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Five Below, Inc. $FIVE Shares Acquired by Charles Schwab Investment Management Inc.

Five Below logo with Retail/Wholesale background

Key Points

  • Charles Schwab Investment Management Inc. increased its stake in Five Below, Inc. by 4.4%, acquiring an additional 28,601 shares, bringing its total holdings to 681,872 shares valued at approximately $51 million.
  • Insider activity includes George Hill selling 4,500 shares and Eric M. Specter selling 5,500 shares, indicating a decrease in their respective ownership percentages.
  • Five Below reported a net margin of 6.52% and a year-over-year revenue increase of 19.5%, with earnings per share surpassing estimates.
  • Want stock alerts on Five Below? Get 5 Weeks of MarketBeat All Access for $5. Get My Stock Alerts.

Charles Schwab Investment Management Inc. lifted its position in Five Below, Inc. (NASDAQ:FIVE - Free Report) by 4.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 681,872 shares of the specialty retailer's stock after buying an additional 28,601 shares during the quarter. Charles Schwab Investment Management Inc. owned approximately 1.24% of Five Below worth $51,089,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Byrne Asset Management LLC acquired a new position in Five Below in the 1st quarter valued at about $29,000. Coppell Advisory Solutions LLC lifted its position in shares of Five Below by 143.8% during the fourth quarter. Coppell Advisory Solutions LLC now owns 429 shares of the specialty retailer's stock worth $45,000 after purchasing an additional 253 shares in the last quarter. Bessemer Group Inc. boosted its stake in shares of Five Below by 246.9% in the first quarter. Bessemer Group Inc. now owns 496 shares of the specialty retailer's stock valued at $37,000 after purchasing an additional 353 shares during the period. UMB Bank n.a. boosted its stake in shares of Five Below by 61.7% in the first quarter. UMB Bank n.a. now owns 540 shares of the specialty retailer's stock valued at $40,000 after purchasing an additional 206 shares during the period. Finally, Lazard Asset Management LLC acquired a new position in shares of Five Below in the fourth quarter valued at approximately $99,000.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Citigroup increased their target price on shares of Five Below from $135.00 to $142.00 and gave the stock a "neutral" rating in a report on Tuesday. Mizuho upped their price objective on Five Below from $115.00 to $132.00 and gave the stock a "neutral" rating in a research report on Tuesday. UBS Group increased their price objective on Five Below from $110.00 to $160.00 and gave the company a "buy" rating in a research note on Thursday, June 5th. JPMorgan Chase & Co. lifted their target price on Five Below from $105.00 to $154.00 and gave the company a "neutral" rating in a report on Monday, July 21st. Finally, Truist Financial reissued a "hold" rating on shares of Five Below in a research note on Wednesday, August 13th. Seven research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Five Below currently has an average rating of "Hold" and an average target price of $123.53.

View Our Latest Stock Report on Five Below

Insider Buying and Selling

In other Five Below news, insider George Hill sold 1,500 shares of the firm's stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $140.00, for a total transaction of $210,000.00. Following the transaction, the insider owned 42,672 shares of the company's stock, valued at approximately $5,974,080. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Amit Jhunjhunwala sold 1,700 shares of Five Below stock in a transaction dated Monday, June 16th. The stock was sold at an average price of $125.17, for a total value of $212,789.00. Following the sale, the insider owned 25,890 shares in the company, valued at $3,240,651.30. This trade represents a 6.16% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 13,200 shares of company stock worth $1,740,209 in the last ninety days. 1.90% of the stock is owned by corporate insiders.

Five Below Trading Down 0.6%

FIVE stock traded down $0.84 during trading on Wednesday, hitting $140.64. 688,490 shares of the company's stock were exchanged, compared to its average volume of 1,939,812. The business has a 50-day moving average price of $132.82 and a two-hundred day moving average price of $102.55. The stock has a market capitalization of $7.74 billion, a price-to-earnings ratio of 29.47 and a beta of 1.06. Five Below, Inc. has a 52-week low of $52.38 and a 52-week high of $143.88.

Five Below (NASDAQ:FIVE - Get Free Report) last announced its quarterly earnings results on Wednesday, June 4th. The specialty retailer reported $0.86 EPS for the quarter, beating the consensus estimate of $0.83 by $0.03. The company had revenue of $970.53 million for the quarter, compared to analyst estimates of $966.29 million. Five Below had a net margin of 6.52% and a return on equity of 17.00%. The firm's revenue was up 19.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.60 earnings per share. Five Below has set its FY 2025 guidance at 4.250-4.720 EPS. Q2 2025 guidance at 0.500-0.620 EPS. On average, equities research analysts anticipate that Five Below, Inc. will post 4.93 earnings per share for the current fiscal year.

Five Below Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Five Below (NASDAQ:FIVE)

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