LMG Wealth Partners LLC Trims Stake in Celestica, Inc. $CLS

LMG Wealth Partners LLC reduced its position in Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 7.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 26,098 shares of the technology company’s stock after selling 2,039 shares during the period. Celestica accounts for about 1.4% of LMG Wealth Partners LLC’s holdings, making the stock its 20th biggest holding. LMG Wealth Partners LLC’s holdings in Celestica were worth $7,715,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. MassMutual Private Wealth & Trust FSB lifted 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 purchasing an additional 37 shares during the last quarter. First Horizon Corp purchased a new stake in shares of Celestica in the 3rd quarter valued at about $31,000. Atlantic Edge Private Wealth Management LLC purchased a new stake in shares of Celestica in the 4th quarter valued at about $38,000. Avion Wealth purchased a new stake in shares of Celestica in the 3rd quarter valued at about $40,000. Finally, Fifth Third Bancorp lifted its holdings in shares of Celestica by 48.7% in the 3rd quarter. Fifth Third Bancorp now owns 171 shares of the technology company’s stock valued at $42,000 after purchasing an additional 56 shares during the last quarter. 67.38% of the stock is owned by hedge funds and other institutional investors.

Celestica Stock Performance

Shares of CLS stock opened at $418.29 on Friday. The stock has a market capitalization of $48.09 billion, a PE ratio of 50.58, a price-to-earnings-growth ratio of 1.17 and a beta of 2.09. Celestica, Inc. has a 52-week low of $90.00 and a 52-week high of $426.55. The stock’s 50-day moving average price is $313.88 and its 200 day moving average price is $309.08. The company has a quick ratio of 0.88, a current ratio of 1.26 and a debt-to-equity ratio of 0.36.

Celestica (NYSE:CLS) (TSE:CLS) last issued its quarterly earnings results on Monday, April 27th. The technology company reported $2.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.08 by $0.08. The firm had revenue of $3.96 billion for the quarter, compared to analysts’ expectations of $3.97 billion. Celestica had a return on equity of 36.91% and a net margin of 6.95%.The firm’s revenue for the quarter was up 52.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.20 EPS. Celestica has set its FY 2026 guidance at 10.150-10.150 EPS and its Q2 2026 guidance at 2.140-2.340 EPS. As a group, equities research analysts forecast that Celestica, Inc. will post 8.91 EPS for the current year.

Celestica News Summary

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

Insiders Place Their Bets

In other Celestica news, insider Yann L. Etienvre sold 86,229 shares of the business’s stock in a transaction that occurred 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, President Todd C. Cooper sold 89,484 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $287.45, for a total value of $25,722,175.80. Following the transaction, the president owned 108,970 shares in the company, valued at $31,323,426.50. The trade was a 45.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 297,923 shares of company stock worth $88,027,459. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on CLS. Weiss Ratings reissued a “buy (b)” rating on shares of Celestica in a report on Wednesday, January 21st. Citigroup boosted their target price on Celestica from $338.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday. Rothschild & Co Redburn assumed coverage on Celestica in a research report on Friday. They issued a “buy” rating and a $460.00 price target on the stock. Zacks Research cut Celestica from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Finally, TD Cowen upgraded Celestica from a “hold” rating to a “buy” rating and boosted their price target for the company from $350.00 to $430.00 in a research report on Wednesday. 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 MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $427.42.

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.