Corient Private Wealth LP Invests $2.32 Million in Five9, Inc. $FIVN

Corient Private Wealth LP acquired a new stake in shares of Five9, Inc. (NASDAQ:FIVN) during the second quarter, HoldingsChannel reports. The firm acquired 108,687 shares of the software maker’s stock, valued at approximately $2,317,000.

A number of other large investors have also modified their holdings of FIVN. EverSource Wealth Advisors LLC lifted its position in Five9 by 378.7% in the first quarter. EverSource Wealth Advisors LLC now owns 1,728 shares of the software maker’s stock worth $26,000 after purchasing an additional 1,367 shares during the period. Quarry LP bought a new stake in Five9 in the 3rd quarter valued at $33,000. Optiver Holding B.V. increased its holdings in Five9 by 575.9% in the 1st quarter. Optiver Holding B.V. now owns 2,325 shares of the software maker’s stock valued at $35,000 after buying an additional 1,981 shares during the period. Rothschild Investment LLC raised its stake in shares of Five9 by 3,572.0% in the 4th quarter. Rothschild Investment LLC now owns 1,836 shares of the software maker’s stock valued at $37,000 after buying an additional 1,786 shares in the last quarter. Finally, NewEdge Advisors LLC bought a new position in shares of Five9 during the 1st quarter worth about $38,000. 96.64% of the stock is currently owned by institutional investors and hedge funds.

Five9 Stock Down 1.3%

Shares of NASDAQ:FIVN opened at $33.59 on Thursday. Five9, Inc. has a 52 week low of $13.29 and a 52 week high of $35.17. The company has a debt-to-equity ratio of 0.94, a quick ratio of 4.15 and a current ratio of 4.15. The company’s fifty day moving average is $28.07 and its 200-day moving average is $21.87. The company has a market capitalization of $2.57 billion, a PE ratio of 48.68 and a beta of 1.48.

Five9 (NASDAQ:FIVN) last announced its earnings results on Thursday, August 6th. The software maker reported $0.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.02. Five9 had a net margin of 4.94% and a return on equity of 12.92%. The business had revenue of $312.44 million during the quarter, compared to analysts’ expectations of $306.61 million. During the same quarter last year, the company posted $0.76 EPS. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. Equities research analysts predict that Five9, Inc. will post 1.55 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on FIVN shares. Cantor Fitzgerald lifted their target price on shares of Five9 from $32.00 to $34.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Piper Sandler increased their price target on shares of Five9 from $24.00 to $30.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Weiss Ratings upgraded shares of Five9 from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, August 7th. DA Davidson lifted their price objective on Five9 from $22.00 to $28.00 and gave the company a “neutral” rating in a report on Monday, August 10th. Finally, Wall Street Zen lowered Five9 from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $33.14.

Insider Activity at Five9

In other news, CFO Bryan M. Lee sold 1,511 shares of Five9 stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $24.25, for a total value of $36,641.75. Following the completion of the transaction, the chief financial officer owned 309,951 shares in the company, valued at approximately $7,516,311.75. The trade was a 0.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Andy Dignan sold 17,767 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $35.03, for a total value of $622,378.01. Following the completion of the transaction, the president directly owned 257,920 shares in the company, valued at $9,034,937.60. The trade was a 6.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 22,351 shares of company stock valued at $733,540. Company insiders own 1.20% of the company’s stock.

Five9 Company Profile

Five9, Inc (NASDAQ: FIVN) is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.

Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.