Quantitative Investment Management LLC Takes Position in Celsius Holdings Inc. $CELH

Key Points

• Quantitative Investment Management LLC opened a new Celsius Holdings position of 65,869 shares worth approximately $1.93 million. Institutional investors collectively own 60.95% of CELH.
• Analyst sentiment remains a “Moderate Buy,” with 18 Buy, five Hold and two Sell ratings, though recent price targets were lowered; the consensus target is $50.05.
• CELH opened at $31.45 after the company missed quarterly estimates, reporting $0.36 in EPS versus $0.41 expected and revenue of $817.93 million versus $870.08 million projected. Revenue still increased 10.6% year over year.

Quantitative Investment Management LLC bought a new stake in shares of Celsius Holdings Inc. (NASDAQ:CELH - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 65,869 shares of the company's stock, valued at approximately $1,928,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. EverSource Wealth Advisors LLC raised its stake in shares of Celsius by 16.1% during the fourth quarter. EverSource Wealth Advisors LLC now owns 1,501 shares of the company's stock valued at $69,000 after acquiring an additional 208 shares during the last quarter. Quadrant Capital Group LLC lifted its stake in shares of Celsius by 1.3% in the 3rd quarter. Quadrant Capital Group LLC now owns 18,459 shares of the company's stock valued at $1,061,000 after purchasing an additional 238 shares during the period. UMB Bank n.a. boosted its holdings in shares of Celsius by 14.2% during the 4th quarter. UMB Bank n.a. now owns 2,049 shares of the company's stock valued at $94,000 after buying an additional 254 shares in the last quarter. Blue Chip Partners LLC boosted its stake in Celsius by 2.4% during the second quarter. Blue Chip Partners LLC now owns 11,701 shares of the company's stock worth $543,000 after acquiring an additional 271 shares in the last quarter. Finally, Crossmark Global Holdings Inc. boosted its position in shares of Celsius by 2.6% in the 4th quarter. Crossmark Global Holdings Inc. now owns 11,579 shares of the company's stock worth $530,000 after purchasing an additional 292 shares in the last quarter. 60.95% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

CELH has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft cut Celsius from a "buy" rating to a "hold" rating and set a $35.00 target price on the stock. in a research note on Thursday. Needham & Company LLC dropped their price target on shares of Celsius from $55.00 to $35.00 and set a "buy" rating on the stock in a research note on Thursday, August 6th. Stifel Nicolaus set a $37.00 price target on shares of Celsius in a research note on Friday, August 7th. Roth Capital reissued a "buy" rating and set a $48.00 price objective on shares of Celsius in a research report on Friday, August 7th. Finally, Piper Sandler restated an "overweight" rating and set a $36.00 price objective on shares of Celsius in a research note on Monday, August 24th. Eighteen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $50.05.

Celsius Stock Down 4.6%

Celsius stock opened at $31.45 on Tuesday. The firm has a market cap of $7.96 billion, a price-to-earnings ratio of 131.04, a PEG ratio of 2.25 and a beta of 0.95. The stock has a fifty day simple moving average of $30.08 and a two-hundred day simple moving average of $34.11. Celsius Holdings Inc. has a 12 month low of $23.56 and a 12 month high of $66.74. The company has a current ratio of 1.80, a quick ratio of 1.42 and a debt-to-equity ratio of 0.56.

Celsius (NASDAQ:CELH - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.36 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.41 by ($0.05). Celsius had a net margin of 4.24% and a return on equity of 36.52%. The business had revenue of $817.93 million for the quarter, compared to the consensus estimate of $870.08 million. During the same period in the previous year, the company earned $0.47 earnings per share. The company's revenue for the quarter was up 10.6% compared to the same quarter last year. Equities analysts predict that Celsius Holdings Inc. will post 1.47 EPS for the current fiscal year.

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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