Massachusetts Financial Services Co. MA Invests $115.32 Million in Celsius Holdings Inc. $CELH

Key Points

• Massachusetts Financial Services Co. bought a new position of 2,521,231 shares of Celsius (about $115.32 million), representing roughly 0.98% of the company at the end of the reporting period.
• Celsius beat quarterly expectations with $0.26 EPS vs. $0.19 expected and revenue of $721.63 million (up 117.2% year-over-year), showing strong top-line growth and improved profitability (net margin 4.29%, ROE 37.68%).
• Analysts are largely positive—20 Buy vs. 3 Hold ratings with an average price target of $66.17—though the stock trades at a high P/E (~134.6) and a market cap near $8.65 billion.

Massachusetts Financial Services Co. MA purchased a new position in shares of Celsius Holdings Inc. (NASDAQ:CELH - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 2,521,231 shares of the company's stock, valued at approximately $115,321,000. Massachusetts Financial Services Co. MA owned about 0.98% of Celsius at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of CELH. IFM Investors Pty Ltd purchased a new position in shares of Celsius during the 1st quarter worth $1,275,000. Royal Bank of Canada boosted its stake in shares of Celsius by 79.2% during the 1st quarter. Royal Bank of Canada now owns 257,666 shares of the company's stock worth $9,179,000 after acquiring an additional 113,840 shares during the last quarter. NewEdge Advisors LLC boosted its stake in shares of Celsius by 131.5% during the 1st quarter. NewEdge Advisors LLC now owns 23,166 shares of the company's stock worth $825,000 after acquiring an additional 13,159 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Celsius by 14.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 433,241 shares of the company's stock worth $15,432,000 after acquiring an additional 53,844 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of Celsius by 244.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,119 shares of the company's stock worth $52,000 after acquiring an additional 794 shares during the last quarter. Hedge funds and other institutional investors own 60.95% of the company's stock.

Celsius Stock Performance

Shares of NASDAQ CELH opened at $33.66 on Tuesday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.37 and a current ratio of 1.68. The company has a market cap of $8.65 billion, a P/E ratio of 134.64, a P/E/G ratio of 1.18 and a beta of 1.13. The firm's fifty day moving average is $42.77 and its two-hundred day moving average is $48.09. Celsius Holdings Inc. has a 52-week low of $32.36 and a 52-week high of $66.74.

Celsius (NASDAQ:CELH - Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The company reported $0.26 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.19 by $0.07. The company had revenue of $721.63 million for the quarter, compared to the consensus estimate of $638.17 million. Celsius had a net margin of 4.29% and a return on equity of 37.68%. Celsius's revenue for the quarter was up 117.2% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.11) EPS. As a group, analysts anticipate that Celsius Holdings Inc. will post 0.89 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

CELH has been the topic of several analyst reports. Roth Mkm reiterated a "buy" rating on shares of Celsius in a research note on Monday, February 9th. Bank of America upgraded shares of Celsius from an "underperform" rating to a "buy" rating and set a $65.00 price target on the stock in a research note on Friday, February 27th. JPMorgan Chase & Co. lifted their price target on shares of Celsius from $68.00 to $77.00 and gave the stock an "overweight" rating in a research note on Thursday, January 29th. UBS Group decreased their price objective on shares of Celsius from $72.00 to $62.00 and set a "buy" rating on the stock in a research report on Tuesday, April 7th. Finally, Morgan Stanley restated an "overweight" rating and set a $64.00 price objective on shares of Celsius in a research report on Tuesday, March 17th. Twenty analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $66.17.

Celsius Company Profile

Celsius Holdings, Inc is an American beverage company known for its line of fitness and energy drinks formulated to support active lifestyles. The company's flagship product, the Celsius® brand, features beverages enhanced with ingredients such as green tea extract, guarana seed extract and essential vitamins, positioned as a functional alternative to traditional energy drinks. These products are designed to deliver a blend of ingredients that support metabolism and sustained energy without high sugar content or artificial preservatives.

In addition to its core carbonated drink portfolio, Celsius has expanded its offerings to include powder mixes and non-carbonated ready-to-drink variants, catering to consumer preferences around taste, convenience and nutritional needs.

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