View ValuationConstellation Software 향후 성장Future 기준 점검 4/6Constellation Software (는) 각각 연간 17.7% 및 13.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.7% 로 예상됩니다.핵심 정보17.7%이익 성장률18.32%EPS 성장률Software 이익 성장0%매출 성장률13.6%향후 자기자본이익률21.65%애널리스트 커버리지Good마지막 업데이트10 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to Mex$37,474, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$60,236 per share.공시 • May 14Constellation Software Inc. Declares Quarterly Dividend, Payable on July 10, 2026Constellation Software Inc. declared a $1.00 per share dividend payable on July 10, 2026 to all common shareholders of record at close of business on June 19, 2026.공시 • Apr 16Constellation Software Inc. to Report Q1, 2026 Results on May 12, 2026Constellation Software Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026공시 • Mar 28Constellation Software Inc. Announces Mark Leonard’s Decision to Not Stand for Re-Election to Board of Directors, Effective May 15, 2026Constellation Software Inc. announced that Mark Leonard, the founder and former President of Constellation, will not stand for re-election to the Board of Directors. His current term will conclude following Constellation’s annual meeting of shareholders on May 15, 2026. Mr. Leonard will continue to serve as an advisor to Constellation, with a particular focus on supporting the company’s Permanent Engaged Minority Shareholder (“PEMS”) strategy—an initiative centered on selective, long-term, and engaged minority investments that complement Constellation’s longstanding acquisition model.Recent Insider Transactions • Mar 18Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 15Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: US$24.16 (vs US$34.50 in FY 2024)Full year 2025 results: EPS: US$24.16 (down from US$34.50 in FY 2024). Revenue: US$11.6b (up 16% from FY 2024). Net income: US$512.0m (down 30% from FY 2024). Profit margin: 4.4% (down from 7.3% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.공시 • Mar 10+ 1 more updateConstellation Software Inc., Annual General Meeting, May 15, 2026Constellation Software Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto Canada공시 • Feb 18Constellation Software Inc. to Report Q4, 2025 Results on Mar 09, 2026Constellation Software Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026공시 • Feb 11Constellation Homebuilder Systems Announces Stella AI- the Purpose-Built Ai Agent Delivering Instant, Decision-Ready Insights for HomebuildersConstellation HomeBuilder Systems announced Stella AI, an enterprise-grade AI agent for homebuilders. Built for executives and frontline teams alike, Stella AI blends industry-specific intelligence, data security, and integration with builder workflows. Stella AI gives builders immediate visibility into market trends, performance shifts, and opportunities for improvement by surfacing insights from BuilderMetrix - Constellation's proprietary real-time data, analytics, and benchmarking platform. BuilderMetrix features a robust homebuilding dataset which includes aggregated and anonymized financial and operational data from live builder ERP systems, and other third-party data that a builder may subscribe to.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$35,000, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$61,286 per share.Recent Insider Transactions • Dec 19President recently bought Mex$65m worth of stockOn the 12th of December, Mark Miller bought around 2k shares on-market at roughly Mex$43,008 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of Mex$79m worth in shares.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to Mex$44,054, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 23x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$65,173 per share.공시 • Dec 10Constellation Software Inc. Announces Appointment of Mark Miller to Board of DirectorsConstellation Software Inc. announced the appointment of Mark Miller to Constellation’s Board of Directors. Mr. Miller is the President of Constellation, and Executive Chairman of the Volaris Group. Mr. Miller has worked with Constellation, Volaris Group and its subsidiaries for more than 30 years. Mr. Miller co-founded Trapeze Group in 1988, which was the first company acquired by Constellation in 1995.공시 • Nov 08Constellation Software Inc. Declares Quarterly Dividend, Payable on January 12, 2026Constellation Software Inc. declared a $1.00 per share dividend payable on January 12, 2026 to all common shareholders of record at close of business on December 19, 2025. