Sierra Summit Advisors LLC Takes $978,000 Position in Five Below, Inc. $FIVE

Sierra Summit Advisors LLC acquired a new position in Five Below, Inc. (NASDAQ:FIVE) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 6,325 shares of the specialty retailer’s stock, valued at approximately $978,000.

Several other large investors also recently added to or reduced their stakes in FIVE. EverSource Wealth Advisors LLC increased its stake in Five Below by 9.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 830 shares of the specialty retailer’s stock worth $128,000 after acquiring an additional 75 shares during the last quarter. Ballentine Partners LLC grew its holdings in shares of Five Below by 4.5% during the third quarter. Ballentine Partners LLC now owns 1,858 shares of the specialty retailer’s stock worth $287,000 after purchasing an additional 80 shares in the last quarter. Clearstead Advisors LLC grew its holdings in shares of Five Below by 22.6% during the third quarter. Clearstead Advisors LLC now owns 516 shares of the specialty retailer’s stock worth $80,000 after purchasing an additional 95 shares in the last quarter. State of Michigan Retirement System increased its position in shares of Five Below by 0.8% in the second quarter. State of Michigan Retirement System now owns 13,222 shares of the specialty retailer’s stock worth $1,734,000 after purchasing an additional 100 shares during the last quarter. Finally, True Wealth Design LLC raised its stake in Five Below by 25.2% in the third quarter. True Wealth Design LLC now owns 562 shares of the specialty retailer’s stock valued at $87,000 after purchasing an additional 113 shares in the last quarter.

Five Below Stock Down 0.7%

NASDAQ FIVE opened at $223.53 on Friday. The company has a 50-day simple moving average of $199.61 and a two-hundred day simple moving average of $170.48. Five Below, Inc. has a 12-month low of $52.38 and a 12-month high of $229.33. The firm has a market cap of $12.33 billion, a price-to-earnings ratio of 40.13, a PEG ratio of 1.71 and a beta of 1.14.

Five Below (NASDAQ:FIVE) last released its quarterly earnings data on Wednesday, December 3rd. The specialty retailer reported $0.68 EPS for the quarter, topping the consensus estimate of $0.22 by $0.46. The firm had revenue of $1.04 billion for the quarter, compared to the consensus estimate of $971.96 million. Five Below had a return on equity of 17.15% and a net margin of 6.96%.The company’s quarterly revenue was up 23.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.42 earnings per share. Five Below has set its FY 2025 guidance at 5.710-5.890 EPS and its Q4 2025 guidance at 3.360-3.540 EPS. Equities analysts expect that Five Below, Inc. will post 4.93 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have commented on FIVE shares. Craig Hallum reissued a “buy” rating on shares of Five Below in a research note on Friday, January 16th. UBS Group set a $255.00 target price on shares of Five Below in a research report on Tuesday, January 13th. Sanford C. Bernstein reissued a “market perform” rating and issued a $206.00 target price on shares of Five Below in a research note on Monday, February 9th. Wall Street Zen lowered Five Below from a “buy” rating to a “hold” rating in a research note on Sunday, February 8th. Finally, Guggenheim set a $225.00 price objective on Five Below in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $204.85.

Insider Transactions at Five Below

In other Five Below news, insider Maureen Marie Gellerman sold 544 shares of the stock in a transaction on Friday, December 5th. The shares were sold at an average price of $174.38, for a total transaction of $94,862.72. Following the completion of the sale, the insider owned 12,163 shares of the company’s stock, valued at $2,120,983.94. This represents a 4.28% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Eric M. Specter sold 8,500 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $201.15, for a total transaction of $1,709,775.00. Following the completion of the sale, the chief accounting officer directly owned 45,724 shares in the company, valued at approximately $9,197,382.60. This trade represents a 15.68% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 50,769 shares of company stock valued at $9,365,308. Insiders own 1.90% of the company’s stock.

Five Below Company Profile

Five Below, Inc (NASDAQ:FIVE) is an American specialty discount retailer offering a broad assortment of merchandise priced primarily at $5 or below. Since its founding in 2002 by David Schlessinger and Tom Vellios, the company has pursued a value-focused retail model targeting tweens, teens and beyond, with stores designed to deliver trend-driven products at an accessible price point. Headquartered in Philadelphia, Pennsylvania, Five Below has grown into a national chain operating in dozens of U.S.