Aurora Investment Counsel Takes $1.61 Million Position in Five9, Inc. $FIVN

Aurora Investment Counsel purchased a new stake in shares of Five9, Inc. (NASDAQ:FIVN) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 66,627 shares of the software maker’s stock, valued at approximately $1,612,000. Aurora Investment Counsel owned 0.09% of Five9 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Global Retirement Partners LLC grew its holdings in shares of Five9 by 81.7% during the 3rd quarter. Global Retirement Partners LLC now owns 1,228 shares of the software maker’s stock worth $30,000 after acquiring an additional 552 shares during the period. Nisa Investment Advisors LLC bought a new stake in shares of Five9 during the second quarter valued at approximately $32,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Five9 in the third quarter worth $45,000. CWM LLC grew its stake in Five9 by 800.6% in the third quarter. CWM LLC now owns 3,179 shares of the software maker’s stock worth $77,000 after purchasing an additional 2,826 shares during the period. Finally, State of Alaska Department of Revenue bought a new position in Five9 in the third quarter worth $86,000. 96.64% of the stock is currently owned by hedge funds and other institutional investors.

Five9 Trading Up 12.5%

Shares of NASDAQ FIVN opened at $19.32 on Friday. The firm’s 50 day moving average price is $18.65 and its 200-day moving average price is $21.71. Five9, Inc. has a 52-week low of $15.70 and a 52-week high of $49.90. The company has a debt-to-equity ratio of 0.96, a quick ratio of 4.61 and a current ratio of 4.61. The company has a market cap of $1.51 billion, a PE ratio of 42.00, a P/E/G ratio of 0.98 and a beta of 1.32.

Five9 (NASDAQ:FIVN) last announced its quarterly earnings data on Thursday, February 19th. The software maker reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Five9 had a net margin of 3.43% and a return on equity of 11.21%. The company had revenue of $300.28 million during the quarter, compared to analyst estimates of $298.21 million. During the same period in the previous year, the business earned $0.79 EPS. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. Five9 has set its Q1 2026 guidance at 0.100-0.170 EPS and its FY 2026 guidance at 0.860-0.950 EPS. On average, equities research analysts expect that Five9, Inc. will post 0.28 EPS for the current fiscal year.

Five9 declared that its board has initiated a share buyback program on Tuesday, November 11th that permits the company to repurchase $50.00 million in outstanding shares. This repurchase authorization permits the software maker to purchase up to 3.2% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other Five9 news, insider Tiffany N. Meriweather sold 6,852 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $20.35, for a total transaction of $139,438.20. Following the transaction, the insider owned 212,126 shares in the company, valued at approximately $4,316,764.10. This represents a 3.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, President Andy Dignan sold 7,512 shares of Five9 stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $20.28, for a total transaction of $152,343.36. Following the completion of the sale, the president owned 208,513 shares of the company’s stock, valued at $4,228,643.64. This represents a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 65,339 shares of company stock worth $1,330,186 in the last quarter. Insiders own 1.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on FIVN. Cantor Fitzgerald reduced their target price on shares of Five9 from $32.00 to $26.00 and set an “overweight” rating on the stock in a research report on Friday. Truist Financial dropped their price objective on shares of Five9 from $40.00 to $23.00 and set a “buy” rating on the stock in a research note on Friday. Rosenblatt Securities reaffirmed a “buy” rating and set a $26.00 target price on shares of Five9 in a research note on Friday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Five9 in a report on Monday, December 29th. Finally, UBS Group cut their price target on Five9 from $30.00 to $22.00 and set a “buy” rating on the stock in a research note on Friday. Thirteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Five9 presently has an average rating of “Moderate Buy” and an average target price of $27.63.

Key Stories Impacting Five9

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q4 results beat estimates: EPS $0.80 vs. $0.79 and revenue $300.3M vs. $298.2M (revenue +7.8% YoY); company reported record full‑year 2025 revenue of $1.1B. Business Wire: Five9 Reports Record Full Year 2025 Revenue
• Positive Sentiment: Management highlighted AI-driven strength—AI helped bookings and revenue growth, which analysts and media say helped calm some AI concerns and supported the rally. CNBC: Beaten-down software stocks rally as earnings quell AI concerns
• Neutral Sentiment: Some firms reaffirmed positive ratings (e.g., Rosenblatt kept a buy with a $26 PT), providing support even as targets were trimmed. TickerReport: Rosenblatt reaffirms buy
• Neutral Sentiment: Short‑interest notices in data feeds show odd/zero values (likely a reporting artifact) and do not provide a clear signal.
• Negative Sentiment: Management issued conservative guidance: Q1 FY2026 EPS view of $0.10–$0.17 (consensus ~$0.55) and FY2026 EPS $0.86–$0.95 (consensus much higher). The weak guide is a primary downside risk to the stock. Five9 Q4 slide deck / guidance
• Negative Sentiment: Multiple firms lowered price targets (Canaccord, Mizuho, Truist, RBC, Cantor, UBS, Wells Fargo, etc.), which increases downside pressure despite many ratings remaining buy/outperform. Benzinga: Analyst PT changes

About Five9

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.