Fortis Group Advisors LLC Boosts Stock Position in Five Below, Inc. $FIVE

Fortis Group Advisors LLC raised its stake in shares of Five Below, Inc. (NASDAQ:FIVE) by 18,132.0% in the 4th quarter, Holdings Channel reports. The fund owned 9,116 shares of the specialty retailer’s stock after acquiring an additional 9,066 shares during the quarter. Fortis Group Advisors LLC’s holdings in Five Below were worth $1,747,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Jennison Associates LLC raised its stake in Five Below by 397.5% during the 3rd quarter. Jennison Associates LLC now owns 819,502 shares of the specialty retailer’s stock valued at $126,777,000 after acquiring an additional 654,763 shares during the last quarter. SPX Gestao de Recursos Ltda purchased a new stake in Five Below during the 3rd quarter valued at approximately $866,000. Estate Counselors LLC purchased a new stake in Five Below during the 3rd quarter valued at approximately $3,755,000. AGF Management Ltd. purchased a new stake in Five Below during the 3rd quarter valued at approximately $7,304,000. Finally, Caprock Group LLC purchased a new stake in Five Below during the 3rd quarter valued at approximately $2,346,000.

Insider Activity at Five Below

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

Analyst Upgrades and Downgrades

Several analysts have commented on the company. Wells Fargo & Company upped their price objective on Five Below from $220.00 to $260.00 and gave the company an “overweight” rating in a research note on Thursday, March 19th. Citigroup boosted their target price on Five Below from $200.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, March 19th. JPMorgan Chase & Co. boosted their target price on Five Below from $296.00 to $306.00 and gave the stock an “overweight” rating in a research report on Monday. UBS Group boosted their target price on Five Below from $255.00 to $285.00 and gave the stock a “buy” rating in a research report on Thursday, March 19th. Finally, William Blair upgraded Five Below from a “market perform” rating to an “outperform” rating in a research report on Thursday, March 19th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Five Below has a consensus rating of “Moderate Buy” and an average target price of $240.60.

More Five Below News

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

• Positive Sentiment: Several recent articles highlight strong consumer demand for Five Below’s trending and viral products, suggesting healthy traffic and continued merchandising momentum that could support another earnings beat.
• Positive Sentiment: Analyst and media coverage remains constructive on FIVE’s growth story, pointing to its value-focused model, rising traffic, and aggressive store expansion as drivers of above-average growth.
• Positive Sentiment: JPMorgan issued a positive forecast for Five Below’s stock, reinforcing bullish sentiment around the company’s outlook.
• Neutral Sentiment: Five Below announced that first-quarter fiscal 2026 earnings will be released on June 3, followed by a conference call, which gives investors a near-term catalyst but does not itself change fundamentals. Five Below, Inc. Announces First Quarter Fiscal 2026 Earnings Release and Conference Call Date
• Neutral Sentiment: One article asks whether Five Below can deliver another quarterly beat, reflecting expectations rather than a confirmed new development; it may keep attention on the stock but is not direct evidence of a business change. Fidget spinner 2.0? Can squishy dumplings deliver Five Below another quarterly beat?
• Negative Sentiment: Broader retail commentary notes that dollar-store and value-retail stocks have had a strong run, but warns that higher gas prices could pressure the sector if consumers pull back on discretionary spending.

Five Below Trading Up 2.6%

NASDAQ FIVE opened at $219.87 on Thursday. Five Below, Inc. has a 12-month low of $105.11 and a 12-month high of $251.63. The stock has a market capitalization of $12.16 billion, a price-to-earnings ratio of 34.04, a PEG ratio of 1.61 and a beta of 1.00. The business’s 50 day moving average is $225.26 and its two-hundred day moving average is $200.23.

Five Below (NASDAQ:FIVE) last released its quarterly earnings data on Wednesday, March 18th. The specialty retailer reported $4.31 earnings per share for the quarter, beating the consensus estimate of $4.00 by $0.31. Five Below had a return on equity of 18.70% and a net margin of 7.53%.The firm had revenue of $1.73 billion during the quarter, compared to the consensus estimate of $1.71 billion. During the same period last year, the business posted $3.48 EPS. Five Below’s quarterly revenue was up 24.3% on a year-over-year basis. Equities analysts forecast that Five Below, Inc. will post 8.16 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.