EP Wealth Advisors LLC Acquires New Stake in Five Below, Inc. $FIVE

EP Wealth Advisors LLC bought a new position in shares of Five Below, Inc. (NASDAQ:FIVE) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,979 shares of the specialty retailer’s stock, valued at approximately $715,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. NewEdge Advisors LLC lifted its stake in Five Below by 143.0% in the first quarter. NewEdge Advisors LLC now owns 1,096 shares of the specialty retailer’s stock worth $82,000 after acquiring an additional 645 shares during the last quarter. United Services Automobile Association purchased a new stake in shares of Five Below in the 1st quarter valued at approximately $268,000. Empowered Funds LLC purchased a new stake in shares of Five Below in the 1st quarter valued at approximately $1,416,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Five Below by 13.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 184,518 shares of the specialty retailer’s stock valued at $13,825,000 after purchasing an additional 21,625 shares in the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of Five Below by 63.8% in the 1st quarter. Focus Partners Wealth now owns 3,858 shares of the specialty retailer’s stock valued at $289,000 after purchasing an additional 1,503 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on FIVE. BNP Paribas Exane downgraded shares of Five Below from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 13th. Truist Financial raised their price target on Five Below from $261.00 to $265.00 and gave the company a “buy” rating in a research note on Wednesday, May 27th. Mizuho upped their price objective on Five Below from $220.00 to $260.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Morgan Stanley cut Five Below from an “equal weight” rating to an “underweight” rating in a research report on Tuesday, July 21st. Finally, The Goldman Sachs Group downgraded Five Below from a “buy” rating to a “sell” rating in a report on Thursday, August 13th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Five Below currently has a consensus rating of “Moderate Buy” and an average price target of $262.80.

Five Below Price Performance

Shares of NASDAQ:FIVE opened at $262.72 on Tuesday. The company’s fifty day moving average price is $207.62 and its 200 day moving average price is $215.03. Five Below, Inc. has a 12 month low of $137.77 and a 12 month high of $263.88. The firm has a market capitalization of $14.53 billion, a P/E ratio of 33.17, a P/E/G ratio of 1.31 and a beta of 0.98.

Five Below (NASDAQ:FIVE) last announced its quarterly earnings results on Wednesday, June 3rd. The specialty retailer reported $2.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.77 by $0.45. Five Below had a net margin of 8.67% and a return on equity of 21.31%. The firm had revenue of $1.29 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same period in the previous year, the company earned $0.86 earnings per share. Five Below’s quarterly revenue was up 32.5% compared to the same quarter last year. Five Below has set its FY 2026 guidance at 8.650-9.050 EPS and its Q2 2026 guidance at 1.170-1.290 EPS. On average, sell-side analysts anticipate that Five Below, Inc. will post 9.12 EPS for the current year.

About Five Below

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.