Clearwater Analytics (NYSE:CWAN) Earns Neutral Rating from DA Davidson

Clearwater Analytics (NYSE:CWAN)‘s stock had its “neutral” rating reaffirmed by equities researchers at DA Davidson in a report issued on Thursday,Benzinga reports. They currently have a $24.55 price target on the stock. DA Davidson’s target price would indicate a potential upside of 5.38% from the stock’s previous close.

A number of other equities analysts have also weighed in on the stock. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research report on Monday, December 22nd. Wall Street Zen cut shares of Clearwater Analytics from a “hold” rating to a “sell” rating in a research note on Saturday, November 22nd. JPMorgan Chase & Co. dropped their price target on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. William Blair reissued a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. Finally, Warburg Research set a $24.55 price objective on shares of Clearwater Analytics in a research report on Monday, December 22nd. Four research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Clearwater Analytics presently has a consensus rating of “Hold” and a consensus target price of $27.21.

Clearwater Analytics Trading Down 0.1%

Shares of CWAN stock opened at $23.30 on Thursday. The company has a market capitalization of $6.82 billion, a P/E ratio of -166.39, a price-to-earnings-growth ratio of 3.37 and a beta of 0.66. The company has a current ratio of 1.83, a quick ratio of 1.97 and a debt-to-equity ratio of 0.40. The business’s 50 day moving average is $23.71 and its two-hundred day moving average is $20.92. Clearwater Analytics has a twelve month low of $15.73 and a twelve month high of $31.90.

Insider Transactions at Clearwater Analytics

In related news, CFO James S. Cox sold 93,930 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $2,201,719.20. Following the sale, the chief financial officer owned 474,114 shares of the company’s stock, valued at approximately $11,113,232.16. The trade was a 16.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Subi Sethi sold 76,689 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $23.44, for a total transaction of $1,797,590.16. Following the completion of the transaction, the insider directly owned 365,490 shares of the company’s stock, valued at approximately $8,567,085.60. This trade represents a 17.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,032,399 shares of company stock valued at $24,345,918. 3.31% of the stock is owned by company insiders.

Hedge Funds Weigh In On Clearwater Analytics

Hedge funds and other institutional investors have recently bought and sold shares of the company. EverSource Wealth Advisors LLC grew its holdings in Clearwater Analytics by 211.1% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock valued at $26,000 after purchasing an additional 720 shares during the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of Clearwater Analytics in the 4th quarter worth about $26,000. Versant Capital Management Inc grew its stake in Clearwater Analytics by 189.3% in the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock valued at $28,000 after acquiring an additional 1,024 shares during the last quarter. First Horizon Advisors Inc. increased its holdings in Clearwater Analytics by 278.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock valued at $33,000 after acquiring an additional 1,121 shares in the last quarter. Finally, Essex Investment Management Co. LLC raised its position in Clearwater Analytics by 54.9% during the third 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 during the last quarter. 50.10% of the stock is owned by institutional investors and hedge funds.

More Clearwater Analytics News

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

• Positive Sentiment: Significant institutional backing remains — large managers (Vanguard, Wellington, T. Rowe, plus a new Starboard stake) have recently increased or established positions, which supports longer‑term demand for the stock. MarketBeat CWAN overview
• Neutral Sentiment: DA Davidson reaffirmed a “neutral” rating with a $24.55 price target (only modest upside from current levels), signaling analyst views are cautious/steady rather than bullish. DA Davidson note via TickerReport
• Neutral Sentiment: Coverage of Q4 results and key metrics is mixed — earnings writeups (Zacks, SeattlePI, Yahoo valuation pieces) highlight some operational momentum but leave room for interpretation vs. estimates, so the report did not clearly swing sentiment. Zacks Q4 earnings coverage
• Negative Sentiment: Large insider sales by top executives on Feb. 17–18: CEO Sandeep Sahai, CTO Souvik Das, CFO James Cox, CRO Scott Erickson and another insider each sold substantial blocks (~tens to hundreds of thousands of shares), trimming ownership by double‑digit percentages — this volume can pressure near‑term sentiment even if sales are preplanned. SEC filing (example CEO sale)
• Negative Sentiment: Kaskela Law announced an investigation into whether the recently proposed shareholder buyout price is fair, which raises legal/transactional risk and could complicate or reprice the deal for investors. Litigation or a negotiated raise in price would be material. GlobeNewswire: Kaskela investigation

Clearwater Analytics Company Profile

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.