Abby Payne Sells 3,582 Shares of SailPoint (NASDAQ:SAIL) Stock

SailPoint, Inc. (NASDAQ:SAIL) insider Abby Payne sold 3,582 shares of the firm’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $19.57, for a total value of $70,099.74. Following the sale, the insider directly owned 678,807 shares in the company, valued at approximately $13,284,252.99. The trade was a 0.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Abby Payne also recently made the following trade(s):

• On Wednesday, January 7th, Abby Payne sold 9,329 shares of SailPoint stock. The stock was sold at an average price of $19.90, for a total transaction of $185,647.10.
• 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 Performance

NASDAQ:SAIL opened at $19.67 on Friday. The company’s 50-day simple moving average is $19.91 and its 200-day simple moving average is $20.91. SailPoint, Inc. has a fifty-two week low of $15.05 and a fifty-two week high of $26.35. The stock has a market capitalization of $11.05 billion and a P/E ratio of -4.11.

SailPoint (NASDAQ:SAIL) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.08 EPS for the quarter, topping the consensus estimate of $0.06 by $0.02. The firm had revenue of $281.94 million during the quarter, compared to analyst estimates of $270.35 million. SailPoint had a negative net margin of 30.87% and a positive return on equity of 0.16%. 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.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. BTIG Research reissued a “buy” rating and issued a $29.00 price objective on shares of SailPoint in a research report on Thursday. Cantor Fitzgerald reiterated an “overweight” rating on shares of SailPoint in a research note on Wednesday, December 3rd. Royal Bank Of Canada boosted their price target on SailPoint from $24.00 to $26.00 and gave the stock an “outperform” rating in a research note on Monday. Baird R W upgraded shares of SailPoint to a “strong-buy” rating in a report on Monday, October 27th. Finally, Scotiabank lowered their target price on shares of SailPoint from $25.00 to $24.00 and set a “sector outperform” rating for the company in a research note on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price 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 Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. SG Americas Securities LLC lifted its holdings in shares of SailPoint by 9.0% during the fourth quarter. SG Americas Securities LLC now owns 31,199 shares of the company’s stock worth $631,000 after purchasing an additional 2,571 shares during the period. Maridea Wealth Management LLC acquired a new position in SailPoint in the 4th quarter worth approximately $1,816,000. JPMorgan Chase & Co. raised its position in SailPoint by 215.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 95,616 shares of the company’s stock worth $2,111,000 after buying an additional 65,329 shares during the last quarter. FNY Investment Advisers LLC acquired a new stake in SailPoint during the 3rd quarter valued at approximately $133,000. Finally, Sender Co & Partners Inc. acquired a new stake in SailPoint during the 3rd quarter valued at approximately $860,000.

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.