Ballentine Partners LLC Makes New $233,000 Investment in Five Below, Inc. $FIVE

Ballentine Partners LLC acquired a new stake in Five Below, Inc. (NASDAQ:FIVE) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,778 shares of the specialty retailer’s stock, valued at approximately $233,000.

Other hedge funds have also modified their holdings of the company. Jump Financial LLC raised its stake in shares of Five Below by 41.3% in the first quarter. Jump Financial LLC now owns 159,433 shares of the specialty retailer’s stock valued at $11,946,000 after acquiring an additional 46,586 shares in the last quarter. Summit Trail Advisors LLC acquired a new stake in shares of Five Below in the first quarter valued at $247,000. PNC Financial Services Group Inc. raised its stake in shares of Five Below by 2.4% in the first quarter. PNC Financial Services Group Inc. now owns 6,681 shares of the specialty retailer’s stock valued at $501,000 after acquiring an additional 155 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in shares of Five Below by 100.8% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 14,459 shares of the specialty retailer’s stock valued at $1,083,000 after acquiring an additional 7,258 shares in the last quarter. Finally, Cambridge Investment Research Advisors Inc. raised its stake in shares of Five Below by 17.2% in the first quarter. Cambridge Investment Research Advisors Inc. now owns 3,544 shares of the specialty retailer’s stock valued at $266,000 after acquiring an additional 521 shares in the last quarter.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Wells Fargo & Company increased their price objective on Five Below from $140.00 to $170.00 and gave the company an “overweight” rating in a research note on Thursday, August 28th. Bank of America raised their price target on Five Below from $93.00 to $110.00 and gave the company an “underperform” rating in a research note on Thursday, August 28th. Telsey Advisory Group restated an “outperform” rating and issued a $170.00 price target on shares of Five Below in a research note on Wednesday, September 24th. Wolfe Research assumed coverage on Five Below in a research note on Thursday, September 18th. They issued an “outperform” rating and a $187.00 price target on the stock. Finally, Sanford C. Bernstein assumed coverage on Five Below in a research note on Wednesday, September 17th. They issued a “market perform” rating and a $160.00 price target on the stock. Nine equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $149.00.

Insider Activity

In related news, insider George Hill sold 1,500 shares of the business’s stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $140.00, for a total value of $210,000.00. Following the transaction, the insider owned 42,672 shares in the company, valued at $5,974,080. The trade was a 3.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Ronald James Masciantonio sold 818 shares of the business’s stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $146.41, for a total value of $119,763.38. Following the completion of the transaction, the executive vice president owned 9,858 shares in the company, valued at $1,443,309.78. This trade represents a 7.66% decrease in their position. The disclosure for this sale can be found here. Insiders own 1.90% of the company’s stock.

Five Below Stock Performance

FIVE opened at $155.32 on Tuesday. The business’s 50-day simple moving average is $143.60 and its 200-day simple moving average is $115.18. Five Below, Inc. has a one year low of $52.38 and a one year high of $156.50. The stock has a market capitalization of $8.57 billion, a P/E ratio of 31.44, a price-to-earnings-growth ratio of 2.26 and a beta of 1.09.

Five Below (NASDAQ:FIVE) last posted its earnings results on Wednesday, August 27th. The specialty retailer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.61 by $0.20. Five Below had a return on equity of 17.13% and a net margin of 6.45%.The business had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $988.91 million. During the same quarter in the previous year, the firm earned $0.54 earnings per share. The business’s revenue was up 23.7% compared to the same quarter last year. Five Below has set its FY 2025 guidance at 4.760-5.160 EPS. Q3 2025 guidance at 0.120-0.240 EPS. On average, equities research analysts forecast that Five Below, Inc. will post 4.93 EPS for the current fiscal year.

About Five Below

Five Below, Inc operates as a specialty value retailer in the United States. The company offers range of accessories, which includes novelty socks, sunglasses, jewelry, scarves, gloves, hair accessories, athletic tops and bottoms, and t-shirts, as well as nail polish, lip gloss, fragrance, and branded cosmetics; and personalized living space products, such as lamps, posters, frames, fleece blankets, plush items, pillows, candles, incense, lighting, novelty décor, accent furniture, and related items, as well as provides storage options.