Thrivent Financial for Lutherans Makes New Investment in Celestica, Inc. $CLS

Thrivent Financial for Lutherans purchased a new stake in Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the 3rd quarter, HoldingsChannel reports. The firm purchased 53,471 shares of the technology company’s stock, valued at approximately $13,174,000.

A number of other institutional investors have also recently added to or reduced their stakes in CLS. MassMutual Private Wealth & Trust FSB increased its position in Celestica by 42.5% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 124 shares of the technology company’s stock worth $31,000 after buying an additional 37 shares during the last quarter. World Equity Group Inc. increased its holdings 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 valued at $558,000 after acquiring an additional 38 shares during the last quarter. Pure Financial Advisors LLC raised its stake in shares of Celestica by 3.2% in the 3rd 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 in the last quarter. McIlrath & Eck LLC boosted 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 purchasing an additional 55 shares during the period. Finally, Rothschild Investment LLC raised its position in shares of Celestica by 20.0% in the second quarter. Rothschild Investment LLC now owns 390 shares of the technology company’s stock valued at $61,000 after purchasing an additional 65 shares during the period. 67.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Celestica

In related news, insider Yann L. Etienvre sold 86,229 shares of the 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 document filed with the SEC, which is available through the SEC website. Also, President Todd C. Cooper sold 89,484 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $287.45, for a total value of $25,722,175.80. Following the sale, the president directly owned 108,970 shares of the company’s stock, valued at $31,323,426.50. This represents a 45.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.52% of the stock is owned by insiders.

Key Celestica News

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Strong Q4 and AI-driven demand: Management reported robust Q4 results driven by AI/AI‑infrastructure demand (notably large CCS revenue growth and cash‑flow improvement) and raised 2026 guidance, which underpins the bullish growth narrative. Should Celestica Be in Your Portfolio Post Strong Q4 Earnings?
• Positive Sentiment: Analyst upgrade/price target lift: Canaccord raised its price target to $430, signalling sizable upside vs. recent levels and likely supporting buying interest from momentum and growth-focused investors. Canaccord Genuity Group Raises Celestica Price Target
• Neutral Sentiment: Elevated coverage and investor attention: Multiple outlets (Zacks, Seeking Alpha, MarketBeat) are publishing takeaways on Celestica’s AI story; this raises visibility and volume but is informational unless followed by new guidance or data. Celestica Is Attracting Investor Attention
• Negative Sentiment: Large insider sales: Two senior executives disclosed big stock sales (Yann Etienvre ~86,229 shares; President Todd C. Cooper ~89,484 shares at about $287.45), which some investors interpret as a bearish signal or liquidity event. Etienvre insider sale Todd Cooper SEC filing
• Negative Sentiment: Investor litigation inquiry: Pomerantz LLP has opened an investigation into Celestica on behalf of investors, creating legal overhang and short‑term uncertainty that can pressure the share price. Pomerantz investor alert
• Negative Sentiment: Remaining risks called out by analysts: Commentary flags valuation, customer concentration and softness in automated test services (ATS) as caution points that could temper upside if not resolved. Zacks Q4 caution points

Celestica Stock Down 7.3%

Shares of NYSE CLS opened at $275.73 on Thursday. Celestica, Inc. has a 52-week low of $58.05 and a 52-week high of $363.40. 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 business has a fifty day moving average of $308.62 and a two-hundred day moving average of $269.94. The stock has a market cap of $31.72 billion, a PE ratio of 38.40 and a beta of 1.86.

Analysts Set New Price Targets

Several brokerages recently weighed in on CLS. CIBC increased their target price on Celestica from $315.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Stifel Nicolaus restated a “buy” rating and issued a $385.00 price target (up from $230.00) on shares of Celestica in a research report on Wednesday, October 29th. Wall Street Zen upgraded Celestica from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Celestica in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price objective on shares of Celestica in a report on Thursday, January 22nd. Fifteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $356.59.

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.