SailPoint (NASDAQ:SAIL) CFO Sells $257,923.90 in Stock

SailPoint, Inc. (NASDAQ:SAIL) CFO Brian Carolan sold 12,961 shares of SailPoint stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $19.90, for a total value of $257,923.90. Following the sale, the chief financial officer directly owned 1,308,433 shares in the company, valued at $26,037,816.70. The trade was a 0.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

Brian Carolan also recently made the following trade(s):

• On Thursday, January 8th, Brian Carolan sold 30,638 shares of SailPoint stock. The shares were sold at an average price of $19.57, for a total transaction of $599,585.66.
• On Tuesday, January 6th, Brian Carolan sold 15,234 shares of SailPoint stock. The stock was sold at an average price of $19.23, for a total transaction of $292,949.82.

SailPoint Price Performance

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

SailPoint (NASDAQ:SAIL) last released its quarterly earnings results on Tuesday, December 9th. The company reported $0.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.06 by $0.02. The firm had revenue of $281.94 million during the quarter, compared to the consensus estimate of $270.35 million. SailPoint had a negative net margin of 30.87% and a positive return on equity of 0.16%. The business’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 Upgrades and Downgrades

Several brokerages have recently weighed in on SAIL. Wells Fargo & Company increased their price target on SailPoint from $20.00 to $23.00 and gave the company an “equal weight” rating in a research note on Tuesday, September 30th. Scotiabank lowered their price target on shares of SailPoint from $25.00 to $24.00 and set a “sector outperform” rating for the company in a report on Wednesday, December 10th. Wolfe Research initiated coverage on shares of SailPoint in a research report on Monday, October 20th. They issued an “outperform” rating and a $27.00 price target on the stock. Cantor Fitzgerald reiterated an “overweight” rating on shares of SailPoint in a research report on Wednesday, December 3rd. Finally, Royal Bank Of Canada lifted their target price on shares of SailPoint from $24.00 to $26.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $26.01.

Key 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

Institutional Trading of SailPoint

Several large investors have recently modified their holdings of the stock. Comerica Bank bought a new stake in shares of SailPoint in the 1st quarter valued at $175,000. Royal Bank of Canada acquired a new stake in SailPoint in the first quarter worth $1,146,000. Goldman Sachs Group Inc. bought a new stake in SailPoint in the first quarter valued at $7,546,000. Zimmer Partners LP acquired a new position in shares of SailPoint during the first quarter valued at about $1,969,000. Finally, Woodline Partners LP bought a new position in shares of SailPoint during the 1st quarter worth about $8,032,000.

SailPoint Company Profile

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.