Constellation Brands (STZ) News Today

Constellation Brands Inc (NYSE:STZ) shares have reacted to a flurry of analyst revisions, dividend news, and mixed earnings results. While several firms raised price targets and affirmed confidence in the company’s cash returns, reports of softer consumer demand and cost headwinds from tariffs have weighed on outlooks.

• Positive Sentiment: Needham & Company upped its price target on STZ to $200 with a "buy" rating, highlighting roughly 15.9% upside potential. Needham & Company Forecast
• Positive Sentiment: UBS Group raised its target from $195 to $205 and reiterated a "buy" rating, implying nearly 19% upside. UBS Price Target Raise
• Positive Sentiment: Bank of America lifted its objective to $182, forecasting solid appreciation potential despite a neutral rating. BofA Forecast
• Positive Sentiment: Constellation Brands declared a quarterly dividend of $1.02 per share (2.36% yield), underlining management’s commitment to shareholder returns. Dividend Declaration
• Neutral Sentiment: Citigroup raised its target to $174 but maintained a "neutral" stance, suggesting modest upside. Citigroup Price Target
• Neutral Sentiment: JPMorgan Chase & Co. and Bank of America both lifted targets to $182, while keeping neutral ratings. JPMorgan Forecast BofA Forecast
• Negative Sentiment: Q1 2026 results showed profit and sales declines amid softer consumer demand, especially among Hispanic customers affected by increased immigration enforcement. WSJ Earnings Report
• Negative Sentiment: Tariffs on aluminum and other inputs are set to cost Constellation roughly $20 million, squeezing margins as drinking occasions decline. Tariffs Hit
• Negative Sentiment: A congressional analysis noted a 12.7% annualized rise in Fourth-of-July cookout costs—beer, chairs, grills—since 2018 tariffs, highlighting broader consumer price pressures. Tariff Impact