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).공시 • Oct 22+ 2 more updatesConstellation Software Inc. to Report Nine Months, 2026 Results on Oct 21, 2026Constellation Software Inc. announced that they will report nine months, 2026 results on Oct 21, 2026공시 • Oct 21Constellation Software Inc. to Report Q3, 2025 Results on Nov 07, 2025Constellation Software Inc. announced that they will report Q3, 2025 results After-Market on Nov 07, 2025공시 • Sep 26Constellation Software Inc. Announces President ChangesConstellation Software Inc. announced that Mark Leonard has made the decision to resign from his position as President of Constellation for health reasons, effective immediately. Mark Miller, who is currently the Chief Operating Officer of Constellation, has been appointed President by the Constellation Board of Directors. Mr. Leonard will remain as a Director on the Board, and Mr. Miller’s other roles within Constellation will remain unchanged.Declared Dividend • Sep 06Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 19th September 2025 Payment date: 10th October 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.공시 • Jul 15Constellation Software Inc. to Report Q2, 2025 Results on Aug 08, 2025Constellation Software Inc. announced that they will report Q2, 2025 results After-Market on Aug 08, 2025공시 • May 13Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2025Constellation Software Inc. declared a quarterly cash dividend of $1.00 per share, payable on July 11, 2025 to all common shareholders of record at close of business on June 20, 2025.공시 • Apr 15Constellation Software Inc. to Report Q1, 2025 Results on May 12, 2025Constellation Software Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025공시 • Mar 11Constellation Software Inc., Annual General Meeting, May 13, 2025Constellation Software Inc., Annual General Meeting, May 13, 2025.공시 • Mar 08Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2025 to all common shareholders of record at close of business on March 28, 2025.공시 • Feb 12Constellation Software Inc. to Report Q4, 2024 Results on Mar 07, 2025Constellation Software Inc. announced that they will report Q4, 2024 results After-Market on Mar 07, 2025공시 • Nov 09Constellation Software Inc. Declares Quarterly Cash Dividend, Payable on January 10, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on January 10, 2025 to all common shareholders of record at close of business on December 20, 2024. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).공시 • Oct 16Constellation Software Inc. to Report Q3, 2024 Results on Nov 08, 2024Constellation Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024Declared Dividend • Aug 16Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 20th September 2024 Payment date: 10th October 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: US$8.35 (vs US$4.86 in 2Q 2023)Second quarter 2024 results: EPS: US$8.35 (up from US$4.86 in 2Q 2023). Revenue: US$2.47b (up 21% from 2Q 2023). Net income: US$177.0m (up 72% from 2Q 2023). Profit margin: 7.2% (up from 5.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.Recent Insider Transactions • Jul 23General Counsel & Secretary recently sold Mex$4.6m worth of stockOn the 19th of July, Mark Dennison sold around 83.0 shares on-market at roughly Mex$55,058 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.3b. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.공시 • Jul 16Constellation Software Inc. to Report Q2, 2024 Results on Aug 09, 2024Constellation Software Inc. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024공시 • Jun 25Constellation Software Inc. Announces Executive Appointments of OmegroConstellation Software Inc. announced that Kevin Bradley and Troy O’Connor have been named Omegro’s Co-CEOs responsible for capital generation and capital deployment respectively. Both Bradley and O’Connor have deep global experience managing software businesses across the wide spectrum of software solutions. Bradley has had an impressive career leading successful software businesses across multiple sectors including financial services, supply chain and FMCG. Having joined Constellation Software Inc. over a decade ago through acquisition and having acquired and grown multiple businesses along the way, Bradley is an expert on the best practices required to run a world-class software business. O’Connor’s career spans over 25 years in the software industry having started in consulting before spending 10+ years as a co-founder of a software business. He joined Constellation Software Inc. in 2017 via the acquisition of Smartrak, where he was the CEO. Smartrak remains an Omegro portfolio company today. During his time at Constellation Software, O’Connor has had senior roles across both operations and M&A that has included leading numerous acquisitions of Omegro portfolio companies.