Invesco Ltd. Has $2.51 Million Holdings in Five9, Inc. $FIVN

Key Points

• Invesco Ltd. has increased its stake in Five9, Inc. by 16.1%, owning approximately $2.51 million worth of shares after acquiring an additional 12,768 shares during Q1.
• Institutional investors hold 96.64% of Five9's stock, with notable increases in shareholdings from firms like Stifel Financial Corp and Comerica Bank.
• Five9 reported a quarterly EPS of $0.76, exceeding analysts' estimates, and has set projections for Q3 2025 EPS between 0.720-0.740.

Invesco Ltd. boosted its stake in shares of Five9, Inc. (NASDAQ:FIVN - Free Report) by 16.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 92,284 shares of the software maker's stock after buying an additional 12,768 shares during the period. Invesco Ltd. owned about 0.12% of Five9 worth $2,506,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of FIVN. Marshall Wace LLP acquired a new stake in Five9 during the 4th quarter worth about $402,000. Stifel Financial Corp raised its holdings in Five9 by 90.9% during the 4th quarter. Stifel Financial Corp now owns 24,038 shares of the software maker's stock worth $977,000 after buying an additional 11,449 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Five9 by 7.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 55,033 shares of the software maker's stock worth $2,237,000 after buying an additional 3,629 shares during the period. Northern Trust Corp raised its holdings in Five9 by 17.3% during the 4th quarter. Northern Trust Corp now owns 469,856 shares of the software maker's stock worth $19,095,000 after buying an additional 69,142 shares during the period. Finally, Comerica Bank raised its holdings in Five9 by 592.9% during the 4th quarter. Comerica Bank now owns 40,835 shares of the software maker's stock worth $1,660,000 after buying an additional 34,942 shares during the period. Institutional investors and hedge funds own 96.64% of the company's stock.

Insider Transactions at Five9

In other Five9 news, President Andy Dignan sold 4,845 shares of the stock in a transaction that occurred on Wednesday, June 4th. The stock was sold at an average price of $28.18, for a total transaction of $136,532.10. Following the transaction, the president owned 227,839 shares in the company, valued at $6,420,503.02. This trade represents a 2.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Bryan M. Lee sold 1,798 shares of the stock in a transaction that occurred on Wednesday, June 4th. The shares were sold at an average price of $28.28, for a total value of $50,847.44. Following the transaction, the chief financial officer owned 126,468 shares in the company, valued at approximately $3,576,515.04. This trade represents a 1.40% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 40,609 shares of company stock valued at $1,113,133 in the last ninety days. 1.60% of the stock is currently owned by insiders.

Five9 Trading Up 0.9%

NASDAQ:FIVN opened at $26.92 on Friday. The stock's 50 day moving average price is $26.69 and its 200 day moving average price is $28.00. Five9, Inc. has a 52 week low of $21.04 and a 52 week high of $49.90. The company has a market capitalization of $2.08 billion, a P/E ratio of 299.14, a P/E/G ratio of 2.54 and a beta of 1.17. The company has a debt-to-equity ratio of 1.04, a quick ratio of 4.44 and a current ratio of 4.44.

Five9 (NASDAQ:FIVN - Get Free Report) last released its quarterly earnings data on Thursday, July 31st. The software maker reported $0.76 EPS for the quarter, topping analysts' consensus estimates of $0.65 by $0.11. Five9 had a return on equity of 8.91% and a net margin of 0.80%.The firm had revenue of $283.27 million for the quarter, compared to the consensus estimate of $275.18 million. During the same quarter in the prior year, the company posted $0.52 earnings per share. The firm's revenue was up 12.4% on a year-over-year basis. Five9 has set its Q3 2025 guidance at 0.720-0.740 EPS. FY 2025 guidance at 2.860-2.900 EPS. On average, research analysts forecast that Five9, Inc. will post 0.28 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Rosenblatt Securities restated a "buy" rating and set a $36.00 price objective on shares of Five9 in a report on Friday, August 1st. Canaccord Genuity Group reiterated a "buy" rating and issued a $40.00 target price on shares of Five9 in a report on Friday, August 1st. Barclays dropped their target price on Five9 from $60.00 to $33.00 and set an "overweight" rating on the stock in a report on Monday, May 5th. DA Davidson upgraded Five9 to a "hold" rating in a report on Monday, August 4th. Finally, Piper Sandler dropped their target price on Five9 from $36.00 to $31.00 and set an "overweight" rating on the stock in a report on Monday, July 14th. Thirteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $37.59.

Five9 Profile

Five9, Inc, together with its subsidiaries, provides intelligent cloud software for contact centers in the United States, India, and internationally. It offers a virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions.

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