FIVE Five Below, Inc. - Common Stock
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Five Below, Inc. is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.
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Five Below, Inc. (stylized as fiVe BEL°W) is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.
History
David Schlessinger, founder of Encore Books and Zany Brainy, and Tom Vellios, former CEO of Zany Brainy, founded Five Below on October 4, 2002 in Wayne, Pennsylvania.
On March 18, 2020, Five Below announced the temporary closing all of its stores due to the COVID-19 outbreak. However, by June 6, 2020, 100% of Five Below stores across the United States reopened with plans for new stores to open up. This may account for an increase in foot traffic in 2022-2023, as reported by Unacast, a company that provides location insights. According to Unacast, Five Below experienced "a remarkable 63% year-over-year increase in foot traffic" between Q2 2022 to Q2 2023.
Growth and expansion
By 2026, Five Below operated 1,970 locations in 46 states.. It began its outward expansion away from the Philadelphia Metro area by entering additional out-of-state markets: Illinois and Michigan in 2011; Georgia, Kansas, Missouri, and Western Michigan in 2012; Texas in 2013; Tennessee in 2014; Alabama, Florida, and Kentucky in 2015; Louisiana, Minnesota, Oklahoma, West Virginia, and Wisconsin in 2016; California in 2017; and Arkansas in 2018. Five Below in 2019 publicly stated that they could build as many as 2,500 U.S. stores in the future. Arizona, Iowa, and Nebraska were introduced that year. Colorado and Nevada were added in 2020; New Mexico and Utah in 2021. Both Dakotas had opened new stores in 2022. Vermont joined in the next year. Wyoming was added in 2024. 2025 saw the first stores in Oregon & Washington open. Idaho and Montana, the two remaining continental states, will open later.
In September 2014, the company announced a new lease agreement to move its New Castle, Delaware, distribution center to Oldmans Township, New Jersey. The new center would add 275 jobs to the local economy while Delaware would lose 175.
On July 19, 2012, Five Below went public on the NASDAQ at the share price of $17. In 2014, Joel Anderson was appointed CEO. 2016 sales were $1 billion, 2017 sales were $1.3 billion, and 2022 sales reached $3.08 billion.
In 2018, Five Below moved its corporate headquarters, now called WowTown, to the Lit Brothers Building in the Market East section of Philadelphia, and has rights to more than 200,000 square feet. WowTown has over 300 employees.
On July 16, 2024, Five Below announced Joel Anderson had resigned from his roles as president and CEO to pursue other interests.
Following his departure, Five Below's shares fell by 25%. On the same day Petco named him as their new CEO.
In July 2024, Chief Operating Officer, Kenneth Bull, was appointed interim president and CEO of Five Below before being replaced by former Forever 21 CEO, Winnie Park, in December 2024. Park is a Princeton University graduate with an MBA from Northwestern University. Prior to joining Five Below, she had been the CEO of Forever 21 since January 2022. She also served as the CEO of Paper Source.
Store format
The average Five Below store size is 8,000 square feet (740 m2). The store carries a wide variety of merchandise at varying low costs.
Philanthropy
In 2006, Five Below partnered with Alex's Lemonade Stand Foundation to sell lemonade bracelets, gift cards and pin-ups to raise money for childhood cancer cure research. Since the initial partnership, Five Below raised $12.8 million for the organization.
In 2008, Five Below partnered with St. Jude Children's Research Hospital in the hospital's annual Halloween Promotion. The companies have since partnered to raise more than $13.7 million for St. Jude through fundraising campaigns.
After Hurricane Sandy in October 2012, Five Below partnered with the American Red Cross and collected over $50,000 through a $1 donation at the register program. The company then doubled all donations resulting in a donation in the total of $100,000.
In 2018, Five Below became an official Toys for Tots sponsor.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
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Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
FIVE Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 8 24,2%
- Compra 15 45,5%
- Manter 10 30,3%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
21 analistas · 2026-08-14Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 31 de Março de 2027 | $2.22 | $1.79 | — |
| 30 de Junho de 2026 | $2.22 | $1.79 | 0.43% |
| 31 de Março de 2026 | $4.31 | $4.08 | 0.23% |
| 31 de Dezembro de 2025 | $0.68 | $0.25 | 0.43% |
| 30 de Setembro de 2025 | $0.81 | $0.63 | 0.18% |
