Clearwater Analytics (NYSE:CWAN) CFO James Cox Sells 5,859 Shares of Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 5,859 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $24.08, for a total transaction of $141,084.72. Following the sale, the chief financial officer owned 334,061 shares in the company, valued at $8,044,188.88. This represents a 1.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Clearwater Analytics Trading Down 0.1%

Shares of NYSE CWAN opened at $24.09 on Tuesday. Clearwater Analytics Holdings, Inc. has a 1-year low of $15.73 and a 1-year high of $32.00. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.97 and a quick ratio of 1.97. The business’s 50 day moving average is $21.09 and its two-hundred day moving average is $20.39. The stock has a market capitalization of $7.05 billion, a P/E ratio of 15.74, a PEG ratio of 3.48 and a beta of 0.66.

Clearwater Analytics (NYSE:CWAN) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $0.14 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.16 by ($0.02). The company had revenue of $205.11 million during the quarter, compared to the consensus estimate of $203.66 million. Clearwater Analytics had a net margin of 61.28% and a return on equity of 2.77%. Clearwater Analytics’s revenue for the quarter was up 77.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.14 earnings per share. As a group, research analysts expect that Clearwater Analytics Holdings, Inc. will post 0.18 EPS for the current year.

Clearwater Analytics News Summary

Here are the key news stories impacting Clearwater Analytics this week:

• Positive Sentiment: Recent fundamentals: the company reported strong revenue growth (revenue up ~77% year-over-year in its last reported quarter) and very high reported net margins, which supports longer‑term revenue momentum and profitability expectations.
• Neutral Sentiment: Technical/trading context: the stock is trading above both its 50‑day and 200‑day moving averages and volume is running slightly above average — this can amplify moves but does not change the underlying fundamentals.
• Negative Sentiment: Major Jan 1 insider sell-off: CEO Sandeep Sahai, CFO James Cox, CRO Scott Erickson, CTO Souvik Das and insider Subi Sethi executed large block sales on Jan 1 (CEO sale ~134,130 shares / $3.23M; other senior execs each sold tens of thousands of shares). These high‑profile sales (millions of dollars of shares) are likely pressuring sentiment. CEO Jan 1 Filing
• Negative Sentiment: Follow-on Dec 31 sales: several executives (CEO, CRO, CFO, CTO and Subi Sethi) also sold shares on Dec 31, adding to the impression of coordinated or concentrated liquidity from insiders. Aggregate insider dispositions across Dec 31–Jan 1 total roughly $8.4M. Representative SEC filings: CRO/CFO/CTO Dec 31 filings. CRO Dec 31 Filing

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. William Blair restated a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. JPMorgan Chase & Co. decreased their price objective on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. Warburg Research set a $24.55 target price on Clearwater Analytics in a research note on Monday, December 22nd. Oppenheimer downgraded Clearwater Analytics from an “outperform” rating to a “market perform” rating in a report on Monday, December 22nd. Finally, UBS Group dropped their price objective on Clearwater Analytics from $35.00 to $30.00 and set a “buy” rating for the company in a report on Thursday, November 6th. Eight equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $28.65.

Institutional Trading of Clearwater Analytics

A number of large investors have recently modified their holdings of the company. Cim LLC increased its holdings in Clearwater Analytics by 0.8% during the 3rd quarter. Cim LLC now owns 66,184 shares of the company’s stock worth $1,193,000 after purchasing an additional 557 shares during the period. Redwood Investments LLC raised its holdings in shares of Clearwater Analytics by 0.8% in the first quarter. Redwood Investments LLC now owns 74,651 shares of the company’s stock valued at $2,001,000 after acquiring an additional 608 shares in the last quarter. Hilltop National Bank lifted its stake in Clearwater Analytics by 12.6% in the third quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock worth $100,000 after acquiring an additional 619 shares during the period. Essex Investment Management Co. LLC grew its holdings in Clearwater Analytics by 54.9% during the 3rd quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company’s stock worth $33,000 after acquiring an additional 640 shares in the last quarter. Finally, Bessemer Group Inc. increased its position in Clearwater Analytics by 84.6% during the 2nd quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock valued at $35,000 after purchasing an additional 708 shares during the period. Hedge funds and other institutional investors own 50.10% of the company’s stock.

About Clearwater Analytics

Clearwater Analytics LLC is a global provider of web-based investment portfolio accounting, reporting, and analytics solutions. The company’s software-as-a-service platform automates complex processes involved in investment data aggregation, reconciliation, valuation, and regulatory reporting. Serving institutional investors—including insurers, asset managers, corporations, government entities, and asset owners—Clearwater Analytics enables clients to optimize performance visibility, risk management, and operational efficiency.

Founded in 2004 and headquartered in Boise, Idaho, Clearwater Analytics has grown its global footprint with offices across North America, Europe, and the Asia-Pacific region.