Villanova Investment Management Co LLC Has $2.51 Million Stake in Five9, Inc. $FIVN

Villanova Investment Management Co LLC raised its holdings in Five9, Inc. (NASDAQ:FIVN) by 61.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 125,261 shares of the software maker’s stock after purchasing an additional 47,761 shares during the period. Five9 makes up about 1.8% of Villanova Investment Management Co LLC’s portfolio, making the stock its 23rd largest holding. Villanova Investment Management Co LLC owned approximately 0.16% of Five9 worth $2,511,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. California State Teachers Retirement System raised its position in shares of Five9 by 0.8% in the second quarter. California State Teachers Retirement System now owns 69,189 shares of the software maker’s stock valued at $1,832,000 after buying an additional 549 shares in the last quarter. Citizens Financial Group Inc. RI grew its position in Five9 by 7.3% during the fourth quarter. Citizens Financial Group Inc. RI now owns 11,358 shares of the software maker’s stock worth $228,000 after buying an additional 776 shares in the last quarter. Franklin Resources Inc. grew its position in Five9 by 1.5% during the fourth quarter. Franklin Resources Inc. now owns 56,303 shares of the software maker’s stock worth $1,129,000 after buying an additional 807 shares in the last quarter. Quarry LP bought a new position in Five9 during the 3rd quarter worth $33,000. Finally, Advisory Services Network LLC bought a new position in Five9 during the 3rd quarter worth $38,000. Institutional investors and hedge funds own 96.64% of the company’s stock.

Insider Activity at Five9

In other Five9 news, President Andy Dignan sold 3,073 shares of the firm’s 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 $74,520.25. Following the sale, the president owned 275,687 shares in the company, valued at $6,685,409.75. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at 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, CRO Matthew E. Tuckness sold 8,645 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $24.81, for a total transaction of $214,482.45. Following the completion of the sale, the executive owned 281,492 shares in the company, valued at $6,983,816.52. This represents a 2.98% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 85,820 shares of company stock worth $2,014,057 in the last ninety days. Insiders own 1.20% of the company’s stock.

Wall Street Analyst Weigh In

FIVN has been the subject of a number of recent analyst reports. Mizuho cut their target price on Five9 from $35.00 to $28.00 and set an “outperform” rating for the company in a research report on Friday, February 20th. Weiss Ratings upgraded Five9 from a “sell (d)” rating to a “sell (d+)” rating in a research report on Tuesday, May 19th. DA Davidson boosted their price target on Five9 from $19.00 to $22.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Robert W. Baird cut their price objective on shares of Five9 from $24.00 to $19.00 and set a “neutral” rating for the company in a research report on Monday, February 23rd. Finally, Barclays upped their price objective on shares of Five9 from $22.00 to $25.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Ten research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $25.93.

Five9 Stock Up 0.2%

NASDAQ FIVN opened at $19.40 on Friday. The business has a fifty day moving average price of $20.00 and a two-hundred day moving average price of $18.75. The company has a debt-to-equity ratio of 0.89, a current ratio of 4.51 and a quick ratio of 4.51. Five9, Inc. has a fifty-two week low of $13.29 and a fifty-two week high of $29.71. The stock has a market capitalization of $1.49 billion, a PE ratio of 29.39, a PEG ratio of 0.86 and a beta of 1.45.

Five9 (NASDAQ:FIVN) last issued its quarterly earnings results on Thursday, April 30th. The software maker reported $0.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.07. Five9 had a return on equity of 12.66% and a net margin of 4.87%.The company had revenue of $305.32 million for the quarter, compared to analyst estimates of $299.92 million. During the same quarter last year, the company posted $0.62 EPS. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. Five9 has set its FY 2026 guidance at 3.220-3.300 EPS and its Q2 2026 guidance at 0.650-0.690 EPS. Equities analysts expect that Five9, Inc. will post 1.39 earnings per share for the current fiscal year.

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.