| 30 de Junho de 2025 | $0.86 | $0.83 | 0.03% |
| 31 de Março de 2025 | $3.48 | $3.44 | 0.04% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| FIVE | $10.50B | 29.4 | 22.9% | 7.5% | 17.5% | — |
| ULTA | $27.83B | 24.6 | 9.7% | 9.3% | 42.7% | 39.1% |
| TSCO | $27.08B | 24.9 | 4.3% | 7.1% | 43.2% | 36.4% |
| DKS | — | 20.3 | 28.1% | 4.9% | 19.1% | 32.9% |
| CHWY | $12.08B | 56.0 | 6.2% | 1.8% | 50.2% | 29.8% |
| BBWI | $4.38B | 7.0 | -0.22% | 8.9% | -48.7% | 43.7% |
| WRBY | — | 2179.0 | 13.0% | 0.19% | 0.45% | 54.0% |
| ASO | $3.65B | 10.1 | 2.0% | 6.2% | 17.7% | 34.8% |
| SBH | $1.59B | 8.6 | -0.42% | 5.3% | 26.2% | 51.6% |
| EYE | $2.06B | 70.1 | 9.0% | 1.5% | 3.4% | — |
| WINA | $1.47B | 36.3 | 5.9% | 48.4% | -92.0% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 12
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.76B | $3.88B | $3.56B | · | · | · | · | · | |
| Cost of Revenue | $3.05B | $2.52B | $2.29B | · | · | · | · | · | |
| SG&A Expense | $1.07B | $861M | $758M | · | · | · | · | · | |
| Operating Income | $457M | $324M | $386M | · | · | · | · | · | |
| Pretax Income | $480M | $339M | $401M | · | · | · | · | · | |
| Income Tax | $122M | $85M | $100M | · | · | · | · | · | |
| Net Income | $359M | $254M | $301M | · | · | · | · | · | |
| EPS (Basic) | $6.51 | $4.61 | $5.43 | · | · | · | · | · | |
| EPS (Diluted) | $6.47 | $4.60 | $5.41 | · | · | · | · | · | |
| Shares (Basic) | 55,112,281 | 55,055,064 | 55,487,252 | · | · | · | · | · | |
| Shares (Diluted) | 55,436,972 | 55,156,342 | 55,621,619 | · | · | · | · | · | |
| EBITDA | $650M | $491M | $516M | · | · | · | · | · |
Balanço Patrimonial 23
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $724M | $332M | $180M | $335M | $121M | $84M | $70M | · | |
| Short-term Investments | $209M | $197M | $280M | $88M | $189M | $299M | $69M | · | |
| Inventory | $847M | $660M | $585M | $534M | $504M | $327M | $368M | · | |
| Prepaid Expense | $133M | $158M | $154M | $117M | $87M | $55M | $55M | $49M | |
| Other Current Assets | $97M | $121M | $124M | $86M | $58M | $34M | $40M | · | |
| Current Assets | $1.92B | $1.35B | $1.20B | $1.08B | $906M | $768M | $573M | $631M | |
| PP&E (Net) | $1.23B | $1.26B | $1.13B | $944M | $800M | $625M | $476M | · | |
| PP&E (Gross) | $2.16B | $2.01B | $1.72B | · | · | · | · | · | |
| Accum. Depreciation | $921M | $750M | $584M | $483M | $387M | $297M | $231M | · | |
| Other Non-current Assets | $20M | $20M | $17M | $16M | $13M | $19M | $12M | · | |
| Total Assets | $4.94B | $4.34B | $3.87B | $3.38B | $2.96B | $2.44B | $1.93B | $1.57B | |
| Accounts Payable | $368M | $260M | $256M | $234M | $230M | $169M | $137M | · | |
| Accrued Liabilities | $160M | $149M | $147M | $135M | $141M | $114M | $85M | $96M | |
| Current Liabilities | $954M | $756M | $716M | $619M | $594M | $466M | $364M | $245M | |
| Capital Leases | $1.73B | $1.71B | $1.50B | $1.31B | $1.21B | $1.01B | $877M | $710M | |
| Deferred Tax | $50M | $60M | $67M | $60M | $38M | $32M | $0 | · | |
| Other Non-current Liabilities | $9M | $8M | $7M | · | · | · | · | · | |
| Total Liabilities | $2.74B | $2.53B | $2.29B | $1.99B | $1.85B | $1.51B | $1.24B | $955M | |
| Common Stock | $551.0K | $549.0K | $551.0K | $556.0K | $555.0K | $560.0K | $558.0K | · | |
| Retained Earnings | $2.01B | $1.66B | $1.40B | $1.14B | $872M | $610M | $386M | · | |
| Stockholders' Equity | $2.19B | $1.81B | $1.58B | $1.39B | $1.11B | $931M | $690M | $615M | |
| Liabilities + Equity | $4.94B | $4.34B | $3.87B | $3.38B | $2.96B | $2.44B | $1.93B | $1.57B | |
| Shares Outstanding | 55,228,735 | 55,028,682 | 55,197,875 | 55,665,239 | 55,491,361 | 55,994,069 | 55,735,417 | · |
Fluxo de Caixa 12
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $192M | $167M | $131M | · | · | · | · | · | |
| Stock-based Comp | $35M | $16M | $18M | · | · | · | · | · | |
| Deferred Tax | $-10M | $-7M | $8M | · | · | · | · | · | |
| Other Non-cash | $11M | $853.0K | $42M | · | · | · | · | · | |
| Operating Cash Flow | $586M | $431M | $500M | · | · | · | · | · | |
| CapEx | $175M | $324M | $335M | · | · | · | · | · | |
| Investing Cash Flow | $-186M | $-233M | $-556M | · | · | · | · | · | |
| Stock Repurchased | $0 | $40M | $81M | · | · | · | · | · | |
| Net Stock Activity | $0 | $-40M | $-81M | · | · | · | · | · | |
| Financing Cash Flow | $-8M | $-46M | $-96M | · | · | · | · | · | |
| Net Change in Cash | $392M | $152M | $-153M | · | · | · | · | · | |
| Free Cash Flow | $412M | $107M | $165M | · | · | · | · | · |
Lucratividade 7
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 9.6% | 8.3% | 10.8% | · | · | · | · | · | |
| Net Margin | 7.5% | 6.5% | 8.5% | · | · | · | · | · | |
| Pretax Margin | 10.1% | 8.7% | 11.3% | · | · | · | · | · | |
| EBITDA Margin | 13.6% | 12.7% | 14.5% | · | · | · | · | · | |
| ROA | 7.7% | 5.9% | 8.0% | · | · | · | · | · | |
