Assetmark Inc. Has $3.25 Million Position in Five Below, Inc. $FIVE

Assetmark Inc. boosted its holdings in Five Below, Inc. (NASDAQ:FIVE) by 9,643.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,225 shares of the specialty retailer’s stock after acquiring an additional 14,079 shares during the quarter. Assetmark Inc.’s holdings in Five Below were worth $3,250,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in FIVE. Bessemer Group Inc. lifted its stake in Five Below by 26.6% during the first quarter. Bessemer Group Inc. now owns 257 shares of the specialty retailer’s stock worth $59,000 after purchasing an additional 54 shares during the period. Illinois Municipal Retirement Fund grew its stake in shares of Five Below by 39.5% in the 1st quarter. Illinois Municipal Retirement Fund now owns 26,114 shares of the specialty retailer’s stock valued at $5,967,000 after purchasing an additional 7,393 shares during the period. Calamos Wealth Management LLC bought a new stake in shares of Five Below in the 1st quarter valued at approximately $265,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of Five Below by 39.3% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,216 shares of the specialty retailer’s stock valued at $735,000 after purchasing an additional 908 shares during the period. Finally, Archer Investment Corp acquired a new position in shares of Five Below in the 1st quarter worth approximately $247,000.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. KeyCorp restated a “sector weight” rating on shares of Five Below in a research report on Thursday, June 4th. Sanford C. Bernstein upgraded Five Below from a “market perform” rating to an “outperform” rating and upped their price target for the company from $247.00 to $250.00 in a research report on Tuesday. Susquehanna lowered Five Below to a “neutral” rating in a research note on Tuesday. Evercore set a $215.00 price objective on Five Below in a report on Tuesday, July 7th. Finally, Raymond James Financial upgraded shares of Five Below to an “outperform” rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $254.05.

Five Below Price Performance

FIVE stock opened at $204.87 on Thursday. The company has a 50 day moving average price of $199.27 and a 200 day moving average price of $209.52. Five Below, Inc. has a fifty-two week low of $130.00 and a fifty-two week high of $251.63. The stock has a market capitalization of $11.33 billion, a PE ratio of 25.87, a price-to-earnings-growth ratio of 1.07 and a beta of 1.00.

Five Below (NASDAQ:FIVE) last announced its quarterly earnings data on Wednesday, June 3rd. The specialty retailer reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $1.77 by $0.45. The firm had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.23 billion. Five Below had a return on equity of 21.31% 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 last year, the company 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. As a group, equities analysts expect that Five Below, Inc. will post 9.08 earnings per share for the current fiscal year.

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.