SailPoint (NASDAQ:SAIL) Insider Sells $185,647.10 in Stock

SailPoint, Inc. (NASDAQ:SAIL) insider Abby Payne sold 9,329 shares of SailPoint stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $19.90, for a total value of $185,647.10. Following the completion of the sale, the insider directly owned 682,389 shares in the company, valued at approximately $13,579,541.10. This represents a 1.35% decrease in their position. The sale was disclosed in a legal 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 value of $70,099.74.
• On Tuesday, January 6th, Abby Payne sold 10,965 shares of SailPoint stock. The shares were sold at an average price of $19.23, for a total transaction of $210,856.95.

SailPoint Stock Up 0.7%

Shares of SAIL stock opened at $19.67 on Friday. SailPoint, Inc. has a 12 month low of $15.05 and a 12 month high of $26.35. The company’s fifty day simple moving average is $19.91 and its 200-day simple moving average is $20.88. The firm has a market cap of $11.05 billion and a PE ratio of -4.11.

SailPoint (NASDAQ:SAIL) last released its earnings results on Tuesday, December 9th. The company reported $0.08 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $281.94 million during the quarter, compared to the consensus estimate of $270.35 million. The business’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.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Baird R W raised SailPoint to a “strong-buy” rating in a research report on Monday, October 27th. Mizuho dropped their price objective on SailPoint from $24.00 to $23.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 9th. Wolfe Research assumed coverage on shares of SailPoint in a research note on Monday, October 20th. They issued an “outperform” rating and a $27.00 target price for the company. Royal Bank Of Canada boosted their target price on shares of SailPoint from $24.00 to $26.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Finally, Barclays cut their price target on shares of SailPoint from $25.00 to $23.00 and set an “overweight” rating for the company in a research note on Thursday, December 4th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, SailPoint currently has a consensus rating of “Moderate Buy” and a consensus price target 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

Institutional Trading of SailPoint

A number of hedge funds have recently modified their holdings of SAIL. Bank of New York Mellon Corp grew its stake in SailPoint by 3,022.4% in the 2nd quarter. Bank of New York Mellon Corp now owns 481,908 shares of the company’s stock valued at $11,016,000 after buying an additional 466,474 shares during the last quarter. Voya Investment Management LLC bought a new stake in shares of SailPoint during the first quarter worth approximately $53,616,000. Allspring Global Investments Holdings LLC bought a new stake in shares of SailPoint during the third quarter worth approximately $26,365,000. Renaissance Capital LLC grew its position in shares of SailPoint by 30.0% in the second quarter. Renaissance Capital LLC now owns 65,569 shares of the company’s stock valued at $1,499,000 after purchasing an additional 15,114 shares during the last quarter. Finally, Outfitter Financial LLC bought a new position in shares of SailPoint during the second quarter worth approximately $320,000.

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.