Moloney Securities Asset Management LLC Sells 2,533 Shares of Celestica, Inc. $CLS

Moloney Securities Asset Management LLC trimmed its holdings in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 27.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,837 shares of the technology company’s stock after selling 2,533 shares during the period. Moloney Securities Asset Management LLC’s holdings in Celestica were worth $1,684,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Golden State Wealth Management LLC lifted its holdings in Celestica by 102.5% during the second quarter. Golden State Wealth Management LLC now owns 164 shares of the technology company’s stock worth $26,000 after buying an additional 83 shares during the period. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Celestica by 42.5% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 124 shares of the technology company’s stock valued at $31,000 after buying an additional 37 shares in the last quarter. First Horizon Corp purchased a new position in shares of Celestica in the 3rd quarter worth approximately $31,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Celestica during the 2nd quarter worth approximately $40,000. Finally, Avion Wealth purchased a new stake in Celestica during the third quarter valued at approximately $40,000. Hedge funds and other institutional investors own 67.38% of the company’s stock.

Insider Transactions at Celestica

In related news, President Todd C. Cooper sold 89,484 shares of Celestica stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $287.45, for a total value of $25,722,175.80. Following the completion of the transaction, the president owned 108,970 shares in the company, valued at approximately $31,323,426.50. The trade was a 45.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Yann L. Etienvre sold 86,229 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $287.45, for a total transaction of $24,786,526.05. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 297,923 shares of company stock worth $88,027,459. 0.52% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on CLS. Barclays upped their price target on shares of Celestica from $359.00 to $391.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. UBS Group upped their target price on Celestica from $208.00 to $350.00 and gave the company a “neutral” rating in a research report on Wednesday, October 29th. Zacks Research cut Celestica from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. TD Securities raised their price objective on Celestica from $305.00 to $330.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. Finally, TD Cowen reissued a “hold” rating on shares of Celestica in a research report on Friday, January 30th. Fifteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Celestica has a consensus rating of “Moderate Buy” and a consensus target price of $356.59.

Celestica Trading Up 4.2%

Shares of CLS opened at $307.36 on Friday. The firm has a market capitalization of $35.36 billion, a P/E ratio of 42.81 and a beta of 1.86. The company has a current ratio of 1.47, a quick ratio of 0.88 and a debt-to-equity ratio of 0.37. The firm has a 50-day moving average price of $307.14 and a 200 day moving average price of $271.11. Celestica, Inc. has a 12-month low of $58.05 and a 12-month high of $363.40.

Celestica News Summary

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Zacks upgraded CLS to a Strong Buy (Zacks #1), signaling improved near-term earnings optimism that can attract momentum and retail flows. Celestica (CLS) Upgraded to Strong Buy: Here’s Why
• Positive Sentiment: Zacks also put CLS on its momentum list of stocks to buy, which can amplify short‑term inflows from momentum-focused funds and traders. Best Momentum Stocks to Buy for February 6th
• Positive Sentiment: Sector/market narrative: coverage highlights Celestica as a beneficiary of Google’s huge 2026 capex plan, suggesting sustained demand for cloud and infrastructure electronics (a tailwind for CLS’s contract manufacturing). Why Celestica is a Massive Winner from Google’s CapEx Bonanza
• Positive Sentiment: Analyst/coverage support: TD Securities projects >10% upside, reinforcing bullish analyst sentiment that can support further price gains. Celestica Inc. (CLS:CA) TD Securities Forecasts Over 10% Upside
• Positive Sentiment: Fundamental bullishness: recent commentary (Seeking Alpha, Zacks) highlights strong growth in the HPS segment (now a material portion of revenue) and attractive longer‑term growth/valuation metrics — supporting a growth case beyond near‑term momentum. Celestica: A Hidden Gem For Aggressive Growth Portfolios
• Neutral Sentiment: Valuation discussion: coverage assessing valuation after recent volatility — useful for longer‑term investors to weigh the rally versus historical multiples and risk. Assessing Celestica (TSX:CLS) Valuation After Recent Share Price Weakness
• Negative Sentiment: Significant insider selling: multiple filings show large sales by executives — notably President Jason Phillips sold 120,000 shares across Feb 5–6 (including a 100,000‑share sale at ~\$308.92), and other insider disposals were also reported. Heavy insider selling can concern investors about insider conviction despite positive headlines. SEC Insider Filing(s)
• Negative Sentiment: Media flagged the insider transactions in roundup stories, which can create short‑term selling pressure or cause some investors to reassess timing despite bullish analyst and sector narratives. Insider Selling: Celestica (NYSE:CLS) President Sells $25,722,175.80 in Stock

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.