Constellation Brands TodaySTZConstellation Brands$141.91 -1.06 (-0.74%) 52-Week Range$131.20▼$247.63Dividend Yield2.88%P/E Ratio20.70Price Target$186.44Add to WatchlistSince hitting rock bottom, Warren Buffett’s $2.2 billion bet, Constellation Brands NYSE: STZ, has managed to stage a modest recovery. Constellation shares fell to less than $132 in late September. The last time shares traded so low was in March 2020, due to the COVID market crash. However, shares have since rebounded by about 8% to trade jus ...

Core Viewpoint - Constellation Brands, a major player in the beer industry, is facing challenges but has potential for long-term growth, particularly due to demographic shifts and significant investment from Warren Buffett [1][8]. Financial Performance - Constellation Brands reported a 5.5% drop in total revenue last quarter, attributed to industry-wide beer sales declining by 4.7% and specific pressures on its Hispanic consumer base [3][4]. - The company missed expectations on both sales and adjusted earnings per share (EPS), yet maintained its full-year adjusted EPS guidance for fiscal 2026, which positively influenced analysts' price targets [4]. Market Position and Analyst Sentiment - Constellation's beer sales only declined by 2%, indicating a gain in market share despite overall industry softness [3]. - Analysts have raised their price targets for Constellation, with a consensus target of approximately $215, suggesting a potential upside of over 25% from the current price of $169.31 [5][6]. - The average updated price target after the latest earnings report is $191, indicating a more modest upside of around 12% [6]. Investment Insights - Warren Buffett's investment strategy reflects a bullish outlook on Constellation, having increased his holdings significantly, which suggests confidence in the company's long-term value [5][9]. - Demographic trends indicate that the Latino and Hispanic population in the U.S. is expected to grow significantly from 2030 to 2060, providing a structural tailwind for Constellation's business [8][9].