| ROE | 17.5% | 14.8% | 20.3% | · | · | · | · | · | |
| ROIC | 15.6% | 13.4% | 18.3% | · | · | · | · | · |
Liquidez e Solvência 2
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.8 | 1.7 | · | · | · | · | · | |
| Quick Ratio | 0.2 | 0.3 | 0.4 | · | · | · | · | · |
Eficiência 2
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.9 | 0.9 | · | · | · | · | · | |
| Inventory Turnover | 4.0 | 3.4 | 3.4 | · | · | · | · | · |
Taxas de Crescimento 9
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.9% | 8.9% | 15.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.7% | 10.8% | 22.0% | · | · | · | · | · | |
| Revenue CAGR 5Y | 19.4% | · | · | · | · | · | · | · | |
| EPS YoY | 40.6% | -15.0% | 15.3% | · | · | · | · | · | |
| EPS CAGR 3Y | 11.3% | -2.4% | 35.0% | · | · | · | · | · | |
| EPS CAGR 5Y | 24.1% | · | · | · | · | · | · | · | |
| Net Income YoY | 41.4% | -15.8% | 15.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.1% | -3.1% | 34.6% | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.8% | · | · | · | · | · | · | · |
Avaliação (TTM) 10
| Métrica | Tendência | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.76B | $3.88B | $3.56B | · | · | · | · | · | |
| Net Income TTM | $359M | $254M | $301M | · | · | · | · | · | |
| Market Cap | $10.50B | $5.16B | $10.00B | · | · | · | · | · | |
| P/E | 29.4 | 20.4 | 33.5 | · | · | · | · | · | |
| P/S | 2.2 | 1.3 | 2.8 | · | · | · | · | · | |
| P/B | 4.8 | 2.9 | 6.3 | · | · | · | · | · | |
| P / Tangible Book | 4.8 | 2.9 | 6.3 | · | · | · | · | · | |
| P / Cash Flow | 17.9 | 12.0 | 20.0 | · | · | · | · | · | |
| P / FCF | 25.5 | 48.4 | 60.7 | · | · | · | · | · | |
| Earnings Yield | 3.4% | 4.9% | 3.0% | · | · | · | · | · |
Demonstração de Resultados 13
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.29B | $1.73B | $1.03B | $971M | $1.42B | $844M | $830M | $812M | $1.34B | $736M | $759M | $726M | $1.12B | $645M | $669M | |
| Cost of Revenue | $807M | $1.03B | $684M | $647M | $869M | $586M | $558M | $548M | $786M | $514M | $494M | $491M | $670M | $437M | $440M | |
| Gross Profit | · | · | · | · | · | · | · | · | · | $223M | $265M | $235M | $452M | $208M | $229M | |
| SG&A Expense | $273M | $337M | $242M | $227M | $292M | $215M | $189M | $190M | $246M | $173M | $175M | $163M | $121M | $187M | $172M | |
| Operating Income | $154M | $311M | $52M | $51M | $210M | $-606.0K | $42M | $36M | $268M | $16M | $59M | $42M | $226M | $21M | $56M | |
| Pretax Income | $162M | $317M | $58M | $56M | $212M | $2M | $45M | $41M | $273M | $20M | $63M | $46M | $228M | $21M | $56M | |
| Income Tax | $39M | $79M | $15M | $15M | $54M | $515.0K | $12M | $10M | $70M | $5M | $16M | $9M | $57M | $5M | $15M | |
| Net Income | $123M | $238M | $43M | $41M | $158M | $2M | $33M | $31M | $202M | $15M | $47M | $37M | $171M | $16M | $41M | |
| EPS (Basic) | $2.23 | $4.32 | $0.78 | $0.75 | $2.87 | $0.03 | $0.60 | $0.57 | $3.66 | $0.26 | $0.84 | $0.67 | $3.09 | $0.29 | $0.74 | |
| EPS (Diluted) | $2.21 | $4.30 | $0.77 | $0.75 | $2.86 | $0.03 | $0.60 | $0.57 | $3.64 | $0.26 | $0.84 | $0.67 | $3.07 | $0.29 | $0.74 | |
| Shares (Basic) | 55,262,924 | 22,403 | 55,072,140 | 55,045,966 | -110,309,913 | 55,007,054 | 55,027,663 | 55,168,657 | -111,291,013 | 55,452,533 | 55,675,357 | 55,650,375 | -111,107,929 | 55,509,525 | 55,498,471 | |
| Shares (Diluted) | 55,607,222 | 53,457 | 55,389,479 | 55,189,813 | -110,397,922 | 55,110,433 | 55,042,588 | 55,255,838 | -111,533,038 | 55,576,140 | 55,801,507 | 55,777,010 | -111,418,656 | 55,683,609 | 55,646,039 | |
| EBITDA | $205M | · | $100M | $97M | · | $43M | $83M | $73M | · | $16M | $59M | $42M | · | $21M | $56M |
Balanço Patrimonial 23
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $639M | · | $563M | $427M | · | $170M | $209M | $96M | · | $163M | $335M | $335M | · | $44M | $155M | |
| Short-term Investments | $474M | $209M | $107M | $197M | $197M | $47M | $119M | $273M | · | $0 | $102M | $88M | · | $73M | $117M | |
| Inventory | $813M | $847M | $800M | $702M | $660M | $818M | $640M | $630M | · | $763M | $544M | $534M | · | $702M | $569M | |
| Prepaid Expense | $130M | $133M | $110M | $142M | $158M | $157M | $137M | $146M | · | $141M | $121M | $117M | · | $113M | $108M | |
| Other Current Assets | $84M | $97M | $64M | $104M | $121M | $115M | $103M | $109M | · | $110M | $88M | $86M | · | $86M | $75M | |
| Current Assets | $2.06B | $1.92B | $1.58B | $1.47B | $1.35B | $1.21B | $1.12B | $1.15B | · | $1.09B | $1.11B | $1.08B | · | $957M | $964M | |
| PP&E (Net) | $1.24B | $1.23B | $1.25B | $1.26B | $1.26B | $1.26B | $1.25B | $1.19B | · | $1.08B | $1.01B | $944M | · | $880M | $842M | |
| PP&E (Gross) | · | $2.16B | · | · | $2.01B | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $972M | $921M | $841M | $796M | $750M | $706M | $663M | $621M | · | $548M | $514M | $483M | · | $440M | $412M | |
