Five Below (NASDAQ:FIVE) Updates Q4 2025 Earnings Guidance

Five Below (NASDAQ:FIVE) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 3.950-4.000 for the period, compared to the consensus earnings per share estimate of 3.530. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.6 billion. Five Below also updated its FY 2025 guidance to 6.300-6.350 EPS.

Analysts Set New Price Targets

FIVE has been the topic of several recent research reports. Telsey Advisory Group increased their price objective on shares of Five Below from $195.00 to $240.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 13th. Mizuho boosted their price objective on Five Below from $165.00 to $185.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Five Below in a report on Wednesday, October 8th. Jefferies Financial Group lifted their price target on shares of Five Below from $185.00 to $215.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Finally, Guggenheim set a $225.00 price objective on shares of Five Below in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Five Below presently has an average rating of “Moderate Buy” and a consensus target price of $198.60.

Five Below Price Performance

NASDAQ:FIVE opened at $191.33 on Friday. Five Below has a 1 year low of $52.38 and a 1 year high of $205.22. The stock’s 50 day simple moving average is $179.75 and its two-hundred day simple moving average is $157.71. The company has a market cap of $10.55 billion, a price-to-earnings ratio of 34.35, a PEG ratio of 1.80 and a beta of 1.13.

Five Below (NASDAQ:FIVE) last issued its quarterly earnings data on Wednesday, December 3rd. The specialty retailer reported $0.68 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.46. The company had revenue of $1.04 billion for the quarter, compared to analysts’ expectations of $971.96 million. Five Below had a return on equity of 17.15% and a net margin of 6.96%.The firm’s revenue for the quarter was up 23.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.42 earnings per share. Five Below has set its FY 2025 guidance at 5.710-5.890 EPS and its Q4 2025 guidance at 3.360-3.540 EPS. As a group, analysts anticipate that Five Below will post 4.93 EPS for the current year.

Insider Activity at Five Below

In related news, CAO Eric M. Specter sold 8,500 shares of Five Below stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $201.15, for a total transaction of $1,709,775.00. Following the completion of the transaction, the chief accounting officer directly owned 45,724 shares of the company’s stock, valued at approximately $9,197,382.60. The trade was a 15.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Kathleen S. Barclay sold 2,200 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $182.03, for a total transaction of $400,466.00. Following the transaction, the director owned 9,214 shares in the company, valued at $1,677,224.42. The trade was a 19.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 50,769 shares of company stock valued at $9,365,308 over the last three months. Corporate insiders own 1.90% of the company’s stock.

Five Below News Summary

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

• Positive Sentiment: Company guidance raised sharply — Q4 2025 EPS guided to $3.95–$4.00 (vs. consensus ~ $3.53) and FY 2025 EPS to $6.30–$6.35 (vs. consensus ~ $5.84); revenue guidance ~ $1.7B Q4 and ~$4.8B FY, both above Street estimates. This materially improves near-term earnings visibility.
• Positive Sentiment: Analyst support — JPMorgan raised its price target on FIVE to $246, signaling stronger analyst conviction on upside following the guidance boost. JPMorgan Chase & Co. Boosts Five Below (NASDAQ:FIVE) Price Target to $246.00
• Positive Sentiment: Store expansion: reporting points to Five Below eyeing expansion in Kilgore, which supports ongoing unit growth strategy and long-term same-store sales opportunities. Five Below looking towards Kilgore expansion
• Neutral Sentiment: Consumer product buzz — multiple lifestyle pieces highlight new, low-ticket items (seasonal finds, rugs, pet travel gear) that reinforce Five Below’s value-positioning and merchandising strength but are incremental to fundamentals. Representative coverage: 7 little luxuries you can buy at Five Below in February, Five Below’s $5 retro rugs give every room a cushy pop of color, and pet-focused pieces: Five Below’s $10 Interactive Scratcher Is a Game Day Win for Cats
• Negative Sentiment: Market reaction and liquidity — shares traded lower today amid below-average volume (≈893.8k vs. avg 1.31M) and after a recent run toward a 52-week high (~$205). High valuation (trailing P/E ~34x) increases susceptibility to profit-taking and rotation even when fundamentals improve.

Institutional Trading of Five Below

Institutional investors and hedge funds have recently made changes to their positions in the business. Wellington Management Group LLP boosted its stake in shares of Five Below by 149.0% during the third quarter. Wellington Management Group LLP now owns 848,105 shares of the specialty retailer’s stock valued at $131,202,000 after purchasing an additional 507,487 shares during the period. Invesco Ltd. boosted its position in Five Below by 336.2% in the 3rd quarter. Invesco Ltd. now owns 426,042 shares of the specialty retailer’s stock valued at $65,909,000 after buying an additional 328,365 shares during the period. Arrowstreet Capital Limited Partnership bought a new position in Five Below in the 3rd quarter worth about $40,054,000. Bank of Montreal Can increased its position in shares of Five Below by 1,794.9% during the third quarter. Bank of Montreal Can now owns 270,206 shares of the specialty retailer’s stock worth $41,801,000 after acquiring an additional 255,946 shares during the period. Finally, Samlyn Capital LLC raised its stake in shares of Five Below by 26.0% during the third quarter. Samlyn Capital LLC now owns 944,116 shares of the specialty retailer’s stock valued at $146,055,000 after acquiring an additional 194,795 shares in the last quarter.

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.