공시 • May 16Constellation Software Inc. Announces Several Changes to the Harris Executive Team, Effective June 1, 2024The Harris operating group of Constellation Software Inc. announced several changes to the Harris executive team which will go into effect June 1, 2024: Jeff Bender will take on the newly created role of Executive Chairman of Harris and will continue to oversee the Harris Operating Group on behalf of Constellation Software. Jeff will also continue as a Director of Constellation. As Executive Chairman of Harris, Jeff will continue to drive overall strategy, provide oversight on complex M&A transactions, and support the development of Harris' senior business leaders. Jean Soucy to be appointed as Harris Group CEO. Jean was previously the President of the Harris Public Sector group.공시 • May 11Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2024Constellation Software Inc. declared a $1.00 per share quarterly dividend payable on July 11, 2024 to all common shareholders of record at close of business on June 20, 2024.공시 • Apr 17Constellation Software Inc. to Report Q1, 2024 Results on May 10, 2024Constellation Software Inc. announced that they will report Q1, 2024 results After-Market on May 10, 2024공시 • Mar 09Constellation Software Inc., Annual General Meeting, May 13, 2024Constellation Software Inc., Annual General Meeting, May 13, 2024.공시 • Mar 07Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2024Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2024 to all common shareholders of record at close of business on March 28, 2024.공시 • Feb 09Constellation Software Inc. announced that it expects to receive $1 billion in fundingConstellation Software Inc. announced private placement of 5.158% senior unsecured notes due 2029 for the gross proceeds of $500 million and 5.461% unsecured senior notes due 2034 for the gross proceeds of $500 million for the aggregate gross proceeds of $1,000 million on February 7, 2024. The notes will be senior unsecured obligations of the company and will rank equally in right of payment to all of the company’s existing and future senior unsecured indebtedness, including its amended and restated credit facility agreement announced on January 31, 2024. The notes will be guaranteed by certain subsidiaries of the company on the same basis as such subsidiaries have guaranteed the credit facility. The transaction is expected to close on February 16, 2024.공시 • Jan 18Constellation Software Inc. to Report Q4, 2023 Results on Mar 06, 2024Constellation Software Inc. announced that they will report Q4, 2023 results After-Market on Mar 06, 2024공시 • Dec 20Constellation Software Inc. Announces the Retirement of Dexter Salna as DirectorConstellation Software Inc. announced the retirement of Dexter Salna, effective December 31, 2023. Perseus is one of the six operating groups within CSI. Mr. Salna will continue to serve on the board of Perseus, along with Mark Leonard and Bernie Anzarouth. Mr. Salna will also continue as a member of the board of directors at CSI. Dexter was the chief executive and architect of Perseus and its predecessors. He founded the group with a 40 employee, Toronto-based acquisition, in early 2004. The group has completed more than 50 acquisitions, has over 4000 employees, and manages a half billion dollars of CSI's capital.Upcoming Dividend • Dec 12Upcoming dividend of US$1.00 per share at 0.2% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (0.9%).Recent Insider Transactions • Nov 19Director recently sold Mex$39m worth of stockOn the 15th of November, Barry Symons sold around 1k shares on-market at roughly Mex$39,039 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$72m more than they bought in the last 12 months.