Celestica, Inc. $CLS Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp decreased its position in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) by 75.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,759 shares of the technology company’s stock after selling 5,400 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Celestica were worth $433,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Celestica during the 2nd quarter worth $236,069,000. SRS Investment Management LLC purchased a new stake in shares of Celestica in the second quarter valued at $135,289,000. Picton Mahoney Asset Management acquired a new position in Celestica in the second quarter valued at $90,425,000. Legal & General Group Plc lifted its position in Celestica by 103.3% during the second quarter. Legal & General Group Plc now owns 743,570 shares of the technology company’s stock worth $115,961,000 after buying an additional 377,825 shares during the period. Finally, Franklin Resources Inc. boosted its stake in Celestica by 25.8% in the 2nd quarter. Franklin Resources Inc. now owns 1,833,205 shares of the technology company’s stock worth $286,184,000 after buying an additional 375,910 shares during the last quarter. 67.38% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

CLS has been the subject of a number of research analyst reports. TD Cowen reaffirmed a “hold” rating on shares of Celestica in a research note on Friday. Aletheia Capital upped their price target on shares of Celestica from $330.00 to $410.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Barclays increased their price target on shares of Celestica from $359.00 to $391.00 and gave the stock an “overweight” rating in a research note on Friday. The Goldman Sachs Group boosted their price objective on shares of Celestica from $340.00 to $440.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $400.00 target price on shares of Celestica in a research report on Thursday, January 22nd. Fifteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Celestica currently has a consensus rating of “Moderate Buy” and a consensus price target of $345.41.

Key Headlines Impacting Celestica

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Q4 beat and AI-led demand — Celestica reported very strong Q4 results with revenue and gross profit surging on hyperscaler/data-center demand; management lifted 2026 revenue, margin and EPS targets, underpinning a multi-quarter growth thesis. Celestica: A 2026 AI Opportunity With Growth Potential
• Positive Sentiment: Upgraded guidance — Celestica raised FY2026 revenue to ~$17B and issued higher EPS guidance for Q1 and FY2026, signaling stronger-than-expected demand visibility into AI infrastructure spend. Celestica Inc (CLS) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst support — TD Securities raised its price target from $305 to $330 (hold), signaling upside versus current levels; RBC reiterated a Buy, reflecting institutional confidence in the AI/capacity cycle. Analyst Ratings (BayStreet.CA) RBC Capital Remains a Buy on Celestica
• Neutral Sentiment: Institutional coverage begins — Bank of America initiated coverage, which can increase visibility and trading but doesn’t by itself change fundamentals until a rating/target is published. Bank of America Begins Coverage on Celestica
• Negative Sentiment: CapEx acceleration spooks market — Management said it is accelerating roughly $1B of capex to support AI-driven demand; while that supports long-term revenue, the larger near-term spending plan triggered a sharp sell-off from investors focused on cash/use and execution risk. Celestica raises 2026 revenue outlook to $17B (Seeking Alpha) Celestica stock sinks over 15% as firm boosts spending plan
• Negative Sentiment: Investor litigation — A Pomerantz law firm investigation into Celestica was announced, raising short-term legal and disclosure uncertainty for shareholders. Pomerantz Investigates Claims on Behalf of Investors

Celestica Stock Down 6.3%

Shares of NYSE CLS opened at $281.09 on Monday. The stock has a fifty day moving average price of $311.11 and a 200 day moving average price of $268.07. The company has a current ratio of 1.47, a quick ratio of 0.88 and a debt-to-equity ratio of 0.37. Celestica, Inc. has a 12-month low of $58.05 and a 12-month high of $363.40. The company has a market cap of $32.34 billion, a P/E ratio of 39.15 and a beta of 1.86.

Celestica Company 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.