Giverny Capital Inc. Has $107.54 Million Stock Holdings in Five Below, Inc. $FIVE

Giverny Capital Inc. decreased its holdings in shares of Five Below, Inc. (NASDAQ:FIVE) by 3.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 598,122 shares of the specialty retailer’s stock after selling 19,069 shares during the quarter. Five Below makes up about 3.6% of Giverny Capital Inc.’s holdings, making the stock its 12th biggest position. Giverny Capital Inc.’s holdings in Five Below were worth $107,536,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of FIVE. Global Retirement Partners LLC raised its holdings in Five Below by 1.5% during the fourth quarter. Global Retirement Partners LLC now owns 3,264 shares of the specialty retailer’s stock valued at $615,000 after buying an additional 49 shares in the last quarter. Bessemer Group Inc. boosted its stake in shares of Five Below by 26.6% during the 1st quarter. Bessemer Group Inc. now owns 257 shares of the specialty retailer’s stock worth $59,000 after acquiring an additional 54 shares in the last quarter. V Square Quantitative Management LLC increased its holdings in shares of Five Below by 29.6% during the 1st quarter. V Square Quantitative Management LLC now owns 241 shares of the specialty retailer’s stock valued at $55,000 after acquiring an additional 55 shares during the last quarter. Optimize Financial Inc increased its holdings in shares of Five Below by 1.4% during the 4th quarter. Optimize Financial Inc now owns 3,948 shares of the specialty retailer’s stock valued at $744,000 after acquiring an additional 56 shares during the last quarter. Finally, Koshinski Asset Management Inc. raised its stake in shares of Five Below by 5.9% in the 1st quarter. Koshinski Asset Management Inc. now owns 1,140 shares of the specialty retailer’s stock valued at $260,000 after acquiring an additional 64 shares in the last quarter.

Trending Headlines about Five Below

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

• Positive Sentiment: Five Below reported second-quarter earnings of $1.68 per share, well above the $1.34–$1.40 analyst range, while revenue rose 22.9% year over year to approximately $1.26 billion. Results were supported by strong traffic, repeat visits, comparable-sales growth and demand for new, trend-oriented merchandise. Five Below Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised fiscal 2026 guidance to $5.63 billion–$5.71 billion in revenue and $9.83–$10.31 in EPS. Third-quarter EPS guidance of $1.01–$1.13 also exceeds the prior consensus estimate, signaling continued operating momentum. Five Below Q2 Earnings Call Centers on Traffic and Raised Outlook
• Positive Sentiment: The company authorized a $600 million share-repurchase program, which could support per-share earnings and signal confidence in future cash generation. Five Below Unveils $600 Million Share Repurchase Plan
• Positive Sentiment: Analysts raised targets following the earnings beat: Goldman Sachs moved to $306 with a Buy rating, JPMorgan to $368 with an Overweight rating, Truist to $297 with a Buy rating and Morgan Stanley to $300 while maintaining Equal Weight. These revisions reinforce improving expectations for growth and margins.
• Neutral Sentiment: Jim Cramer highlighted that comparable-sales growth is decelerating, although it remains strong. Consensus targets imply further upside, but target-price metrics alone are not reliable predictors of returns.
• Negative Sentiment: Some retail earnings point to a wider split among U.S. consumers. Five Below still faces potential tariff and margin pressures, and slowing comparable-sales growth could temper the rally if traffic or discretionary spending weakens. Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy

Five Below Stock Performance

Shares of FIVE stock opened at $252.20 on Monday. The firm has a market capitalization of $13.95 billion, a P/E ratio of 22.64, a price-to-earnings-growth ratio of 1.00 and a beta of 0.99. Five Below, Inc. has a 1 year low of $137.77 and a 1 year high of $263.88. The firm’s fifty day simple moving average is $218.05 and its 200 day simple moving average is $217.90.

Five Below (NASDAQ:FIVE) last issued its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.40 by $0.28. Five Below had a net margin of 11.65% and a return on equity of 22.13%. The firm had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the firm earned $0.81 EPS. The business’s revenue was up 22.9% on a year-over-year basis. Five Below has set its Q3 2026 guidance at 1.010-1.130 EPS and its FY 2026 guidance at 9.830-10.310 EPS. Equities research analysts anticipate that Five Below, Inc. will post 10.27 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Wall Street Zen lowered Five Below from a “buy” rating to a “hold” rating in a report on Monday. Barclays dropped their price target on shares of 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. Telsey Advisory Group boosted their price objective on shares of Five Below from $280.00 to $305.00 and gave the stock an “outperform” rating in a research note on Thursday. Cantor Fitzgerald downgraded shares of Five Below to a “neutral” rating in a report on Thursday, August 13th. Finally, Sanford C. Bernstein upgraded shares of Five Below from a “market perform” rating to an “outperform” rating and raised their target price for the company from $247.00 to $250.00 in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $300.70.

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.