Munro Partners Grows Stock Position in Celestica, Inc. $CLS

Posted by Stanley Muller on Jun 16th, 2026

Munro Partners raised its position in Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 230.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 170,980 shares of the technology company’s stock after purchasing an additional 119,285 shares during the quarter. Celestica accounts for approximately 1.3% of Munro Partners’ portfolio, making the stock its 27th largest holding. Munro Partners owned about 0.15% of Celestica worth $50,543,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Celestica in the 4th quarter worth about $28,000. Swiss RE Ltd. acquired a new stake in Celestica during the 4th quarter valued at approximately $29,000. Cullen Frost Bankers Inc. acquired a new stake in Celestica during the 4th quarter valued at approximately $30,000. Sittner & Nelson LLC acquired a new stake in Celestica during the 4th quarter valued at approximately $31,000. Finally, Atlantic Edge Private Wealth Management LLC bought a new position in Celestica during the 4th quarter worth approximately $38,000. 67.38% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Celestica

In other news, Director Michael Max Wilson sold 4,168 shares of Celestica stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $333.31, for a total transaction of $1,389,236.08. Following the transaction, the director owned 24,718 shares in the company, valued at approximately $8,238,756.58. The trade was a 14.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 1.10% of the company’s stock.

Celestica Stock Performance

Shares of NYSE CLS opened at $402.82 on Tuesday. The company has a quick ratio of 0.73, a current ratio of 1.26 and a debt-to-equity ratio of 0.36. The stock has a market capitalization of $46.31 billion, a price-to-earnings ratio of 48.71, a PEG ratio of 0.91 and a beta of 2.02. The stock’s fifty day simple moving average is $377.35 and its 200 day simple moving average is $325.20. Celestica, Inc. has a 52-week low of $127.20 and a 52-week high of $474.02.

Celestica (NYSE:CLS – Get Free Report) (TSE:CLS) last issued its earnings results on Monday, April 27th. The technology company reported $2.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.08 by $0.08. Celestica had a return on equity of 36.91% and a net margin of 6.95%.The business had revenue of $3.96 billion for the quarter, compared to analysts’ expectations of $3.97 billion. During the same period in the previous year, the firm posted $1.20 EPS. The company’s quarterly revenue was up 52.8% on a year-over-year basis. Celestica has set its FY 2026 guidance at 10.150-10.150 EPS and its Q2 2026 guidance at 2.140-2.340 EPS. As a group, sell-side analysts forecast that Celestica, Inc. will post 9.5 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. BMO Capital Markets increased their target price on Celestica from $370.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Citigroup raised their price target on Celestica from $338.00 to $415.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. TD lifted their target price on Celestica from $330.00 to $350.00 and gave the company a “hold” rating in a research note on Monday, April 20th. Wolfe Research raised Celestica to a “strong-buy” rating in a research note on Tuesday, February 17th. Finally, Zacks Research cut Celestica from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $427.42.

Check Out Our Latest Stock Analysis on CLS

Celestica Profile

(Free Report)

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.