Thanks for joining DividendStocks.com, the daily newsletter built for dividend and income investors like you. We’re thrilled to have you on board and can’t wait to help you discover the best dividend opportunities out there. Before we can start sending your daily insights, please take a quick moment to confirm your subscription: Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Why wait? Let’s get your dividend journey started! Click Here to Start Discovering Top Income-Generating Stocks See you in your inbox soon,
The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
Special Report Berkshire Bought the Dip—Now Constellation Brands Is ReboundingAuthored by Leo Miller. Originally Published: 1/9/2026. 
At a Glance - Constellation Brands is rebounding sharply in early 2026 after a 36% loss last year, with its Q3 earnings beating expectations.
- Berkshire Hathaway increased its stake in STZ despite the stock’s downturn, signaling long-term confidence in its recovery potential.
- Strong beer segment performance, improving margins, and analyst price targets point to upside, even as broader alcohol demand remains uncertain.
After a disastrous 2025, shares of beer giant Constellation Brands (NYSE: STZ) are starting 2026 on a much more positive note. To the chagrin of Berkshire Hathaway (NYSE: BRK.B), Constellation delivered a total return of -36% last year. Prior to Warren Buffett's retirement, Berkshire initiated a position in Constellation during Q4 2024. As of September 2025, Berkshire held 13.4 million Constellation shares, valued near $1.8 billion at the time. General weakness in the beer market and among Constellation’s customers contributed to the stock’s decline. Constellation lowered its full-year fiscal 2026 (FY2026) guidance in September 2025 because of the difficult operating environment. Note that the firm’s fiscal year runs several quarters ahead of the calendar year. When a share price changes for a private company, it's not usually breaking news. But it should be. Because in RAD Intel's case, the shift from $0.81/share to $0.85/share signals something much more important than just a few extra cents. It's proof of momentum.
This AI company isn't chasing headlines – it's building the infrastructure layer that drives real business outcomes for global brands. And investors have taken notice.
So ask yourself:
Are you watching the next breakout quietly unfold... or participating in it? You missed the $0.81 round. The good news? The door's still open... for now. Secure Your $0.85 Shares Today – Limited Allocation Still Available However, as of the Jan. 8 close, Constellation shares were up more than 7% in 2026. The stock has rebounded roughly 16% since hitting a 2025 low near $128 in November, and the company’s latest earnings report lifted shares about 5.3%. Below we break down Constellation’s most recent results to update the investment case. Constellation Delivers Impressive Bottom-Line Beat In Q3 FY2026, Constellation reported net revenue of $2.22 billion, a 10% decline that still beat analysts’ estimates by roughly $52 million. Comparable earnings per share were $3.06, down about 6% year over year but well ahead of the consensus $2.63 (which implied a 19% drop). The company’s beer segment, which represents roughly 90% of revenue, saw sales decline 1%. That drop was smaller than the broader beer industry, allowing Constellation to gain market share. Amid a weak backdrop, Constellation’s beer business has consistently outperformed. In Q1 and Q2 FY2026, Constellation led the beer category in dollar share gains, and the trend was similar in FY2025. Despite the sales decline, the beer segment's operating margin rose by 10 basis points, reflecting effective cost management. The company’s Wine & Spirits segment dragged on total growth, with reported sales down 51%—largely the result of divesting SVEDKA vodka and parts of its wine portfolio. Excluding those divestitures, the segment’s sales fell about 7%. On a pro forma basis for the whole company, sales were down roughly 2%, materially better than the reported 10% decline. Overall, the quarter was stronger than headline figures suggested. Coming Off Multi-Year Lows, STZ May Have Meaningful Upside Trading around $148, Constellation has only partially recovered from its 2025 low near $128. That low was not only the stock’s trough for the year; it was the lowest level since April 2020, shortly after the COVID-19 market crash. In other words, the stock is rebounding from a historic drawdown rather than just a short-term dip, which leaves meaningful potential for further gains if the rally continues. Berkshire Buying and Price Targets Bolster the Bull Case Berkshire bought more than 6 million Constellation shares in Q1 2025, when the stock's lowest closing price that quarter was $158—roughly 7% above today’s price. Since then, Berkshire has added to its position, signaling continued confidence despite the stock's pullback. Wall Street analysts also see upside. The MarketBeat consensus price target of about $182 implies roughly 23% upside from current levels. That said, the beer industry faces notable uncertainty. A recent Gallup survey found just 54% of Americans reported drinking alcohol—the lowest level on record. Historically, similar declines have proven cyclical and later reversed, which suggests the recent weakness may not be structural. A recovery in drinking rates would be a significant tailwind for Constellation. Taken together—the company’s track record of beer share gains, its relatively attractive valuation, and supportive analyst targets—Constellation’s outlook currently skews to the upside.
| 
