Celestica, Inc. $CLS Shares Sold by Sei Investments Co.

Sei Investments Co. trimmed its position in Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 45.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 34,522 shares of the technology company’s stock after selling 29,077 shares during the period. Sei Investments Co.’s holdings in Celestica were worth $9,724,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. CIBC Asset Management Inc increased its stake in shares of Celestica by 7.7% during the fourth quarter. CIBC Asset Management Inc now owns 436,922 shares of the technology company’s stock worth $129,499,000 after acquiring an additional 31,086 shares during the period. Norges Bank purchased a new position in Celestica during the fourth quarter worth about $456,511,000. Marietta Investment Partners LLC acquired a new stake in Celestica in the fourth quarter valued at about $1,273,000. BW Gestao de Investimentos Ltda. lifted its position in Celestica by 29.9% in the fourth quarter. BW Gestao de Investimentos Ltda. now owns 31,179 shares of the technology company’s stock valued at $9,217,000 after purchasing an additional 7,179 shares during the period. Finally, U.S. Capital Wealth Advisors LLC purchased a new stake in Celestica in the 4th quarter valued at approximately $981,000. 67.38% of the stock is owned by institutional investors and hedge funds.

Celestica Stock Performance

Shares of CLS stock opened at $330.83 on Friday. The stock has a fifty day moving average price of $360.70 and a 200 day moving average price of $333.53. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.73 and a current ratio of 1.23. The stock has a market cap of $38.04 billion, a PE ratio of 34.39, a P/E/G ratio of 0.73 and a beta of 2.05. Celestica, Inc. has a 1 year low of $173.23 and a 1 year high of $474.02.

Celestica (NYSE:CLS) (TSE:CLS) last posted its earnings results on Monday, July 27th. The technology company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.25. Celestica had a return on equity of 39.96% and a net margin of 7.16%.The company had revenue of $4.68 billion for the quarter, compared to analyst estimates of $4.30 billion. During the same quarter in the prior year, the company earned $1.39 earnings per share. Celestica’s revenue was up 62.4% compared to the same quarter last year. Celestica has set its FY 2026 guidance at 11.300-11.300 EPS and its Q3 2026 guidance at 2.880-3.080 EPS. Sell-side analysts forecast that Celestica, Inc. will post 9.97 earnings per share for the current fiscal year.

Key Stories Impacting Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Strong Q2 results and higher guidance: Celestica reportedly exceeded revenue and adjusted EPS expectations again, while raising its full-year outlook for the third time in six months. Revenue increased sharply year over year, reinforcing confidence in execution and AI infrastructure demand. Celestica Q2 2026: Beat, Raise, Accelerate, And Still 31% Off The High
• Positive Sentiment: AI-driven growth pipeline: Enterprise revenue growth was especially strong, and management expects further acceleration in 2027. New multibillion-dollar programs tied to OpenAI’s custom accelerator and AMD’s Helios switch could support longer-term revenue and earnings growth. CLS Shows How AI Networking is Reshaping Electronics Manufacturing
• Positive Sentiment: Analyst support remains favorable: The average analyst price target implies approximately 31% upside. More importantly, the article notes broad upward earnings-estimate revisions, which are generally a stronger signal than price-target averages alone. Wall Street Analysts See a 30.96% Upside in Celestica
• Neutral Sentiment: Investor attention is elevated: CLS is attracting substantial retail and market interest following its earnings performance, increasing visibility but potentially also contributing to short-term volatility. Celestica Is Attracting Investor Attention
• Negative Sentiment: Valuation and sector risk are weighing on the stock: After a major AI-related rally, investors may be locking in gains and questioning whether continued earnings growth justifies CLS’s elevated valuation. The broader AI hardware group is also experiencing a pullback or “pause,” which can pressure even companies reporting strong results. Celestica Q2: Showing Strength Amid The AI Pause

Insider Buying and Selling

In related news, CEO Robert Mionis sold 18,176 shares of the stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $385.17, for a total value of $7,000,849.92. Following the sale, the chief executive officer directly owned 60,384 shares of the company’s stock, valued at approximately $23,258,105.28. This represents a 23.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Mandeep Chawla sold 17,000 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $399.65, for a total transaction of $6,794,050.00. Following the completion of the sale, the chief financial officer directly owned 82,444 shares in the company, valued at approximately $32,948,744.60. The trade was a 17.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 161,168 shares of company stock worth $63,190,485 in the last three months. Corporate insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on CLS shares. Weiss Ratings upgraded Celestica from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday. UBS Group restated a “neutral” rating and issued a $410.00 price target on shares of Celestica in a research note on Wednesday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $475.00 price objective on shares of Celestica in a report on Tuesday, April 28th. JPMorgan Chase & Co. increased their price objective on Celestica from $445.00 to $485.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Citigroup raised their target price on Celestica from $338.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $437.00.

Celestica Company Profile

Celestica Inc is a multinational electronics manufacturing services (EMS) company that provides design, engineering, manufacturing and supply chain solutions to original equipment manufacturers across a range of industries. Headquartered in Toronto, Ontario, Canada, Celestica works with customers to develop and produce complex electronic and electro-mechanical products, integrating activities from product design and prototyping through high-volume assembly, testing and final system integration.

The company’s service offering typically includes product engineering and design support, printed circuit board assembly, box-build and systems assembly, automated test and inspection, aftermarket repair and refurbishment, and end-to-end supply chain and logistics management.