| Other Non-current Assets | $25M | $20M | $22M | $22M | $20M | $20M | $20M | $19M | · | $16M | $16M | $16M | · | $14M | $13M | |
| Total Assets | $5.06B | $4.94B | $4.61B | $4.45B | $4.34B | $4.19B | $4.01B | $3.95B | · | $3.66B | $3.55B | $3.38B | · | $3.16B | $3.09B | |
| Accounts Payable | $352M | $368M | $372M | $277M | $260M | $352M | $256M | $222M | · | $349M | $249M | $234M | · | $280M | $266M | |
| Accrued Liabilities | $189M | $160M | $205M | $177M | $149M | $143M | $164M | $150M | · | $158M | $163M | $135M | · | $152M | $160M | |
| Current Liabilities | $983M | $954M | $925M | $862M | $756M | $875M | $685M | $742M | · | $758M | $649M | $619M | · | $640M | $631M | |
| Capital Leases | $1.70B | $1.73B | $1.71B | $1.67B | $1.71B | $1.62B | $1.64B | $1.55B | · | $1.46B | $1.39B | $1.31B | · | $1.29B | $1.25B | |
| Deferred Tax | $51M | $50M | $57M | $55M | $60M | $68M | $69M | $67M | · | $61M | $60M | $60M | · | $41M | $41M | |
| Other Non-current Liabilities | · | $9M | · | · | $8M | · | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $2.74B | $2.74B | $2.70B | $2.59B | $2.53B | $2.57B | $2.41B | $2.36B | · | $2.28B | $2.11B | $1.99B | · | $1.98B | $1.92B | |
| Common Stock | $552.0K | $551.0K | $550.0K | $549.0K | $549.0K | $549.0K | $549.0K | $550.0K | · | $551.0K | $556.0K | $556.0K | · | $555.0K | $555.0K | |
| Retained Earnings | $2.14B | $2.01B | $1.74B | $1.70B | $1.66B | $1.47B | $1.47B | $1.43B | · | $1.20B | $1.18B | $1.14B | · | $929M | $913M | |
| Stockholders' Equity | $2.31B | $2.19B | $1.91B | $1.86B | $1.81B | $1.62B | $1.61B | $1.58B | $1.58B | $1.38B | $1.44B | $1.39B | $1.36B | $1.18B | $1.16B | |
| Liabilities + Equity | $5.06B | $4.94B | $4.61B | $4.45B | $4.34B | $4.19B | $4.01B | $3.95B | · | $3.66B | $3.55B | $3.38B | · | $3.16B | $3.09B | |
| Shares Outstanding | 55,296,561 | 55,228,735 | 55,146,485 | 55,059,215 | 55,028,682 | 55,010,438 | 55,006,099 | 55,072,106 | 55,197,875 | 55,192,500 | 55,686,858 | 55,665,239 | 55,537,221 | 55,512,425 | 55,507,931 |
Fluxo de Caixa 13
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $49M | $48M | $47M | $52M | $43M | $41M | $37M | $37M | $34M | $31M | $29M | $29M | $28M | $25M | |
| Stock-based Comp | $5M | $9M | · | $10M | $4M | $7M | · | $5M | $4M | $4M | $6M | $4M | $5M | $6M | $6M | |
| Deferred Tax | $752.0K | $-4M | · | $-5M | $-8M | $-1M | · | $-120.0K | $5M | $1M | $609.0K | $412.0K | $18M | $-36.0K | $4M | |
| Other Non-cash | $47M | · | · | $40M | · | · | · | $-47M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $227M | $441M | · | $133M | $364M | $-31M | · | $26M | $408M | $-77M | $84M | $85M | $360M | $-91M | $4M | |
| CapEx | $37M | $41M | · | $36M | $52M | $80M | · | $88M | $103M | $115M | $71M | $45M | $78M | $64M | $52M | |
| Investing Cash Flow | $-303M | $-65M | · | $-36M | $-202M | $-9M | · | $-73M | $-391M | $-14M | $-85M | $-66M | $-72M | $-19M | $30M | |
| Stock Issued | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | |
| Stock Repurchased | · | $0 | · | $0 | $-13.0K | $0 | · | $30M | $0 | $81M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | · | · | · | $-30M | · | · | · | $0 | · | · | · | |
| Financing Cash Flow | $-9M | $-4M | · | $-1M | $752.0K | $-111.0K | · | $-37M | $349.0K | $-81M | $185.0K | $-16M | $674.0K | $-447.0K | $172.0K | |
| Net Change in Cash | $-85M | $373M | · | $96M | $162M | $-39M | · | $-83M | $17M | $-172M | $-742.0K | $3M | $288M | $-111M | $35M | |
| Free Cash Flow | $190M | · | · | $96M | · | · | · | $-61M | · | · | · | $40M | · | · | · |
Lucratividade 8
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | 30.3% | 34.9% | 32.3% | · | 32.2% | 34.2% | |
| Operating Margin | 12.0% | · | 5.1% | 5.2% | · | -0.07% | 5.0% | 4.5% | · | 2.2% | 7.7% | 5.8% | · | 3.2% | 8.4% | |
| Net Margin | 9.6% | · | 4.2% | 4.2% | · | 0.20% | 4.0% | 3.9% | · | 2.0% | 6.2% | 5.2% | · | 2.5% | 6.2% | |
| Pretax Margin | 12.6% | · | 5.6% | 5.8% | · | 0.26% | 5.4% | 5.1% | · | 2.7% | 8.3% | 6.3% | · | 3.3% | 8.4% | |
| EBITDA Margin | 16.0% | · | 9.7% | 10.0% | · | 5.1% | 10.0% | 9.0% | · | 2.2% | 7.7% | 5.8% | · | 3.2% | 8.4% | |
| ROA | · | · | · | · | · | 0.04% | 0.87% | 0.86% | · | 0.43% | 1.4% | 1.2% | · | 0.54% | 1.5% | |
| ROE | · | · | · | · | · | 0.11% | 2.2% | 2.1% | · | 1.1% | 3.6% | 3.0% | · | 1.5% | 3.8% | |
| ROIC | · | · | · | · | · | -0.03% | 1.9% | 1.7% | · | 0.87% | 3.0% | 2.5% | · | 1.3% | 3.5% |
Liquidez e Solvência 2
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.4 | 1.6 | 1.6 | · | 1.4 | 1.7 | 1.8 | · | 1.5 | 1.5 | |
| Quick Ratio | · | · | · | · | · | 0.2 | 0.5 | 0.5 | · | 0.2 | 0.7 | 0.7 | · | 0.2 | 0.4 |
Eficiência 2
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | |
| Inventory Turnover | · | · | · | · | · | 0.7 | 0.9 | 0.9 | · | 0.7 | 0.9 | 0.9 | · | 0.7 | 1.0 |
Avaliação (TTM) 10
