Owlhouse Capital LP Makes New Investment in Celsius Holdings Inc. $CELH

Owlhouse Capital LP acquired a new position in Celsius Holdings Inc. (NASDAQ:CELH) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 64,013 shares of the company’s stock, valued at approximately $2,271,000. Celsius makes up 3.0% of Owlhouse Capital LP’s portfolio, making the stock its 16th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in CELH. EverSource Wealth Advisors LLC boosted its position in Celsius by 16.1% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $69,000 after purchasing an additional 208 shares during the period. Whittier Trust Co. of Nevada Inc. boosted its position in shares of Celsius by 27.8% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 1,091 shares of the company’s stock worth $53,000 after buying an additional 237 shares during the period. Quadrant Capital Group LLC boosted its position in shares of Celsius by 1.3% in the third quarter. Quadrant Capital Group LLC now owns 18,459 shares of the company’s stock worth $1,061,000 after buying an additional 238 shares during the period. Signaturefd LLC grew its stake in shares of Celsius by 6.2% in the fourth quarter. Signaturefd LLC now owns 4,170 shares of the company’s stock valued at $191,000 after buying an additional 245 shares in the last quarter. Finally, UMB Bank n.a. grew its stake in shares of Celsius by 14.2% in the fourth 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. Institutional investors and hedge funds own 60.95% of the company’s stock.

Celsius Price Performance

Shares of CELH stock opened at $27.12 on Monday. The firm has a fifty day moving average of $29.84 and a two-hundred day moving average of $38.18. The firm has a market cap of $6.93 billion, a P/E ratio of 63.07, a P/E/G ratio of 1.08 and a beta of 0.94. Celsius Holdings Inc. has a 1-year low of $26.54 and a 1-year high of $66.74. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.77 and a quick ratio of 1.43.

Celsius (NASDAQ:CELH) last issued its earnings results on Thursday, May 7th. The company reported $0.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.12. Celsius had a net margin of 5.85% and a return on equity of 37.95%. The business had revenue of $782.62 million for the quarter, compared to analyst estimates of $763.08 million. During the same quarter in the prior year, the business posted $0.18 EPS. The company’s revenue for the quarter was up 137.7% on a year-over-year basis. As a group, research analysts anticipate that Celsius Holdings Inc. will post 1.59 earnings per share for the current fiscal year.

Insider Activity at Celsius

In other news, Director Hal Kravitz bought 8,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was bought at an average price of $29.73 per share, for a total transaction of $249,732.00. Following the transaction, the director owned 227,158 shares in the company, valued at $6,753,407.34. The trade was a 3.84% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO John Fieldly purchased 8,475 shares of the stock in a transaction dated Friday, May 22nd. The stock was purchased at an average price of $29.36 per share, with a total value of $248,826.00. Following the completion of the acquisition, the chief executive officer directly owned 937,540 shares in the company, valued at approximately $27,526,174.40. The trade was a 0.91% increase in their position. The SEC filing for this purchase provides additional information. 2.33% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

CELH has been the subject of several recent research reports. Roth Capital reaffirmed a “buy” rating and issued a $57.00 price objective (down from $65.00) on shares of Celsius in a research report on Thursday, June 25th. Bank of America lowered their price target on shares of Celsius from $55.00 to $45.00 and set a “buy” rating for the company in a report on Wednesday, June 24th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $44.00 price objective on shares of Celsius in a report on Wednesday, June 17th. UBS Group lowered their target price on Celsius from $55.00 to $50.00 and set a “buy” rating for the company in a research note on Tuesday, June 30th. Finally, JPMorgan Chase & Co. cut their price target on Celsius from $77.00 to $67.00 and set an “overweight” rating on the stock in a research note on Monday, May 4th. Twenty-one research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Celsius currently has an average rating of “Moderate Buy” and an average price target of $58.65.

Celsius 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.