Clearwater Analytics (NYSE:CWAN) CFO Sells 93,930 Shares

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 93,930 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total transaction of $2,201,719.20. Following the completion of the transaction, the chief financial officer directly owned 474,114 shares of the company’s stock, valued at approximately $11,113,232.16. This trade represents a 16.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Clearwater Analytics Stock Performance

Shares of NYSE:CWAN traded down $0.03 during trading on Friday, hitting $23.30. 10,028,900 shares of the company were exchanged, compared to its average volume of 14,593,130. Clearwater Analytics Holdings, Inc. has a 52-week low of $15.73 and a 52-week high of $31.90. The stock has a 50 day moving average of $23.68 and a 200 day moving average of $20.90. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.97 and a quick ratio of 1.97. The company has a market cap of $6.82 billion, a PE ratio of -166.39, a P/E/G ratio of 3.34 and a beta of 0.66.

Analysts Set New Price Targets

CWAN has been the subject of a number of analyst reports. William Blair restated a “market perform” rating on shares of Clearwater Analytics in a research report on Monday, December 22nd. JPMorgan Chase & Co. cut their price target on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research report on Monday, December 22nd. DA Davidson reaffirmed a “neutral” rating and issued a $24.55 price target on shares of Clearwater Analytics in a report on Thursday. Finally, Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and dropped their price objective for the company from $27.00 to $24.55 in a research note on Thursday, January 8th. Four investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $27.21.

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

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. AQR Capital Management LLC grew its holdings in shares of Clearwater Analytics by 1,027.1% during the 1st quarter. AQR Capital Management LLC now owns 132,828 shares of the company’s stock valued at $3,560,000 after purchasing an additional 121,043 shares during the last quarter. Integrated Wealth Concepts LLC bought a new stake in Clearwater Analytics in the first quarter worth $208,000. Woodline Partners LP boosted its position in Clearwater Analytics by 75.2% during the first quarter. Woodline Partners LP now owns 20,066 shares of the company’s stock valued at $538,000 after buying an additional 8,613 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Clearwater Analytics by 1.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company’s stock valued at $12,309,000 after buying an additional 6,826 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. increased its holdings in shares of Clearwater Analytics by 144.3% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 19,399 shares of the company’s stock worth $425,000 after buying an additional 11,458 shares during the period. 50.10% of the stock is owned by hedge funds and other institutional investors.

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.