Capital World Investors Increases Position in Five Below, Inc. $FIVE

Key Points

• Capital World Investors modestly increased its stake in Five Below by 0.9%, ending the quarter with 1,353,928 shares—about 2.46% of the company valued at roughly $209.45 million.
• Company insiders sold a total of 25,225 shares (≈$4.9 million) during the quarter—including sales by the COO and CAO—and insiders now own about 1.90% of Five Below.
• Analysts are broadly constructive, with several firms raising price targets (e.g., Wells Fargo to $220, Goldman to $216, JPMorgan to $259) and a MarketBeat consensus of “Moderate Buy” (consensus target ~$205.75); the stock recently traded around $218.54 with a market cap near $12.05 billion.

Capital World Investors raised its holdings in Five Below, Inc. (NASDAQ:FIVE - Free Report) by 0.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,353,928 shares of the specialty retailer's stock after acquiring an additional 12,583 shares during the period. Capital World Investors owned approximately 2.46% of Five Below worth $209,453,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of FIVE. CI Investments Inc. grew its position in shares of Five Below by 44.3% in 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. EverSource Wealth Advisors LLC increased its holdings in shares of Five Below by 9.9% in the third quarter. EverSource Wealth Advisors LLC now owns 830 shares of the specialty retailer's stock valued at $128,000 after purchasing an additional 75 shares during the last quarter. Ballentine Partners LLC lifted its position in Five Below by 4.5% during the third quarter. Ballentine Partners LLC now owns 1,858 shares of the specialty retailer's stock worth $287,000 after buying an additional 80 shares in the last quarter. Parallel Advisors LLC boosted its stake in Five Below by 17.5% during the third quarter. Parallel Advisors LLC now owns 625 shares of the specialty retailer's stock worth $97,000 after buying an additional 93 shares during the last quarter. Finally, Clearstead Advisors LLC boosted its stake in Five Below by 22.6% during the third quarter. Clearstead Advisors LLC now owns 516 shares of the specialty retailer's stock worth $80,000 after buying an additional 95 shares during the last quarter.

Trending Headlines about Five Below

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

• Positive Sentiment: Zacks and other analyst write-ups flag FIVE as well positioned for an earnings beat based on trend data and an earnings‑surprise history — this boosts short‑term buy-side interest into the report. Zacks: Five Below Earnings Expected to Grow
• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and a $240 price target, implying upside from current levels and supporting constructive sentiment among growth/retail investors. Benzinga: Telsey Reaffirms Outperform
• Positive Sentiment: Market commentary points to ETFs and strategies that favor discount retailers as consumers tighten budgets — a thematic tailwind for FIVE as shoppers hunt value. MarketBeat: 3 ETFs That Could Benefit
• Neutral Sentiment: Consumer coverage (product features and seasonal deal roundups) highlights specific in‑store/online items and promotions that can help traffic, but these are incremental signals rather than material catalysts. AOL: Collapsible Cat Tunnel MSN: Spring Deals for Retirees
• Negative Sentiment: Barclays raised its price target to $211 but kept an “equal weight” rating — the PT sits below the current market price and may temper momentum from bullish notes, adding pressure if the upcoming quarter disappoints. Benzinga: Barclays Raises PT to $211

Insider Activity at Five Below

In other Five Below news, COO Kenneth R. Bull sold 1,925 shares of the business's stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $202.29, for a total value of $389,408.25. Following the sale, the chief operating officer owned 99,115 shares of the company's stock, valued at $20,049,973.35. The trade was a 1.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Eric M. Specter sold 8,500 shares of the company's stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $201.15, for a total value of $1,709,775.00. Following the transaction, the chief accounting officer owned 45,724 shares in the company, valued at $9,197,382.60. This trade represents a 15.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,225 shares of company stock worth $4,901,695 over the last quarter. Company insiders own 1.90% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Wells Fargo & Company raised their target price on Five Below from $200.00 to $220.00 and gave the stock an "overweight" rating in a research note on Tuesday, January 13th. The Goldman Sachs Group boosted their price target on shares of Five Below from $188.00 to $216.00 and gave the company a "buy" rating in a research report on Tuesday, January 13th. JPMorgan Chase & Co. upped their price objective on shares of Five Below from $246.00 to $259.00 and gave the company an "overweight" rating in a report on Monday, February 23rd. Sanford C. Bernstein restated a "market perform" rating and set a $206.00 price objective on shares of Five Below in a research report on Monday, February 9th. Finally, Telsey Advisory Group reaffirmed an "outperform" rating and set a $240.00 target price on shares of Five Below in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, Five Below has a consensus rating of "Moderate Buy" and a consensus target price of $205.75.

Five Below Price Performance

NASDAQ FIVE opened at $218.54 on Thursday. The stock has a market capitalization of $12.05 billion, a P/E ratio of 39.24, a PEG ratio of 1.69 and a beta of 1.10. The firm's 50-day moving average is $204.70 and its two-hundred day moving average is $175.01. Five Below, Inc. has a 12 month low of $52.38 and a 12 month high of $229.33.

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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