Krilogy Financial LLC Takes $503,000 Position in Five Below, Inc. $FIVE

Krilogy Financial LLC purchased a new position in shares of Five Below, Inc. (NASDAQ:FIVE) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 3,226 shares of the specialty retailer’s stock, valued at approximately $503,000.

Other institutional investors also recently added to or reduced their stakes in the company. Jennison Associates LLC lifted its position in Five Below by 397.5% in the third quarter. Jennison Associates LLC now owns 819,502 shares of the specialty retailer’s stock valued at $126,777,000 after purchasing an additional 654,763 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Five Below by 1.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 690,615 shares of the specialty retailer’s stock worth $90,595,000 after buying an additional 8,743 shares in the last quarter. Pacer Advisors Inc. acquired a new stake in shares of Five Below in the 3rd quarter valued at approximately $1,121,000. Estate Counselors LLC purchased a new stake in shares of Five Below in the third quarter valued at approximately $3,755,000. Finally, Lisanti Capital Growth LLC acquired a new position in Five Below during the second quarter worth $4,526,000.

Insider Activity

In other Five Below news, Director Kathleen S. Barclay sold 2,200 shares of Five Below stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $182.03, for a total value of $400,466.00. Following the completion of the sale, the director directly owned 9,214 shares of the company’s stock, valued at approximately $1,677,224.42. The trade was a 19.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Maureen Marie Gellerman sold 544 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $174.38, for a total value of $94,862.72. Following the transaction, the insider directly owned 12,163 shares in the company, valued at approximately $2,120,983.94. This represents a 4.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 50,769 shares of company stock worth $9,365,308 in the last quarter. Corporate insiders own 1.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Evercore boosted their target price on shares of Five Below from $180.00 to $185.00 and gave the stock an “in-line” rating in a research report on Tuesday, December 23rd. Sanford C. Bernstein reissued a “market perform” rating and set a $206.00 price objective on shares of Five Below in a report on Monday, February 9th. Wall Street Zen lowered shares of Five Below from a “buy” rating to a “hold” rating in a research report on Sunday, February 8th. Barclays lifted their price target on shares of Five Below from $160.00 to $193.00 and gave the company a “positive” rating in a research report on Thursday, January 8th. Finally, Craig Hallum reissued a “buy” rating on shares of Five Below in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $204.20.

Five Below Price Performance

FIVE stock opened at $205.93 on Friday. The company’s 50 day simple moving average is $191.84 and its 200-day simple moving average is $164.68. Five Below, Inc. has a 12 month low of $52.38 and a 12 month high of $210.33. The firm has a market capitalization of $11.36 billion, a PE ratio of 36.97, a P/E/G ratio of 1.58 and a beta of 1.14.

Five Below (NASDAQ:FIVE) last issued its quarterly earnings data on Wednesday, December 3rd. The specialty retailer reported $0.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.46. The firm had revenue of $1.04 billion during 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% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.42 EPS. 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. As a group, sell-side analysts anticipate that Five Below, Inc. will post 4.93 earnings per share for the current year.

Five Below 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.