Penn Capital Management Company LLC Takes $1.09 Million Position in Celsius Holdings Inc. $CELH

Penn Capital Management Company LLC purchased a new position in Celsius Holdings Inc. (NASDAQ:CELH) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 23,276 shares of the company’s stock, valued at approximately $1,085,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. boosted its position in shares of Celsius by 2,293.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 41,747 shares of the company’s stock worth $1,952,000 after purchasing an additional 40,003 shares during the last quarter. SBI Securities Co. Ltd. boosted its position in shares of Celsius by 342.2% in the 4th quarter. SBI Securities Co. Ltd. now owns 150,438 shares of the company’s stock worth $6,881,000 after purchasing an additional 116,414 shares during the last quarter. Vanguard Group Inc. boosted its position in shares of Celsius by 4.6% in the 4th quarter. Vanguard Group Inc. now owns 18,074,995 shares of the company’s stock worth $826,750,000 after purchasing an additional 802,743 shares during the last quarter. OFI Invest Asset Management bought a new position in shares of Celsius in the 4th quarter worth $22,705,000. Finally, Massachusetts Financial Services Co. MA bought a new position in shares of Celsius in the 4th quarter worth $115,321,000. 60.95% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on CELH shares. Morgan Stanley restated an “overweight” rating and issued a $55.00 price target (down from $64.00) on shares of Celsius in a research report on Friday, May 8th. Rothschild & Co Redburn started coverage on Celsius in a research report on Wednesday, May 6th. They issued a “neutral” rating and a $47.00 price target on the stock. Citigroup reduced their price target on Celsius from $65.00 to $60.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th. JPMorgan Chase & Co. reduced their target price on Celsius from $77.00 to $67.00 and set an “overweight” rating on the stock in a report on Monday, May 4th. Finally, Bank of America upgraded Celsius from an “underperform” rating to a “buy” rating and set a $65.00 target price on the stock in a report on Friday, February 27th. Twenty-one investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Celsius currently has a consensus rating of “Moderate Buy” and an average target price of $63.55.

Key Celsius News

Here are the key news stories impacting Celsius this week:

• Positive Sentiment: Unusually large options activity suggested traders were betting on further upside, with call volume more than doubling above average at 51,283 contracts. Celsius options activity report
• Positive Sentiment: CEO John Fieldly bought 8,475 shares at $29.36, while Director Hal Kravitz purchased 8,400 shares at $29.73, signaling management confidence in Celsius’s outlook. Celsius insider buying alert
• Positive Sentiment: The company’s latest quarterly results were strong, with EPS of $0.41 topping estimates and revenue of $782.6 million beating expectations, reinforcing the growth story after a 137.7% year-over-year sales increase. Celsius earnings summary
• Neutral Sentiment: The stock is also trending on Zacks and continues to attract investor attention, but that article did not include a new fundamental catalyst. Zacks trending stock article
• Neutral Sentiment: Analyst sentiment remains mixed but constructive, with a “Moderate Buy” consensus, though several firms have trimmed price targets recently. CELH analyst ratings and targets

Insider Transactions at Celsius

In other news, Director Hal Kravitz purchased 8,400 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were bought at an average cost of $29.73 per share, for a total transaction of $249,732.00. Following the completion of the acquisition, the director directly owned 227,158 shares in the company, valued at approximately $6,753,407.34. This trade represents a 3.84% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO John Fieldly purchased 8,475 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was purchased at an average price of $29.36 per share, for a total transaction of $248,826.00. Following the completion of the acquisition, the chief executive officer owned 937,540 shares of the company’s stock, valued at approximately $27,526,174.40. This represents a 0.91% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 2.33% of the company’s stock.

Celsius Stock Performance

CELH stock opened at $31.65 on Thursday. The business’s 50-day moving average price is $33.88 and its two-hundred day moving average price is $42.09. The company has a current ratio of 1.77, a quick ratio of 1.43 and a debt-to-equity ratio of 0.53. The firm has a market cap of $8.09 billion, a PE ratio of 73.60, a P/E/G ratio of 1.13 and a beta of 0.95. Celsius Holdings Inc. has a 1-year low of $27.66 and a 1-year high of $66.74.

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

About Celsius

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.