| Métrica | Tendência | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.32B | · | $4.23B | · | · | · | · | $3.12B | · | $3.34B | $3.25B | $3.16B | · | $2.95B | $2.91B | |
| Net Income TTM | $243M | · | $273M | · | · | · | · | $124M | · | $270M | $272M | $266M | · | $230M | $238M | |
| Market Cap | · | · | · | · | · | $5.28B | $3.81B | $7.97B | · | $9.37B | $11.55B | $10.99B | · | $8.29B | $7.05B | |
| P/E | 52.5 | · | 27.0 | · | · | · | · | 64.6 | · | 35.1 | 42.6 | 41.4 | · | 36.3 | 29.9 | |
| P/S | · | · | · | · | · | · | · | 2.6 | · | 2.8 | 3.6 | 3.5 | · | 2.8 | 2.4 | |
| P/B | · | · | · | · | · | 3.3 | 2.4 | 5.0 | · | 6.8 | 8.0 | 7.9 | · | 7.0 | 6.1 | |
| P / Tangible Book | · | · | · | · | · | 3.3 | 2.4 | 5.0 | · | 6.8 | 8.0 | 7.9 | · | 7.0 | 6.1 | |
| P / Cash Flow | · | · | · | · | · | · | · | 301.6 | · | · | · | 128.8 | · | · | · | |
| P / FCF | · | · | · | · | · | · | · | -129.8 | · | · | · | 273.3 | · | · | · | |
| Earnings Yield | 1.9% | · | 3.7% | · | · | · | · | 1.6% | · | 2.9% | 2.4% | 2.4% | · | 2.8% | 3.3% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| Receita | $4.76B | — | $3.88B | — | — |
| Margem Operacional % | 9.6% | — | 8.3% | — | — |
| Lucro líquido | $359M | — | $254M | — | — |
| EPS Diluído | $6.47 | — | $4.60 | — | — |
Balanço Patrimonial
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.0 | — | 1.8 | — | — |
| Índice de Liquidez Seca | 0.2 | — | 0.3 | — | — |
Fluxo de Caixa
| 2026-01-31 | 2025-05-03 | 2025-02-01 | 2024-11-02 | 2024-08-03 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $412M | — | $107M | — | — |
Últimas notícias Notícias recentes mencionando esta empresa
- Lisanti Capital Exits Huron Consulting Com Venda de US$ 6,8 Milhões
- Cramer: Five Below tem ‘mais espaço para crescer’ apesar de triplicar em 12 meses
- Jim Cramer sobre Five Below: “Acho que continua forte”
- Petróleo sobe com Brent ultrapassando US$ 100 o barril novamente, pois tensões no Oriente Médio mantêm traders apreensivos
- Ações da Five Below disparam, mas surge um desafio chave para o cliente
- Jim Cramer sobre Five Below: “Acho que tem mais espaço para correr”
- Estas 7 Ações São Favoritas dos Analistas para um Crescimento Magnífico nos Lucros; Empresa de Energia Renovável Humming
- Por que a Ação da Five Below Subiu Hoje
- Five Below Relata Fortes Resultados do Quarto Trimestre de 2025 e Apresenta Perspectiva Mais Elevada para 2026
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 673 declarantes · $7.1B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 106 (-60 vs trimestre anterior) | 104 (+44 vs trimestre anterior) | 190 (-38 vs trimestre anterior) | 245 (+58 vs trimestre anterior) | +3.9M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $448.689.857 | 2.495.633 | 6,32% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $427.252.596 | 2.376.398 | 6,02% | Ações |
| STATE STREET CORP | $309.999.132 | 1.724.229 | 4,37% | Ações |
| TWO SIGMA INVESTMENTS, LP | $288.679.454 | 1.605.648 | 4,07% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $207.976.218 | 1.156.773 | 2,93% | Ações |
| AMERICAN CENTURY COMPANIES INC | $204.833.957 | 1.139.293 | 2,89% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $199.665.208 | 1.106.688 | 2,81% | Ações |
| SRS Investment Management, LLC | $198.687.547 | 1.105.109 | 2,80% | Ações |
| Qube Research & Technologies Ltd | $188.601.508 | 1.049.010 | 2,66% | Ações |
| WASATCH ADVISORS LP | $186.983.919 | 818.382 | 2,63% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $151.370.650 | 841.930 | 2,13% | Ações |
| Balyasny Asset Management L.P. | $135.429.155 | 753.263 | 1,91% | Ações |
| NORGES BANK | $127.791.855 | 710.784 | 1,80% | Ações |
| FMR LLC | $121.405.894 | 675.265 | 1,71% | Ações |
| D. E. Shaw & Co., Inc. | $114.573.874 | 637.265 | 1,61% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114.517.960 | 636.954 | 1,61% | Ações |
| Capital World Investors | $112.249.010 | 624.334 | 1,58% | Ações |
| Giverny Capital Inc. | $107.536.354 | 598.122 | 1,52% | Ações |
| Stephens Investment Management Group LLC | $103.590.683 | 576.176 | 1,46% | Ações |
| MILLENNIUM MANAGEMENT LLC | $100.793.510 | 560.618 | 1,42% | Ações |
| Alyeska Investment Group, L.P. | $96.463.088 | 536.532 | 1,36% | Ações |
| TWO SIGMA ADVISERS, LP | $95.780.872 | 508.499 | 1,35% | Ações |
| Quantinno Capital Management LP | $95.557.524 | 531.495 | 1,35% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $88.939.007 | 494.683 | 1,25% | Ações |
| RIVERBRIDGE PARTNERS LLC | $77.128.747 | 428.994 | 1,09% | Ações |
| JENNISON ASSOCIATES LLC | $76.813.307 | 427.239 | 1,08% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.552.996 | 403.543 | 1,02% | Ações |
| Hook Mill Capital Partners, LP | $71.694.858 | 398.770 | 1,01% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $65.857.077 | 366.300 | 0,93% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $63.405.640 | 352.665 | 0,89% | Ações |
