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The company

Xcel Brands, Inc

XELB · Nasdaq

FinancialsFunds, Shells & SPACs

XELB stood above a rising 150-day average in 16 of the last 52 weekly readings, and has been out of that trend for the last 16 weeks. It is 73.7% below that average now. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).

SEC filings

Statistics

Rotation: not in the set
Weeks in an uptrend: out for 16
Insider buys, 12 months: $198K
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 11 (+3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 16 of 52 weeks.

23 Apr – 22 Oct

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months8

Sale orders, 12 months0

Buyers · sellers2 · 0

Who	Did	Shares	Traded
Loren Robert W. D.CEO and Chairman	bought	3,500at $0.955	28 Aug 2026filed 31 Aug 2026
Loren Robert W. D.CEO and Chairman	bought	2,000at $0.955	27 Aug 2026filed 31 Aug 2026
Loren Robert W. D.CEO and Chairman	bought	10,000at $0.955	26 Aug 2026filed 27 Aug 2026
Loren Robert W. D.CEO and Chairman	bought	10,000at $0.875	24 Aug 2026filed 25 Aug 2026
Loren Robert W. D.CEO and Chairman	bought	12,000at $0.869	21 Aug 2026filed 25 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders11+3 on the quarter

New · exited3 · 0

Reported value$1.4M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Summit Trail Advisors, LLCunchanged · filed 11 Aug 2026	331,436$597K	00.0%
Potomac Capital Management, Inc.reduced · filed 14 Aug 2026	250,058$450K	-158,342−38.8%
CITADEL ADVISORS LLCadded · filed 14 Aug 2026	48,293$87K	+4,780+11.0%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026	27,817$50K	-30,052−51.9%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	27,759$50K	+19,983+257.0%
VANGUARD FIDUCIARY TRUST COnew · filed 13 Aug 2026	27,400$49K	+27,400
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 2026	16,518$30K	-587−3.4%
SUSQUEHANNA INTERNATIONAL GROUP, LLPnew · filed 14 Aug 2026	11,985$22K	+11,985
MORGAN STANLEYunchanged · filed 13 Aug 2026	10,000$18K	00.0%
UBS Group AGadded · filed 13 Aug 2026	1,675$3,015	+1,197+250.4%

31 Mar 2025 – 30 Jun 2026

News

Xcel Brands and Paradium.AI Unveil Groundbreaking "PetHelpful x Trust·Respect·Love by Cesar Millan" Co-Brand, Increasing the Co-Brands Reach from 21 Million to over 50 Millionmanilatimes.net · 8 Oct 2026

Everyone who traded it

Loren Robert W. D CEO and Chairman · last 30 Sep 202645 · 0

Deborah Weinswig Director · last 20 Apr 20260 · 0

Howard M. Liebman Director · last 20 Apr 20260 · 0

James D. Fielding Director · last 20 Apr 20260 · 0

Mark DiSanto Director · last 20 Apr 202622 · 0

James Haran Chief Financial Officer · last 3 Dec 20250 · 4

Seth Burroughs EVP of BD Treasurer Secretary · last 3 Dec 20252 · 0

Michael Francis Director · last 1 Apr 20200 · 0

Ben Malka Director · last 1 Apr 20190 · 0

Isaac Mizrahi 10% owner · last 15 Mar 20190 · 3

Richard Kirschenbaum Director · last 2 Apr 20180 · 0

Hilco Trading, Llc 10% owner · last 13 Sep 20173 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 2025100%

Operating profit marginFY 2025 · to 31 Dec 2025-268%

Free cash flow marginFY 2025 · to 31 Dec 2025-142%

Return on capital employedFY 2025 · to 31 Dec 2025-42.1%

Debt to equityFY 2025 · to 31 Dec 20250.89×

Share count trendFY 2025 · to 10 Apr 20260.6%

Cash and equivalentsFY 2025 · to 31 Dec 2025$1.1M

Free cash flowFY 2025 · to 31 Dec 2025−$7.0M

Analyst forecasts

No analyst forecasts yet.