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

Osaic Holdings Inc. lifted its position in shares of Celsius Holdings Inc. (NASDAQ:CELH) by 77.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 150,687 shares of the company’s stock after purchasing an additional 65,957 shares during the period. Osaic Holdings Inc. owned about 0.06% of Celsius worth $6,990,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in CELH. Hantz Financial Services Inc. increased its stake in Celsius by 1,476.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 788 shares of the company’s stock worth $37,000 after buying an additional 738 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of Celsius by 244.3% during the second quarter. EverSource Wealth Advisors LLC now owns 1,119 shares of the company’s stock worth $52,000 after acquiring an additional 794 shares during the last quarter. Huntington National Bank lifted its stake in shares of Celsius by 939.8% in the second quarter. Huntington National Bank now owns 1,175 shares of the company’s stock worth $55,000 after acquiring an additional 1,062 shares in the last quarter. Ameritas Advisory Services LLC purchased a new position in Celsius in the second quarter valued at about $75,000. Finally, Quarry LP grew its stake in Celsius by 288.0% during the 1st quarter. Quarry LP now owns 2,258 shares of the company’s stock valued at $80,000 after purchasing an additional 1,676 shares in the last quarter. 60.95% of the stock is currently owned by hedge funds and other institutional investors.

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

Insider Buying and Selling

In related news, Director Hal Kravitz acquired 10,000 shares of Celsius stock in a transaction that occurred on Thursday, November 13th. The stock was acquired at an average price of $45.24 per share, for a total transaction of $452,400.00. Following the transaction, the director directly owned 216,147 shares of the company’s stock, valued at $9,778,490.28. This trade represents a 4.85% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Jarrod Langhans sold 5,000 shares of the stock in a transaction on Thursday, October 16th. The stock was sold at an average price of $65.00, for a total value of $325,000.00. Following the completion of the sale, the chief financial officer directly owned 99,227 shares in the company, valued at $6,449,755. This represents a 4.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 2.20% of the company’s stock.

Wall Street Analysts Forecast Growth

CELH has been the topic of a number of recent analyst reports. Morgan Stanley set a $70.00 target price on Celsius in a research report on Tuesday, September 30th. Needham & Company LLC increased their price objective on shares of Celsius from $60.00 to $70.00 and gave the company a “buy” rating in a research note on Friday, September 5th. Zacks Research downgraded shares of Celsius from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. JPMorgan Chase & Co. reduced their price target on shares of Celsius from $76.00 to $68.00 and set an “overweight” rating on the stock in a research report on Friday, November 7th. Finally, Stifel Nicolaus lowered their price objective on Celsius from $74.00 to $60.00 and set a “buy” rating for the company in a report on Friday, November 7th. Twenty research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $63.89.

Celsius Trading Up 2.8%

NASDAQ CELH opened at $42.84 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.61 and a current ratio of 1.89. Celsius Holdings Inc. has a one year low of $21.10 and a one year high of $66.74. The company has a 50-day simple moving average of $49.29 and a 200-day simple moving average of $50.60. The firm 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.

Celsius (NASDAQ:CELH) last issued 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 net margin of 3.03% and a return on equity of 41.88%. The firm had revenue of $725.11 million for the quarter, compared to analysts’ expectations of $703.68 million. The company’s quarterly revenue was up 172.9% compared to the same quarter last year. On average, equities analysts forecast that Celsius Holdings Inc. will post 0.89 earnings per share for the current year.

About Celsius

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.