Fulcrum Asset Management LLP Makes New $1.43 Million Investment in Monster Beverage Corporation $MNST

Key Points

• Fulcrum Asset Management opened a new position in Monster Beverage, buying 19,325 shares valued at approximately $1.43 million in Q4.
• Monster reported a strong Q1 beat — $0.58 EPS vs. $0.53 expected and $2.35 billion in revenue (up ~22.6% YoY), driven by ~45% international sales growth that helped expand margins.
• Analyst sentiment is improving (Rothschild & Co Redburn upgraded to Buy with a $90 target; consensus target ~$85.90), but the stock is trading lower and remains richly valued with a P/E ~39, leaving performance sensitive to continued growth.

Fulcrum Asset Management LLP purchased a new position in shares of Monster Beverage Corporation (NASDAQ:MNST - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 19,325 shares of the company's stock, valued at approximately $1,427,000.

A number of other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Monster Beverage by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 67,980,692 shares of the company's stock worth $5,212,080,000 after buying an additional 497,108 shares during the last quarter. State Street Corp increased its position in shares of Monster Beverage by 8.0% during the third quarter. State Street Corp now owns 37,719,091 shares of the company's stock worth $2,538,872,000 after purchasing an additional 2,789,273 shares in the last quarter. Invesco Ltd. increased its position in shares of Monster Beverage by 6.3% during the third quarter. Invesco Ltd. now owns 11,675,603 shares of the company's stock worth $785,885,000 after purchasing an additional 692,192 shares in the last quarter. Schroder Investment Management Group increased its position in shares of Monster Beverage by 12.2% during the third quarter. Schroder Investment Management Group now owns 8,175,683 shares of the company's stock worth $547,444,000 after purchasing an additional 891,804 shares in the last quarter. Finally, Northern Trust Corp increased its position in shares of Monster Beverage by 1.2% during the third quarter. Northern Trust Corp now owns 7,867,341 shares of the company's stock worth $529,551,000 after purchasing an additional 95,919 shares in the last quarter. 72.36% of the stock is owned by hedge funds and other institutional investors.

Monster Beverage News Roundup

Here are the key news stories impacting Monster Beverage this week:

• Positive Sentiment: Q1 beats — Monster delivered $0.58 EPS vs. $0.53 consensus and roughly $2.35B in net sales (well above estimates), with operating income and net income rising ~28% year-over-year; the print is a clear fundamental beat. Monster Beverage Reports 2026 First-Quarter Financial Results
• Positive Sentiment: Strong international growth — International sales surged (~45%) and now account for about 45% of revenue, a key driver of the top-line beat and margin expansion. This expands Monster’s geographic reach and FX/diversification tailwinds. Monster Beverage Sales Boosted by International Brands, Weaker Dollar
• Positive Sentiment: Analyst support rising — Rothschild & Co Redburn upgraded MNST to Buy with a $90 target, and Evercore ISI maintained its Buy rating, reflecting increased conviction after the quarter. Upgrades/positive coverage can support further upside. Monster Beverage NASDAQ: MNST Rating Increased to Buy at Rothschild & Co Redburn Evercore ISI Sticks to Its Buy Rating for Monster Beverage (MNST)
• Neutral Sentiment: Conference call/transcript available — Management hosted the Q1 call; investors should review the transcript for commentary on channel inventory, margin cadence, marketing spend and international cadence. Monster Beverage Corporation (MNST) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Multiple outlets summarized the quarter — Coverage across Zacks, TipRanks, MarketBeat and mainstream press highlights the beats and rising margins; useful for cross-checking model implications. Monster Beverage (MNST) Surpasses Q1 Earnings and Revenue Estimates
• Negative Sentiment: Market reaction & valuation — Despite the upbeat quarter and analyst support, the stock is trading lower today; volume is above average and the stock carries a high multiple (P/E ~39), which can prompt short-term profit-taking and leaves returns sensitive to growth expectations. Monster Beverage Stock Page

Analyst Ratings Changes

A number of research firms have recently commented on MNST. Rothschild & Co Redburn upgraded Monster Beverage from a "neutral" rating to a "buy" rating and lifted their target price for the stock from $76.00 to $90.00 in a research report on Wednesday. JPMorgan Chase & Co. cut their target price on Monster Beverage from $81.00 to $78.00 and set a "neutral" rating on the stock in a research report on Monday. Wells Fargo & Company cut their target price on Monster Beverage from $90.00 to $85.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft cut their target price on Monster Beverage from $94.00 to $90.00 and set a "buy" rating on the stock in a research report on Monday, March 30th. Finally, TD Cowen cut their target price on Monster Beverage from $88.00 to $80.00 and set a "hold" rating on the stock in a research report on Monday, April 20th. Fifteen analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Monster Beverage has an average rating of "Moderate Buy" and a consensus target price of $85.90.

Monster Beverage Stock Down 1.6%

Shares of MNST stock opened at $75.97 on Friday. The stock has a market capitalization of $74.29 billion, a PE ratio of 39.16, a price-to-earnings-growth ratio of 2.76 and a beta of 0.50. Monster Beverage Corporation has a 52-week low of $58.09 and a 52-week high of $87.38. The stock's 50-day moving average price is $76.12 and its 200 day moving average price is $75.94.

Monster Beverage (NASDAQ:MNST - Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.53 by $0.05. The firm had revenue of $2.35 billion for the quarter, compared to analysts' expectations of $2.16 billion. Monster Beverage had a return on equity of 27.38% and a net margin of 22.97%.The firm's revenue for the quarter was up 22.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.47 EPS. Analysts expect that Monster Beverage Corporation will post 2.28 earnings per share for the current fiscal year.

Monster Beverage Company Profile

Monster Beverage Corporation NASDAQ: MNST is an American beverage company best known for its Monster Energy brand of energy drinks. The company's product portfolio centers on carbonated energy beverages and a range of complementary ready-to-drink offerings, including energy coffees, hydration beverages and other flavored functional drinks. Monster markets multiple sub-brands and flavor variants to address different consumer segments and consumption occasions.

Originally organized around the Hansen's Natural line of juices and sodas, the company pivoted toward the energy drink category and formally adopted the Monster Beverage name in the early 2010s to reflect its strategic focus.

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