Celsius Holdings Inc. $CELH Stock: Fulcrum Asset Management LLP Grows Position

Fulcrum Asset Management LLP increased its position in Celsius Holdings Inc. (NASDAQ:CELH) by 964.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 39,281 shares of the company’s stock after acquiring an additional 35,590 shares during the period. Fulcrum Asset Management LLP’s holdings in Celsius were worth $1,088,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Heritage Family Offices LLP bought a new position in Celsius in the third quarter valued at about $25,000. Hartford Financial Management Inc. purchased a new position in Celsius in the third quarter worth about $27,000. Continuum Advisory LLC bought a new stake in shares of Celsius during the 2nd quarter valued at about $31,000. AlphaCentric Advisors LLC bought a new stake in shares of Celsius during the 1st quarter valued at about $69,000. Finally, Ancora Advisors LLC bought a new stake in shares of Celsius during the 2nd quarter valued at about $64,000. Hedge funds and other institutional investors own 60.95% of the company’s stock.

Insider Activity

In related news, Director Hal Kravitz bought 12,000 shares of the stock in a transaction on Tuesday, September 15th. The stock was bought at an average price of $28.00 per share, for a total transaction of $336,000.00. Following the completion of the acquisition, the director directly owned 239,158 shares in the company, valued at approximately $6,696,424. This represents a 5.28% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO John Fieldly bought 18,000 shares of the stock in a transaction on Thursday, September 10th. The shares were bought at an average price of $27.44 per share, with a total value of $493,920.00. Following the acquisition, the chief executive officer owned 956,063 shares of the company’s stock, valued at $26,234,368.72. This trade represents a 1.92% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have acquired 66,000 shares of company stock worth $1,830,120. Corporate insiders own 2.33% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on CELH shares. The Goldman Sachs Group set a $45.00 price target on shares of Celsius in a report on Monday, August 10th. Stephens dropped their price objective on shares of Celsius from $65.00 to $50.00 and set an “overweight” rating for the company in a report on Monday, August 10th. Piper Sandler reissued an “overweight” rating and set a $36.00 price objective on shares of Celsius in a report on Monday, August 24th. Stifel Nicolaus set a $36.00 price objective on Celsius in a research report on Friday, November 6th. Finally, Wall Street Zen raised Celsius from a “sell” rating to a “hold” rating in a report on Sunday, October 4th. Fourteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $42.39.

Celsius Trading Up 0.7%

CELH opened at $33.04 on Thursday. The firm has a market cap of $8.28 billion, a P/E ratio of 22.78, a P/E/G ratio of 2.38 and a beta of 1.00. Celsius Holdings Inc. has a 12 month low of $23.56 and a 12 month high of $59.31. The company has a current ratio of 1.97, a quick ratio of 1.58 and a debt-to-equity ratio of 0.52. The stock has a 50-day moving average of $28.82 and a 200 day moving average of $33.78.

Celsius (NASDAQ:CELH) last posted its quarterly earnings results on Thursday, November 5th. The company reported $0.41 EPS for the quarter, beating the consensus estimate of $0.34 by $0.07. Celsius had a net margin of 10.01% and a return on equity of 37.00%. The business had revenue of $847.23 million during the quarter, compared to analyst estimates of $800.63 million. During the same quarter in the previous year, the business posted ($0.27) EPS. The company’s quarterly revenue was up 16.8% compared to the same quarter last year. As a group, research analysts forecast that Celsius Holdings Inc. will post 1.44 EPS for the current year.

Celsius Company Profile

Celsius Holdings, Inc. develops, markets, and distributes functional energy drinks. Its products include CELSIUS and CELSIUS Essentials, positioned for active lifestyles, as well as the Alani Nu brand, which joined the company in 2025. Founded in 2004, the company sells its beverages in the United States and international markets. In the United States, PepsiCo is a key distribution partner. John Fieldly serves as Celsius Holdings’ chief executive officer.