Go Pro

Oppenheimer Asset Management Inc. Takes $5.64 Million Position in Five Below, Inc. $FIVE

Five Below logo with Consumer Discretionary background
Image from MarketBeat Media, LLC.

Key Points

  • Oppenheimer Asset Management acquired a new $5.64 million stake in Five Below, purchasing 31,373 shares, while several other institutional investors also increased or initiated positions.
  • Five Below reported a strong quarter, with EPS of $2.22 beating estimates by $0.45 and revenue rising 32.5% year over year to $1.29 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $262.80.
  • Investor sentiment has improved as Jefferies upgraded the stock to Buy with a $350 target, citing strong execution and viral products such as squishy toys; the company is also continuing its store-expansion strategy.
  • Five stocks to consider instead of Five Below.

Oppenheimer Asset Management Inc. bought a new position in shares of Five Below, Inc. (NASDAQ:FIVE - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 31,373 shares of the specialty retailer's stock, valued at approximately $5,641,000. Oppenheimer Asset Management Inc. owned 0.06% of Five Below as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in the stock. NewEdge Advisors LLC lifted its position in Five Below by 143.0% during the 1st quarter. NewEdge Advisors LLC now owns 1,096 shares of the specialty retailer's stock worth $82,000 after acquiring an additional 645 shares during the period. United Services Automobile Association purchased a new stake in shares of Five Below during the first quarter worth approximately $268,000. Empowered Funds LLC purchased a new stake in shares of Five Below during the first quarter worth approximately $1,416,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake 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 worth $13,825,000 after purchasing an additional 21,625 shares during the last quarter. Finally, Focus Partners Wealth lifted 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 worth $289,000 after purchasing an additional 1,503 shares during the period.

Five Below News Roundup

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

  • Positive Sentiment: Jefferies upgraded Five Below to Buy and raised its price target to $350. The firm cited the retailer’s strong execution, momentum from viral products such as squishy toys, and the potential for additional gains. The new target implies meaningful upside from the recent trading level. Jefferies upgrades Five Below to Buy and raises price target
  • Positive Sentiment: Analysts continue to see growth potential driven by viral and trend-focused products. Coverage highlighted Five Below’s ability to generate customer interest with low-priced merchandise, while Zacks pointed to favorable growth characteristics that could support market outperformance. CNBC report on Five Below and viral squishy toys Zacks growth analysis of Five Below
  • Positive Sentiment: Five Below opened a new location in Brookings, South Dakota, its fifth store in the state. The opening supports the company’s store-expansion strategy and increases its local footprint, although the financial impact of one location is likely limited. Five Below opens in Brookings
  • Neutral Sentiment: Lifestyle coverage showcased Five Below’s inexpensive home and seasonal products, including a velvet ottoman, sunset lamp, bow mirror, and Halloween moving books. These articles reinforce brand visibility and merchandising appeal but provide little direct information about revenue or earnings. Five Below sunset lamp article

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on FIVE shares. Raymond James Financial upgraded shares of Five Below to an "outperform" rating in a research report on Tuesday, July 21st. Craig Hallum upped their price objective on shares of Five Below from $255.00 to $270.00 and gave the stock a "buy" rating in a research report on Thursday, June 4th. Weiss Ratings cut shares of Five Below from a "hold (c+)" rating to a "hold (c)" rating in a research note on Friday, June 5th. Susquehanna downgraded shares of Five Below to a "neutral" rating in a report on Tuesday, July 21st. Finally, Citigroup upgraded shares of Five Below from a "hold" rating to a "buy" rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Five Below has a consensus rating of "Moderate Buy" and an average target price of $262.80.

Get Our Latest Stock Analysis on FIVE

Five Below Stock Up 1.2%

Shares of FIVE stock opened at $244.54 on Friday. The stock has a market cap of $13.52 billion, a P/E ratio of 30.88, a P/E/G ratio of 1.28 and a beta of 0.98. Five Below, Inc. has a fifty-two week low of $132.00 and a fifty-two week high of $251.63. The business has a fifty day simple moving average of $201.60 and a 200-day simple moving average of $212.60.

Five Below (NASDAQ:FIVE - Get Free Report) last released its quarterly earnings data on Wednesday, June 3rd. The specialty retailer reported $2.22 EPS for the quarter, topping the consensus estimate of $1.77 by $0.45. The business had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.23 billion. Five Below had a net margin of 8.67% and a return on equity of 21.31%. The business's revenue for the quarter was up 32.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.86 EPS. 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. On average, sell-side analysts anticipate that Five Below, Inc. will post 9.08 earnings per share for the current year.

About Five Below

(Free Report)

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.

Further Reading

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

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Should You Invest $1,000 in Five Below Right Now?

Before you consider Five Below, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Five Below wasn't on the list.

While Five Below currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks to Buy Before the Robotics Revolution Cover

Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.

"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines