BNP Paribas Financial Markets Lowers Holdings in Five Below, Inc. $FIVE

BNP Paribas Financial Markets lessened its stake in Five Below, Inc. (NASDAQ:FIVE) by 48.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 142,717 shares of the specialty retailer’s stock after selling 135,809 shares during the quarter. BNP Paribas Financial Markets’ holdings in Five Below were worth $26,882,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. raised its position in shares of Five Below by 40,774,210.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 55,453,062 shares of the specialty retailer’s stock worth $10,445,139,000 after purchasing an additional 55,452,926 shares during the last quarter. Vanguard Group Inc. raised its position in shares of Five Below by 1.3% in the 3rd quarter. Vanguard Group Inc. now owns 5,376,471 shares of the specialty retailer’s stock worth $831,740,000 after purchasing an additional 69,101 shares during the last quarter. American Century Companies Inc. raised its position in shares of Five Below by 21.6% in the 3rd quarter. American Century Companies Inc. now owns 1,873,116 shares of the specialty retailer’s stock worth $289,771,000 after purchasing an additional 332,615 shares during the last quarter. Capital World Investors raised its position in shares of Five Below by 0.9% in the 3rd quarter. Capital World Investors now owns 1,353,928 shares of the specialty retailer’s stock worth $209,453,000 after purchasing an additional 12,583 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in shares of Five Below by 5.2% in the 4th quarter. Geode Capital Management LLC now owns 1,090,973 shares of the specialty retailer’s stock worth $205,535,000 after purchasing an additional 53,808 shares during the last quarter.

Key Stories Impacting Five Below

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

• Positive Sentiment: Five Below reported a standout Q1, with revenue rising 32.5% year over year to $1.29 billion and adjusted EPS of $2.22, easily topping estimates. Five Below, Inc. Announces First Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Comparable sales grew 22.7%, operating income more than tripled, and management raised full-year 2026 guidance for sales and EPS, signaling confidence in continued momentum. Five Below Q1 Earnings Top Estimates on Strong Traffic and Comps
• Positive Sentiment: Several analysts reiterated bullish views or raised price targets after the report, including Loop Capital and BNP Paribas, which supports the long-term case. Five Below price target raised by BNP Paribas Exane
• Neutral Sentiment: The quarter also showed strong cash generation and store growth, with 49 net new stores opened and cash and equivalents ending near $639 million. Five Below, Inc. Reports 32.5% Increase in Q1 Net Sales, Raises 2026 Sales and EPS Outlook
• Negative Sentiment: Investors appear worried the strong quarter may not repeat, with reports highlighting questions about whether trendy products and rapid traffic gains can be sustained. Why Five Below Stock Fell Today
• Negative Sentiment: Tariff assumptions in the updated outlook are drawing scrutiny, and at least one report says the market is focused on margin risk rather than the earnings beat. Five Below shares fall as tariff assumptions draw focus from earnings beat
• Negative Sentiment: One note flagged heavy insider selling over the past six months, which may add to investor caution even after the strong results. Five Below Inc. Releases Q1 2026 Earnings

Analyst Ratings Changes

Several research firms have recently issued reports on FIVE. Jefferies Financial Group reaffirmed a “hold” rating on shares of Five Below in a research report on Thursday. Guggenheim boosted their target price on Five Below from $225.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, March 20th. Wells Fargo & Company boosted their target price on Five Below from $220.00 to $260.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. UBS Group reissued a “buy” rating and issued a $285.00 target price on shares of Five Below in a research report on Thursday. Finally, Loop Capital reissued a “buy” rating and issued a $250.00 target price on shares of Five Below in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Five Below currently has an average rating of “Moderate Buy” and an average price target of $254.25.

Five Below Stock Down 13.8%

Five Below stock opened at $192.17 on Friday. The business has a 50-day simple moving average of $224.87 and a two-hundred day simple moving average of $205.37. The company has a market cap of $10.63 billion, a P/E ratio of 24.26, a P/E/G ratio of 1.64 and a beta of 0.97. Five Below, Inc. has a 52-week low of $121.11 and a 52-week high of $251.63.

Five Below (NASDAQ:FIVE) last released its quarterly earnings results on Wednesday, June 3rd. The specialty retailer reported $2.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.77 by $0.45. The business had revenue of $1.29 billion during the quarter, compared to the consensus estimate of $1.23 billion. Five Below had a return on equity of 22.09% and a net margin of 8.67%.The business’s quarterly revenue was up 32.5% compared to the same quarter last year. During the same period in the previous year, the company posted $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. Research analysts anticipate that Five Below, Inc. will post 8.29 EPS for the current fiscal year.

Insider Transactions at Five Below

In other Five Below news, Director Ronald Sargent sold 10,000 shares of the business’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $231.28, for a total transaction of $2,312,800.00. Following the completion of the sale, the director directly owned 83,674 shares in the company, valued at $19,352,122.72. The trade was a 10.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Kenneth R. Bull sold 10,000 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $234.14, for a total value of $2,341,400.00. Following the sale, the chief operating officer owned 92,531 shares of the company’s stock, valued at approximately $21,665,208.34. This represents a 9.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.96% of the company’s stock.

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.