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Aurora Investment Counsel Purchases New Position in Five9, Inc. $FIVN

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Key Points

  • Aurora Investment Counsel acquired 64,127 Five9 shares in the second quarter, valued at approximately $1.37 million. Institutional investors collectively own 96.64% of the company.
  • Five9 exceeded quarterly earnings and revenue expectations, reporting $0.70 in EPS and $312.44 million in revenue, with revenue rising 10.3% year over year. The company issued third-quarter EPS guidance of $0.77–$0.81.
  • Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $31.50, while shares recently opened at $32.74. Insiders have sold shares recently, primarily to cover tax obligations tied to vested equity awards.
  • MarketBeat previews the top five stocks to own by September 1st.

Aurora Investment Counsel acquired a new position in shares of Five9, Inc. (NASDAQ:FIVN - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 64,127 shares of the software maker's stock, valued at approximately $1,367,000. Aurora Investment Counsel owned approximately 0.08% of Five9 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Quarry LP acquired a new position in Five9 in the third quarter valued at about $33,000. Advisory Services Network LLC bought a new position in shares of Five9 in the third quarter valued at approximately $38,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Five9 by 378.7% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,728 shares of the software maker's stock worth $26,000 after acquiring an additional 1,367 shares in the last quarter. Rothschild Investment LLC boosted its holdings 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 worth $37,000 after acquiring an additional 1,786 shares in the last quarter. Finally, Global Retirement Partners LLC bought a new stake in Five9 during the 2nd quarter worth approximately $45,000. 96.64% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Five9 news, EVP Panos Kozanian sold 5,869 shares of the stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $24.81, for a total transaction of $145,609.89. Following the completion of the transaction, the executive vice president owned 161,671 shares in the company, valued at approximately $4,011,057.51. This represents a 3.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Leena Mansharamani sold 2,556 shares of Five9 stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $24.81, for a total value of $63,414.36. Following the completion of the sale, the chief accounting officer directly owned 57,698 shares in the company, valued at approximately $1,431,487.38. This represents a 4.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 56,003 shares of company stock valued at $1,386,457 in the last ninety days. 1.20% of the stock is currently owned by insiders.

Five9 Stock Up 0.9%

Shares of NASDAQ:FIVN opened at $32.74 on Thursday. The company has a debt-to-equity ratio of 0.94, a current ratio of 4.15 and a quick ratio of 4.15. The stock has a market cap of $2.51 billion, a price-to-earnings ratio of 47.45 and a beta of 1.42. The company has a 50 day moving average of $25.39 and a 200-day moving average of $20.73. Five9, Inc. has a one year low of $13.29 and a one year high of $34.58.

Five9 (NASDAQ:FIVN - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The software maker reported $0.70 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $306.61 million. During the same period in the prior year, the business posted $0.76 earnings per share. Five9's revenue was up 10.3% compared to the same quarter last year. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. On average, sell-side analysts forecast that Five9, Inc. will post 1.55 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Truist Financial boosted their price objective on Five9 from $23.00 to $35.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. Weiss Ratings upgraded Five9 from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday, August 7th. Wall Street Zen cut Five9 from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 8th. DA Davidson upped their price target on shares of Five9 from $22.00 to $28.00 and gave the stock a "neutral" rating in a research report on Monday, August 10th. Finally, Barclays increased their price objective on shares of Five9 from $25.00 to $34.00 and gave the stock an "overweight" rating in a report on Monday, August 10th. Ten investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $31.50.

View Our Latest Stock Report on FIVN

Five9 Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Five9 (NASDAQ:FIVN)

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