Toth Financial Advisory Corp Makes New Investment in Five9, Inc. $FIVN

Key Points

• Toth Financial Advisory Corp acquired 29,040 Five9 shares during the third quarter, valued at approximately $988,000. Institutional investors and hedge funds collectively own 96.64% of the company.
• Five9 reported quarterly revenue of $312.44 million and adjusted earnings of $0.70 per share, exceeding analyst expectations, while revenue increased 10.3% year over year.
• Five9 shares opened at $35.15, up 4.1%, and analysts maintain a “Moderate Buy” consensus with an average price target of $34.33; recent insider activity has primarily involved sales under pre-arranged plans to cover tax obligations.

Toth Financial Advisory Corp acquired a new stake in shares of Five9, Inc. (NASDAQ:FIVN - Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 29,040 shares of the software maker's stock, valued at approximately $988,000.

Other hedge funds have also recently made changes to their positions in the company. Anson Funds Management LP lifted its position in 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 acquiring an additional 547,304 shares during the period. S Squared Technology LLC acquired a new position in Five9 in the 2nd quarter worth approximately $10,983,957. Deutsche Bank AG acquired a new position in Five9 in the 2nd quarter worth approximately $10,432,000. Bank of New York Mellon Corp purchased a new position in Five9 during the 2nd quarter worth approximately $10,429,000. Finally, Gagnon Securities LLC lifted its stake in Five9 by 109.0% during the 4th quarter. Gagnon Securities LLC now owns 625,726 shares of the software maker's stock valued at $12,546,000 after acquiring an additional 326,323 shares during the period. 96.64% of the stock is owned by institutional investors and hedge funds.

Five9 Stock Up 4.1%

Shares of FIVN opened at $35.15 on Friday. The stock has a 50 day moving average price of $33.15 and a 200 day moving average price of $24.97. Five9, Inc. has a one year low of $13.29 and a one year high of $40.00. The company has a debt-to-equity ratio of 0.94, a quick ratio of 4.15 and a current ratio of 4.15. The stock has a market capitalization of $2.69 billion, a price-to-earnings ratio of 50.94 and a beta of 1.53.

Five9 (NASDAQ:FIVN - Get Free Report) last announced its earnings results on Thursday, August 6th. The software maker reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.02. The company had revenue of $312.44 million for the quarter, compared to analysts' expectations of $306.61 million. Five9 had a net margin of 4.94% and a return on equity of 12.92%. The firm's quarterly revenue was up 10.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.76 EPS. 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 1.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Five9 news, insider Tiffany N. Meriweather sold 13,409 shares of the business's stock in a transaction on Friday, September 4th. The stock was sold at an average price of $33.31, for a total transaction of $446,653.79. Following the transaction, the insider owned 258,363 shares of the company's stock, valued at approximately $8,606,071.53. The trade was a 4.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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, CAO Leena Mansharamani sold 2,706 shares of the firm's stock in a transaction on Friday, September 4th. The stock was sold at an average price of $33.35, for a total value of $90,245.10. Following the completion of the sale, the chief accounting officer directly owned 53,670 shares of the company's stock, valued at $1,789,894.50. This trade represents a 4.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. In the last quarter, insiders have sold 83,831 shares of company stock valued at $2,821,366. 1.20% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently weighed in on FIVN shares. Wall Street Zen lowered shares of Five9 from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. FBN Securities assumed coverage on shares of Five9 in a report on Wednesday, September 16th. They issued an "outperform" rating and a $40.00 price target on the stock. Weiss Ratings raised Five9 from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Friday, August 7th. Piper Sandler lifted their price objective on Five9 from $24.00 to $30.00 and gave the company a "neutral" rating in a research note on Friday, August 7th. Finally, Barclays boosted their price objective on Five9 from $25.00 to $34.00 and gave the company an "overweight" rating in a report on Monday, August 10th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $34.33.

About Five9

Five9, Inc provides cloud-based contact center software for businesses and other organizations. Its platform is designed to help companies manage customer interactions across voice, email, chat, social media and other digital channels without relying on traditional, on-premises contact center infrastructure.

The company's Intelligent Customer Experience (CX) Platform includes inbound and outbound communications, digital engagement, workforce optimization, analytics, workflow automation and customer relationship management integrations.

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