State of Wyoming acquired a new stake in Celsius Holdings Inc. (NASDAQ:CELH – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 33,414 shares of the company’s stock, valued at approximately $914,000.
A number of other institutional investors have also recently made changes to their positions in the business. State Street Corp grew its stake in shares of Celsius by 4.5% in the second quarter. State Street Corp now owns 5,253,654 shares of the company’s stock worth $153,861,000 after acquiring an additional 227,418 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Celsius in the second quarter valued at $43,040,000. Jennison Associates LLC raised its stake in shares of Celsius by 2.4% in the first quarter. Jennison Associates LLC now owns 1,298,521 shares of the company’s stock valued at $46,072,000 after acquiring an additional 30,327 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Celsius by 1.8% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,203,942 shares of the company’s stock valued at $35,251,000 after acquiring an additional 21,025 shares in the last quarter. Finally, Janus Henderson Group PLC boosted its holdings in Celsius by 35.3% in the first quarter. Janus Henderson Group PLC now owns 1,058,503 shares of the company’s stock valued at $37,565,000 after purchasing an additional 276,369 shares during the period. Institutional investors and hedge funds own 60.95% of the company’s stock.
Insiders Place Their Bets
In other news, CEO John Fieldly acquired 18,000 shares of the company’s stock in a transaction that occurred on Thursday, September 10th. The stock was purchased at an average cost of $27.44 per share, with a total value of $493,920.00. Following the purchase, the chief executive officer directly owned 956,063 shares of the company’s stock, valued at approximately $26,234,368.72. This trade represents a 1.92% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Hal Kravitz purchased 12,000 shares of the business’s stock in a transaction dated Tuesday, September 15th. The shares were purchased at an average cost of $28.00 per share, with a total value of $336,000.00. Following the purchase, the director directly owned 239,158 shares in the company, valued at approximately $6,696,424. The trade was a 5.28% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have purchased 66,000 shares of company stock worth $1,830,120. 2.33% of the stock is owned by company insiders.
Celsius News Roundup
Here are the key news stories impacting Celsius this week:
- Neutral Sentiment: Celsius announced that it will release its third-quarter 2026 results before the market opens on Thursday, November 5. The report and management’s outlook will be the next major catalysts for CELH. Celsius Holdings to Release Third Quarter Results
- Negative Sentiment: Multiple investor-rights firms are promoting a securities class action against Celsius and certain officers. The lawsuit covers investors who purchased CELH securities from February 21, 2025, through June 3, 2026, and alleges violations of federal securities laws. The November 3 deadline to seek lead-plaintiff status increases near-term attention on the litigation and creates potential financial, legal and reputational risks. The allegations have not been proven. Celsius Investor Class Action Filed
- Negative Sentiment: A separate federal consumer lawsuit accuses Celsius of “health-washing,” alleging that the company misleadingly marketed its drinks as accelerating metabolism and burning fat. If the claims gain traction, the case could affect brand reputation, marketing practices and potential costs. Celsius has not been found liable based on the reported allegations. Celsius Health-Washing Lawsuit
- Negative Sentiment: Analysts expect Celsius’s third-quarter earnings to decline, while a Zacks preview indicates the company may lack the factors typically associated with an earnings beat. This adds pressure ahead of the November 5 report, particularly after the company’s latest reported quarter missed consensus revenue and EPS estimates. Celsius Q3 Earnings Preview
Celsius Price Performance
Shares of NASDAQ:CELH opened at $29.12 on Friday. The company has a 50-day simple moving average of $29.13 and a 200-day simple moving average of $34.71. Celsius Holdings Inc. has a one year low of $23.56 and a one year high of $61.49. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.42 and a current ratio of 1.80. The stock has a market capitalization of $7.37 billion, a price-to-earnings ratio of 121.33, a PEG ratio of 2.03 and a beta of 1.01.
Celsius (NASDAQ:CELH – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.36 earnings per share for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.05). Celsius had a net margin of 4.24% and a return on equity of 36.52%. The firm had revenue of $817.93 million during the quarter, compared to analysts’ expectations of $870.08 million. During the same quarter last year, the business earned $0.47 earnings per share. The business’s quarterly revenue was up 10.6% on a year-over-year basis. On average, analysts predict that Celsius Holdings Inc. will post 1.42 EPS for the current year.
Analyst Ratings Changes
A number of equities research analysts have issued reports on CELH shares. TD Cowen reduced their price target on Celsius from $41.00 to $35.00 and set a “buy” rating on the stock in a research report on Tuesday, October 13th. Zacks Research raised Celsius from a “strong sell” rating to a “hold” rating in a research report on Tuesday, October 6th. Jefferies Financial Group restated a “buy” rating and set a $42.00 target price on shares of Celsius in a research note on Tuesday, October 6th. Needham & Company LLC reduced their target price on shares of Celsius from $55.00 to $35.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Finally, Wall Street Zen raised shares of Celsius from a “sell” rating to a “hold” rating in a report on Sunday, October 4th. Fourteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $41.53.
View Our Latest Report on CELH
Celsius Profile
Celsius Holdings, Inc (NASDAQ: CELH) develops, markets and distributes functional beverages designed to support active lifestyles. Its flagship CELSIUS brand offers carbonated and non-carbonated energy drinks, including products positioned around energy, fitness and wellness. The company also markets CELSIUS Essentials, CELSIUS Vibe and powdered drink mixes, with product formulations that commonly feature ingredients such as caffeine, vitamins and other functional components.
Founded in 2004, Celsius has expanded from a niche fitness beverage business into a broader energy-drink platform.
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