James Cox Sells 93,930 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 93,930 shares of the firm’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. This represents a 16.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Clearwater Analytics Trading Down 0.1%

Shares of NYSE CWAN opened at $23.30 on Friday. Clearwater Analytics Holdings, Inc. has a 52-week low of $15.73 and a 52-week high of $31.90. The company has a market cap of $6.82 billion, a PE ratio of -166.39, a P/E/G ratio of 3.37 and a beta of 0.66. The firm’s 50 day moving average price is $23.71 and its 200-day moving average price is $20.93. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.97 and a current ratio of 1.83.

Hedge Funds Weigh In On Clearwater Analytics

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Alberta Investment Management Corp purchased a new stake in Clearwater Analytics during the fourth quarter valued at approximately $13,850,000. Mercer Global Advisors Inc. ADV purchased a new stake in shares of Clearwater Analytics in the 4th quarter worth $400,000. Mackenzie Financial Corp raised its holdings in Clearwater Analytics by 3.7% in the 4th quarter. Mackenzie Financial Corp now owns 15,466 shares of the company’s stock worth $372,000 after purchasing an additional 545 shares during the period. Cim LLC lifted its position in Clearwater Analytics by 4.0% during the fourth quarter. Cim LLC now owns 68,856 shares of the company’s stock valued at $1,661,000 after purchasing an additional 2,672 shares in the last quarter. Finally, Empowered Funds LLC purchased a new position in Clearwater Analytics during the fourth quarter valued at $216,000. Hedge funds and other institutional investors own 50.10% of the company’s stock.

Key Stories Impacting Clearwater Analytics

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

Wall Street Analysts Forecast Growth

CWAN has been the topic of a number of research analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $36.00 price target on shares of Clearwater Analytics in a report on Monday, December 22nd. Oppenheimer cut shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Loop Capital downgraded shares of Clearwater Analytics from a “buy” rating to a “hold” rating and dropped their price target for the company from $25.00 to $24.55 in a report on Monday, December 22nd. Wells Fargo & Company cut shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $27.00 to $24.55 in a report on Thursday, January 8th. Finally, UBS Group downgraded shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and lowered their price objective for the company from $30.00 to $24.55 in a research report on Monday, January 26th. Four research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $27.21.

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.