공시 • Nov 11+ 1 more updateConstellation Software Inc. Announces Appointment of Lawrence Cunningham and Dexter Salna to the Board of DirectorsConstellation Software Inc. board of directors of Constellation announced the appointment of Lawrence Cunningham and Dexter Salna to the Company's Board of Directors. Lawrence A. Cunningham is the Managing Partner of the Quality Shareholders Group (a boutique investor relations consultancy) since 2017 and Special Counsel, Mayer Brown LLP, since January 2023. Mr. Cunningham served as the Henry St. George Tucker III Research Professor of Law at George Washington University from 2007 to 2022 (elected emeritus in 2022). He has served on several public, private, and non-profit boards. He currently is a Director of Markel Group (New York Stock Exchange) and of Kelly Partners Group (Australia Stock Exchange). Mr. Cunningham also is a Trustee of the Museum of American Finance; a member of the Dean's Council of Lerner College of Business at the University of Delaware; a member of the Editorial Board of Financial History; and a member of the Advisory Board for the Ben Graham Centre for Value Investing at Ivey Business School. Mr. Cunningham has written extensively on corporate affairs, including the best-selling book, The Essays of Warren Buffett. In 2018, he received the B. Kenneth West Lifetime Achievement Award from the National Association of Corporate Directors (NACD; in 2023, he delivered Delaware Law School's 37th Annual F.G. Pileggi Distinguished Lecture in Corporate Law. Dexter Salna joined Constellation in 1995 and is currently the Chairman of the Perseus operating group within Constellation and oversees its Romulus and Digital Marketing portfolios of software businesses. Prior to his current position, Mr. Salna held various senior executive positions within the Volaris operating group of Constellation.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$8.36 (vs US$6.42 in 3Q 2022)Third quarter 2023 results: EPS: US$8.36 (up from US$6.42 in 3Q 2022). Revenue: US$2.13b (up 23% from 3Q 2022). Net income: US$177.0m (up 30% from 3Q 2022). Profit margin: 8.3% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.공시 • Oct 18Constellation Software Inc. to Report Q3, 2023 Results on Nov 09, 2023Constellation Software Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023이익 및 매출 성장 예측BMV:CSU N - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202818,5361,7543,7083,983512/31/202716,0431,4173,5713,8321112/31/202613,8301,3403,0623,161113/31/202612,1507432,7302,802N/A12/31/202511,6235122,6642,732N/A9/30/202511,1496872,5512,623N/A6/30/202510,7426412,3792,454N/A3/31/202510,3677622,2142,286N/A12/31/202410,0667312,1292,196N/A9/30/20249,6865871,9742,029N/A6/30/20249,2706491,9802,026N/A3/31/20248,8415761,8421,884N/A12/31/20238,4075651,7371,779N/A9/30/20237,9325761,6251,668N/A6/30/20237,5314861,4351,476N/A3/31/20237,1105081,3881,431N/A12/31/20226,6225121,2561,297N/A9/30/20226,1564841,2001,238N/A6/30/20225,7324541,1721,209N/A3/31/20225,3614171,2701,303N/A12/31/20215,1063101,2711,300N/A9/30/20214,8153341,2901,314N/A6/30/20214,5183501,2331,256N/A3/31/20214,1923441,2981,320N/A12/31/20203,9694361,1611,186N/A9/30/20203,8343801,0571,086N/A6/30/20203,7003399981,030N/A3/31/20203,624329810844N/A12/31/20193,490333N/A767N/A9/30/20193,365420N/A720N/A6/30/20193,254404N/A685N/A3/31/20193,161383N/A688N/A12/31/20183,060379N/A662N/A9/30/20182,917276N/A617N/A6/30/20182,795265N/A596N/A3/31/20182,642264N/A604N/A12/31/20172,479222N/A528N/A9/30/20172,356212N/A499N/A6/30/20172,265225N/A514N/A3/31/20172,193229N/A526N/A12/31/20162,125207N/A491N/A9/30/20162,073207N/A471N/A6/30/20161,988185N/A438N/A3/31/20161,902163N/A430N/A12/31/20151,838177N/A396N/A9/30/20151,767151N/A379N/A6/30/20151,725137N/A375N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CSU N 의 연간 예상 수익 증가율(17.7%)이 saving rate(9%)보다 높습니다.수익 vs 시장: CSU N 의 연간 수익(17.7%)이 MX 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: CSU N 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CSU N 의 수익(연간 13.6%)이 MX 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: CSU N 의 수익(연간 13.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CSU N의 자본 수익률은 3년 후 21.7%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 16:40종가2026/06/05 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Constellation Software Inc.는 22명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Harriet LiAccountability Research CorporationRichard TseATB Cormark Historical (Cormark Securities)Phillip HuangBarclays19명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to Mex$37,474, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$60,236 per share.
공시 • May 14Constellation Software Inc. Declares Quarterly Dividend, Payable on July 10, 2026Constellation Software Inc. declared a $1.00 per share dividend payable on July 10, 2026 to all common shareholders of record at close of business on June 19, 2026.
