Empirical Financial Services LLC d.b.a. Empirical Wealth Management Invests $435,000 in Five Below, Inc. $FIVE

Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in shares of Five Below, Inc. (NASDAQ:FIVE) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,308 shares of the specialty retailer’s stock, valued at approximately $435,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Eastern Bank increased its holdings in Five Below by 705.0% in the 3rd quarter. Eastern Bank now owns 161 shares of the specialty retailer’s stock worth $25,000 after acquiring an additional 141 shares in the last quarter. Advisory Services Network LLC acquired a new position in Five Below during the third quarter worth $32,000. CI Investments Inc. lifted its holdings in Five Below by 44.3% during the third quarter. CI Investments Inc. now owns 241 shares of the specialty retailer’s stock valued at $37,000 after purchasing an additional 74 shares in the last quarter. Spire Wealth Management purchased a new position in Five Below during the fourth quarter valued at $38,000. Finally, Mather Group LLC. acquired a new stake in shares of Five Below in the third quarter valued at about $40,000.

Five Below Price Performance

FIVE stock opened at $235.39 on Monday. Five Below, Inc. has a 52-week low of $52.38 and a 52-week high of $237.50. The stock has a market cap of $13.00 billion, a price-to-earnings ratio of 36.44, a price-to-earnings-growth ratio of 1.77 and a beta of 1.07. The business has a fifty day moving average of $214.48 and a two-hundred day moving average of $184.56.

Five Below (NASDAQ:FIVE) last announced its quarterly earnings results on Wednesday, March 18th. The specialty retailer reported $4.31 EPS for the quarter, beating the consensus estimate of $4.00 by $0.31. The business had revenue of $1.73 billion for the quarter, compared to analyst estimates of $1.71 billion. Five Below had a return on equity of 18.70% and a net margin of 7.53%.The company’s quarterly revenue was up 24.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.48 EPS. As a group, sell-side analysts anticipate that Five Below, Inc. will post 4.93 EPS for the current year.

Key Five Below News

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

• Positive Sentiment: Zacks Research sharply raised earnings estimates across multiple quarters and fiscal years (examples: FY2027 raised to ~$8.04 from ~$6.87; FY2028 raised to ~$9.12 from ~$7.54; FY2029 now ~9.97). They also lifted several quarterly estimates (including Q1 2027/2028 and Q4 2027/2028), signaling materially higher profit expectations and stronger unit economics from current guidance. This set of upgrades is a direct positive catalyst for FIVE because it implies faster earnings growth and better returns on new stores and merchandising.
• Positive Sentiment: Zacks singled out Five Below in positive coverage: it featured FIVE as a “Bull of the Day” (bullish analyst write-up highlighting the retailer getting strategy right). That kind of high-profile analyst endorsement can attract momentum flows and reaffirm buy-side conviction. Bull of the Day: Five Below (FIVE)
• Positive Sentiment: Zacks added FIVE to its Best Growth Stocks/Rank #1 (Strong Buy) list — another validation that could increase institutional interest and short‑term buying pressure from quant/score‑based funds. Best Growth Stocks to Buy for April 2nd
• Neutral Sentiment: Consumer media coverage: a Yahoo Lifestyle piece highlighting “12 candies from Five Below everyone needs to try” boosts brand visibility and showcases the strength of Five Below’s merchandising and impulse assortment. Useful for consumer sentiment and store traffic, but it’s a softer, indirect catalyst compared with analyst upgrades. 12 Candies From Five Below Everyone Needs To Try Once

Insiders Place Their Bets

In other Five Below news, COO Kenneth R. Bull sold 10,000 shares of the stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $234.14, for a total transaction of $2,341,400.00. Following the completion of the transaction, the chief operating officer owned 92,531 shares of the company’s stock, valued at $21,665,208.34. This trade represents a 9.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Eric M. Specter sold 8,500 shares of Five Below 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 owned 45,724 shares of the company’s stock, valued at approximately $9,197,382.60. This represents a 15.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 35,525 shares of company stock valued at $7,789,754 over the last 90 days. 1.90% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. Citigroup boosted their target price on shares of Five Below from $200.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, March 19th. Evercore raised their price target on shares of Five Below from $180.00 to $185.00 and gave the company an “in-line” rating in a research note on Tuesday, December 23rd. Telsey Advisory Group boosted their price objective on Five Below from $240.00 to $260.00 and gave the stock an “outperform” rating in a research note on Thursday, March 19th. William Blair raised Five Below from a “market perform” rating to an “outperform” rating in a report on Thursday, March 19th. Finally, Wall Street Zen upgraded Five Below from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $229.86.

Five Below Company 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.