UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Five Below, Inc. (NASDAQ:FIVE – Free Report) by 12.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 166,518 shares of the specialty retailer’s stock after purchasing an additional 17,967 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Five Below were worth $29,938,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. boosted its stake in Five Below by 40,774,210.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 55,453,062 shares of the specialty retailer’s stock worth $10,445,139,000 after purchasing an additional 55,452,926 shares during the period. BlackRock Inc. bought a new stake in shares of Five Below during the second quarter valued at about $964,867,000. Norges Bank bought a new stake in shares of Five Below during the fourth quarter valued at about $182,786,000. AQR Capital Management LLC lifted its holdings in shares of Five Below by 176.0% in the fourth quarter. AQR Capital Management LLC now owns 1,168,832 shares of the specialty retailer’s stock worth $220,161,000 after buying an additional 745,272 shares in the last quarter. Finally, Wellington Management Group LLP boosted its position in shares of Five Below by 54.4% in the second quarter. Wellington Management Group LLP now owns 1,811,650 shares of the specialty retailer’s stock valued at $325,717,000 after acquiring an additional 638,049 shares during the period.
More Five Below News
Here are the key news stories impacting Five Below this week:
- Positive Sentiment: Five Below reported adjusted earnings of $1.68 per share, above the $1.40 analyst consensus, while revenue rose 22.9% year over year to approximately $1.26 billion, exceeding estimates of $1.22 billion. Comparable sales increased 14.1%. Five Below second-quarter financial results
- Positive Sentiment: Management raised fiscal 2026 guidance to $5.63 billion-$5.71 billion in sales and adjusted EPS of $9.83-$10.31. Third-quarter adjusted EPS is projected at $1.01-$1.13, above the $0.86 consensus. Five Below earnings call and raised outlook
- Positive Sentiment: Strong customer traffic, repeat visits, store growth and a steady flow of trend-focused merchandise—described as a “rolling thunder” of newness—are driving sales momentum, particularly among younger shoppers and Gen Alpha. Five Below opened 52 net new stores and ended the quarter with 2,022 locations. Five Below rolling thunder of newness
- Positive Sentiment: The board authorized a new $600 million share-repurchase program, potentially supporting earnings per share and signaling confidence in the company’s cash-generation outlook. Five Below share repurchase plan
- Positive Sentiment: Analysts raised their price targets following the earnings beat: JPMorgan lifted its target to $368 with an Overweight rating, while Truist raised its target to $297 and Morgan Stanley to $300. Bank of America also reiterated Buy with a $340 target.
- Neutral Sentiment: With shares near their 52-week high and trading at roughly 30 times earnings, the improved outlook is increasingly reflected in the valuation, leaving the stock sensitive to any slowdown in comparable sales or traffic.
- Negative Sentiment: Recent institutional filings showed several large investors reducing positions, and some company insiders have sold shares. These transactions do not change the operating results but could add marginal selling pressure or investor caution.
Analyst Ratings Changes
Get Our Latest Stock Report on FIVE
Five Below Trading Down 1.3%
FIVE stock opened at $239.96 on Friday. The company’s 50 day moving average is $216.78 and its 200 day moving average is $217.58. The stock has a market cap of $13.27 billion, a price-to-earnings ratio of 21.54, a price-to-earnings-growth ratio of 1.25 and a beta of 0.99. Five Below, Inc. has a 1-year low of $137.77 and a 1-year high of $263.88.
Five Below (NASDAQ:FIVE – Get Free Report) last announced its earnings results on Wednesday, September 2nd. The specialty retailer reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.40 by $0.28. Five Below had a net margin of 11.65% and a return on equity of 22.97%. The business had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same period in the previous year, the business posted $0.81 earnings per share. Five Below’s revenue for the quarter was up 22.9% on a year-over-year basis. 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. As a group, sell-side analysts forecast that Five Below, Inc. will post 9.24 EPS for the current fiscal 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.
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