Calamos Advisors LLC Has $7.10 Million Position in Five Below, Inc. $FIVE

Calamos Advisors LLC lowered its stake in shares of Five Below, Inc. (NASDAQ:FIVE) by 21.7% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,083 shares of the specialty retailer’s stock after selling 8,632 shares during the quarter. Calamos Advisors LLC’s holdings in Five Below were worth $7,102,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Five Below by 40,774,210.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 55,453,062 shares of the specialty retailer’s stock worth $10,445,139,000 after buying an additional 55,452,926 shares during the last quarter. Norges Bank bought a new stake in shares of Five Below during the 4th quarter worth $182,786,000. AQR Capital Management LLC grew its stake in Five Below by 176.0% in the 4th quarter. AQR Capital Management LLC now owns 1,168,832 shares of the specialty retailer’s stock valued at $220,161,000 after buying an additional 745,272 shares during the last quarter. Marshall Wace LLP grew its stake in Five Below by 54.6% in the 4th quarter. Marshall Wace LLP now owns 1,785,169 shares of the specialty retailer’s stock valued at $336,254,000 after buying an additional 630,710 shares during the last quarter. Finally, Alyeska Investment Group L.P. bought a new position in shares of Five Below in the fourth quarter worth about $100,884,000.

Five Below Stock Up 0.8%

NASDAQ:FIVE opened at $193.11 on Wednesday. Five Below, Inc. has a 12-month low of $130.00 and a 12-month high of $251.63. The firm has a market capitalization of $10.68 billion, a PE ratio of 24.38, a price-to-earnings-growth ratio of 1.01 and a beta of 1.00. The firm has a 50-day moving average price of $201.25 and a 200 day moving average price of $209.01.

Five Below (NASDAQ:FIVE) last announced its quarterly earnings results on Wednesday, June 3rd. The specialty retailer reported $2.22 EPS for the quarter, topping analysts’ consensus estimates of $1.77 by $0.45. The firm had revenue of $1.29 billion during the quarter, compared to analysts’ expectations of $1.23 billion. Five Below had a net margin of 8.67% and a return on equity of 21.31%. The company’s revenue for the quarter was up 32.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.86 earnings per share. 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. On average, research analysts expect that Five Below, Inc. will post 9.01 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. KeyCorp reaffirmed a “sector weight” rating on shares of Five Below in a research report on Thursday, June 4th. Jefferies Financial Group reiterated a “hold” rating on shares of Five Below in a research report on Thursday, June 4th. Weiss Ratings lowered Five Below from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, June 5th. Barclays lowered their price objective on Five Below from $240.00 to $224.00 and set an “equal weight” rating on the stock in a research report on Friday, June 5th. Finally, Mizuho upgraded Five Below from a “neutral” rating to an “outperform” rating and cut their target price for the company from $225.00 to $220.00 in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $253.90.

Five Below 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.