Diversified Trust Co Decreases Position in Five Below, Inc. $FIVE

Diversified Trust Co lessened its holdings in Five Below, Inc. (NASDAQ:FIVE) by 42.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,115 shares of the specialty retailer’s stock after selling 1,550 shares during the quarter. Diversified Trust Co’s holdings in Five Below were worth $277,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. ProShare Advisors LLC increased its holdings in shares of Five Below by 7.2% in the fourth quarter. ProShare Advisors LLC now owns 2,573 shares of the specialty retailer’s stock worth $270,000 after buying an additional 173 shares during the period. Tidal Investments LLC purchased a new position in Five Below in the 4th quarter worth approximately $288,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Five Below by 15.5% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 162,893 shares of the specialty retailer’s stock worth $17,097,000 after purchasing an additional 21,867 shares during the period. Wealth Enhancement Advisory Services LLC increased its stake in shares of Five Below by 70.0% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 7,201 shares of the specialty retailer’s stock worth $756,000 after buying an additional 2,965 shares during the period. Finally, Versant Capital Management Inc purchased a new position in shares of Five Below in the first quarter worth $129,000.

Analyst Upgrades and Downgrades

Several research analysts recently commented on FIVE shares. Wolfe Research began coverage on shares of Five Below in a research note on Thursday, September 18th. They issued an “outperform” rating and a $187.00 target price on the stock. UBS Group boosted their price objective on shares of Five Below from $160.00 to $184.00 and gave the company a “buy” rating in a research report on Thursday, August 28th. Morgan Stanley boosted their price target on Five Below from $135.00 to $160.00 and gave the company an “equal weight” rating in a report on Thursday, August 28th. Sanford C. Bernstein assumed coverage on Five Below in a report on Wednesday, September 17th. They set a “market perform” rating and a $160.00 price target on the stock. Finally, Evercore ISI boosted their target price on Five Below from $132.00 to $134.00 and gave the company an “in-line” rating in a research note on Tuesday, August 26th. Nine equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $149.00.

Five Below Price Performance

Shares of NASDAQ FIVE opened at $154.18 on Thursday. Five Below, Inc. has a 1 year low of $52.38 and a 1 year high of $156.50. The stock has a market cap of $8.50 billion, a P/E ratio of 31.21, a price-to-earnings-growth ratio of 2.26 and a beta of 1.09. The firm has a 50-day moving average of $142.75 and a 200 day moving average of $112.98.

Five Below (NASDAQ:FIVE) last released its earnings results on Wednesday, August 27th. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.20. Five Below had a net margin of 6.45% and a return on equity of 17.13%. The firm had revenue of $1.03 billion during the quarter, compared to analyst estimates of $988.91 million. During the same period last year, the business earned $0.54 earnings per share. The business’s revenue was up 23.7% on a year-over-year basis. Five Below has set its FY 2025 guidance at 4.760-5.160 EPS. Q3 2025 guidance at 0.120-0.240 EPS. Research analysts expect that Five Below, Inc. will post 4.93 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Ronald James Masciantonio sold 818 shares of the company’s stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $146.41, for a total value of $119,763.38. Following the transaction, the executive vice president owned 9,858 shares in the company, valued at $1,443,309.78. The trade was a 7.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider George Hill sold 1,500 shares of the company’s stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $140.00, for a total transaction of $210,000.00. Following the completion of the transaction, the insider owned 42,672 shares in the company, valued at approximately $5,974,080. The trade was a 3.40% decrease in their position. The disclosure for this sale can be found here. 1.90% of the stock is currently owned by insiders.

Five Below Profile

Five Below, Inc operates as a specialty value retailer in the United States. The company offers range of accessories, which includes novelty socks, sunglasses, jewelry, scarves, gloves, hair accessories, athletic tops and bottoms, and t-shirts, as well as nail polish, lip gloss, fragrance, and branded cosmetics; and personalized living space products, such as lamps, posters, frames, fleece blankets, plush items, pillows, candles, incense, lighting, novelty décor, accent furniture, and related items, as well as provides storage options.