U S Global Investors 13F: Adds $565K to STZ Stake

U S Global Investors grew its stake in Constellation Brands, Inc. (NYSE:STZ) by 500%, adding 5,000 shares during the period according to a Form 13F filing with the SEC on October 22, 2026. The fund ended the quarter with 6,000 shares of the beverage producer, with a reported value of $678,360. The shares closed at $138.98 on the day of the filing.

STZ Constellation Brands, Inc.

$138.68 ▲ +0.32% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in U S Global Investors's Constellation Brands Position

The firm lifted its holdings from 1,000 shares previously up to 6,000 shares. That 500% expansion lifted the total value of the investment to $678,360.

Other Institutional Activity in Constellation Brands

Grantham, Mayo, Van Otterloo & Co. LLC trimmed its holdings by 27,375 shares, ending with 3,998,425 shares worth about $554,501,549. Ameriprise Financial, Inc. grew its holdings by 52,822 shares, ending with 3,460,678 shares worth about $479,926,799.

Constellation Brands, Inc. Stock Up 5.0%

Constellation Brands recently traded around $138.68 as of October 24, 2026, sitting 0.2% below its event-day close of $138.98. The stock trades above its 50-day moving average of $125.49 and below its 200-day moving average of $142.31. Over the past year, shares have moved between a low of $110.60 and a high of $168.60.

Recent Earnings

Constellation Brands reported trailing twelve-month revenue of $9.21 billion and earnings of $11.17 per share. The company posted a net profit margin of 20.9% and a return on equity of 24.0%. Its next earnings report is scheduled for release on January 7, 2027.

Dividend

The company pays an annual dividend rate of $4.12 per share, translating to a dividend yield of 2.96%. The payout ratio stands at 36.7%.

Insider Buying and Selling at Constellation Brands, Inc.

Officer James O Bourdeau sold 821 shares on July 21, 2025, at a price of $169.00 for a total of $138,749. Officer Samuel J Glaetzer sold 555 shares on February 17, 2026, at $153.78 per share worth $85,345. Director Ernesto M. Hernandez sold 2,000 shares on April 27, 2026, at $153.92 apiece for $307,830. Later, James O Bourdeau sold 4,407 shares on May 12, 2026, at $143.24 for $631,259.

Analysts Set New Price Targets

On October 8, 2026, JP Morgan maintained a neutral rating while raising its price target from $133.00 to $136.00. Freedom Broker upgraded the stock to a buy rating with a target of $158.00, down from its prior target of $173.00. UBS maintained a buy rating, lowering its target from $145.00 to $144.00. Piper Sandler maintained a neutral rating, cutting its target from $161.00 to $125.00. Deutsche Bank maintained a hold rating, reducing its target from $136.00 to $127.00. Wall Street maintains a consensus buy rating with 23 analysts covering the firm and an average price target of $150.87.

About Constellation Brands

Constellation Brands produces, imports, markets, and sells beer, wine, and spirits. Its well-known beverage brands include Corona, Modelo, and Pacifico. The company operates facilities across the United States, Mexico, and other international regions, supplying alcoholic drinks to a broad consumer base.

Bottom Line

U S Global Investors expanded its investment in Constellation Brands during a period of shifting analyst targets and steady institutional adjustments. Investors will look toward the company's next earnings report on January 7, 2027, for further details on operational performance and revenue growth.