공시 • Apr 16Constellation Software Inc. to Report Q1, 2026 Results on May 12, 2026Constellation Software Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026
공시 • Mar 28Constellation Software Inc. Announces Mark Leonard’s Decision to Not Stand for Re-Election to Board of Directors, Effective May 15, 2026Constellation Software Inc. announced that Mark Leonard, the founder and former President of Constellation, will not stand for re-election to the Board of Directors. His current term will conclude following Constellation’s annual meeting of shareholders on May 15, 2026. Mr. Leonard will continue to serve as an advisor to Constellation, with a particular focus on supporting the company’s Permanent Engaged Minority Shareholder (“PEMS”) strategy—an initiative centered on selective, long-term, and engaged minority investments that complement Constellation’s longstanding acquisition model.
Recent Insider Transactions • Mar 18Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 15Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: US$24.16 (vs US$34.50 in FY 2024)Full year 2025 results: EPS: US$24.16 (down from US$34.50 in FY 2024). Revenue: US$11.6b (up 16% from FY 2024). Net income: US$512.0m (down 30% from FY 2024). Profit margin: 4.4% (down from 7.3% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
공시 • Mar 10+ 1 more updateConstellation Software Inc., Annual General Meeting, May 15, 2026Constellation Software Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto Canada
공시 • Feb 18Constellation Software Inc. to Report Q4, 2025 Results on Mar 09, 2026Constellation Software Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026
공시 • Feb 11Constellation Homebuilder Systems Announces Stella AI- the Purpose-Built Ai Agent Delivering Instant, Decision-Ready Insights for HomebuildersConstellation HomeBuilder Systems announced Stella AI, an enterprise-grade AI agent for homebuilders. Built for executives and frontline teams alike, Stella AI blends industry-specific intelligence, data security, and integration with builder workflows. Stella AI gives builders immediate visibility into market trends, performance shifts, and opportunities for improvement by surfacing insights from BuilderMetrix - Constellation's proprietary real-time data, analytics, and benchmarking platform. BuilderMetrix features a robust homebuilding dataset which includes aggregated and anonymized financial and operational data from live builder ERP systems, and other third-party data that a builder may subscribe to.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$35,000, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$61,286 per share.
Recent Insider Transactions • Dec 19President recently bought Mex$65m worth of stockOn the 12th of December, Mark Miller bought around 2k shares on-market at roughly Mex$43,008 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of Mex$79m worth in shares.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to Mex$44,054, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 23x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$65,173 per share.
공시 • Dec 10Constellation Software Inc. Announces Appointment of Mark Miller to Board of DirectorsConstellation Software Inc. announced the appointment of Mark Miller to Constellation’s Board of Directors. Mr. Miller is the President of Constellation, and Executive Chairman of the Volaris Group. Mr. Miller has worked with Constellation, Volaris Group and its subsidiaries for more than 30 years. Mr. Miller co-founded Trapeze Group in 1988, which was the first company acquired by Constellation in 1995.
공시 • Nov 08Constellation Software Inc. Declares Quarterly Dividend, Payable on January 12, 2026Constellation Software Inc. declared a $1.00 per share dividend payable on January 12, 2026 to all common shareholders of record at close of business on December 19, 2025. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).
공시 • Oct 22+ 2 more updatesConstellation Software Inc. to Report Nine Months, 2026 Results on Oct 21, 2026Constellation Software Inc. announced that they will report nine months, 2026 results on Oct 21, 2026
공시 • Oct 21Constellation Software Inc. to Report Q3, 2025 Results on Nov 07, 2025Constellation Software Inc. announced that they will report Q3, 2025 results After-Market on Nov 07, 2025
공시 • Sep 26Constellation Software Inc. Announces President ChangesConstellation Software Inc. announced that Mark Leonard has made the decision to resign from his position as President of Constellation for health reasons, effective immediately. Mark Miller, who is currently the Chief Operating Officer of Constellation, has been appointed President by the Constellation Board of Directors. Mr. Leonard will remain as a Director on the Board, and Mr. Miller’s other roles within Constellation will remain unchanged.
Declared Dividend • Sep 06Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 19th September 2025 Payment date: 10th October 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.
공시 • Jul 15Constellation Software Inc. to Report Q2, 2025 Results on Aug 08, 2025Constellation Software Inc. announced that they will report Q2, 2025 results After-Market on Aug 08, 2025
공시 • May 13Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2025Constellation Software Inc. declared a quarterly cash dividend of $1.00 per share, payable on July 11, 2025 to all common shareholders of record at close of business on June 20, 2025.
