Five Below (NASDAQ:FIVE) Hits New 12-Month High After Earnings Beat

Five Below, Inc. (NASDAQ:FIVE) reached a new 52-week high on Thursday following a better than expected earnings announcement. The company traded as high as $232.47 and last traded at $231.2550, with a volume of 1477914 shares. The stock had previously closed at $212.47.

The specialty retailer reported $4.31 EPS for the quarter, topping analysts’ consensus estimates of $4.00 by $0.31. The company had revenue of $1.73 billion during the quarter, compared to analysts’ expectations of $1.71 billion. Five Below had a return on equity of 19.40% and a net margin of 7.53%.The firm’s revenue was up 24.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.48 EPS.

Five Below News Roundup

Here are the key news stories impacting Five Below this week:

• Positive Sentiment: Q4 beat and stronger FY26 guidance — Five Below reported a solid Q4 with double-digit comps, revenue and EPS above estimates and issued upbeat FY26 commentary that boosted confidence in near‑term growth. Five Below Q4 Earnings Report
• Positive Sentiment: Wall Street reaction: multiple price‑target raises and upgrades — Several firms (JPMorgan, BofA, UBS, Deutsche Bank, Wells Fargo, BNP Paribas Exane, Truist, William Blair, Telsey, etc.) moved targets and ratings higher after the print, adding fuel to the rally. Five Below earnings blowout has Wall Street scrambling
• Positive Sentiment: Institutional buying and momentum — Reports note sizable institutional inflows and elevated volume around the print, signaling professional conviction behind the move. That interest is supporting the stock’s strength. MarketBeat coverage of institutional flows
• Positive Sentiment: Product/traffic tailwinds — Management cited viral toys, strong holiday merchandising and broad appeal across income cohorts as key drivers of comp gains and traffic improvement. Retail Dive: Five Below holiday performance
• Neutral Sentiment: Earnings call nuance — The conference call emphasized both upside (better inventory access vs. last year) and caution (watching margins, tariffs and execution), so the beat comes with guarded optimism. TipRanks: Earnings call signals growth and caution
• Negative Sentiment: Valuation and some analyst caution — The stock now trades at a high multiple (P/E >40) and at least one major analyst (Morgan Stanley) kept a Hold citing valuation and potential slowing growth. Elevated expectations raise risk of a pullback. TipRanks: Hold rationale on valuation
• Negative Sentiment: Insider selling, tariffs and hedging activity — Recent SEC/third‑party data show insider sales (no recent buys) and commentary that tariffs remain an assumed cost; options activity indicates some holders are hedging. Those are caution flags for near‑term volatility. QuiverQuant: pre/post‑earnings flow and insider data

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on FIVE shares. The Goldman Sachs Group raised their price target on shares of Five Below from $188.00 to $216.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Bank of America upped their price objective on shares of Five Below from $260.00 to $305.00 and gave the company a “buy” rating in a report on Thursday. JPMorgan Chase & Co. raised their target price on shares of Five Below from $259.00 to $296.00 and gave the stock an “overweight” rating in a report on Thursday. Barclays upped their price target on shares of Five Below from $193.00 to $211.00 and gave the company an “equal weight” rating in a report on Tuesday, March 10th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on Five Below from $247.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Five Below currently has a consensus rating of “Moderate Buy” and an average price target of $228.19.

Insider Transactions at Five Below

In other news, CAO Eric M. Specter sold 8,500 shares of the stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $201.15, for a total transaction of $1,709,775.00. Following the sale, the chief accounting officer directly owned 45,724 shares of the company’s stock, valued at $9,197,382.60. This represents a 15.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Kenneth R. Bull sold 5,100 shares of the firm’s stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $203.21, for a total value of $1,036,371.00. Following the sale, the chief operating officer owned 101,040 shares in the company, valued at $20,532,338.40. This trade represents a 4.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 15,525 shares of company stock valued at $3,135,554. Insiders own 1.90% of the company’s stock.

Institutional Trading of Five Below

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. lifted its position in shares of Five Below by 40,774,210.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 55,453,062 shares of the specialty retailer’s stock valued at $10,445,139,000 after buying an additional 55,452,926 shares in the last quarter. Vanguard Group Inc. raised its position in Five Below by 1.3% during the third quarter. Vanguard Group Inc. now owns 5,376,471 shares of the specialty retailer’s stock worth $831,740,000 after acquiring an additional 69,101 shares during the period. American Century Companies Inc. raised its position in Five Below by 21.6% during the third quarter. American Century Companies Inc. now owns 1,873,116 shares of the specialty retailer’s stock worth $289,771,000 after acquiring an additional 332,615 shares during the period. Marshall Wace LLP lifted its holdings in Five Below by 54.6% during the fourth quarter. Marshall Wace LLP now owns 1,785,169 shares of the specialty retailer’s stock valued at $336,254,000 after purchasing an additional 630,710 shares in the last quarter. Finally, Federated Hermes Inc. lifted its holdings in Five Below by 3.1% during the fourth quarter. Federated Hermes Inc. now owns 1,508,393 shares of the specialty retailer’s stock valued at $284,121,000 after purchasing an additional 45,761 shares in the last quarter.

Five Below Stock Up 10.7%

The company’s 50-day moving average price is $207.13 and its 200-day moving average price is $177.81. The firm has a market cap of $12.97 billion, a price-to-earnings ratio of 36.40, a price-to-earnings-growth ratio of 1.61 and a beta of 1.10.

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.