Five Below (NASDAQ: FIVE) reported fiscal second-quarter net sales of $1.26 billion, up 22.9% from a year earlier, for the 13 weeks ended August 1, 2026. Comparable sales increased 14.1%, while GAAP net income totaled $221.4 million and diluted earnings per share were $3.99.
The retailer raised its fiscal 2026 sales and EPS outlook and announced a new $600 million share-repurchase authorization.
- GAAP operating income was $275.4 million, compared with $52.4 million a year earlier.
- Year-to-date net sales rose 27.5% to $2.55 billion; net income was $344.5 million.
- Five Below opened 52 net new stores in the quarter and ended with 2,022 stores in 46 states.
- Fiscal 2026 net-sales outlook is $5.63 billion to $5.71 billion, versus prior guidance of $5.40 billion to $5.48 billion.
- Fiscal 2026 diluted EPS outlook is $12.10 to $12.58; third-quarter net-sales outlook is $1.21 billion to $1.23 billion.
$FIVE Insider Trading Activity
$FIVE insiders have traded $FIVE stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $FIVE stock by insiders over the last 6 months:
- RONALD SARGENT has made 0 purchases and 2 sales selling 20,000 shares for an estimated $4,630,291.
- KENNETH R BULL (COO) has made 0 purchases and 3 sales selling 10,000 shares for an estimated $2,341,372.
- RICHARD L MARKEE sold 3,000 shares for an estimated $696,120
- ROBERT LYNCH purchased 530 shares for an estimated $93,309
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FIVE Hedge Fund Activity
We have seen 289 institutional investors add shares of $FIVE stock to their portfolio, and 395 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. removed 1,281,141 shares (-66.7%) from their portfolio in Q2 2026, for an estimated $230,336,340
- AMERICAN CENTURY COMPANIES INC removed 678,024 shares (-37.3%) from their portfolio in Q2 2026, for an estimated $121,901,934
- WELLINGTON MANAGEMENT GROUP LLP added 638,049 shares (+54.4%) to their portfolio in Q2 2026, for an estimated $114,714,829
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 636,972 shares (+inf%) to their portfolio in Q2 2026, for an estimated $114,521,195
- CAPITAL WORLD INVESTORS removed 624,320 shares (-50.0%) from their portfolio in Q2 2026, for an estimated $112,246,492
- CITADEL ADVISORS LLC removed 512,705 shares (-47.1%) from their portfolio in Q1 2026, for an estimated $115,415,022
- WASATCH ADVISORS LP removed 492,490 shares (-60.2%) from their portfolio in Q2 2026, for an estimated $88,544,777
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
