Scott Stanley Erickson Sells 74,530 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CRO Scott Stanley Erickson sold 74,530 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value of $1,746,983.20. Following the sale, the executive directly owned 138,630 shares of the company’s stock, valued at approximately $3,249,487.20. The trade was a 34.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

Scott Stanley Erickson also recently made the following trade(s):

• On Wednesday, December 31st, Scott Stanley Erickson sold 4,454 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.08, for a total transaction of $107,252.32.
• On Thursday, January 1st, Scott Stanley Erickson sold 44,386 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.09, for a total transaction of $1,069,258.74.

Clearwater Analytics Stock Down 0.1%

Shares of CWAN stock opened at $23.30 on Friday. Clearwater Analytics Holdings, Inc. has a 12-month low of $15.73 and a 12-month high of $31.90. The company has a quick ratio of 1.97, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. The firm has a fifty day moving average of $23.71 and a 200-day moving average of $20.93. The company has a market capitalization of $6.82 billion, a price-to-earnings ratio of -166.39, a P/E/G ratio of 3.37 and a beta of 0.66.

Trending Headlines about 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

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. EverSource Wealth Advisors LLC lifted its stake in Clearwater Analytics by 211.1% in the 4th 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 acquired a new position in Clearwater Analytics during the fourth quarter worth approximately $26,000. SBI Securities Co. Ltd. raised its stake in Clearwater Analytics by 627.5% in the fourth quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock valued at $33,000 after buying an additional 1,186 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Clearwater Analytics in the fourth quarter valued at approximately $33,000. Finally, First Horizon Advisors Inc. lifted its position in shares of Clearwater Analytics by 278.9% in the second quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock valued at $33,000 after buying an additional 1,121 shares during the last quarter. 50.10% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CWAN. Loop Capital lowered shares of Clearwater Analytics from a “buy” rating to a “hold” rating and cut their price objective for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd. JPMorgan Chase & Co. lowered 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. DA Davidson reissued a “neutral” rating and set a $24.55 price target on shares of Clearwater Analytics in a research report on Thursday. UBS Group cut Clearwater Analytics from a “buy” rating to a “neutral” rating and decreased their price objective for the company from $30.00 to $24.55 in a report on Monday, January 26th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $36.00 target price on shares of Clearwater Analytics in a report on Monday, December 22nd. Four equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $27.21.

About Clearwater Analytics

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.