Berkshire Boosts Its Bet: This AI Hyperscaler Is Now a Top-3 Holding
One of the most closely watched investment firms in the world, Berkshire Hathaway, is back in the news, releasing its latest round of portfolio updates.
One of the most closely watched investment firms in the world, Berkshire Hathaway, is back in the news, releasing its latest round of portfolio updates.
Just when U.S. alcohol makers were hoping to regain access to Canada, President Donald Trump‘s latest tariffs have revived a trade dispute that has already battered one of the industry's biggest export markets.
Constellation Brands remains a Buy, with valuation reflecting a solid margin of safety amid persistent macro headwinds and resilient brand performance. STZ reported strong Q1 FY27 results, beating estimates, growing beer business market share, and generating $485M in free cash flow, supporting buybacks and dividends. Guidance for FY27 is largely unchanged, projecting $1.6–$1.7B in free cash flow on ~$800M CAPEX, despite elevated marketing spend and ongoing consumer uncertainty.
ROCHESTER, N.Y., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Constellation Brands, Inc. (NYSE: STZ), a leading U.S.-based total beverage alcohol company, announced today that Nicholas Fink, President and Chief Executive Officer, and Garth Hankinson, Executive Vice President and Chief Financial Officer, will participate in a fireside chat at the 2026 Barclays Global Consumer Conference on Tuesday, September 8, 2026, in Boston, MA.
STZ's premium brands, innovation and productivity initiatives position it for growth as consumers shift toward premium beverages.
Late Tuesday night, President Trump announced a three-day pause on new 50% U.S. tariffs that were scheduled to take effect at 12:01 a.m.
Company expands commitment to American agriculture and beer supply chain with support for growers in Idaho, Montana, and North Dakota Company expands commitment to American agriculture and beer supply chain with support for growers in Idaho, Montana, and North Dakota
Constellation Brands is upgraded to 'Strong Buy' due to compelling value, robust fundamentals, and market overreaction to Berkshire Hathaway's exit. STZ's beer segment, led by Modelo and Corona, drives 94% of sales and continues to gain U.S. market share with a robust 39% operating margin. STZ has medium-term growth potential via Modelo distribution, Cheladas, and non-alcoholic beer expansion.
Constellation Brands (STZ) reported earnings 30 days ago. What's next for the stock?
Entropy Technologies LP lifted its stake in shares of Constellation Brands Inc (NYSE: STZ) by 43.0% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,661 shares of the company's stock after purchasing an additional 4,709 shares during the quarter. Entropy
Arrowstreet Capital Limited Partnership trimmed its holdings in shares of Constellation Brands Inc (NYSE: STZ) by 61.4% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 490,146 shares of the company's stock after selling 778,526 shares during the period. Arrowstreet
Constellation Brands NYSE: STZ held its 2026 annual meeting of stockholders on July 22, with shareholders approving all items presented for a vote, according to preliminary results announced during the meeting.
This week is a payday cluster. Ten names in this coverage list all go ex-dividend between Tuesday, July 28 and Friday, July 31, 2026, which means the window to buy in and still capture the upcoming payment is short.
California Public Employees Retirement System decreased its stake in Constellation Brands Inc (NYSE: STZ) by 7.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 323,015 shares of the company's stock after selling 27,814 shares during the quarter. California Public Employees Retirement
While Saturday's games will take place in the U.S., the excitement is mostly elsewhere, after the U.S. was knocked out of the tournament. Investors looking for a World Cup bump might be feeling similarly let down.
STZ's premium portfolio and beer leadership continue to fuel growth as it doubles down on innovation and premiumization.
Constellation Brands TodaySTZConstellation Brands$129.89 -0.45 (-0.35%) As of 11:35 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$126.45▼$178.13Dividend Yield3.17%P/E Ratio12.38Price Target$167.89Add to WatchlistConstellation Brands NYSE: STZ delivered its fiscal year 2027 Q1 report on June 30 with mixed results.
Constellation Brands is balancing strong beer demand and cash generation against wine and spirits weakness, margin pressure and a cautious fiscal 2027 outlook.
Constellation Brands trades at a discounted valuation, but beer strength must outweigh wine and spirits weakness and a cautious fiscal 2027 outlook.
STZ's beer business remains the key growth driver, offsetting weakness in Wine and Spirits and a cautious fiscal 2027 outlook.