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!
Additional Reading from MarketBeat.com Berkshire Bought the Dip—Now Constellation Brands Is ReboundingWritten by Leo Miller. Posted: 1/9/2026. 
Key Takeaways - 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. Berkshire initiated a position in Constellation during Q4 2024, and as of September 2025 held 13.4 million shares — valued near $1.8 billion at the time. Weakness across the beer market and among Constellation's customers helped push the stock lower. Constellation trimmed its full-year fiscal 2026 (FY2026) guidance in September 2025 because of the difficult environment. Note that the company's fiscal year runs several quarters ahead of the calendar year. Trump's Next Export Ban Could Reshape the Global Economy
It's not semiconductors, AI chips or quantum computers. But none of those technologies can exist without it. On January 19th, 2026, Trump is expected to ban exports of something every tech company desperately needs—forcing them all to relocate to U.S. soil. See what he's about to ban here… Still, as of the Jan. 8 close, Constellation shares are up more than 7% in 2026 and have rebounded roughly 16% since hitting a 2025 low near $128 in November. The latest earnings report drove the stock up about 5.3%. Below we break down that report to provide an updated view of the company. Constellation Delivers Impressive Bottom-Line Beat In Q3 FY2026, Constellation reported net revenue of $2.22 billion, a 10% year-over-year decline but approximately $52 million ahead of analysts' estimates. The company reported adjusted earnings per share of $3.06, down about 6% from a year earlier but well above the consensus estimate of $2.63 (which had implied a 19% drop). Constellation's beer segment — roughly 90% of revenue — saw sales fall about 1%. That decline was smaller than the broader beer industry, allowing Constellation to gain market share. Amid a weak backdrop, the beer business has consistently outperformed: Constellation led the beer category in dollar share gains in Q1 and Q2 FY2026, and that trend also held in FY2025. Even with softer sales, the beer segment's operating margin rose 10 basis points, reflecting solid cost management. Drag on overall growth was the Wine and Spirits segment, where sales fell 51% — largely the result of the divestiture of SVEDKA vodka and portions of the wine portfolio. Excluding those divestitures, Wine and Spirits sales declined about 7%. On a company-wide basis, excluding those impacts, sales were down approximately 2%, considerably better than the reported -10% figure. All told, Constellation's quarter was stronger than headline figures suggested. Coming Off Multi-Year Lows, STZ Could Have Room to Run Trading around $148, Constellation has only partially recovered from its 2025 low near $128. That low was not only the intra-year bottom but the lowest closing price since April 2020 (just after the COVID-19 market crash in March of that year). Put differently, Constellation is rebounding from a historic drawdown, not just a short-term dip — which suggests meaningful upside could remain if the recovery continues. Berkshire's Buying and Analyst Targets Support the Case Berkshire bought more than 6 million Constellation shares in Q1 2025, when the company's lowest closing price that quarter was about $158. That price is roughly 7% above the stock's current level, indicating Berkshire's purchases were at higher levels than today's price. Since then, Berkshire has increased its stake, signaling continued conviction despite the stock's decline. That behavior suggests Berkshire still sees potential for further appreciation. Wall Street analysts are also constructive. The MarketBeat consensus price target sits near $182, implying roughly 23% upside from the current price. That said, the beer industry faces important questions. A recent Gallup survey found just 54% of Americans reporting they drink alcohol — the lowest share on record. Historically, that figure has fallen and rebounded, suggesting the trend may be cyclical rather than structural, which would bode well for a recovery in demand and for Constellation. Given Constellation's consistent beer segment share gains, disciplined margins, and a reasonable valuation relative to analyst targets, the company's near-term outlook skews toward upside.
| 
