Jefferies Financial Group Inc. Invests $861,000 in Five9, Inc. $FIVN

Jefferies Financial Group Inc. purchased a new stake in shares of Five9, Inc. (NASDAQ:FIVN) during the second quarter, Holdings Channel.com reports. The fund purchased 40,408 shares of the software maker’s stock, valued at approximately $861,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. EverSource Wealth Advisors LLC grew its position in Five9 by 378.7% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,728 shares of the software maker’s stock worth $26,000 after purchasing an additional 1,367 shares in the last quarter. Quarry LP bought a new position in shares of Five9 during the 3rd quarter worth approximately $33,000. Optiver Holding B.V. lifted its position in shares of Five9 by 575.9% during the 1st quarter. Optiver Holding B.V. now owns 2,325 shares of the software maker’s stock worth $35,000 after buying an additional 1,981 shares in the last quarter. Rothschild Investment LLC boosted its stake in shares of Five9 by 3,572.0% in the 4th quarter. Rothschild Investment LLC now owns 1,836 shares of the software maker’s stock worth $37,000 after buying an additional 1,786 shares during the last quarter. Finally, NewEdge Advisors LLC purchased a new position in shares of Five9 in the 1st quarter worth approximately $38,000. 96.64% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on FIVN shares. Zacks Research downgraded Five9 from a “strong-buy” rating to a “hold” rating in a research report on Thursday, July 30th. Cantor Fitzgerald upped their price objective on Five9 from $32.00 to $34.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Wells Fargo & Company raised their target price on Five9 from $24.00 to $32.00 and gave the company an “equal weight” rating in a research report on Tuesday, August 25th. DA Davidson lifted their target price on Five9 from $22.00 to $28.00 and gave the stock a “neutral” rating in a research note on Monday, August 10th. Finally, Canaccord Genuity Group increased their price target on shares of Five9 from $33.00 to $39.00 and gave the company a “buy” rating in a research report on Monday, August 24th. Ten equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $32.79.

Insider Activity

In related news, CFO Bryan M. Lee sold 16,620 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $24.81, for a total transaction of $412,342.20. Following the sale, the chief financial officer directly owned 311,462 shares in the company, valued at approximately $7,727,372.22. This represents a 5.07% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 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, insider Tiffany N. Meriweather sold 9,526 shares of the company’s stock in a transaction that occurred on 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 owned 271,772 shares in the company, valued at $6,742,663.32. The trade was a 3.39% decrease in their ownership of the stock. 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. Over the last three months, insiders have sold 56,003 shares of company stock valued at $1,386,457. 1.20% of the stock is currently owned by corporate insiders.

Five9 Stock Performance

NASDAQ:FIVN opened at $34.05 on Monday. Five9, Inc. has a 12 month low of $13.29 and a 12 month high of $35.17. The company has a current ratio of 4.15, a quick ratio of 4.15 and a debt-to-equity ratio of 0.94. The firm’s 50 day moving average is $27.18 and its 200 day moving average is $21.51. The stock has a market capitalization of $2.61 billion, a PE ratio of 49.35 and a beta of 1.41.

Five9 (NASDAQ:FIVN) last issued its earnings results on Thursday, August 6th. The software maker reported $0.70 earnings per share (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 firm had revenue of $312.44 million for the quarter, compared to analyst estimates of $306.61 million. During the same period in the previous year, the company posted $0.76 earnings per share. The business’s revenue 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 expect that Five9, Inc. will post 1.55 earnings per share for the current year.

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.