UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys 17,967 Shares of Five Below, Inc. $FIVE

Key Points

• UBS Asset Management increased its Five Below stake by 12.1% in the second quarter, purchasing 17,967 shares to own 166,518 shares worth approximately $29.9 million.
• Five Below reported a strong second quarter, with adjusted EPS of $1.68 versus the $1.40 consensus, revenue up 22.9% to about $1.26 billion, and comparable sales growth of 14.1%. Management raised fiscal 2026 guidance and authorized a $600 million share-repurchase program.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and an average price target of $296.20, though shares trade near their 52-week high and valuation remains vulnerable to any slowdown in traffic or comparable sales.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Five Below, Inc. (NASDAQ:FIVE - Free Report) by 12.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 166,518 shares of the specialty retailer's stock after purchasing an additional 17,967 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.30% of Five Below worth $29,938,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Five Below during the 2nd quarter worth $31,000. Advisory Services Network LLC purchased a new position in Five Below during the third quarter worth about $32,000. Bayban bought a new stake in Five Below in the 4th quarter worth about $34,000. Elevation Wealth Partners LLC increased its stake in Five Below by 966.7% in the 2nd quarter. Elevation Wealth Partners LLC now owns 192 shares of the specialty retailer's stock valued at $35,000 after buying an additional 174 shares during the last quarter. Finally, iSAM Funds UK Ltd bought a new position in shares of Five Below during the 3rd quarter worth approximately $40,000.

Key Headlines Impacting Five Below

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

• Positive Sentiment: Five Below reported adjusted earnings of $1.68 per share, above the $1.40 analyst consensus, while revenue rose 22.9% year over year to approximately $1.26 billion, exceeding estimates of $1.22 billion. Comparable sales increased 14.1%. Five Below second-quarter financial results
• Positive Sentiment: Management raised fiscal 2026 guidance to $5.63 billion-$5.71 billion in sales and adjusted EPS of $9.83-$10.31. Third-quarter adjusted EPS is projected at $1.01-$1.13, above the $0.86 consensus. Five Below earnings call and raised outlook
• Positive Sentiment: Strong customer traffic, repeat visits, store growth and a steady flow of trend-focused merchandise—described as a “rolling thunder” of newness—are driving sales momentum, particularly among younger shoppers and Gen Alpha. Five Below opened 52 net new stores and ended the quarter with 2,022 locations. Five Below rolling thunder of newness
• Positive Sentiment: The board authorized a new $600 million share-repurchase program, potentially supporting earnings per share and signaling confidence in the company’s cash-generation outlook. Five Below share repurchase plan
• Positive Sentiment: Analysts raised their price targets following the earnings beat: JPMorgan lifted its target to $368 with an Overweight rating, while Truist raised its target to $297 and Morgan Stanley to $300. Bank of America also reiterated Buy with a $340 target.
• Neutral Sentiment: With shares near their 52-week high and trading at roughly 30 times earnings, the improved outlook is increasingly reflected in the valuation, leaving the stock sensitive to any slowdown in comparable sales or traffic.
• Negative Sentiment: Recent institutional filings showed several large investors reducing positions, and some company insiders have sold shares. These transactions do not change the operating results but could add marginal selling pressure or investor caution.

Analyst Upgrades and Downgrades

FIVE has been the subject of several recent analyst reports. Wolfe Research lowered Five Below from an "outperform" rating to a "peer perform" rating in a report on Thursday, August 13th. Barclays decreased their target price on Five Below from $240.00 to $224.00 and set an "equal weight" rating for the company in a research report on Friday, June 5th. Jefferies Financial Group boosted their price target on shares of Five Below from $350.00 to $420.00 and gave the stock a "buy" rating in a report on Thursday. Wells Fargo & Company raised their price objective on shares of Five Below from $260.00 to $295.00 and gave the stock an "overweight" rating in a report on Thursday. Finally, Craig Hallum reaffirmed a "buy" rating and issued a $325.00 price objective on shares of Five Below in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $296.20.

Five Below Price Performance

Shares of FIVE opened at $239.96 on Friday. The firm has a market cap of $13.27 billion, a PE ratio of 21.54, a PEG ratio of 1.25 and a beta of 0.99. The stock's fifty day moving average price is $216.78 and its two-hundred day moving average price is $217.58. Five Below, Inc. has a 1 year low of $137.77 and a 1 year high of $263.88.

Five Below (NASDAQ:FIVE - Get Free Report) last posted its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.40 by $0.28. Five Below had a return on equity of 22.97% and a net margin of 11.65%.The company had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the prior year, the company earned $0.81 EPS. The firm's quarterly revenue was up 22.9% compared to the same quarter last year. Five Below has set its Q3 2026 guidance at 1.010-1.130 EPS and its FY 2026 guidance at 9.830-10.310 EPS. Sell-side analysts anticipate that Five Below, Inc. will post 9.24 earnings per share for the current fiscal year.

Five Below Company 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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