공시 • Apr 15Constellation Software Inc. to Report Q1, 2025 Results on May 12, 2025Constellation Software Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025
공시 • Mar 11Constellation Software Inc., Annual General Meeting, May 13, 2025Constellation Software Inc., Annual General Meeting, May 13, 2025.
공시 • Mar 08Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2025 to all common shareholders of record at close of business on March 28, 2025.
공시 • Feb 12Constellation Software Inc. to Report Q4, 2024 Results on Mar 07, 2025Constellation Software Inc. announced that they will report Q4, 2024 results After-Market on Mar 07, 2025
공시 • Nov 09Constellation Software Inc. Declares Quarterly Cash Dividend, Payable on January 10, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on January 10, 2025 to all common shareholders of record at close of business on December 20, 2024. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).
공시 • Oct 16Constellation Software Inc. to Report Q3, 2024 Results on Nov 08, 2024Constellation Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024
Declared Dividend • Aug 16Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 20th September 2024 Payment date: 10th October 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: US$8.35 (vs US$4.86 in 2Q 2023)Second quarter 2024 results: EPS: US$8.35 (up from US$4.86 in 2Q 2023). Revenue: US$2.47b (up 21% from 2Q 2023). Net income: US$177.0m (up 72% from 2Q 2023). Profit margin: 7.2% (up from 5.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
Recent Insider Transactions • Jul 23General Counsel & Secretary recently sold Mex$4.6m worth of stockOn the 19th of July, Mark Dennison sold around 83.0 shares on-market at roughly Mex$55,058 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.3b. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.
공시 • Jul 16Constellation Software Inc. to Report Q2, 2024 Results on Aug 09, 2024Constellation Software Inc. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024
공시 • Jun 25Constellation Software Inc. Announces Executive Appointments of OmegroConstellation Software Inc. announced that Kevin Bradley and Troy O’Connor have been named Omegro’s Co-CEOs responsible for capital generation and capital deployment respectively. Both Bradley and O’Connor have deep global experience managing software businesses across the wide spectrum of software solutions. Bradley has had an impressive career leading successful software businesses across multiple sectors including financial services, supply chain and FMCG. Having joined Constellation Software Inc. over a decade ago through acquisition and having acquired and grown multiple businesses along the way, Bradley is an expert on the best practices required to run a world-class software business. O’Connor’s career spans over 25 years in the software industry having started in consulting before spending 10+ years as a co-founder of a software business. He joined Constellation Software Inc. in 2017 via the acquisition of Smartrak, where he was the CEO. Smartrak remains an Omegro portfolio company today. During his time at Constellation Software, O’Connor has had senior roles across both operations and M&A that has included leading numerous acquisitions of Omegro portfolio companies.
공시 • May 16Constellation Software Inc. Announces Several Changes to the Harris Executive Team, Effective June 1, 2024The Harris operating group of Constellation Software Inc. announced several changes to the Harris executive team which will go into effect June 1, 2024: Jeff Bender will take on the newly created role of Executive Chairman of Harris and will continue to oversee the Harris Operating Group on behalf of Constellation Software. Jeff will also continue as a Director of Constellation. As Executive Chairman of Harris, Jeff will continue to drive overall strategy, provide oversight on complex M&A transactions, and support the development of Harris' senior business leaders. Jean Soucy to be appointed as Harris Group CEO. Jean was previously the President of the Harris Public Sector group.
공시 • May 11Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2024Constellation Software Inc. declared a $1.00 per share quarterly dividend payable on July 11, 2024 to all common shareholders of record at close of business on June 20, 2024.
공시 • Apr 17Constellation Software Inc. to Report Q1, 2024 Results on May 10, 2024Constellation Software Inc. announced that they will report Q1, 2024 results After-Market on May 10, 2024
공시 • Mar 09Constellation Software Inc., Annual General Meeting, May 13, 2024Constellation Software Inc., Annual General Meeting, May 13, 2024.
