EP Wealth Advisors LLC Takes $715,000 Position in Five Below, Inc. $FIVE

Key Points

• EP Wealth Advisors initiated a Five Below position worth approximately $715,000 by purchasing 3,979 shares during the second quarter. Several other institutional investors also increased or initiated holdings.
• Five Below reported strong quarterly results, with earnings per share of $2.22 beating estimates by $0.45 and revenue rising 32.5% year over year to $1.29 billion.
• Shares opened at $262.72, near their 52-week high, while analysts maintain a “Moderate Buy” consensus rating and an average price target of $262.80.

EP Wealth Advisors LLC bought a new position in shares of Five Below, Inc. (NASDAQ:FIVE - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,979 shares of the specialty retailer's stock, valued at approximately $715,000.

Other hedge funds have also recently modified their holdings of the company. NewEdge Advisors LLC lifted its stake in Five Below by 143.0% in the 1st quarter. NewEdge Advisors LLC now owns 1,096 shares of the specialty retailer's stock valued at $82,000 after buying an additional 645 shares in the last quarter. United Services Automobile Association purchased a new stake in Five Below during the 1st quarter worth approximately $268,000. Empowered Funds LLC purchased a new stake in Five Below during the 1st quarter worth approximately $1,416,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Five Below by 13.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 184,518 shares of the specialty retailer's stock valued at $13,825,000 after acquiring an additional 21,625 shares during the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of Five Below by 63.8% during the first quarter. Focus Partners Wealth now owns 3,858 shares of the specialty retailer's stock valued at $289,000 after acquiring an additional 1,503 shares during the last quarter.

Five Below Stock Up 5.0%

Shares of FIVE opened at $262.72 on Tuesday. Five Below, Inc. has a 52-week low of $137.77 and a 52-week high of $263.88. The company has a market capitalization of $14.53 billion, a PE ratio of 33.17, a price-to-earnings-growth ratio of 1.31 and a beta of 0.98. The stock has a fifty day simple moving average of $207.62 and a two-hundred day simple moving average of $215.03.

Five Below (NASDAQ:FIVE - Get Free Report) last announced its quarterly earnings results on Wednesday, June 3rd. The specialty retailer reported $2.22 earnings per share for the quarter, beating the consensus estimate of $1.77 by $0.45. Five Below had a net margin of 8.67% and a return on equity of 21.31%. The firm had revenue of $1.29 billion for the quarter, compared to analysts' expectations of $1.23 billion. During the same quarter in the previous year, the company posted $0.86 EPS. The company's revenue was up 32.5% compared to the same quarter last year. Five Below has set its FY 2026 guidance at 8.650-9.050 EPS and its Q2 2026 guidance at 1.170-1.290 EPS. As a group, equities analysts anticipate that Five Below, Inc. will post 9.12 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on FIVE. Sanford C. Bernstein raised Five Below from a "market perform" rating to an "outperform" rating and lifted their price target for the stock from $247.00 to $250.00 in a research note on Tuesday, July 21st. Raymond James Financial raised Five Below to an "outperform" rating in a research note on Tuesday, July 21st. Mizuho raised their price objective on Five Below from $220.00 to $260.00 and gave the company an "outperform" rating in a report on Tuesday, August 11th. BNP Paribas Exane cut shares of Five Below from a "strong-buy" rating to a "hold" rating in a research note on Thursday, August 13th. Finally, Oppenheimer assumed coverage on shares of Five Below in a research note on Thursday, August 13th. They set an "outperform" rating on the stock. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, Five Below currently has a consensus rating of "Moderate Buy" and an average target price of $262.80.

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.

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