Moloney Securities Asset Management LLC Reduces Stock Holdings in Celestica, Inc. $CLS

Moloney Securities Asset Management LLC reduced its stake in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 27.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 6,837 shares of the technology company’s stock after selling 2,533 shares during the quarter. Moloney Securities Asset Management LLC’s holdings in Celestica were worth $1,684,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in CLS. MassMutual Private Wealth & Trust FSB increased 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 acquiring an additional 37 shares during the period. World Equity Group Inc. raised its stake in shares of Celestica by 1.7% during the 3rd quarter. World Equity Group Inc. now owns 2,263 shares of the technology company’s stock worth $558,000 after buying an additional 38 shares in the last quarter. Pure Financial Advisors LLC lifted its holdings in Celestica by 3.2% in the third quarter. Pure Financial Advisors LLC now owns 1,617 shares of the technology company’s stock valued at $398,000 after acquiring an additional 50 shares during the period. McIlrath & Eck LLC grew its position in Celestica by 43.3% during the third quarter. McIlrath & Eck LLC now owns 182 shares of the technology company’s stock worth $45,000 after buying an additional 55 shares during the period. Finally, Rothschild Investment LLC grew its holdings in shares of Celestica by 20.0% in the 2nd quarter. Rothschild Investment LLC now owns 390 shares of the technology company’s stock worth $61,000 after acquiring an additional 65 shares during the period. Institutional investors and hedge funds own 67.38% of the company’s stock.

Celestica News Roundup

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

Analysts Set New Price Targets

A number of brokerages have recently weighed in on CLS. Aletheia Capital raised their price objective on shares of Celestica from $330.00 to $410.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Barclays raised their target price on shares of Celestica from $359.00 to $391.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Citigroup lowered their price target on Celestica from $375.00 to $338.00 and set a “buy” rating for the company in a research report on Friday, January 30th. TD Cowen reissued a “hold” rating on shares of Celestica in a research report on Friday, January 30th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Celestica in a report on Monday, January 26th. Fifteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $356.59.

Insider Buying and Selling at Celestica

In other Celestica news, President Jason Phillips sold 100,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the president owned 12,584 shares in the company, valued at approximately $3,887,449.28. This trade represents a 88.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Yann L. Etienvre sold 1,145 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $283.51, for a total value of $324,618.95. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 297,923 shares of company stock worth $88,027,459. 0.52% of the stock is owned by insiders.

Celestica Trading Up 4.2%

Celestica stock opened at $307.36 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.88 and a current ratio of 1.47. The firm’s 50-day moving average is $307.14 and its 200-day moving average is $271.11. Celestica, Inc. has a 1 year low of $58.05 and a 1 year high of $363.40. The company has a market cap of $35.36 billion, a P/E ratio of 42.81 and a beta of 1.86.

Celestica Profile

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.