Villanova Investment Management Co Sells 18,380 Shares of Five9, Inc. $FIVN

Villanova Investment Management Co lowered its stake in Five9, Inc. (NASDAQ:FIVN) by 22.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 62,745 shares of the software maker’s stock after selling 18,380 shares during the period. Five9 makes up about 2.1% of Villanova Investment Management Co’s investment portfolio, making the stock its 14th largest holding. Villanova Investment Management Co owned approximately 0.08% of Five9 worth $2,134,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of FIVN. Covestor Ltd grew its holdings in shares of Five9 by 26.8% in the 3rd quarter. Covestor Ltd now owns 3,044 shares of the software maker’s stock worth $104,000 after acquiring an additional 644 shares during the last quarter. Richardson Financial Services Inc. lifted its holdings in shares of Five9 by 30.4% during the third quarter. Richardson Financial Services Inc. now owns 1,746 shares of the software maker’s stock valued at $59,000 after purchasing an additional 407 shares during the last quarter. Oregon Public Employees Retirement Fund purchased a new stake in shares of Five9 during the third quarter valued at $571,000. Hiddenite Capital Partners LP acquired a new position in shares of Five9 in the 3rd quarter valued at $7,142,000. Finally, Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Five9 in the 3rd quarter valued at $141,000. Institutional investors and hedge funds own 96.64% of the company’s stock.

Insiders Place Their Bets

In other Five9 news, CFO Bryan M. Lee sold 19,308 shares of the firm’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $33.34, for a total value of $643,728.72. Following the completion of the sale, the chief financial officer owned 290,643 shares of the company’s stock, valued at approximately $9,690,037.62. This trade represents a 6.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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, insider Tiffany N. Meriweather sold 13,409 shares of the business’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $33.31, for a total value of $446,653.79. Following the sale, the insider owned 258,363 shares in the company, valued at $8,606,071.53. The trade was a 4.93% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Over the last quarter, insiders sold 83,831 shares of company stock valued at $2,821,366. 1.20% of the stock is currently owned by corporate insiders.

Trending Headlines about Five9

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q3 results topped estimates: Revenue rose 13.1% year over year to $323.3 million, above the roughly $319 million consensus, while adjusted EPS of $0.82 exceeded the $0.80 estimate. Five9 Q3 financial results
• Positive Sentiment: AI expansion: Five9 agreed to acquire Level AI for $325 million in cash. The company says Level AI’s tools will enhance agent performance, automate customer interactions, and analyze customer conversations—potentially strengthening its customer-experience platform. Five9 to acquire Level AI
• Neutral Sentiment: Q4 outlook: Five9 forecast adjusted EPS of $0.88–$0.92. The available report does not provide analyst expectations for comparison, so the outlook’s effect relative to market forecasts is unclear. Five9 Q4 adjusted EPS outlook
• Negative Sentiment: Margins and market reaction: GAAP gross margin narrowed to 53.4% from 55.0% a year earlier. Shares fell after the earnings announcement despite the revenue and EPS beats; the reports point to a cautious investor response, though they do not establish a specific cause. Five9 Q3 sales and stock reaction

Five9 Price Performance

Shares of FIVN opened at $34.14 on Friday. The company has a 50 day moving average of $34.67 and a two-hundred day moving average of $24.43. The company has a quick ratio of 4.15, a current ratio of 4.15 and a debt-to-equity ratio of 0.94. Five9, Inc. has a twelve month low of $13.29 and a twelve month high of $40.00. The company has a market cap of $2.61 billion, a price-to-earnings ratio of 49.48 and a beta of 1.56.

Five9 (NASDAQ:FIVN) last issued its quarterly earnings results on Thursday, November 5th. The software maker reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.80 by $0.02. Five9 had a return on equity of 12.92% and a net margin of 4.94%. The business had revenue of $323.30 million for the quarter, compared to the consensus estimate of $319.04 million. During the same period in the prior year, the firm posted $0.78 earnings per share. The business’s quarterly revenue was up 13.1% on a year-over-year basis. As a group, analysts predict that Five9, Inc. will post 1.55 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

FIVN has been the topic of a number of analyst reports. Wall Street Zen cut Five9 from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Zacks Research lowered shares of Five9 from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 9th. FBN Securities initiated coverage on shares of Five9 in a report on Wednesday, September 16th. They issued an “outperform” rating and a $40.00 target price for the company. Weiss Ratings raised shares of Five9 from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, October 8th. Finally, Robert W. Baird boosted their price target on shares of Five9 from $22.00 to $30.00 and gave the company a “neutral” rating in a report on Monday, August 10th. Eleven research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Five9 presently has a consensus rating of “Moderate Buy” and a consensus target price of $35.80.

About Five9

Five9, Inc is a cloud-based software company that provides customer experience and contact center solutions. Its platform enables organizations to manage customer interactions across voice, chat, email, social media and other digital channels without relying on traditional on-premises contact center infrastructure.

The company’s Intelligent CX Platform includes tools for inbound and outbound communications, digital engagement, workforce optimization, workflow automation, analytics and reporting.