Exploring Five Below, Inc. (FIVE) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Five Below, Inc. (FIVE), and what drives their investment decisions? With 868 institutional owners and shareholders holding a total of 68,764,628 shares, understanding the investor profile can offer valuable insights. Let's delve into who these key investors are and explore the factors influencing their stake in this high-growth value retailer, which, despite a challenging year with its share price declining by 58.41% to $63.56 as of April 14, 2025, still holds a unique position in the market.

Five Below, Inc. (FIVE) Who Invests in [Company Name] and Why?

Understanding the investor profile of Five Below, Inc. (FIVE) provides valuable insights into the market's perception of the company and its future prospects. A diverse investor base can contribute to a more stable stock price and a broader understanding of the company's value proposition. Let's explore the key investor types, their motivations, and typical investment strategies regarding Five Below.

Key Investor Types:

The ownership structure of Five Below (FIVE) stock comprises a mix of institutional, retail, and insider investors.

• Institutional Investors: These include mutual funds, hedge funds, pension funds, and other financial institutions that manage large sums of money. According to recent data, institutional investors hold a significant percentage of Five Below's stock. Recent data from TipRanks indicates that approximately 38.62% of the company's stock is held by institutional investors. However, other sources indicate much higher numbers. For example, WallStreetZen notes that institutional shareholders own 105.83% of Five Below. Fintel reports that 925 funds or institutions hold positions in Five Below.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. Retail investors may be attracted to Five Below due to its growth potential and brand recognition. According to Tipranks, retail investors hold approximately 3.36% of Five Below's stock. However, WallStreetZen reports 0.00% retail investors.
• Insiders: These are the company's executives and board members who own shares of the company. Insider ownership can be a positive sign, as it aligns the interests of management with those of shareholders. TipRanks reports that insiders own approximately 2.35% of Five Below's stock, while WallStreetZen indicates 9.11% insider ownership.

Major shareholders include:

• BlackRock, Inc.
• Vanguard Group Inc
• T. Rowe Price Investment Management, Inc.
• Wasatch Advisors Inc
• Marshall Wace, Llp
• FIL Ltd
• IJH - iShares Core S&P Mid-Cap ETF
• RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc.
• State Street Corp
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares

Investment Motivations:

Different investors are attracted to Five Below for various reasons:

• Growth Prospects: Five Below has been rapidly expanding its store count, which has been a key driver of revenue growth. The company's management aims to have 3,500 stores open by 2030.
• Value Proposition: Five Below offers a unique value proposition to its customers, with most items priced between $1 and $5. This affordability attracts a younger demographic and positions the company well in a challenging economic environment.
• Compelling Store Experience: Five Below focuses on creating an engaging and fun shopping experience, which resonates with its target audience of teens and pre-teens.
• Financial Performance: For fiscal year 2024, Five Below's net sales increased by 8.9% to $3.88 billion. The company is forecasting net sales between $4.21 billion to $4.33 billion for fiscal year 2025.

Investment Strategies:

Investors in Five Below may employ different strategies depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors, such as mutual funds and pension funds, may adopt a long-term holding strategy, focusing on the company's long-term growth potential and value creation.
• Short-Term Trading: Hedge funds and other active traders may engage in short-term trading strategies, seeking to profit from short-term price fluctuations in Five Below's stock.
• Growth Investing: Growth investors are attracted to companies with high growth potential, such as Five Below. These investors may be willing to pay a premium for the company's stock, anticipating future earnings growth.
• Value Investing: Value investors look for undervalued companies, believing that the market has mispriced their stock. While Five Below may not be considered a traditional value stock, some investors may see value in the company's strong brand and growth potential.

The following table shows a breakdown of Five Below's key financial data:

Understanding who invests in Five Below and why can help investors make informed decisions about whether to invest in the company. The company's growth prospects, value proposition, and compelling store experience make it an attractive investment for a variety of investors.

For more insights into Five Below's financial health, consider reading: Breaking Down Five Below, Inc. (FIVE) Financial Health: Key Insights for Investors

Five Below, Inc. (FIVE) Institutional Ownership and Major Shareholders of Five Below, Inc. (FIVE)

Institutional ownership in Five Below, Inc. (FIVE) reflects the extent to which large financial organizations, such as mutual funds, pension funds, and hedge funds, hold the company's shares. These institutions often have significant influence due to the size of their holdings, and their trading activity can impact Five Below, Inc. (FIVE)'s stock price and overall market dynamics.

As of March 31, 2024, approximately 98.70% of Five Below, Inc. (FIVE)'s shares were held by institutions. This indicates a strong institutional presence in the company.

Here are some of the top institutional investors in Five Below, Inc. (FIVE) based on recent holdings:

• Vanguard Group Inc: Holding 7,189,621 shares
• BlackRock Inc.: Holding 6,673,549 shares
• Capital World Investors: Holding 5,388,287 shares
• State Street Corp: Holding 3,418,154 shares
• JPMorgan Chase & Co.: Holding 2,684,551 shares

These major shareholders play a crucial role in Five Below, Inc. (FIVE)'s market performance and strategic direction. Their investment decisions are often based on in-depth research and analysis of the company's financials, growth prospects, and competitive positioning.

Changes in institutional ownership can provide valuable insights into the sentiment surrounding Five Below, Inc. (FIVE). An increase in institutional holdings may suggest confidence in the company's future prospects, while a decrease could indicate concerns or a shift in investment strategy.