| VANGUARD GROUP INC | $63.145.430 | 335.238 | 0,89% | Ações |
| BANK OF MONTREAL /CAN/ | $58.922.756 | 327.731 | 0,83% | Ações |
| AMERIPRISE FINANCIAL INC | $58.222.654 | 323.837 | 0,82% | Ações |
| Freestone Grove Partners LP | $52.567.719 | 292.384 | 0,74% | Ações |
| Squarepoint Ops LLC | $52.550.639 | 292.289 | 0,74% | Ações |
| Point72 Asset Management, L.P. | $52.244.996 | 290.589 | 0,74% | Ações |
| Hood River Capital Management LLC | $51.258.489 | 285.102 | 0,72% | Ações |
| Amundi | $49.857.745 | 277.311 | 0,70% | Ações |
| MARSHALL WACE, LLP | $49.524.954 | 275.460 | 0,70% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $48.091.128 | 267.485 | 0,68% | Ações |
| GOLDMAN SACHS GROUP INC | $42.630.442 | 237.112 | 0,60% | Ações |
| Woodline Partners LP | $42.491.389 | 236.339 | 0,60% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $40.681.802 | 226.274 | 0,57% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $39.212.199 | 218.100 | 0,55% | Ações |
| Walleye Capital LLC | $38.184.160 | 212.382 | 0,54% | Ações |
| Interval Partners, LP | $38.164.563 | 212.273 | 0,54% | Ações |
| Pacifica Capital Investments, LLC | $36.968.779 | 205.622 | 0,52% | Ações |
| Trexquant Investment LP | $35.087.816 | 195.160 | 0,49% | Ações |
| CITADEL ADVISORS LLC | $32.121.821 | 178.663 | 0,45% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30.366.531 | 168.900 | 0,43% | Opção de venda |
| Schonfeld Strategic Advisors LLC | $29.140.002 | 162.078 | 0,41% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26.950.521 | 149.900 | 0,38% | Opção de compra |
| Gotham Asset Management, LLC | $26.354.697 | 146.586 | 0,37% | Ações |
| BARCLAYS PLC | $25.638.593 | 142.603 | 0,36% | Ações |
| RHUMBLINE ADVISERS | $25.502.789 | 141.848 | 0,36% | Ações |
| Varenne Capital Partners | $25.305.158 | 140.847 | 0,36% | Ações |
| COUNTRY TRUST BANK | $24.622.960 | 136.954 | 0,35% | Ações |
| CITADEL ADVISORS LLC | $23.876.112 | 132.800 | 0,34% | Opção de compra |
| Bridgewater Associates, LP | $23.308.335 | 129.642 | 0,33% | Ações |
| ING GROEP NV | $22.905.246 | 127.400 | 0,32% | Ações |
| PRUDENTIAL FINANCIAL INC | $22.895.897 | 127.348 | 0,32% | Ações |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21.934.380 | 122.000 | 0,31% | Ações |
| California Public Employees Retirement System | $21.365.524 | 118.836 | 0,30% | Ações |
| Verition Fund Management LLC | $21.293.968 | 118.438 | 0,30% | Ações |
| BOOTHBAY FUND MANAGEMENT, LLC | $21.099.076 | 117.354 | 0,30% | Ações |
| IEQ CAPITAL, LLC | $20.813.023 | 115.763 | 0,29% | Ações |
| Swiss National Bank | $19.931.340 | 110.859 | 0,28% | Ações |
| BANK OF AMERICA CORP /DE/ | $19.665.790 | 109.382 | 0,28% | Ações |
| TUDOR INVESTMENT CORP ET AL | $19.616.707 | 109.109 | 0,28% | Ações |
| Man Group plc | $19.503.799 | 108.481 | 0,27% | Ações |
| Susquehanna Portfolio Strategies, LLC | $19.257.487 | 107.111 | 0,27% | Ações |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $18.996.072 | 105.657 | 0,27% | Ações |
| BlackRock, Inc. | $18.615.097 | 103.538 | 0,26% | Ações |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $18.464.433 | 102.700 | 0,26% | Ações |
| Tabor Asset Management, LP | $17.139.560 | 95.331 | 0,24% | Ações |
| WOLVERINE TRADING, LLC | $17.054.136 | 109.800 | 0,24% | Opção de compra |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $16.522.701 | 91.900 | 0,23% | Ações |
| FIRST TRUST ADVISORS LP | $16.458.996 | 91.546 | 0,23% | Ações |
| ALLIANCEBERNSTEIN L.P. | $15.517.905 | 67.918 | 0,22% | Ações |
| PANAGORA ASSET MANAGEMENT INC | $15.512.641 | 86.282 | 0,22% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $15.080.067 | 83.878 | 0,21% | Ações |
| Corient Private Wealth LP | $14.971.617 | 83.273 | 0,21% | Ações |
| Engineers Gate Manager LP | $14.899.377 | 82.871 | 0,21% | Ações |
| JANE STREET GROUP, LLC | $14.814.696 | 82.400 | 0,21% | Opção de venda |
| Beck Bode, LLC | $14.717.136 | 81.857 | 0,21% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $14.578.395 | 63.806 | 0,21% | Ações |
| Cubist Systematic Strategies, LLC | $14.553.507 | 94.076 | 0,21% | Ações |
| CWM, LLC | $14.307.428 | 62.620 | 0,20% | Ações |
| Driehaus Capital Management LLC | $13.556.705 | 75.403 | 0,19% | Ações |
| RAYMOND JAMES FINANCIAL INC | $13.306.977 | 74.014 | 0,19% | Ações |
| Cinctive Capital Management LP | $13.235.421 | 73.616 | 0,19% | Ações |
| Fund 1 Investments, LLC | $13.056.530 | 72.621 | 0,18% | Ações |
| MARSICO CAPITAL MANAGEMENT LLC | $13.048.799 | 72.578 | 0,18% | Ações |
| Nearwater Capital Markets, Ltd | $11.686.350 | 65.000 | 0,16% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $11.519.685 | 64.073 | 0,16% | Ações |
