OneDigital Investment Advisors LLC Invests $1.03 Million in Five9, Inc. $FIVN

Key Points

• OneDigital Investment Advisors initiated a $1.03 million stake in Five9, buying 48,518 shares, while institutional investors collectively own 96.64% of the company.
• Five9 beat quarterly earnings and revenue estimates, reporting $0.70 in EPS and $312.44 million in revenue, with revenue up 10.3% year over year. The company issued third-quarter EPS guidance of $0.77–$0.81 and full-year guidance of $3.22–$3.30.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $31.50; recent targets ranged from $32 to $35. Insiders sold shares primarily to cover tax withholding obligations.

OneDigital Investment Advisors LLC bought a new stake in Five9, Inc. (NASDAQ:FIVN - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 48,518 shares of the software maker's stock, valued at approximately $1,034,000. OneDigital Investment Advisors LLC owned about 0.06% of Five9 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Van Berkom & Associates Inc. grew its position 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 purchasing an additional 787,626 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Five9 by 8.2% during the 4th quarter. Vanguard Group Inc. now owns 10,037,395 shares of the software maker's stock worth $201,250,000 after buying an additional 759,237 shares in the last quarter. Anson Funds Management LP lifted its position in shares of Five9 by 35.6% during the 1st quarter. Anson Funds Management LP now owns 2,086,675 shares of the software maker's stock worth $31,655,000 after buying an additional 547,304 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in shares of Five9 in the 2nd quarter worth approximately $10,429,000. Finally, Qube Research & Technologies Ltd boosted its stake in shares of Five9 by 1,255.8% in the 3rd quarter. Qube Research & Technologies Ltd now owns 422,772 shares of the software maker's stock worth $10,231,000 after buying an additional 391,590 shares during the last quarter. 96.64% of the stock is owned by institutional investors.

Insider Activity at Five9

In other Five9 news, insider Tiffany N. Meriweather sold 9,526 shares of the company's stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $24.81, for a total transaction of $236,340.06. Following the sale, the insider directly owned 271,772 shares of the company's stock, valued at $6,742,663.32. This represents a 3.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, 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 transaction, the executive vice president owned 161,671 shares of the company's stock, valued at $4,011,057.51. This represents a 3.50% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 56,003 shares of company stock worth $1,386,457 in the last three months. Corporate insiders own 1.20% of the company's stock.

Five9 Trading Down 3.5%

Shares of FIVN stock opened at $31.85 on Tuesday. The company has a quick ratio of 4.15, a current ratio of 4.15 and a debt-to-equity ratio of 0.94. The firm has a market cap of $2.44 billion, a P/E ratio of 46.16 and a beta of 1.41. The company has a 50 day moving average of $24.95 and a 200-day moving average of $20.52. Five9, Inc. has a 12-month low of $13.29 and a 12-month high of $34.58.

Five9 (NASDAQ:FIVN - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The software maker reported $0.70 EPS for the quarter, beating the consensus estimate of $0.68 by $0.02. Five9 had a return on equity of 12.92% and a net margin of 4.94%.The business had revenue of $312.44 million for the quarter, compared to the consensus estimate of $306.61 million. During the same quarter in the prior year, the business earned $0.76 earnings per share. Five9's revenue for the quarter was up 10.3% on a year-over-year basis. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. Sell-side analysts anticipate that Five9, Inc. will post 1.48 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages recently commented on FIVN. Rosenblatt Securities increased their price target on Five9 from $29.00 to $32.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Zacks Research cut Five9 from a "strong-buy" rating to a "hold" rating in a research report on Thursday, July 30th. Wall Street Zen downgraded Five9 from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Jefferies Financial Group reaffirmed a "hold" rating on shares of Five9 in a research report on Friday, May 1st. Finally, Royal Bank Of Canada lifted their target price on Five9 from $25.00 to $35.00 and gave the stock an "outperform" rating in a research note on Friday, August 7th. Ten analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $31.50.

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.

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