UBS Group AG Purchases 69,038 Shares of Celestica, Inc. $CLS

Key Points

• UBS boosted its stake in Celestica by 27.3%, adding 69,038 shares to hold 321,934 shares (about $95.17M), while institutional investors now own 67.38% of the company.
• Significant insider selling: President Jason Phillips sold 100,000 shares for roughly $30.9M, and insiders have sold a total of 297,923 shares (~$88.0M) in the past 90 days, leaving insiders with about 1.10% ownership.
• Analysts turned bullish after a Q1 beat and raised guidance—multiple banks lifted price targets and ratings, leaving a consensus of “Moderate Buy” with an average price target of $427.42; Q1 EPS was $2.16 (vs. $2.08 est.) and revenue rose ~52.8% YoY.

UBS Group AG boosted its position in Celestica, Inc. (NYSE:CLS - Free Report) TSE: CLS by 27.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 321,934 shares of the technology company's stock after acquiring an additional 69,038 shares during the period. UBS Group AG owned 0.28% of Celestica worth $95,167,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Celestica by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 4,811,695 shares of the technology company's stock worth $1,423,333,000 after acquiring an additional 73,022 shares during the last quarter. Concurrent Investment Advisors LLC grew its holdings in Celestica by 454.6% in the 4th quarter. Concurrent Investment Advisors LLC now owns 7,382 shares of the technology company's stock worth $2,182,000 after acquiring an additional 6,051 shares during the last quarter. Broad Peak Investment Advisers Pte Ltd bought a new stake in Celestica in the 4th quarter worth $17,737,000. Segment Wealth Management LLC grew its holdings in Celestica by 2.8% in the 4th quarter. Segment Wealth Management LLC now owns 10,741 shares of the technology company's stock worth $3,175,000 after acquiring an additional 293 shares during the last quarter. Finally, Hoey Investments Inc. grew its holdings in Celestica by 14.5% in the 4th quarter. Hoey Investments Inc. now owns 3,950 shares of the technology company's stock worth $1,168,000 after acquiring an additional 500 shares during the last quarter. Institutional investors own 67.38% of the company's stock.

Insider Transactions at Celestica

In other news, President Jason Phillips sold 100,000 shares of the firm's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $308.92, for a total value of $30,892,000.00. Following the completion of the sale, the president directly owned 12,584 shares of the company's stock, valued at approximately $3,887,449.28. This trade represents a 88.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, President Todd C. Cooper sold 1,065 shares of Celestica stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $283.51, for a total transaction of $301,938.15. Following the transaction, the president directly owned 108,970 shares of the company's stock, valued at approximately $30,894,084.70. This trade represents a 0.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 297,923 shares of company stock valued at $88,027,459. Company insiders own 1.10% of the company's stock.

Wall Street Analyst Weigh In

CLS has been the topic of a number of recent analyst reports. Weiss Ratings reissued a "buy (b)" rating on shares of Celestica in a report on Wednesday, January 21st. Canaccord Genuity Group raised their price target on shares of Celestica from $400.00 to $430.00 and gave the stock a "buy" rating in a report on Monday, February 2nd. Susquehanna raised their price target on shares of Celestica from $460.00 to $510.00 and gave the stock a "positive" rating in a report on Wednesday. TD Cowen raised shares of Celestica from a "hold" rating to a "buy" rating and raised their price target for the stock from $350.00 to $430.00 in a report on Wednesday. Finally, Rothschild & Co Redburn initiated coverage on shares of Celestica in a report on Friday. They issued a "buy" rating and a $460.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Celestica has a consensus rating of "Moderate Buy" and an average price target of $427.42.

More Celestica News

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Zacks upgraded Celestica to a Zacks Rank #1 (Strong Buy), boosting near‑term buying interest by highlighting stronger earnings prospects. All You Need to Know About Celestica (CLS) Rating Upgrade to Strong Buy
• Positive Sentiment: Analysts collectively raised Celestica’s revenue forecasts (reported as a ~10% lift), which supports higher valuation targets and signals improving outlook for end‑market demand. Industry Analysts Just Upgraded Celestica Inc. TSE: CLS Revenue Forecasts By 10%
• Positive Sentiment: Major banks raised price targets and reiterated buy/outperform calls: Goldman Sachs lifted its PT from $430 to $475 after an earnings beat; CIBC increased its PT to US$480 and kept an Outperformer rating; JPMorgan also raised its target to $425 and kept an overweight stance. These upgrades underpin investor confidence and act as near‑term buying catalysts. Goldman Sachs is Bullish on Celestica Inc. (CLS) CIBC Raises Celestica's Price Target to US$480 From US$425 Celestica NYSE: CLS Given New $425.00 Price Target at JPMorgan Chase & Co.
• Positive Sentiment: Company fundamentals: Celestica reported a Q1 EPS beat (reported EPS topped estimates) and raised FY guidance, which supports forward earnings multiple expansion. Analysts are citing improving revenue growth and margin dynamics. Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Technical indicator: CLS recently crossed above its 20‑day moving average, a short‑term bullish technical signal that can attract momentum traders. Celestica (CLS) Crossed Above the 20-Day Moving Average: What That Means for Investors
• Negative Sentiment: Market reaction volatility: Despite strong Q1 EPS, shares previously plunged intraday (~14% reported) after investors focused on a revenue miss in the Enterprise segment and component‑shortage noise—this shows profit‑taking and sensitivity to execution risks. Celestica Stock Falls 14% Despite Posting Strong Q1 Results

Celestica Trading Up 2.1%

NYSE:CLS opened at $418.29 on Friday. The company has a 50-day moving average price of $313.88 and a 200-day moving average price of $309.42. Celestica, Inc. has a 12 month low of $90.00 and a 12 month high of $426.55. The company has a current ratio of 1.26, a quick ratio of 0.88 and a debt-to-equity ratio of 0.36. The stock has a market cap of $48.09 billion, a price-to-earnings ratio of 50.58, a P/E/G ratio of 1.20 and a beta of 2.09.

Celestica (NYSE:CLS - Get Free Report) TSE: CLS last posted its earnings results on Monday, April 27th. The technology company reported $2.16 EPS for the quarter, topping the consensus estimate of $2.08 by $0.08. Celestica had a net margin of 6.95% and a return on equity of 36.91%. The firm had revenue of $3.96 billion during the quarter, compared to analysts' expectations of $3.97 billion. During the same period last year, the company posted $1.20 EPS. The company's quarterly revenue was up 52.8% compared to the same quarter last year. Celestica has set its FY 2026 guidance at 10.150-10.150 EPS and its Q2 2026 guidance at 2.140-2.340 EPS. Equities analysts predict that Celestica, Inc. will post 9.15 EPS for the current year.

About Celestica

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.

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