For instance, a comparison of institutional holdings between quarters can reveal trends in ownership. Recent data indicates the following changes among key institutional investors:

• Vanguard Group Inc. increased its holdings by 1.4%
• BlackRock Inc. increased its holdings by 2.8%
• Capital World Investors decreased their holdings by 3.1%
• State Street Corp increased its holdings by 4.2%
• JPMorgan Chase & Co. increased its holdings by 5.7%

These changes can reflect various factors, such as portfolio rebalancing, adjustments based on Five Below, Inc. (FIVE)'s performance, or broader market trends.

Institutional investors exert considerable influence on Five Below, Inc. (FIVE)'s stock price through their trading activities. Large purchases can drive up demand and increase the stock price, while significant sales can have the opposite effect. Additionally, institutional investors often engage with company management to discuss strategic initiatives and provide feedback on corporate governance.

Here is a summary of institutional ownership data for Five Below, Inc. (FIVE):

Understanding the profile and behavior of Five Below, Inc. (FIVE)'s institutional investors is essential for assessing the company's market dynamics and potential investment opportunities.

To gain further insights into the company's financial standing, consider exploring: Breaking Down Five Below, Inc. (FIVE) Financial Health: Key Insights for Investors

Five Below, Inc. (FIVE) Key Investors and Their Impact on Five Below, Inc. (FIVE)

Understanding the investor profile of Five Below, Inc. (FIVE) provides valuable insights into the market's perception of the company and its potential future performance. Examining who is investing, their influence, and their recent activities can help stakeholders gauge the overall sentiment and strategic direction of the company.

While specific real-time data on all individual investors is constantly changing, we can discuss the types of investors and their potential impact, based on available information and typical investment landscapes. For detailed, up-to-the-minute specifics, refer to financial news outlets and investment analysis platforms.

Institutional investors represent a significant portion of Five Below, Inc. (FIVE)'s shareholder base. These entities include mutual funds, pension funds, hedge funds, and insurance companies. Their investment decisions are driven by in-depth research and analysis, and their actions can significantly influence stock prices. Large institutional holdings often reflect confidence in the company's long-term growth prospects and management's ability to execute its strategic plans.

Here are some types of investors that might hold Five Below, Inc. (FIVE) stock:

• Mutual Funds: These funds pool money from many investors to purchase a diversified portfolio of stocks.
• Pension Funds: These funds invest on behalf of retired employees and tend to have a long-term investment horizon.
• Hedge Funds: These funds use various strategies, including leverage and derivatives, to generate higher returns.
• Insurance Companies: These companies invest to cover future claims and typically have a conservative investment approach.

The influence of key investors can manifest in several ways:

• Voting Rights: Large shareholders have a greater say in company matters, such as electing board members and approving major transactions.
• Market Sentiment: Significant investments or divestments can signal confidence or concern, influencing other investors.
• Activist Investors: These investors actively engage with company management to advocate for changes they believe will increase shareholder value.

Recent moves by notable investors, such as buying or selling large stakes, are closely watched by the market. These actions can provide clues about the investor's outlook on the company's future. For example, a large purchase by a well-respected fund manager might boost investor confidence, while a significant sale could raise concerns.

Keeping track of major investor transactions is crucial for understanding market dynamics. Here's how you can stay informed:

• SEC Filings: Monitor filings such as 13F forms, which disclose the holdings of institutional investors.
• Financial News: Follow reputable financial news outlets for reports on investor activity.
• Investment Analysis Platforms: Utilize platforms that provide data and analysis on stock ownership and trading activity.

Understanding the mission, vision, and core values can provide additional insight into why investors are drawn to or stay invested in Five Below, Inc. (FIVE). Learn more at: Mission Statement, Vision, & Core Values of Five Below, Inc. (FIVE).

Five Below, Inc. (FIVE) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for gauging the potential trajectory of Five Below, Inc. (FIVE). Recent activity in the stock market provides insights into how major shareholders and analysts perceive the company's future.

Investor sentiment towards Five Below, Inc. (FIVE) can be influenced by a variety of factors, including the company's financial performance, expansion plans, and broader economic trends. While pinpointing an exact sentiment (positive, neutral, or negative) requires real-time monitoring of financial news, analyst ratings, and major transactions, we can analyze recent market behaviors to infer potential sentiment.

Recent market reactions to Five Below, Inc. (FIVE) stock often reflect significant ownership changes or notable investor moves. For example, large institutional investors adjusting their positions can trigger fluctuations in stock prices. Monitoring these movements provides clues about the confidence level of major players. According to the latest data, Five Below's shares experienced some volatility. The company's stock price currently stands at $170.26, showing a decrease of -1.63%. This movement is crucial for investors tracking short-term performance.

Analyst perspectives play a vital role in shaping investor sentiment. Analysts often provide ratings (e.g., buy, hold, sell) and price targets based on their assessment of the company's prospects. These insights can significantly influence investment decisions. Here's a look at how analysts are currently rating Five Below:

• Overall Rating: Based on recent reports, analysts have mixed views on Five Below.
• Price Targets: The consensus price target varies, reflecting different expectations for the company's growth.
• Key Factors: Analysts often focus on same-store sales growth, expansion strategies, and cost management as key drivers for their ratings.

To illustrate, let's consider a hypothetical scenario based on available information. Suppose several major institutional investors increased their stakes in Five Below, Inc. (FIVE) following a positive earnings report. This could lead to a positive market reaction, driving up the stock price. Conversely, if a prominent analyst downgraded the stock due to concerns about slowing growth, it could trigger a negative reaction.

Here’s a summary table reflecting potential investor profiles and their stances:

Understanding these dynamics helps investors and stakeholders assess the potential risks and opportunities associated with Five Below, Inc. (FIVE). Keeping abreast of the latest financial news, analyst reports, and market reactions is essential for making informed decisions.

Further insights into the company's financial health can be found here: Breaking Down Five Below, Inc. (FIVE) Financial Health: Key Insights for Investors