Diversified Trust Co Sells 13,700 Shares of Celsius Holdings Inc. $CELH

Diversified Trust Co lowered its position in Celsius Holdings Inc. (NASDAQ:CELH) by 56.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,403 shares of the company’s stock after selling 13,700 shares during the period. Diversified Trust Co’s holdings in Celsius were worth $598,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. ProShare Advisors LLC grew its stake in Celsius by 3.9% in the second quarter. ProShare Advisors LLC now owns 6,970 shares of the company’s stock worth $323,000 after purchasing an additional 261 shares during the period. Blue Chip Partners LLC boosted its holdings in shares of Celsius by 2.4% during the 2nd quarter. Blue Chip Partners LLC now owns 11,701 shares of the company’s stock valued at $543,000 after buying an additional 271 shares in the last quarter. Quadrant Capital Group LLC boosted its holdings in shares of Celsius by 1.6% during the 2nd quarter. Quadrant Capital Group LLC now owns 18,221 shares of the company’s stock valued at $845,000 after buying an additional 279 shares in the last quarter. Hancock Whitney Corp grew its position in shares of Celsius by 3.1% in the 1st quarter. Hancock Whitney Corp now owns 11,400 shares of the company’s stock worth $406,000 after buying an additional 344 shares during the period. Finally, UMB Bank n.a. grew its position in shares of Celsius by 24.7% in the 2nd quarter. UMB Bank n.a. now owns 1,778 shares of the company’s stock worth $82,000 after buying an additional 352 shares during the period. Hedge funds and other institutional investors own 60.95% of the company’s stock.

Celsius Price Performance

Shares of NASDAQ CELH opened at $47.75 on Friday. Celsius Holdings Inc. has a twelve month low of $21.10 and a twelve month high of $66.74. The firm has a market cap of $12.31 billion, a P/E ratio of 477.50, a PEG ratio of 0.75 and a beta of 0.89. The company has a 50 day moving average of $45.81 and a 200 day moving average of $50.74. The company has a quick ratio of 1.61, a current ratio of 1.89 and a debt-to-equity ratio of 0.72.

Celsius (NASDAQ:CELH) last issued its earnings results on Thursday, November 6th. The company reported $0.42 EPS for the quarter, beating the consensus estimate of $0.28 by $0.14. Celsius had a return on equity of 41.88% and a net margin of 3.03%.The business had revenue of $725.11 million for the quarter, compared to the consensus estimate of $703.68 million. Celsius’s quarterly revenue was up 172.9% on a year-over-year basis. As a group, research analysts expect that Celsius Holdings Inc. will post 0.89 EPS for the current fiscal year.

Insider Buying and Selling

In other news, major shareholder William H. Milmoe sold 40,000 shares of the firm’s stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $62.50, for a total transaction of $2,500,000.00. Following the sale, the insider owned 221,245 shares of the company’s stock, valued at $13,827,812.50. This trade represents a 15.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Hal Kravitz purchased 10,000 shares of Celsius stock in a transaction dated Thursday, November 13th. The stock was bought at an average price of $45.24 per share, with a total value of $452,400.00. Following the completion of the purchase, the director directly owned 216,147 shares of the company’s stock, valued at approximately $9,778,490.28. This trade represents a 4.85% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 2.55% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on CELH shares. Weiss Ratings reissued a “sell (d+)” rating on shares of Celsius in a research note on Monday. Stifel Nicolaus dropped their price target on Celsius from $74.00 to $60.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. The Goldman Sachs Group initiated coverage on Celsius in a research note on Thursday, September 11th. They issued a “buy” rating and a $72.00 price target on the stock. Citigroup reduced their price objective on Celsius from $73.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Finally, Morgan Stanley set a $70.00 target price on Celsius in a report on Tuesday, September 30th. Twenty analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Celsius presently has an average rating of “Moderate Buy” and an average price target of $63.89.

Celsius Profile

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.