2015 BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    350,000 2022-11-14 2

    WILDSTAR PARTNERS LLC

    RRA&Z HOLDINGS LLC

    • 10% Owner
    24,347,294 2022-11-14 3

    RCT 2020 INVESTMENTS LLC

    • MEMBER OF 10% OWNER GROUP
    58,333 2022-11-14 2

    LOCKE JAMES A III

    • Director
    40,858 2022-11-10 2

    RSS BUSINESS HOLDINGS LP

    RSS BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    4,518,414 2022-11-10 1

    RSS 2015 BUSINESS HOLDINGS LP

    RSS 2015 BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    1,412,492 2022-11-10 1

    RICHARD SANDS MASTER TRUST

    RES MASTER LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    187,226 2022-11-10 2

    NSDT 2009 STZ LLC

    • MEMBER OF 10% OWNER GROUP
    0 2022-11-10 2

    SER BUSINESS HOLDINGS LP

    • MEMBER OF 10% OWNER GROUP
    2,687,544 2022-11-10 2

    SSR BUSINESS HOLDINGS LP

    SSR BUSINESS MANAGEMENT LLC

    • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
    2,164,296 2022-11-10 2

    HANKINSON GARTH EVP & CFO

    • Officer
    7,176 2022-08-25 4

    MCCARTHY DANIEL J

    • Director
    3,232 2022-08-03 2

    FOWDEN JEREMY S G

    • Director
    1,218 2022-07-19 2

    DANIELS JENNIFER

    • Director
    1,218 2022-07-19 1

    SCHMELING JUDY

    • Director
    1,218 2022-07-19 1

    FINK NICHOLAS I.

