Celsius Holdings Inc. $CELH Shares Acquired by Osaic Holdings Inc.

Osaic Holdings Inc. boosted its holdings in Celsius Holdings Inc. (NASDAQ:CELH) by 77.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 150,687 shares of the company’s stock after acquiring an additional 65,957 shares during the quarter. Osaic Holdings Inc.’s holdings in Celsius were worth $6,990,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Alliancebernstein L.P. grew its stake in shares of Celsius by 26.3% in the first quarter. Alliancebernstein L.P. now owns 18,045,178 shares of the company’s stock worth $642,769,000 after purchasing an additional 3,753,055 shares in the last quarter. Scopus Asset Management L.P. bought a new position in Celsius in the 2nd quarter valued at about $59,382,000. Ilex Capital Partners UK LLP bought a new position in Celsius in the 2nd quarter valued at about $55,966,000. Holocene Advisors LP increased its stake in Celsius by 130.6% during the 2nd quarter. Holocene Advisors LP now owns 2,108,041 shares of the company’s stock valued at $97,792,000 after buying an additional 1,193,707 shares during the period. Finally, AQR Capital Management LLC bought a new stake in shares of Celsius during the 1st quarter worth about $39,412,000. Institutional investors own 60.95% of the company’s stock.

Celsius News Roundup

Here are the key news stories impacting Celsius this week:

• Positive Sentiment: Roth MKM issued a buy on CELH, providing direct analyst support that can buoy sentiment and buying interest. Roth MKM Buy
• Positive Sentiment: Piper Sandler is cited in multiple pieces as maintaining an overweight / issuing a buy on CELH in recent coverage, which supports the bullish case among institutional investors. Piper Sandler Buy
• Positive Sentiment: Coverage noting analysts are generally positive about Celsius’ outlook has circulated, helping underwrite the rally among retail and momentum buyers. Analysts Positive Coverage
• Neutral Sentiment: Retail-interest pieces and long-term performance retrospectives (e.g., a Benzinga lookback on 10‑year returns) keep retail attention high but are informational rather than catalytic for near-term fundamentals. Long-term Performance Piece
• Negative Sentiment: Bank of America cut its price target to $45 and assigned an “underperform” rating, signaling downside risk and likely contributing to recent selling pressure. BofA PT Cut
• Negative Sentiment: Piper Sandler also appears in a separate note flagged as issuing a pessimistic near‑term forecast, adding to mixed signals from the same firm and increasing uncertainty. Piper Sandler Forecast
• Negative Sentiment: Commentary highlighting analyst scrutiny of incentive costs and post-acquisition integration challenges raises questions about margin sustainability and near-term execution risk. Incentive / Integration Scrutiny
• Negative Sentiment: Reports noting recent share declines following downgrades underscore the stock’s volatility when analyst sentiment shifts. Price Reaction to Downgrade

Analyst Upgrades and Downgrades

CELH has been the subject of several recent analyst reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of Celsius in a report on Monday, December 15th. Zacks Research downgraded Celsius from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. The Goldman Sachs Group initiated coverage on Celsius in a research report on Thursday, September 11th. They set a “buy” rating and a $72.00 price target on the stock. Morgan Stanley set a $70.00 price objective on Celsius in a research note on Tuesday, September 30th. Finally, Cowen restated a “buy” rating on shares of Celsius in a report on Tuesday, September 2nd. Twenty analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Celsius has a consensus rating of “Moderate Buy” and an average price target of $63.89.

Insiders Place Their Bets

In other Celsius news, major shareholder William H. Milmoe sold 40,000 shares of the company’s stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $62.50, for a total transaction of $2,500,000.00. Following the completion of the sale, the insider directly owned 221,245 shares of the company’s stock, valued at approximately $13,827,812.50. This represents a 15.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Jarrod Langhans sold 5,000 shares of the firm’s stock in a transaction dated Thursday, October 16th. The stock was sold at an average price of $65.00, for a total transaction of $325,000.00. Following the completion of the transaction, the chief financial officer owned 99,227 shares of the company’s stock, valued at approximately $6,449,755. The trade was a 4.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 2.20% of the company’s stock.

Celsius Price Performance

Shares of NASDAQ:CELH opened at $42.84 on Monday. The company has a market capitalization of $11.04 billion, a PE ratio of 428.44, a price-to-earnings-growth ratio of 0.78 and a beta of 1.01. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.61 and a current ratio of 1.89. The stock has a fifty day moving average of $49.29 and a 200-day moving average of $50.60. Celsius Holdings Inc. has a one year low of $21.10 and a one year high of $66.74.

Celsius (NASDAQ:CELH) last announced its earnings results on Thursday, November 6th. The company reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.28 by $0.14. Celsius had a return on equity of 41.88% and a net margin of 3.03%.The company had revenue of $725.11 million for the quarter, compared to analyst estimates of $703.68 million. Celsius’s revenue for the quarter was up 172.9% compared to the same quarter last year. As a group, equities analysts anticipate that Celsius Holdings Inc. will post 0.89 EPS for the current fiscal year.

Celsius Company 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.