Charter Oak Capital Management LLC Makes New $1.11 Million Investment in Celestica, Inc. $CLS

Charter Oak Capital Management LLC purchased a new position in shares of Celestica, Inc. (NYSE:CLS) (TSE:CLS) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 4,502 shares of the technology company’s stock, valued at approximately $1,109,000.

Several other large investors have also made changes to their positions in CLS. MassMutual Private Wealth & Trust FSB increased its holdings in Celestica by 42.5% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 124 shares of the technology company’s stock worth $31,000 after buying an additional 37 shares during the last quarter. World Equity Group Inc. increased its stake in shares of Celestica by 1.7% during the 3rd quarter. World Equity Group Inc. now owns 2,263 shares of the technology company’s stock worth $558,000 after purchasing an additional 38 shares during the last quarter. Pure Financial Advisors LLC raised its holdings in shares of Celestica by 3.2% during the 3rd quarter. Pure Financial Advisors LLC now owns 1,617 shares of the technology company’s stock valued at $398,000 after purchasing an additional 50 shares in the last quarter. McIlrath & Eck LLC raised its holdings in shares of Celestica by 43.3% during the 3rd quarter. McIlrath & Eck LLC now owns 182 shares of the technology company’s stock valued at $45,000 after purchasing an additional 55 shares in the last quarter. Finally, Rothschild Investment LLC lifted its stake in shares of Celestica by 20.0% in the 2nd quarter. Rothschild Investment LLC now owns 390 shares of the technology company’s stock valued at $61,000 after purchasing an additional 65 shares during the last quarter. Institutional investors own 67.38% of the company’s stock.

Celestica News Roundup

Here are the key news stories impacting Celestica this week:

• Positive Sentiment: Aletheia Capital raised its price target from $330 to $410 and kept a “buy” call, implying ~32% upside versus the current level — a strong catalyst supporting higher buy-side interest. Aletheia Capital raises PT to $410
• Positive Sentiment: Coverage summary: Aletheia Capital separately forecasted strong price appreciation for CLS, reinforcing bullish analyst momentum. Aletheia Capital Forecasts Strong Price Appreciation for Celestica
• Positive Sentiment: Brokerage consensus across firms is about a “Moderate Buy,” which supports demand for the shares amid upbeat analyst views. Celestica Given Average Rating of “Moderate Buy”
• Neutral Sentiment: Celestica is highlighted as a data-center/AI infrastructure play ahead of earnings; product launches (AI-focused storage and 1.6TbE switches) are positives but their initial revenue impact is uncertain. This data center play sets up as earnings loom
• Neutral Sentiment: Preview pieces emphasize the upcoming Q4 earnings release as the key near-term catalyst; investors should watch guidance, ATS segment trends, and margin commentary. Celestica Expected to Announce Earnings on Wednesday
• Neutral Sentiment: Outlook articles on CLS for 2026 discuss growth opportunities but note the stock’s premium multiple, making performance hinge on execution and guidance. Outlook for Celestica stock in 2026
• Neutral Sentiment: Zacks’ pre-earnings analysis calls out promising AI/storage product launches but warns of weakness in the ATS segment and a premium valuation — a balanced risk/reward view. CLS Stock Before Q4 Earnings: A Smart Buy or Risky Investment?
• Negative Sentiment: TD Securities set a new $305 price target with a “hold” rating — slightly below the current level — signaling some analyst caution despite broader bullishness. TD Securities issues $305 target (hold)

Insider Activity at Celestica

In other news, Director Laurette T. Koellner purchased 6,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 30th. The shares were acquired at an average price of $341.67 per share, for a total transaction of $2,050,020.00. Following the completion of the acquisition, the director directly owned 6,000 shares in the company, valued at approximately $2,050,020. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.52% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

CLS has been the topic of several recent research reports. TD Securities set a $305.00 target price on Celestica and gave the company a “hold” rating in a report on Wednesday. BMO Capital Markets set a $370.00 price objective on Celestica and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Weiss Ratings restated a “buy (b)” rating on shares of Celestica in a report on Wednesday, October 8th. Aletheia Capital increased their price target on Celestica from $330.00 to $410.00 and gave the company a “buy” rating in a report on Tuesday. Finally, Royal Bank Of Canada lifted their price target on shares of Celestica from $315.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $340.75.

Celestica Stock Performance

Shares of NYSE CLS opened at $310.11 on Thursday. 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 $35.67 billion, a P/E ratio of 50.34 and a beta of 1.87. The business’s 50 day moving average is $309.62 and its two-hundred day moving average is $259.99. The company has a quick ratio of 0.88, a current ratio of 1.47 and a debt-to-equity ratio of 0.37.

Celestica (NYSE:CLS) (TSE:CLS) last posted its quarterly earnings results on Monday, October 27th. The technology company reported $1.58 EPS for the quarter, beating the consensus estimate of $1.45 by $0.13. Celestica had a return on equity of 30.53% and a net margin of 6.35%.The firm had revenue of $3.19 billion during the quarter, compared to analysts’ expectations of $3.01 billion. During the same quarter in the prior year, the firm posted $1.04 EPS. The company’s revenue for the quarter was up 27.8% on a year-over-year basis. On average, equities analysts expect that Celestica, Inc. will post 4.35 EPS for the current year.

Celestica 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.