Constellation Brands SEC filings document the formal disclosures of a beverage alcohol producer and marketer with Class A common stock listed on the New York Stock Exchange under STZ. Its 8-K filings report financial condition and results of operations, Regulation FD releases, non-GAAP measure references and guidance-related risk language.
The company’s filings also cover capital-structure and financing matters, including senior notes, supplemental indentures, shelf registration statements, resale prospectus supplements and credit agreement activity. Governance and material-event disclosures include executive leadership transitions, compensatory arrangements, shareholder voting matters, material agreements and other corporate events affecting the company’s public-company record.
Constellation Brands, Inc. reported that it has released its financial condition and operating results for the third fiscal quarter ended November 30, 2025 through a news release furnished as Exhibit 99.1. The release includes management’s guidance and uses non-GAAP measures described as comparable, adjusted, and organic, with reconciliations to GAAP provided for transparency.
The company’s board also declared a quarterly cash dividend of $1.02 per share on Class A Common Stock and $0.92 per share on Class 1 Convertible Common Stock, payable on February 12, 2026 to shareholders of record as of the close of business on January 29, 2026. The financial information in the release is being furnished, not filed, under the securities laws, which limits certain legal liabilities.
Constellation Brands, Inc. is the subject of a Schedule 13G/A in which Warren E. Buffett, Berkshire Hathaway Inc. and related entities report beneficial ownership of 13,400,000 shares of Constellation’s common stock, representing 7.6% of the class as of the event date of 09/30/2025. National Indemnity Company, GEICO Corporation and Government Employees Insurance Company each report beneficial ownership of 13,000,000 shares, or 7.4% of the class, while Precision Castparts Corp. Master Trust reports 400,000 shares, or 0.2%. The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Constellation Brands.
Capital World Investors filed an amended Schedule 13G reporting beneficial ownership of 6,781,286 Constellation Brands (STZ) common shares, equal to 3.8% of the class, with a Date of Event of 09/30/2025. The filing is on a passive ownership schedule and identifies the reporting person as an investment adviser (IA).
The firm reports sole voting power over 6,658,123 shares and sole dispositive power over 6,781,286 shares, with no shared voting or dispositive power. The percentage is based on 176,266,239 shares believed outstanding. The certification states the securities were acquired and are held in the ordinary course of business and not to change or influence control.
Constellation Brands, Inc. filed an automatic shelf registration statement on Form S-3 and a related prospectus supplement registering the resale of up to 21,274,829 shares of its Class A Common Stock. The selling stockholders named in the supplement may use it to resell these shares.
The company stated it will not receive any proceeds from sales by the selling stockholders. The filing also includes a legal opinion on the validity of the shares as Exhibit 5.1, which is incorporated by reference.
Constellation Brands, Inc. filed an automatic shelf registration statement on Form S-3 as a well-known seasoned issuer. The shelf allows the company to offer, from time to time, debt securities, preferred stock, depositary shares, Class A common stock, warrants, subscription rights, purchase contracts, and purchase units, with final terms to be set in prospectus supplements.
Selling stockholders named in future supplements may also resell shares of Class A common stock, and the company states it will not receive any proceeds from those stockholder sales. Net proceeds to the company from any primary offerings are intended for general corporate purposes, including repayment or refinancing of indebtedness, working capital, capital expenditures, share repurchases, dividends, and acquisitions. Constellation’s Class A common stock trades on the NYSE under the symbol STZ.
Constellation Brands adjusted its financing mix. The company terminated all commitments under its $500 million delayed draw term loan, effective October 21, 2025. There were no borrowings outstanding and no early termination penalties; the facility would have otherwise ended on November 7, 2025.
Separately, the company issued $500.0 million of 4.950% Senior Notes due 2035 at a public offering price of 99.716%, under its shelf registration. Interest is payable on May 1 and November 1 each year, starting May 1, 2026, and the notes mature on November 1, 2035. The notes are optionally redeemable and carry customary covenants and events of default, including a cross‑default threshold of $200.0 million.
Constellation Brands announced a debt offering, entering an underwriting agreement to sell $500.0 million of 4.950% Senior Notes due 2035 at a public offering price of 99.716% of principal. The purchase by the underwriters is scheduled to close on October 17, 2025, subject to customary closing conditions.
The company intends to use the net proceeds for general corporate purposes, including to redeem all of its outstanding 4.400% Senior Notes due 2025 in the aggregate principal amount of $500 million. The notes are being offered under an effective shelf registration statement with a prospectus dated November 10, 2022 and a prospectus supplement dated October 15, 2025.
Constellation Brands announced it has priced a public offering of $500.0 million aggregate principal amount of 4.950% Senior Notes due 2035. The company furnished a news release as Exhibit 99.1, which is incorporated by reference into the disclosure under Regulation FD. The information is furnished, not filed, under the Exchange Act, and may be referenced in future filings only if specifically incorporated.
Constellation Brands (STZ) launched a primary offering of new senior unsecured notes via a prospectus supplement. The notes are part of its shelf program and will be issued in registered, book‑entry form through DTC.
The company expects to use the net proceeds for general corporate purposes, including to redeem all of its outstanding 4.400% Senior Notes due 2025 in the aggregate principal amount of $500 million. The notes will rank equally with other senior unsecured debt and be structurally subordinated to subsidiary liabilities. Key investor protections include optional redemption provisions, and a requirement to repurchase the notes at 101% upon a Change of Control Triggering Event. The filing highlights standard risks for fixed‑income investors, including market interest rate sensitivity and potential rating changes.
Underwriters include BofA Securities, BBVA, J.P. Morgan, and Wells Fargo. Because at least 5% of net proceeds may be directed to redeem 2025 notes held by underwriters or affiliates, the deal is conducted in accordance with FINRA Rule 5121.
Constellation Brands (STZ) reported several significant developments in their Q2 2026 filing. The company completed key transactions including the $158.7 million acquisition of Sea Smoke, a luxury California wine brand, and executed the 2025 Wine Divestitures, selling certain mainstream wine brands and facilities.
The company's financial position shows long-term debt of $10.29 billion as of August 31, 2025, with an estimated fair value of $9.68 billion. They enhanced their credit facilities by amending their senior credit agreement to increase the revolving credit facility to $2.25 billion and extending maturity to April 2030. Additionally, they secured a new $500 million term loan facility in May 2025.
On the capital return front, Constellation repurchased 3.38 million shares of Class A Stock for $604 million and has announced plans to return approximately $4 billion to shareholders through share repurchases from Fiscal 2026 through 2028. The company is implementing efficiency and cost optimization initiatives that delivered over $105 million in net benefits for the first six months of 2026, helping offset increased costs from aluminum tariffs and production challenges.