Roman Butler Fullerton & Co. Takes $1.46 Million Position in Celestica, Inc. $CLS

Roman Butler Fullerton & Co. purchased a new stake in Celestica, Inc. (NYSE:CLS) (TSE:CLS) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 4,237 shares of the technology company’s stock, valued at approximately $1,463,000.

A number of other large investors have also bought and sold shares of CLS. Renaissance Technologies LLC bought a new stake in Celestica in the first quarter valued at approximately $68,952,000. CIBC Asset Management Inc boosted its holdings in Celestica by 7.7% during the fourth quarter. CIBC Asset Management Inc now owns 436,922 shares of the technology company’s stock worth $129,499,000 after purchasing an additional 31,086 shares during the last quarter. Norges Bank bought a new position in shares of Celestica in the 4th quarter valued at about $456,511,000. Marietta Investment Partners LLC bought a new position in Celestica in the fourth quarter valued at approximately $1,273,000. Finally, BW Gestao de Investimentos Ltda. increased its holdings in Celestica by 29.9% during the fourth quarter. BW Gestao de Investimentos Ltda. now owns 31,179 shares of the technology company’s stock worth $9,217,000 after buying an additional 7,179 shares during the last quarter. 67.38% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently commented on CLS shares. Wolfe Research lifted their target price on shares of Celestica from $425.00 to $475.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Susquehanna lifted their price objective on shares of Celestica from $460.00 to $510.00 and gave the company a “positive” rating in a research note on Wednesday, April 29th. Stifel Nicolaus set a $500.00 price objective on shares of Celestica in a research report on Tuesday, July 28th. TD Securities upgraded Celestica from a “hold” rating to a “buy” rating and set a $430.00 price target on the stock in a report on Wednesday, April 29th. Finally, Scotiabank began coverage on Celestica in a research note on Tuesday, August 11th. They issued a “sector outperform” rating and a $500.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Celestica currently has a consensus rating of “Moderate Buy” and a consensus price target of $438.86.

Celestica Stock Performance

NYSE:CLS opened at $334.44 on Monday. The company has a quick ratio of 0.68, a current ratio of 1.23 and a debt-to-equity ratio of 0.32. Celestica, Inc. has a twelve month low of $173.23 and a twelve month high of $474.02. The stock has a market cap of $38.45 billion, a P/E ratio of 34.76 and a beta of 2.06. The business’s 50-day moving average price is $348.14 and its two-hundred day moving average price is $335.47.

Celestica (NYSE:CLS) (TSE:CLS) last announced its quarterly earnings data on Monday, July 27th. The technology company reported $2.54 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $0.25. The company had revenue of $4.68 billion for the quarter, compared to analysts’ expectations of $4.30 billion. Celestica had a return on equity of 39.96% and a net margin of 7.16%.Celestica’s revenue for the quarter was up 62.4% compared to the same quarter last year. During the same period last year, the firm posted $1.39 EPS. Celestica has set its FY 2026 guidance at 11.300-11.300 EPS and its Q3 2026 guidance at 2.880-3.080 EPS. As a group, equities analysts predict that Celestica, Inc. will post 9.97 EPS for the current fiscal year.

Key Headlines Impacting Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Bank of America identified Celestica among 16 AI-related stocks that may offer bargain opportunities following the sector’s pullback. The designation supports the view that recent weakness could attract value-oriented investors. Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks
• Positive Sentiment: Wall Street’s average brokerage recommendation remains favorable, although the reports caution that sell-side ratings can be overly optimistic. Celestica’s prior quarterly results also showed strong momentum, with revenue rising 62.4% year over year and earnings exceeding consensus estimates. Is Celestica a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Analysts continue to view Celestica as an important beneficiary of AI-related demand across networking, computing and data-center infrastructure. A comparison with Arista Networks highlights the company’s potential growth opportunity as customers expand AI capacity. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
• Neutral Sentiment: Scotiabank began coverage of Celestica, potentially increasing analyst visibility and institutional interest, though the available report does not specify the firm’s rating or price target. Scotiabank Begins Coverage on Celestica
• Positive Sentiment: Industry commentary says electronics-manufacturing providers are benefiting from rising technology investment, increasingly complex products and greater outsourcing by OEMs—favorable long-term conditions for Celestica’s core business. These 4 Electronics-Manufacturing Stocks Are Surging
• Negative Sentiment: CEO Robert Mionis sold 23,496 shares for approximately $8.5 million, reducing his direct ownership by about 50%. Although the transaction was disclosed through an SEC filing and may be routine, the sizable insider sale can weigh on sentiment, particularly after the stock’s substantial run-up.
• Negative Sentiment: The broader AI trade is experiencing a pullback, creating near-term valuation and momentum pressure for high-beta names such as Celestica. Investors may therefore be taking profits despite the company’s favorable growth outlook.

Insider Buying and Selling at Celestica

In other news, CEO Robert Mionis sold 23,496 shares of Celestica stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $362.39, for a total transaction of $8,514,715.44. Following the completion of the transaction, the chief executive officer directly owned 23,396 shares in the company, valued at approximately $8,478,476.44. This trade represents a 50.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Mandeep Chawla sold 16,117 shares of the company’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $369.32, for a total transaction of $5,952,330.44. Following the completion of the transaction, the chief financial officer owned 65,444 shares in the company, valued at approximately $24,169,778.08. The trade was a 19.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 360,721 shares of company stock worth $136,627,680. 1.10% of the stock is owned by insiders.

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.