    • Director
    1,218 2022-07-19 1

    HERNANDEZ ERNESTO M

    • Director
    1,218 2022-07-19 2

    JOHNSON SUSAN S

    • Director
    1,218 2022-07-19 1

    CLARK CHRISTY

    • Director
    1,218 2022-07-19 1

    MADERO GARZA JOSE MANUEL

    • Director
    1,218 2022-07-19 2

    ROBERT SANDS MASTER TRUST

    RSS MASTER LLC

    • 10% Owner
    5,850,724 2022-07-15 1

    MAS BUSINESS HOLDINGS LP

    • MEMBER OF 10% OWNER GROUP
    100 2022-07-15 2

    MARILYN SANDS MASTER TRUST

    • MEMBER OF 10% OWNER GROUP
    0 2022-07-15 2

    LES LAUREN HOLDINGS LLC

    • MEMBER OF 10% OWNER GROUP
    80,637 2022-06-30 1

    MES MACKENZIE HOLDINGS LLC

    • MEMBER OF 10% OWNER GROUP
    74,091 2022-06-30 1

    NSDT 2011 STZ LLC

    • MEMBER OF 10% OWNER GROUP
    20,615 2022-06-30 1

    SANDS FAMILY FOUNDATION

    • MEMBER OF 10% OWNER GROUP
    818,154 2022-06-30 1

    NEWLANDS WILLIAM A PRESIDENT & CEO

    • Officer
    • Director
    12,363 2022-05-04 4

    KANE THOMAS MICHAEL EVP & CHIEF HR OFFICER

    • Officer
    14,408 2022-05-01 4

    HANSON ROBERT LEE EVP & PRES. WINE AND SPIRITS

    • Officer
    14,422 2022-05-01 4

    BOURDEAU JAMES O. EVP & CHIEF LEGAL OFFICER

    • Officer
    7,328 2022-05-01 3

    MONTEIRO MALLIKA SEE REMARKS

    • Officer
    4,762 2022-05-01 3

    MCGREW MICHAEL SEE REMARKS

    • Officer
    2,351 2022-05-01 2

    HETTERICH F PAUL EVP & CHAIR BEER

    • Officer
    1,531 2022-04-05 2

    ROBERT SANDS MASTER TRUST

    • 10% Owner
    6,033,143 2021-04-30 0

    RICHARD SANDS MASTER TRUST

    • 10% Owner
    5,633,718 2021-04-30 0

    KLEIN DAVID ERIC EXEC VICE PRES. & CFO

    • Officer
    No longer subject to file 2020-01-09 0

    WANDELL KEITH E

    • Director
    3,326 2019-02-28 0

    FROMBERG BARRY A

    • Director
    18,240 2019-02-15 0

    STENZEL CHRISTOPHER EXEC VICE PRESIDENT

    • Officer
    36,185 2018-05-01 0

    ASTRA LEGACY LLC

    • 10% Owner
    0 2018-01-18 0

    MULLIN THOMAS J EXEC. VP & GEN. COUNSEL

    • Officer
    54,697 2017-11-08 0

    HACKETT WILLIAM F. EXEC VICE PRESIDENT

    • Officer
    51,671 2017-08-23 0

    RES BUSINESS MANAGEMENT LLC

    • 10% Owner
    0 2016-11-22 0

    RSS BUSINESS MANAGEMENT LLC

    • 10% Owner
    0 2016-11-22 0

    A&Z 2015 BUSINESS MANAGEMENT LLC

    • 10% Owner
    1,252,052 2016-11-22 0

    RCT 2015 BUSINESS MANAGEMENT LLC

    • 10% Owner
    0 2016-11-22 0

    RHT 2015 BUSINESS MANAGEMENT LLC

    • 10% Owner
    0 2016-11-22 0

    RSS 2015 BUSINESS MANAGEMENT LLC

    • 10% Owner
    0 2016-11-22 0

    CUMENAL FREDERIC

    • Director
    0 2016-07-20 0

    WRIGHT JOHN A EXEC. VICE PRESIDENT

    • Officer
    107,280 2016-05-09 0

    HAUSWALD JEANANNE K

    • Director
    16,808 2015-05-20 0

    RYDER ROBERT P EXECUTIVE VP & CFO

    • Officer
    89,381 2015-05-01 0

    CWC PARTNERSHIP II

    • MEMBER OF 10% OWNER GROUP
    No longer subject to file 2015-04-01 0

    CWC PARTNERSHIP I

    • 10% Owner
    No longer subject to file 2015-03-31 0

    ZUPAN MARK

    • Director
    21,407 2014-07-23 0

    SMITH PAUL L

    • Director
    22,520 2013-07-24 0

    RSS BUSINESS HOLDINGS LP

    • 10% Owner
    0 2013-06-26 0

    WILSON W KEITH EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2013-06-14 0

    PEREZ PETER M

    • Director
    No longer subject to file 2010-01-19 0

    SODERBERG PETER H

    • Director
    9,670 2009-07-23 0

    MORAMARCO JON CEO, CONSTELL. INTERNATIONAL

    • Officer
    No longer subject to file 2009-06-30 0

    BERK ALEXANDER CEO, CONSTELL. BEERS & SPIRITS

    • Officer
    No longer subject to file 2009-05-31 0

    FERNANDEZ JOSE F CEO, CONSTELL WINES N. AMER.

    • Officer
    62,409 2009-04-06 0

    RES BUSINESS HOLDINGS LP

    • 10% Owner
    0 2009-02-05 0

    MCDERMOTT THOMAS C

    • Director
    17,541 2008-07-17 0

    SUMMER THOMAS S EXECUTIVE VP & CFO

    • Officer
    16,250 2007-04-18 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    A&Z 2015 BUSINESS HOLDINGS LP MEMBER OF 10% OWNER GROUP

    A&Z 2015 BUSINESS MANAGEMENT LLC MEMBER OF 10% OWNER GROUP

    2022-12-02 16:15:37 -0500 2022-11-30 J 8,031,430 d 0 direct -2.8408 -3.6765 -15.0161 0.0 1 -18.1198 22

    CAREY KANEENAT KRISTANN - Officer EVP & CHIEF HR OFFICER

    2022-12-02 16:31:48 -0500 2022-11-30 C 978 a 1,982 direct -2.8408 -3.6765 -15.0161 0.0 1 -18.1198 22

    CAREY KANEENAT KRISTANN - Officer EVP & CHIEF HR OFFICER

    2022-12-02 16:31:48 -0500 2022-11-30 S 978 $250.81 d 1,004 direct -2.8408 -3.6765 -15.0161 0.0 1 -18.1198 22

    CAREY KANEENAT KRISTANN - Officer EVP & CHIEF HR OFFICER

    2022-12-02 16:31:48 -0500 2022-11-30 M 978 d 1,955 direct

    CAREY KANEENAT KRISTANN - Officer EVP & CHIEF HR OFFICER

    2022-12-02 16:31:48 -0500 2022-11-30 M 978 $153.02 a 978 direct

    CAREY KANEENAT KRISTANN - Officer EVP & CHIEF HR OFFICER

    2022-12-02 16:31:48 -0500 2022-11-30 C 978 d 0 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 22:15:03 UTC 4.0651 0.2549 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 21:45:04 UTC 4.0651 0.2549 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 21:15:04 UTC 4.0651 0.2549 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 20:45:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 20:15:04 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 19:45:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 19:15:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 18:45:04 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 18:15:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 17:45:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 17:15:04 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 16:45:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 16:15:03 UTC 4.07 0.25 4500000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 15:45:03 UTC 4.07 0.25 4400000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 15:15:04 UTC 4.07 0.25 4400000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 14:45:04 UTC 4.07 0.25 4400000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 14:15:03 UTC 4.07 0.25 4400000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 13:45:03 UTC 4.07 0.25 4400000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 13:15:03 UTC 4.07 0.25 4400000
    CONSTELLATION BRANDS INC-A STZ 2023-01-27 12:45:03 UTC 4.07 0.25 4400000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    AGF Investments Trust- AGFIQ Hedged Dividend Income Fund STZ -36.0 shares, $-8291.52 2022-03-31 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund STZ -8100.0 shares, $-1860408.0 2022-09-30 N-PORT
    FundVantage Trust- Gotham Enhanced 500 Plus Fund STZ -41.0 shares, $-9416.88 2022-09-30 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Rohit Khanna democrat House Filing 2022-12-02 2022-11-03 SP S $1,001-$15,000
    Hon. Rohit Khanna democrat House Filing 2022-12-02 2022-11-02 DC S $1,001-$15,000
    representative Rohit Khanna democrat House Filing 2022-09-08 2022-08-23 SP S $15,001-$50,000

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