SailPoint (NASDAQ:SAIL) CFO Sells $292,949.82 in Stock

SailPoint, Inc. (NASDAQ:SAIL) CFO Brian Carolan sold 15,234 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $19.23, for a total transaction of $292,949.82. Following the transaction, the chief financial officer owned 1,321,394 shares in the company, valued at $25,410,406.62. This represents a 1.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 stock was sold at an average price of $19.57, for a total value of $599,585.66.
• On Wednesday, January 7th, Brian Carolan sold 12,961 shares of SailPoint stock. The shares were sold at an average price of $19.90, for a total value of $257,923.90.

SailPoint Stock Performance

SAIL opened at $19.67 on Friday. The company has a market capitalization of $11.05 billion and a PE ratio of -4.11. The stock’s fifty day moving average is $19.91 and its 200-day moving average is $20.88. SailPoint, Inc. has a one year low of $15.05 and a one year high of $26.35.

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

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on SAIL shares. Scotiabank reduced their target price on SailPoint from $25.00 to $24.00 and set a “sector outperform” rating for the company in a report on Wednesday, December 10th. Robert W. Baird started coverage on shares of SailPoint in a research note on Monday, October 27th. They set an “outperform” rating and a $26.00 price objective for the company. Wolfe Research assumed coverage on shares of SailPoint in a report on Monday, October 20th. They issued an “outperform” rating and a $27.00 target price for the company. Berenberg Bank began coverage on shares of SailPoint in a research report on Tuesday, November 18th. They issued a “buy” rating and a $31.70 target price on the stock. Finally, Mizuho reduced their price target on shares of SailPoint from $24.00 to $23.00 and set a “neutral” rating for the company in a research report on Tuesday, December 9th. Three 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’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $26.01.

Hedge Funds Weigh In On SailPoint

A number of large investors have recently made changes to their positions in SAIL. Aster Capital Management DIFC Ltd purchased a new stake in shares of SailPoint in the third quarter worth approximately $31,000. Loomis Sayles & Co. L P acquired a new position in SailPoint in the 2nd quarter valued at approximately $42,000. State of Wyoming acquired a new position in SailPoint in the 2nd quarter valued at approximately $45,000. Amalgamated Bank purchased a new stake in SailPoint in the 2nd quarter worth approximately $71,000. Finally, BNP Paribas Financial Markets acquired a new stake in shares of SailPoint during the 2nd quarter valued at $79,000.

SailPoint News Summary

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

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.