| PICTON MAHONEY ASSET MANAGEMENT | $11.267.982 | 62.673 | 0,16% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $11.157.228 | 62.057 | 0,16% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $10.729.148 | 59.676 | 0,15% | Ações |
| COOKSON PEIRCE & CO INC | $10.694.089 | 59.481 | 0,15% | Ações |
| Retirement Systems of Alabama | $10.282.190 | 57.190 | 0,14% | Ações |
Executivos da empresa 54 insiders · 21 diretores · 17 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Winifred Park | President and CEO | 20 de Março de 2026 F | 35.385 | 0 | 0 | $0 |
| Joel D Anderson | President & CEO | 10 de Junho de 2024 A | 77.748 | 0 | 0 | $0 |
| Daniel Sullivan | Chief Financial Officer | 19 de Março de 2026 A | 16.075 | 0 | 0 | $0 |
| Kristy Chipman | CFO & Treasurer | 20 de Março de 2025 A | 26.205 | 0 | 0 | $0 |
| Kenneth R Bull | COO | 1 de Agosto de 2026 F | 85.574 | 0 | 20 | $-8.135.893 |
| David A. Johnston | Chief Operating Officer | 4 de Junho de 2013 A | 29.412 | 0 | 0 | $0 |
| Graham Poliner | CSBIAO | 1 de Agosto de 2026 F | 15.534 | 0 | 0 | $0 |
| Amit Jhunjhunwala | Chief Information Officer | 1 de Agosto de 2026 F | 20.261 | 0 | 0 | $0 |
| Maureen Marie Gellerman | CHRO | 1 de Agosto de 2026 F | 10.581 | 0 | 1 | $-94.863 |
| Eric M Specter | CAO | 1 de Agosto de 2026 F | 40.982 | 0 | 3 | $-1.709.830 |
| Rodney Lastinger | Chief Retail Officer | 22 de Junho de 2026 A | 3.618 | 0 | 0 | $0 |
| Christos George Yatrakis | Chief Legal Officer | 15 de Junho de 2026 A | 1.031 | 0 | 0 | $0 |
| Jacob Kimball Hawkins | CMOO | 20 de Março de 2026 F | 4.546 | 0 | 0 | $0 |
| Michelle Lee Israel | Chief Merchandising Officer | 19 de Março de 2026 A | 1.763 | 0 | 0 | $0 |
| George Hill | Chief Retail Officer | 23 de Janeiro de 2026 F | 31.582 | 0 | 4 | $-1.591.000 |
| Ronald James Masciantonio | EVP, General Counsel | 16 de Setembro de 2025 A | 10.016 | 0 | 1 | $-119.763 |
| Thomas Vellios | Executive Chairman | 5 de Maio de 2025 A | 396.088 | 0 | 0 | $0 |
| Michael Romanko | CMO | 1 de Agosto de 2024 A | 32.412 | 0 | 0 | $0 |
| Judith L. Werthauser | Chief Experience Officer | 30 de Janeiro de 2023 A | 14.930 | 0 | 0 | $0 |
| David N. Makuen | Executive Vice President | 24 de Janeiro de 2020 M | 15.148 | 0 | 0 | $0 |
| David Schlessinger | Executive Chairman | 24 de Novembro de 2014 S | 555.810 | 0 | 0 | $0 |
| Robert Lynch | Conselheiro | 29 de Junho de 2026 P | 1.506 | 1 | 0 | $93.312 |
| Zuhairah Scott Washington | Conselheiro | 16 de Junho de 2026 A | 7.019 | 0 | 0 | $0 |
| Karen R Bowman | Conselheiro | 16 de Junho de 2026 A | 4.157 | 0 | 0 | $0 |
| Michael F Devine III | Conselheiro | 16 de Junho de 2026 A | 17.203 | 0 | 1 | $-1.091.040 |
| Ronald Sargent | Conselheiro | 16 de Junho de 2026 A | 6.609 | 0 | 2 | $-4.630.300 |
| Thomas M Ryan | Conselheiro | 4 de Maio de 2026 A | 119.030 | 0 | 0 | $0 |
| Kathleen S Barclay | Conselheiro | 2 de Fevereiro de 2026 A | 9.326 | 0 | 1 | $-400.466 |
| Bernard Jin Kim | Conselheiro | 11 de Junho de 2024 A | 3.681 | 0 | 0 | $0 |
| Catherine Elizabeth Buggeln | Conselheiro | 11 de Abril de 2023 S | 7.141 | 0 | 0 | $0 |
| Daniel Kaufman | Conselheiro | 18 de Junho de 2019 A | 6.113 | 0 | 0 | $0 |
| David M Mussafer | Conselheiro | 22 de Setembro de 2015 P | 90.000 | 0 | 0 | $0 |
| Steven J Collins | Conselheiro | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| Howard D Ross | Conselheiro | 4 de Fevereiro de 2013 S | 272.768 | 0 | 0 | $0 |
| Dinesh S. Lathi | — | 3 de Agosto de 2026 A | 14.350 | 0 | 0 | $0 |
| Mimi Eckel Vaughn | — | 3 de Agosto de 2026 A | 5.934 | 0 | 0 | $0 |
| Richard L Markee | — | 3 de Agosto de 2026 A | 14.402 | 0 | 1 | $-696.120 |
| Advent Partners GPE VI-A 2010 Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2010 Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| GPE VI GP (Delaware) Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| GPE VI GP Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2009 Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI-A Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| Advent Partners GPE VI 2008 Limited Partnership | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-G LP | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-B LP | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-C LP | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-D LP | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-F LP | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
| ADVENT INTERNATIONAL GPE VI-E LP | — | 1 de Abril de 2014 S | 0 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 1 participação
