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

Villanova Investment Management Co lowered its position in shares of Five9, Inc. (NASDAQ:FIVN) by 22.7% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 62,745 shares of the software maker’s stock after selling 18,380 shares during the quarter. Five9 comprises about 2.1% of Villanova Investment Management Co’s portfolio, making the stock its 14th largest position. Villanova Investment Management Co’s holdings in Five9 were worth $2,134,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Anson Funds Management LP increased its holdings in shares of Five9 by 35.6% in the first quarter. Anson Funds Management LP now owns 2,086,675 shares of the software maker’s stock valued at $31,655,000 after purchasing an additional 547,304 shares during the period. Dimensional Fund Advisors LP lifted its holdings in shares of Five9 by 18.6% during the first quarter. Dimensional Fund Advisors LP now owns 1,054,769 shares of the software maker’s stock worth $15,998,000 after purchasing an additional 165,623 shares during the period. S Squared Technology LLC purchased a new stake in Five9 in the second quarter valued at approximately $10,983,957. Deutsche Bank AG purchased a new stake in Five9 in the second quarter valued at approximately $10,432,000. Finally, Bank of New York Mellon Corp acquired a new position in Five9 in the 2nd quarter worth approximately $10,429,000. Hedge funds and other institutional investors own 96.64% of the company’s stock.

Insider Buying and Selling

In other news, CAO Leena Mansharamani sold 1,253 shares of the firm’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $31.53, for a total transaction of $39,507.09. Following the sale, the chief accounting officer owned 52,417 shares of the company’s stock, valued at $1,652,708.01. This trade represents a 2.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 6,986 shares of Five9 stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $35.00, for a total transaction of $244,510.00. Following the transaction, the president directly owned 237,614 shares of the company’s stock, valued at approximately $8,316,490. This trade represents a 2.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 83,831 shares of company stock worth $2,821,366. 1.20% of the stock is currently owned by company insiders.

Five9 Stock Down 6.1%

Five9 stock opened at $34.14 on Friday. The firm has a market cap of $2.61 billion, a price-to-earnings ratio of 49.48 and a beta of 1.56. Five9, Inc. has a 52 week low of $13.29 and a 52 week high of $40.00. The business’s 50-day moving average price is $34.67 and its 200 day moving average price is $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 (NASDAQ:FIVN) last announced its quarterly earnings results on Thursday, November 5th. The software maker reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.02. Five9 had a return on equity of 12.92% and a net margin of 4.94%. The company had revenue of $323.30 million during the quarter, compared to analysts’ expectations of $319.04 million. During the same period last year, the business earned $0.78 earnings per share. Five9’s quarterly revenue was up 13.1% on a year-over-year basis. As a group, sell-side analysts anticipate that Five9, Inc. will post 1.55 earnings per share for the current year.

Five9 News Roundup

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

Analyst Upgrades and Downgrades

Several brokerages have commented on FIVN. Canaccord Genuity Group lifted their price objective on shares of Five9 from $33.00 to $39.00 and gave the company a “buy” rating in a research note on Monday, August 24th. Cantor Fitzgerald increased their price objective on shares of Five9 from $34.00 to $40.00 and gave the stock an “overweight” rating in a research note on Monday, September 21st. Wells Fargo & Company raised their target price on shares of Five9 from $32.00 to $36.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 28th. Piper Sandler boosted their target price on shares of Five9 from $24.00 to $30.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Finally, Weiss Ratings raised shares of Five9 from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Eleven equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $35.80.

Five9 Company Profile

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.