Constellation Brands Stock News

In Q3, we initiated new positions in Accenture (ACN) and Constellation Brands (STZ). Like all technological innovations, AI should create both winners and losers. We exited Altria (MO), a tobacco company, and Atmos Energy (ATO), a natural gas distributor, choosing to recycle capital into more attractive opportunities as both stocks reaching our target selling ranges.

Alcohol consumption is at multi-decade lows, taking a toll on the industry's bottom line. There are certain slivers of the booze business, however, that are doing just fine.

Downtrodden names expected to come roaring back include Adobe, Block and Salesforce.

Despite recent consumption patterns, alcohol is likely not going away. Constellation's dividend looks increasingly favorable.

The Touchstone Dividend Equity Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell 1000 Value Index for the quarter ended September 30, 2025. Selection within Information Technology, Health Care, and Financials was the primary driver of positive relative returns, while selection within Communication Services and Materials detracted modestly. The Fund added one new name du...

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

Google's parent company received a relatively benign antitrust ruling that would not force Alphabet to sell its Chrome browser or Android operating system. Alnylam's shares benefited from a positive phase 3 trial by Regeneron Pharmaceuticals that uses Alnylam's technology. We initiated a position in AppLovin, the only scaled, global advertisement network for gaming properties.

Constellation Brands is deeply undervalued and poised for recovery as capital rotates from overheated AI stocks to defensive consumer staples. STZ's focus on high-margin beer, strategic premiumization, and cost-saving restructuring position it well despite recent sales declines and sector headwinds. STZ trades at attractive valuation metrics versus peers, with a strong dividend history and robu...