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Advent International Corporation, Advent International LLC, GPE VI GP Limited Partnership, GPE VI GP (Delaware) Limited Partnership, Advent Partners GPE VI 2008 Limited Partnership, Advent Partners GPE VI 2009 Limited Partnership, Advent Partners GPE VI 2010 Limited Partnership, Advent Partners GPE VI-A 2010 Limited Partnership, Advent Partners GPE VI-A Limited Partnership, Advent International GPE VI Limited Partnership, Advent International GPE VI-A Limited Partnership, Advent International GPE VI-B Limited Partnership, Advent International GPE VI-C Limited Partnership, Advent International GPE VI-D Limited Partnership, Advent International GPE VI-E Limited Partnership, Advent International GPE VI-F Limited Partnership, Advent International GPE VI-G Limited Partnership ×5 declarações | 3 de Abril de 2014 | — | Declaração inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 127 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| FCUS · Tidal Trust II | 3,06% | 12.601 NS | 31 de Maio de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,74% | 25.589 SH | 8 de Agosto de 2026 | Diário |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,47% | 453.812 SH | 8 de Agosto de 2026 | Diário |
| GSC · Goldman Sachs ETF Trust | 1,44% | 15.996 NS | 31 de Maio de 2026 | N-PORT |
| PJFM · PGIM ETF Trust | 1,36% | 997 NS | 29 de Maio de 2026 | N-PORT |
| RETL · Direxion Shares ETF Trust | 1,07% | 1.425 NS | 30 de Abril de 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 1,06% | 26.527 NS | 31 de Maio de 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,89% | 3.755 NS | 31 de Maio de 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,88% | 107.870 NS | 31 de Maio de 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,81% | 528 NS | 30 de Abril de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,73% | 1.964 NS | 30 de Abril de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,72% | 2.678 NS | 31 de Maio de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,72% | 855.570 NS | 31 de Maio de 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,71% | 1.635 NS | 31 de Maio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,68% | 15.005 NS | 30 de Abril de 2026 | N-PORT |
| IJK · iShares Trust | 0,68% | 323.164 SH | 8 de Agosto de 2026 | Diário |
| TMFX · RBB Fund, Inc. | 0,62% | 875 NS | 31 de Maio de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,61% | 4.353 NS | 31 de Maio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,61% | 3.244 NS | 30 de Abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,55% | 7.344 NS | 30 de Abril de 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,53% | 2.846 NS | 31 de Maio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,52% | 54.561 SH | 8 de Agosto de 2026 | Diário |
| FDMO · FIDELITY COVINGTON TRUST | 0,51% | 18.052 NS | 30 de Abril de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,47% | 8.519 SH | 8 de Agosto de 2026 | Diário |
| IEDI · iShares U.S. ETF Trust | 0,45% | 553 SH | 8 de Agosto de 2026 | Diário |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,43% | 11.798 NS | 31 de Maio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,41% | 22.649 NS | 30 de Abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,40% | 7.473 SH | 8 de Agosto de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,38% | 6.333 NS | 30 de Abril de 2026 | N-PORT |
| ISCG · iShares Trust | 0,38% | 16.428 SH | 8 de Agosto de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,35% | 19.911 NS | 30 de Abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,35% | 1.907.771 SH | 8 de Agosto de 2026 | Diário |
| BKMC · BNY Mellon ETF Trust | 0,34% | 8.958 NS | 30 de Abril de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,27% | 3.054 NS | 30 de Abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,27% | 1.906 NS | 31 de Maio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,27% | 732.688 SH | 8 de Agosto de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,27% | 89.368 SH | 8 de Agosto de 2026 | Diário |
| FNDA · SCHWAB STRATEGIC TRUST | 0,27% | 105.404 NS | 31 de Maio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,27% | 26.886 NS | 30 de Abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,26% | 265.243 NS | 31 de Maio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,26% | 913 NS | 30 de Abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 21.883 NS | 30 de Abril de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,25% | 13.771 SH | 8 de Agosto de 2026 | Diário |
| BFOR · ALPS ETF Trust | 0,25% | 2.340 NS | 31 de Maio de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,23% | 149.308 NS | 31 de Maio de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 21.441 NS | 30 de Abril de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,23% | 17.324 NS | 30 de Abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,21% | 26.270 SH | 8 de Agosto de 2026 | Diário |
| FYEE · Fidelity Greenwood Street Trust | 0,21% | 1.474 NS | 30 de Abril de 2026 | N-PORT |
| IYC · iShares Trust | 0,21% | 10.824 SH | 8 de Agosto de 2026 | Diário |