First Eagle Investment Management LLC Makes New $7.15 Million Investment in Five9, Inc. $FIVN

First Eagle Investment Management LLC acquired a new stake in Five9, Inc. (NASDAQ:FIVN) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 295,500 shares of the software maker’s stock, valued at approximately $7,151,000.

Several other hedge funds also recently made changes to their positions in FIVN. Amundi raised its position in shares of Five9 by 8.3% in the first quarter. Amundi now owns 40,291 shares of the software maker’s stock valued at $1,017,000 after buying an additional 3,079 shares in the last quarter. Nisa Investment Advisors LLC bought a new position in Five9 during the 2nd quarter worth $32,000. Teacher Retirement System of Texas increased its stake in Five9 by 38.4% during the 2nd quarter. Teacher Retirement System of Texas now owns 22,091 shares of the software maker’s stock worth $585,000 after acquiring an additional 6,132 shares during the period. Fox Run Management L.L.C. raised its holdings in Five9 by 68.7% in the 2nd quarter. Fox Run Management L.L.C. now owns 31,508 shares of the software maker’s stock valued at $834,000 after acquiring an additional 12,826 shares in the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. lifted its position in shares of Five9 by 33.5% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 442,387 shares of the software maker’s stock valued at $11,714,000 after acquiring an additional 111,039 shares during the period. 96.64% of the stock is owned by institutional investors.

Insider Activity at Five9

In other Five9 news, President Andy Dignan sold 7,512 shares of the stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $20.28, for a total value of $152,343.36. Following the completion of the transaction, the president directly owned 208,513 shares in the company, valued at approximately $4,228,643.64. This trade represents a 3.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Tiffany N. Meriweather sold 6,852 shares of Five9 stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $20.35, for a total value of $139,438.20. Following the sale, the insider directly owned 212,126 shares in the company, valued at $4,316,764.10. The trade was a 3.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 65,339 shares of company stock valued at $1,330,186. 1.60% of the stock is owned by company insiders.

Five9 Stock Up 1.1%

Shares of NASDAQ FIVN opened at $17.66 on Wednesday. The company has a market cap of $1.35 billion, a price-to-earnings ratio of 38.39, a PEG ratio of 0.85 and a beta of 1.30. The company has a current ratio of 4.51, a quick ratio of 4.51 and a debt-to-equity ratio of 0.94. Five9, Inc. has a 12 month low of $15.70 and a 12 month high of $34.82. The stock has a 50-day moving average price of $18.25 and a two-hundred day moving average price of $21.32.

Five9 (NASDAQ:FIVN) last announced its quarterly earnings results on Thursday, February 19th. The software maker reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.01. The company had revenue of $300.28 million for the quarter, compared to analyst estimates of $298.21 million. Five9 had a net margin of 3.43% and a return on equity of 10.95%. The firm’s revenue was up 7.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.79 EPS. Five9 has set its Q1 2026 guidance at 0.100-0.170 EPS and its FY 2026 guidance at 0.860-0.950 EPS. As a group, analysts forecast that Five9, Inc. will post 0.28 earnings per share for the current fiscal year.

Five9 announced that its board has approved a stock repurchase program on Tuesday, November 11th that allows the company to buyback $50.00 million in outstanding shares. This buyback authorization allows the software maker to purchase up to 3.2% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its shares are undervalued.

Analysts Set New Price Targets

A number of research analysts recently commented on FIVN shares. Barclays decreased their price target on Five9 from $29.00 to $25.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Cantor Fitzgerald reduced their price objective on shares of Five9 from $32.00 to $26.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Wall Street Zen upgraded shares of Five9 from a “buy” rating to a “strong-buy” rating in a research report on Monday, February 23rd. Truist Financial cut their price target on shares of Five9 from $40.00 to $23.00 and set a “buy” rating for the company in a report on Friday, February 20th. Finally, Robert W. Baird reduced their price target on shares of Five9 from $24.00 to $19.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Thirteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Five9 currently has a consensus rating of “Moderate Buy” and an average price target of $27.12.

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.