Sei Investments Co. Grows Stock Holdings in Criteo S.A. $CRTO

Sei Investments Co. raised its holdings in shares of Criteo S.A. (NASDAQ:CRTO) by 47.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 246,026 shares of the information services provider’s stock after buying an additional 78,834 shares during the quarter. Sei Investments Co.’s holdings in Criteo were worth $4,411,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. WealthCollab LLC increased its holdings in shares of Criteo by 147.5% in the 1st quarter. WealthCollab LLC now owns 1,371 shares of the information services provider’s stock worth $25,000 after buying an additional 817 shares during the last quarter. Parallel Advisors LLC lifted its holdings in shares of Criteo by 357.9% in the 1st quarter. Parallel Advisors LLC now owns 4,126 shares of the information services provider’s stock valued at $74,000 after acquiring an additional 3,225 shares during the last quarter. Bessemer Group Inc. lifted its holdings in shares of Criteo by 128.3% in the 1st quarter. Bessemer Group Inc. now owns 37,185 shares of the information services provider’s stock valued at $667,000 after acquiring an additional 20,897 shares during the last quarter. Waterfront Wealth Inc. grew its position in Criteo by 47.4% in the first quarter. Waterfront Wealth Inc. now owns 208,923 shares of the information services provider’s stock worth $3,746,000 after acquiring an additional 67,157 shares in the last quarter. Finally, DGS Capital Management LLC purchased a new position in Criteo in the first quarter worth about $184,000. 94.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

CRTO has been the topic of a number of recent research reports. Morgan Stanley decreased their price objective on Criteo from $33.00 to $29.00 and set an “equal weight” rating on the stock in a research report on Wednesday, May 13th. Stifel Nicolaus dropped their target price on Criteo from $30.00 to $29.00 and set a “buy” rating for the company in a report on Monday, April 13th. Wedbush assumed coverage on Criteo in a research report on Thursday, July 16th. They set an “outperform” rating and a $30.00 target price on the stock. Citigroup restated a “buy” rating on shares of Criteo in a report on Tuesday, July 7th. Finally, DA Davidson restated a “buy” rating and issued a $24.00 price target on shares of Criteo in a research report on Tuesday, July 7th. Six equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Criteo has a consensus rating of “Moderate Buy” and a consensus price target of $27.70.

Insiders Place Their Bets

In other Criteo news, CFO Sarah Js Glickman sold 2,465 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $17.06, for a total value of $42,052.90. Following the sale, the chief financial officer owned 431,879 shares in the company, valued at $7,367,855.74. This trade represents a 0.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.52% of the stock is currently owned by insiders.

More Criteo News

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Q2 earnings exceeded expectations: Criteo reported adjusted EPS of $0.80, above the $0.71 consensus estimate. The company also deployed $30 million toward share repurchases during the quarter. Criteo Reports Second Quarter 2026 Results
• Positive Sentiment: AI initiatives are gaining traction: Management highlighted momentum in artificial intelligence and commerce intelligence products during the earnings call, offering a potential longer-term growth catalyst despite current demand pressure. Criteo Earnings Call: AI Momentum Amid Revenue Headwinds
• Positive Sentiment: Share count and leadership updates: Criteo appointed Connor McGogney as CFO, while 4.5 million treasury shares were canceled, reducing share capital. The lower share count could support per-share value, although the CFO transition adds an execution consideration. Criteo Appoints Connor McGogney as CFO and Cancels Treasury Shares
• Neutral Sentiment: Proposed corporate restructuring: Criteo announced plans for a cross-border merger into a U.S. holding company. The transaction may simplify the corporate structure, but its financial and shareholder implications were not fully detailed in the announcement. Criteo Plans Cross-Border Merger Into U.S. Holding Company
• Negative Sentiment: Revenue and forward guidance disappointed: Second-quarter revenue fell 11.3% year over year. Third-quarter revenue guidance of $237 million to $241 million was well below the roughly $279.6 million analyst consensus, while full-year 2026 revenue guidance of $1.0 billion to $1.1 billion was also below expectations. Criteo Sinks as Weak Outlook Overshadows Earnings Beat
• Negative Sentiment: Large-client weakness is expected to persist: Management forecast 2026 contribution ex-TAC to decline 10% to 12%, assuming no recovery in spending from major clients. This suggests ongoing pressure on demand and profitability. Criteo Forecasts 2026 Contribution ex-TAC to Decline

Criteo Stock Performance

CRTO opened at $17.05 on Thursday. The stock has a market cap of $856.59 million, a price-to-earnings ratio of 7.97 and a beta of 0.29. The stock’s 50 day moving average price is $19.71 and its 200-day moving average price is $18.77. Criteo S.A. has a one year low of $15.57 and a one year high of $25.29.

Criteo (NASDAQ:CRTO) last issued its quarterly earnings results on Wednesday, August 5th. The information services provider reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.08. Criteo had a return on equity of 14.98% and a net margin of 6.06%.The firm had revenue of $428.02 million during the quarter, compared to analyst estimates of $263.57 million. During the same period last year, the company earned $0.92 EPS. Criteo’s quarterly revenue was down 11.3% compared to the same quarter last year. As a group, analysts predict that Criteo S.A. will post 3.21 earnings per share for the current fiscal year.

Criteo Profile

Criteo is a global technology company specializing in digital performance advertising and commerce media solutions. The company provides a range of AI-driven ad products designed to help brands, retailers, and agencies deliver personalized promotional messages to consumers across web, mobile, and connected TV environments. By leveraging large-scale data analytics and machine learning algorithms, Criteo’s platform optimizes the timing, placement, and creative of ads to drive engagement and conversions.

At the core of Criteo’s offering is its dynamic retargeting solution, which enables advertisers to automatically generate and display personalized product recommendations based on user behavior.