공시 • Mar 07Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2024Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2024 to all common shareholders of record at close of business on March 28, 2024.
공시 • Feb 09Constellation Software Inc. announced that it expects to receive $1 billion in fundingConstellation Software Inc. announced private placement of 5.158% senior unsecured notes due 2029 for the gross proceeds of $500 million and 5.461% unsecured senior notes due 2034 for the gross proceeds of $500 million for the aggregate gross proceeds of $1,000 million on February 7, 2024. The notes will be senior unsecured obligations of the company and will rank equally in right of payment to all of the company’s existing and future senior unsecured indebtedness, including its amended and restated credit facility agreement announced on January 31, 2024. The notes will be guaranteed by certain subsidiaries of the company on the same basis as such subsidiaries have guaranteed the credit facility. The transaction is expected to close on February 16, 2024.
공시 • Jan 18Constellation Software Inc. to Report Q4, 2023 Results on Mar 06, 2024Constellation Software Inc. announced that they will report Q4, 2023 results After-Market on Mar 06, 2024
공시 • Dec 20Constellation Software Inc. Announces the Retirement of Dexter Salna as DirectorConstellation Software Inc. announced the retirement of Dexter Salna, effective December 31, 2023. Perseus is one of the six operating groups within CSI. Mr. Salna will continue to serve on the board of Perseus, along with Mark Leonard and Bernie Anzarouth. Mr. Salna will also continue as a member of the board of directors at CSI. Dexter was the chief executive and architect of Perseus and its predecessors. He founded the group with a 40 employee, Toronto-based acquisition, in early 2004. The group has completed more than 50 acquisitions, has over 4000 employees, and manages a half billion dollars of CSI's capital.
Upcoming Dividend • Dec 12Upcoming dividend of US$1.00 per share at 0.2% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (0.9%).
Recent Insider Transactions • Nov 19Director recently sold Mex$39m worth of stockOn the 15th of November, Barry Symons sold around 1k shares on-market at roughly Mex$39,039 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$72m more than they bought in the last 12 months.
공시 • Nov 11+ 1 more updateConstellation Software Inc. Announces Appointment of Lawrence Cunningham and Dexter Salna to the Board of DirectorsConstellation Software Inc. board of directors of Constellation announced the appointment of Lawrence Cunningham and Dexter Salna to the Company's Board of Directors. Lawrence A. Cunningham is the Managing Partner of the Quality Shareholders Group (a boutique investor relations consultancy) since 2017 and Special Counsel, Mayer Brown LLP, since January 2023. Mr. Cunningham served as the Henry St. George Tucker III Research Professor of Law at George Washington University from 2007 to 2022 (elected emeritus in 2022). He has served on several public, private, and non-profit boards. He currently is a Director of Markel Group (New York Stock Exchange) and of Kelly Partners Group (Australia Stock Exchange). Mr. Cunningham also is a Trustee of the Museum of American Finance; a member of the Dean's Council of Lerner College of Business at the University of Delaware; a member of the Editorial Board of Financial History; and a member of the Advisory Board for the Ben Graham Centre for Value Investing at Ivey Business School. Mr. Cunningham has written extensively on corporate affairs, including the best-selling book, The Essays of Warren Buffett. In 2018, he received the B. Kenneth West Lifetime Achievement Award from the National Association of Corporate Directors (NACD; in 2023, he delivered Delaware Law School's 37th Annual F.G. Pileggi Distinguished Lecture in Corporate Law. Dexter Salna joined Constellation in 1995 and is currently the Chairman of the Perseus operating group within Constellation and oversees its Romulus and Digital Marketing portfolios of software businesses. Prior to his current position, Mr. Salna held various senior executive positions within the Volaris operating group of Constellation.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$8.36 (vs US$6.42 in 3Q 2022)Third quarter 2023 results: EPS: US$8.36 (up from US$6.42 in 3Q 2022). Revenue: US$2.13b (up 23% from 3Q 2022). Net income: US$177.0m (up 30% from 3Q 2022). Profit margin: 8.3% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
공시 • Oct 18Constellation Software Inc. to Report Q3, 2023 Results on Nov 09, 2023Constellation Software Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023