Five Below, Inc. $FIVE Stake Lifted by JW Asset Management LLC

JW Asset Management LLC boosted its holdings in Five Below, Inc. (NASDAQ:FIVE) by 24.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,418 shares of the specialty retailer’s stock after purchasing an additional 2,418 shares during the period. Five Below comprises about 1.1% of JW Asset Management LLC’s portfolio, making the stock its 11th largest holding. JW Asset Management LLC’s holdings in Five Below were worth $2,727,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Allworth Financial LP raised its holdings in Five Below by 3.1% during the third quarter. Allworth Financial LP now owns 2,111 shares of the specialty retailer’s stock worth $464,000 after acquiring an additional 63 shares in the last quarter. Ariadne Wealth Management LP boosted its position in Five Below by 11.2% during the third quarter. Ariadne Wealth Management LP now owns 1,391 shares of the specialty retailer’s stock valued at $305,000 after purchasing an additional 140 shares during the last quarter. Eurizon Capital SGR S.p.A. boosted its position in Five Below by 21.1% during the third quarter. Eurizon Capital SGR S.p.A. now owns 1,778 shares of the specialty retailer’s stock valued at $393,000 after purchasing an additional 310 shares during the last quarter. Fifth Third Bancorp grew its stake in Five Below by 33.2% in the third quarter. Fifth Third Bancorp now owns 32,661 shares of the specialty retailer’s stock valued at $7,171,000 after purchasing an additional 8,140 shares in the last quarter. Finally, Maryland State Retirement & Pension System grew its stake in Five Below by 19.4% in the third quarter. Maryland State Retirement & Pension System now owns 3,376 shares of the specialty retailer’s stock valued at $741,000 after purchasing an additional 548 shares in the last quarter.

Insider Transactions at Five Below

In other news, CAO Eric Specter sold 5,500 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $248.99, for a total value of $1,369,445.00. Following the completion of the sale, the chief accounting officer owned 35,482 shares of the company’s stock, valued at approximately $8,834,663.18. The trade was a 13.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Kenneth Bull sold 10,510 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $248.06, for a total transaction of $2,607,110.60. Following the completion of the transaction, the chief operating officer owned 75,064 shares in the company, valued at $18,620,375.84. This trade represents a 12.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,438 shares of company stock worth $4,580,933 over the last ninety days. Corporate insiders own 0.96% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Benchmark started coverage on Five Below in a research note on Thursday, August 13th. They set a “buy” rating on the stock. BNP Paribas Exane downgraded Five Below from a “strong-buy” rating to a “hold” rating in a report on Thursday, August 13th. Guggenheim raised their target price on shares of Five Below from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, September 3rd. Cantor Fitzgerald downgraded shares of Five Below to a “neutral” rating in a report on Thursday, August 13th. Finally, Weiss Ratings raised shares of Five Below from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 29th. Nineteen investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Five Below has an average rating of “Moderate Buy” and an average price target of $301.90.

Five Below Stock Down 1.4%

Shares of NASDAQ:FIVE opened at $247.16 on Friday. Five Below, Inc. has a 12-month low of $143.02 and a 12-month high of $263.88. The business has a 50 day moving average of $231.83 and a 200-day moving average of $219.88. The stock has a market cap of $13.61 billion, a PE ratio of 22.19, a P/E/G ratio of 0.96 and a beta of 0.90.

Five Below (NASDAQ:FIVE) last released its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.40 by $0.28. Five Below had a return on equity of 22.13% and a net margin of 11.65%. The business had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period last year, the firm posted $0.81 EPS. The firm’s revenue for the quarter was up 22.9% compared to the same quarter last year. Five Below has set its Q3 2026 guidance at 1.010-1.130 EPS and its FY 2026 guidance at 9.830-10.310 EPS. Equities research analysts expect that Five Below, Inc. will post 10.54 earnings per share for the current year.

Five Below Profile

Five Below, Inc. is a U.S. discount retailer offering a changing assortment of value-priced products for teens, tweens, and families. Its merchandise spans toys and games, technology accessories, sports and recreation, fashion and accessories, home goods, party supplies, seasonal items, and candy. The company was founded in 2002 by David Schlessinger and Tom Vellios, and opened its first store in Wayne, Pennsylvania. While its name reflects its original focus on products priced at $5 or less, Five Below has expanded its assortment to include higher-priced items through its Five Beyond offering.