NFJ Investment Group LLC Raises Position in Five Below, Inc. $FIVE

Key Points

• NFJ Investment Group LLC increased its stake in Five Below, Inc. by 16.0%, acquiring an additional 8,583 shares, bringing its total holdings to 62,384 shares valued at approximately $4.67 million.
• Insider transactions revealed significant shares sold by key executives, including the CAO selling 5,500 shares for $719,235, indicating a decrease in insider ownership.
• Five Below reported better-than-expected quarterly earnings with $1.03 billion in revenue, significantly surpassing analysts' $988.91 million estimate, alongside positive earnings per share (EPS) of $0.81 compared to the expected $0.61.

NFJ Investment Group LLC lifted its position in Five Below, Inc. (NASDAQ:FIVE - Free Report) by 16.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 62,384 shares of the specialty retailer's stock after purchasing an additional 8,583 shares during the period. NFJ Investment Group LLC owned 0.11% of Five Below worth $4,674,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Byrne Asset Management LLC purchased a new stake in shares of Five Below in the first quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd raised its stake in Five Below by 1,097.4% in the first quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the specialty retailer's stock worth $34,000 after buying an additional 417 shares in the last quarter. Bessemer Group Inc. raised its stake in Five Below by 246.9% in the first quarter. Bessemer Group Inc. now owns 496 shares of the specialty retailer's stock worth $37,000 after buying an additional 353 shares in the last quarter. UMB Bank n.a. raised its stake in Five Below by 61.7% in the first quarter. UMB Bank n.a. now owns 540 shares of the specialty retailer's stock worth $40,000 after buying an additional 206 shares in the last quarter. Finally, Lazard Asset Management LLC bought a new position in Five Below in the fourth quarter worth approximately $99,000.

Insiders Place Their Bets

In other 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 sale, the insider directly owned 42,672 shares in the company, valued at $5,974,080. This trade represents a 3.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ronald James Masciantonio sold 818 shares of the firm's stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $146.41, for a total value of $119,763.38. Following the sale, the executive vice president owned 9,858 shares in the company, valued at $1,443,309.78. This trade represents a 7.66% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 9,518 shares of company stock valued at $1,261,787 over the last quarter. Insiders own 1.90% of the company's stock.

Five Below Trading Up 0.1%

FIVE traded up $0.13 during midday trading on Thursday, hitting $146.13. 302,550 shares of the company were exchanged, compared to its average volume of 1,910,756. The company's 50 day simple moving average is $139.04 and its 200 day simple moving average is $108.57. The firm has a market capitalization of $8.06 billion, a price-to-earnings ratio of 29.64, a price-to-earnings-growth ratio of 2.09 and a beta of 1.09. Five Below, Inc. has a 1-year low of $52.38 and a 1-year high of $155.34.

Five Below (NASDAQ:FIVE - Get Free Report) last announced its quarterly earnings results on Wednesday, August 27th. The specialty retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.61 by $0.20. The company had revenue of $1.03 billion for the quarter, compared to the consensus estimate of $988.91 million. Five Below had a return on equity of 17.13% and a net margin of 6.45%.The firm's revenue for the quarter was up 23.7% compared to the same quarter last year. During the same period last year, the firm earned $0.54 EPS. Five Below has set its FY 2025 guidance at 4.760-5.160 EPS. Q3 2025 guidance at 0.120-0.240 EPS. On average, equities analysts anticipate that Five Below, Inc. will post 4.93 EPS for the current year.

Wall Street Analyst Weigh In

FIVE has been the subject of a number of recent research reports. Guggenheim boosted their price objective on shares of Five Below from $155.00 to $165.00 and gave the stock a "buy" rating in a research note on Friday, August 29th. Mizuho boosted their price objective on shares of Five Below from $132.00 to $150.00 and gave the stock a "neutral" rating in a research note on Thursday, August 28th. Citigroup upped their price target on Five Below from $142.00 to $152.00 and gave the stock a "neutral" rating in a research report on Thursday, August 28th. Wells Fargo & Company increased their price objective on Five Below from $140.00 to $170.00 and gave the company an "overweight" rating in a report on Thursday, August 28th. Finally, Wall Street Zen upgraded Five Below from a "hold" rating to a "buy" rating in a report on Saturday, August 30th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $143.56.

Five Below Profile

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.