Pacer Advisors Inc. Lowers Position in Celsius Holdings Inc. $CELH

Key Points

• Pacer Advisors cut its Celsius Holdings position by 94.8% in the first quarter, selling 551,490 shares and retaining 30,183 shares valued at about $1.07 million. Institutional investors collectively own 60.95% of CELH.
• Celsius reported quarterly revenue of $817.9 million, up 10.6% year over year, but missed estimates, while adjusted EPS of $0.36 also fell short of forecasts and declined from $0.47 a year earlier. Weakness in the core Celsius brand, promotional spending and margin pressure weighed on results.
• Analysts maintain a generally positive view, with a consensus “Moderate Buy” rating and average price target of $51.95, but several firms have lowered targets. Management expects core-brand pressure to persist through the third quarter and plans a brand and product reset.

Pacer Advisors Inc. lessened its holdings in shares of Celsius Holdings Inc. (NASDAQ:CELH - Free Report) by 94.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,183 shares of the company's stock after selling 551,490 shares during the quarter. Pacer Advisors Inc.'s holdings in Celsius were worth $1,071,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of CELH. Northwestern Mutual Wealth Management Co. increased its stake in Celsius by 2,293.8% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 41,747 shares of the company's stock valued at $1,952,000 after acquiring an additional 40,003 shares during the last quarter. Hillsdale Investment Management Inc. bought a new position in shares of Celsius during the 4th quarter valued at about $3,316,000. Geode Capital Management LLC raised its holdings in shares of Celsius by 8.4% during the 4th quarter. Geode Capital Management LLC now owns 3,565,409 shares of the company's stock valued at $163,112,000 after buying an additional 277,424 shares in the last quarter. Fifth Third Bancorp lifted its position in Celsius by 4,648.1% in the 1st quarter. Fifth Third Bancorp now owns 92,873 shares of the company's stock worth $3,295,000 after buying an additional 90,917 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in Celsius by 4.6% in the fourth quarter. Vanguard Group Inc. now owns 18,074,995 shares of the company's stock worth $826,750,000 after buying an additional 802,743 shares in the last quarter. 60.95% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Celsius

In other Celsius news, Director Hal Kravitz bought 8,400 shares of Celsius stock in a transaction dated Friday, May 22nd. The shares were purchased at an average cost of $29.73 per share, with a total value of $249,732.00. Following the completion of the purchase, the director owned 227,158 shares of the company's stock, valued at approximately $6,753,407.34. This represents a 3.84% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John Fieldly purchased 8,475 shares of the business's stock in a transaction that occurred on Friday, May 22nd. The stock was bought at an average price of $29.36 per share, for a total transaction of $248,826.00. Following the acquisition, the chief executive officer owned 937,540 shares of the company's stock, valued at $27,526,174.40. This represents a 0.91% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 2.33% of the stock is currently owned by insiders.

Celsius Stock Performance

Shares of NASDAQ:CELH opened at $27.77 on Monday. The company has a current ratio of 1.80, a quick ratio of 1.42 and a debt-to-equity ratio of 0.56. The company has a 50-day moving average price of $29.43 and a 200-day moving average price of $36.48. The company has a market cap of $7.03 billion, a price-to-earnings ratio of 115.71, a price-to-earnings-growth ratio of 1.29 and a beta of 0.95. Celsius Holdings Inc. has a 12 month low of $23.56 and a 12 month high of $66.74.

Celsius (NASDAQ:CELH - Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $0.36 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.41 by ($0.05). Celsius had a return on equity of 36.52% and a net margin of 4.24%.The business had revenue of $817.93 million during the quarter, compared to the consensus estimate of $870.08 million. During the same period in the previous year, the business earned $0.47 earnings per share. The firm's revenue for the quarter was up 10.6% compared to the same quarter last year. As a group, equities analysts anticipate that Celsius Holdings Inc. will post 1.51 EPS for the current year.

Celsius News Roundup

Here are the key news stories impacting Celsius this week:

• Positive Sentiment: Rockstar Energy founder Russ Savage disclosed control of approximately 12 million Celsius shares, or 4.7% of the company, and called for leadership changes, including replacing CEO John Fieldly. Investors may view the campaign as a catalyst for operational improvements, stronger execution and potential value creation. Rockstar Energy founder builds Celsius stake, wants to take over as CEO
• Positive Sentiment: Citigroup maintained a Buy rating with a $40 price target, while JPMorgan and Piper Sandler retained Overweight ratings with targets of $52 and $36, respectively. Needham also kept a Buy rating at $35, indicating analysts still see substantial recovery potential despite lowering their estimates. Analyst rating and price-target updates
• Neutral Sentiment: Second-quarter revenue rose 10.6% year over year to $817.9 million, supported by demand for Alani Nu and contributions from Rockstar Energy. However, weaker sales of the core CELSIUS brand limited the overall result. Celsius Holdings Q2 Earnings Miss Estimates, Revenues Increase 11% Y/Y
• Negative Sentiment: Celsius reported adjusted earnings of $0.36 per share, below the $0.42 consensus estimate and down from $0.47 a year earlier. Revenue also missed the $870.1 million consensus forecast, while promotional spending and margin pressure weighed on profitability. Celsius Holdings Inc. Q2 Earnings and Revenues Miss Estimates
• Negative Sentiment: Management expects pressure on the core brand to continue through the third quarter and is planning a brand and product reset before growth potentially returns toward the end of 2026. Maxim Group downgraded the stock to Hold, while multiple firms reduced price targets, signaling heightened execution risk. CELH Q2 Earnings Call Flags Core Brand Reset Before 2027

Analyst Ratings Changes

Several research analysts have commented on the stock. Stifel Nicolaus set a $37.00 price target on shares of Celsius in a research note on Friday. Piper Sandler reduced their target price on shares of Celsius from $49.00 to $36.00 and set an "overweight" rating on the stock in a report on Friday. Jefferies Financial Group reissued a "buy" rating on shares of Celsius in a research note on Tuesday, May 19th. Rothschild & Co Redburn started coverage on shares of Celsius in a research report on Wednesday, May 6th. They set a "neutral" rating and a $47.00 price target for the company. Finally, Needham & Company LLC reduced their price objective on Celsius from $55.00 to $35.00 and set a "buy" rating on the stock in a research note on Thursday. Nineteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Celsius presently has a consensus rating of "Moderate Buy" and an average price target of $51.95.

About Celsius

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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