XCel Brands, Inc.(XELB)Stock Analysis
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Not in ranked universe
Below size threshold
Below the main board's size threshold of $25M annual revenue or $100M total assets. This company reported $41.7M in revenue and is scored on the micro-cap board instead.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
XELB Stock Analysis & AI Quality Score
Data updated 2026-07-26AI stock analysis and institutional research for XCel Brands, Inc. (XELB), a Financials sector company. XELB is not currently included in 13F Pro's AI-ranked quality universe — below the main board's size threshold of $25m annual revenue or $100m total assets. this company reported $41.7m in revenue and is scored on the micro-cap board instead. Based on the latest XBRL financial filings (Q2 2026), XCel Brands, Inc. reports quarterly revenue of $1.1M, net income of $-2.5M. Top institutional holders of XELB by reported 13-F value include Summit Trail Advisors, Potomac Capital Management, CITADEL ADVISORS, based on the most recent SEC filings. XELB trades on the Nasdaq exchange and files with the SEC under CIK 1083220. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate XELB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for XCel Brands, Inc. directly from SEC EDGAR. XCel Brands, Inc.'s 13F Pro composite quality score has ranged between 7 and 42 since 2021, currently 7.1 — a declining long-term trajectory across 13 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.1M
Net Income
Q2 2026
$-2.5M
ROIC
Q2 2026
-22.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-40.2% YoYNet Income
+22.0% YoYOperating Income
+38.2% YoYEPS (Diluted)
+48.4% YoYTotal Assets
-27.6% YoYTotal Debt
+142.9% YoYOp. Cash Flow
-48.9% YoYFree Cash Flow
-45.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.9M -40.2% | $8.3M -53.5% | $17.8M -31.1% | $25.8M -32.0% | $37.9M +28.8% | $29.4M |
| Net Income | $-17.5M +22.0% | $-22.4M -6.4% | $-21.1M -423.9% | $-4.0M +67.0% | $-12.2M +5.8% | $-12.9M |
| Operating Income | $-13.2M +38.2% | $-21.4M -3.7% | $-20.6M -813.5% | $-2.3M +82.0% | $-12.6M +23.5% | $-16.4M |
| EPS (Diluted) | $-5.08 +48.4% | $-9.84 +7.9% | $-10.68 -5240.0% | $-0.20 +68.3% | $-0.63 +7.4% | $-0.68 |
| Total Assets | $38.9M -27.6% | $53.8M -25.0% | $71.7M -19.4% | $88.9M -29.3% | $125.8M +2.2% | $123.1M |
| Total Debt | $16.0M +142.9% | $6.6M +20.1% | $5.5M | — | $30.5M +57.1% | $19.4M |
| Operating Cash Flow | $-7.0M -48.9% | $-4.7M +27.9% | $-6.5M +53.8% | $-14.2M -116.3% | $-6.6M -305.8% | $3.2M |
| Free Cash Flow | $-7.0M -45.7% | $-4.8M +27.3% | $-6.6M +54.0% | $-14.4M -88.8% | $-7.7M -414.0% | $2.4M |
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Top Institutional Holders of XELB
Summit Trail Advisors, LLC
$596.6K331,436 shPotomac Capital Management, Inc.
$450.1K250,058 shCITADEL ADVISORS LLC
$86.9K48,293 shGEODE CAPITAL MANAGEMENT, LLC
$50.1K27,817 shVANGUARD CAPITAL MANAGEMENT LLC
$50.0K27,759 shVANGUARD FIDUCIARY TRUST CO
$49.3K27,400 shTWO SIGMA INVESTMENTS, LP
$29.7K16,518 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$21.6K11,985 shMORGAN STANLEY
$18.0K10,000 shUBS Group AG
$3.0K1,675 sh
| Fund | Value | Shares |
|---|---|---|
| Summit Trail Advisors, LLC | $596.6K | 331,436 |
| Potomac Capital Management, Inc. | $450.1K | 250,058 |
| CITADEL ADVISORS LLC | $86.9K | 48,293 |
| GEODE CAPITAL MANAGEMENT, LLC | $50.1K | 27,817 |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.0K | 27,759 |
| VANGUARD FIDUCIARY TRUST CO | $49.3K | 27,400 |
| TWO SIGMA INVESTMENTS, LP | $29.7K | 16,518 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.6K | 11,985 |
| MORGAN STANLEY | $18.0K | 10,000 |
| UBS Group AG | $3.0K | 1,675 |
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Popular Research
Is XELB a good stock to buy?
13F Pro's AI-powered analysis of XCel Brands, Inc. (XELB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for XELB are available on the XELB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. XELB is classified as a small company.
Which hedge funds own XELB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling XELB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of XCel Brands, Inc.'s investment landscape.