Dimensional Fund Advisors LP Purchases 165,623 Shares of Five9, Inc. $FIVN

Dimensional Fund Advisors LP lifted its position in shares of Five9, Inc. (NASDAQ:FIVN - Free Report) by 18.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,054,769 shares of the software maker's stock after purchasing an additional 165,623 shares during the period. Dimensional Fund Advisors LP owned 1.38% of Five9 worth $15,998,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Van Berkom & Associates Inc. lifted its holdings in Five9 by 28.0% in the 4th quarter. Van Berkom & Associates Inc. now owns 3,596,380 shares of the software maker's stock worth $72,107,000 after buying an additional 787,626 shares during the period. Vanguard Group Inc. raised its holdings in shares of Five9 by 8.2% during the fourth quarter. Vanguard Group Inc. now owns 10,037,395 shares of the software maker's stock valued at $201,250,000 after acquiring an additional 759,237 shares in the last quarter. Qube Research & Technologies Ltd lifted its stake in Five9 by 1,255.8% in the third quarter. Qube Research & Technologies Ltd now owns 422,772 shares of the software maker's stock worth $10,231,000 after acquiring an additional 391,590 shares during the period. Goldman Sachs Group Inc. boosted its holdings in Five9 by 43.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 1,226,253 shares of the software maker's stock valued at $24,586,000 after acquiring an additional 374,356 shares in the last quarter. Finally, First Trust Advisors LP increased its position in Five9 by 29.4% during the 4th quarter. First Trust Advisors LP now owns 1,572,466 shares of the software maker's stock valued at $31,528,000 after purchasing an additional 357,321 shares during the period. 96.64% of the stock is owned by institutional investors.

Insider Activity at Five9

In other news, CFO Bryan M. Lee sold 1,511 shares of the company's stock in a transaction on Friday, June 5th. The stock was sold at an average price of $24.25, for a total transaction of $36,641.75. Following the sale, the chief financial officer owned 309,951 shares of the company's stock, valued at approximately $7,516,311.75. This represents a 0.49% decrease in their ownership of the stock. The transaction 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, CRO Matthew E. Tuckness sold 8,645 shares of Five9 stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $24.81, for a total value of $214,482.45. Following the completion of the transaction, the executive owned 281,492 shares of the company's stock, valued at approximately $6,983,816.52. This trade represents a 2.98% decrease in their ownership of the stock. 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 85,820 shares of company stock worth $2,014,057 over the last 90 days. 1.20% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Cantor Fitzgerald raised their target price on shares of Five9 from $32.00 to $34.00 and gave the stock an "overweight" rating in a research report on Monday. Jefferies Financial Group reiterated a "hold" rating on shares of Five9 in a research note on Friday, May 1st. DA Davidson set a $22.00 target price on shares of Five9 in a research note on Monday. Truist Financial increased their price target on Five9 from $23.00 to $35.00 and gave the stock a "buy" rating in a research report on Friday. Finally, Barclays lifted their price objective on Five9 from $22.00 to $25.00 and gave the stock an "overweight" rating in a report on Friday, May 1st. Ten 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 MarketBeat.com, Five9 presently has an average rating of "Moderate Buy" and an average target price of $29.64.

Five9 Stock Performance

NASDAQ:FIVN opened at $33.99 on Friday. Five9, Inc. has a fifty-two week low of $13.29 and a fifty-two week high of $34.10. The company has a debt-to-equity ratio of 0.89, a quick ratio of 4.51 and a current ratio of 4.51. The company has a 50 day moving average price of $23.94 and a 200 day moving average price of $19.89. The stock has a market capitalization of $2.60 billion, a P/E ratio of 49.26 and a beta of 1.42.

Five9 (NASDAQ:FIVN - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The software maker reported $0.70 EPS for the quarter, topping analysts' consensus estimates of $0.68 by $0.02. Five9 had a return on equity of 12.87% and a net margin of 4.94%.The company had revenue of $312.44 million for the quarter, compared to analysts' expectations of $306.61 million. During the same period in the prior year, the firm earned $0.76 earnings per share. The firm'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. Equities research analysts forecast that Five9, Inc. will post 1.39 EPS for the current year.

Key Stories Impacting Five9

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Quarterly results exceeded expectations: Five9 reported adjusted earnings of $0.70 per share, above the $0.68 consensus estimate, while revenue reached $312.44 million versus expectations of $306.61 million. Revenue increased 10.3% year over year, reinforcing the company’s continued growth in cloud contact-center software. Five9 Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: 2026 guidance was raised above analyst expectations: Five9 forecast third-quarter adjusted EPS of $0.77–$0.81, ahead of the $0.74 consensus, and revenue of $316 million–$322 million versus expectations of $314.6 million. Full-year EPS guidance of $3.22–$3.30 also exceeded the $2.88 consensus estimate, suggesting improved profitability expectations. Five9 Q2 Sales Beat Estimates
• Positive Sentiment: Analysts lifted their targets: Truist raised its target from $23 to $35 while maintaining a Buy rating, and Rosenblatt increased its target from $29 to $32 and kept a Buy rating. These revisions indicate greater confidence following the earnings report.
• Neutral Sentiment: Analyst views remain mixed: Piper Sandler raised its target from $24 to $30 but retained a Neutral rating, leaving its valuation below the prevailing share price. This suggests some analysts believe much of the improved outlook is already reflected in FIVN’s valuation. Analyst Price Target Updates
• Negative Sentiment: Profit growth was not uniform: Quarterly EPS declined from $0.76 in the year-earlier period to $0.70, despite the earnings beat. Investors may also monitor whether the company can sustain double-digit revenue growth after the recent rally.

Five9 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.

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