Insider Selling: SailPoint (NASDAQ:SAIL) Insider Sells $210,856.95 in Stock

SailPoint, Inc. (NASDAQ:SAIL) insider Abby Payne sold 10,965 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $19.23, for a total value of $210,856.95. Following the sale, the insider directly owned 691,718 shares of the company’s stock, valued at approximately $13,301,737.14. The trade was a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

Abby Payne also recently made the following trade(s):

• On Thursday, January 8th, Abby Payne sold 3,582 shares of SailPoint stock. The stock was sold at an average price of $19.57, for a total transaction of $70,099.74.
• On Wednesday, January 7th, Abby Payne sold 9,329 shares of SailPoint stock. The shares were sold at an average price of $19.90, for a total transaction of $185,647.10.

SailPoint Price Performance

SAIL opened at $19.67 on Friday. The company has a market capitalization of $11.05 billion and a price-to-earnings ratio of -4.11. SailPoint, Inc. has a 1 year low of $15.05 and a 1 year high of $26.35. The business’s 50-day moving average price is $19.91 and its two-hundred day moving average price is $20.88.

SailPoint (NASDAQ:SAIL) last released its earnings results on Tuesday, December 9th. The company reported $0.08 EPS for the quarter, beating the consensus estimate of $0.06 by $0.02. The firm had revenue of $281.94 million for the quarter, compared to analysts’ expectations of $270.35 million. SailPoint had a positive return on equity of 0.16% and a negative net margin of 30.87%.The company’s revenue was up 19.8% compared to the same quarter last year. SailPoint has set its FY 2026 guidance at 0.220-0.230 EPS and its Q4 2026 guidance at 0.080-0.09 EPS.

Analyst Ratings Changes

A number of research firms have weighed in on SAIL. Barclays decreased their price target on SailPoint from $25.00 to $23.00 and set an “overweight” rating for the company in a research note on Thursday, December 4th. BMO Capital Markets reaffirmed an “outperform” rating on shares of SailPoint in a research report on Thursday, December 11th. Berenberg Bank initiated coverage on shares of SailPoint in a report on Tuesday, November 18th. They set a “buy” rating and a $31.70 target price for the company. Baird R W raised SailPoint to a “strong-buy” rating in a report on Monday, October 27th. Finally, Royal Bank Of Canada boosted their target price on shares of SailPoint from $24.00 to $26.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, SailPoint currently has a consensus rating of “Moderate Buy” and an average target price of $26.01.

More SailPoint News

Here are the key news stories impacting SailPoint this week:

• Positive Sentiment: BTIG reaffirmed a “buy” and raised its emphasis on near-term catalysts, issuing a $29 price target that implies meaningful upside versus current levels — a direct bullish signal for momentum and investor confidence. BTIG Reaffirmation
• Positive Sentiment: MarketBeat and other commentary framed the recent pullback as market-driven (not due to an earnings miss or guidance cut), positioning the decline as a potential buying window given SailPoint’s strong revenue growth and >$1B ARR profile. That narrative supports short-term buying interest. MarketBeat Buying-Window
• Neutral Sentiment: Coverage remains mixed but constructive overall — several firms maintain Buy/Outperform ratings and analysts’ targets still imply upside (consensus target ~ $26), while a few houses remain cautious. This keeps analyst-driven volatility possible but not uniformly negative. Wall Street Coverage
• Neutral Sentiment: Benzinga summarized seven analyst projections for SailPoint, providing varied near-term views — useful context for relative targets but not an immediate catalyst on its own. Benzinga Analyst Projections
• Negative Sentiment: Clustered insider selling from Jan. 6–8 — including the CEO, CFO, President and other senior execs selling sizeable blocks over multiple days — is the biggest near-term headwind. Large, concurrent Form 4 filings weigh on sentiment even though filings show insiders retain large positions; investors often interpret concentrated sales as caution or liquidity events. Representative SEC filing (CEO sales): CEO Form 4
• Negative Sentiment: Smaller insider sell notices (e.g., Abby Payne) were also reported and aggregated in media/filings, reinforcing the perception of executive selling pressure. These individual disclosures amplify the broader selling narrative. Abby Payne Sale

Hedge Funds Weigh In On SailPoint

Hedge funds have recently added to or reduced their stakes in the stock. Aster Capital Management DIFC Ltd acquired a new position in SailPoint in the 3rd quarter valued at $31,000. Loomis Sayles & Co. L P bought a new position in shares of SailPoint in the second quarter worth $42,000. State of Wyoming acquired a new position in SailPoint in the second quarter valued at about $45,000. Amalgamated Bank bought a new stake in SailPoint during the second quarter worth about $71,000. Finally, BNP Paribas Financial Markets bought a new stake in SailPoint during the second quarter worth about $79,000.

About SailPoint

SailPoint Technologies Holdings, Inc (NASDAQ: SAIL) is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company’s flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.