James Cox Sells 5,859 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 5,859 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $24.08, for a total value of $141,084.72. Following the sale, the chief financial officer directly owned 334,061 shares in the company, valued at approximately $8,044,188.88. This represents a 1.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Clearwater Analytics Stock Performance

Clearwater Analytics stock opened at $24.08 on Wednesday. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.97 and a quick ratio of 1.97. Clearwater Analytics Holdings, Inc. has a 12 month low of $15.73 and a 12 month high of $32.00. The company has a fifty day moving average price of $21.19 and a two-hundred day moving average price of $20.41. The company has a market cap of $7.05 billion, a PE ratio of 15.74, a P/E/G ratio of 3.48 and a beta of 0.66.

Clearwater Analytics (NYSE:CWAN) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.14 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.16 by ($0.02). Clearwater Analytics had a return on equity of 2.77% and a net margin of 61.28%.The business had revenue of $205.11 million during the quarter, compared to the consensus estimate of $203.66 million. During the same quarter in the previous year, the business posted $0.14 earnings per share. The company’s quarterly revenue was up 77.1% compared to the same quarter last year. Research analysts expect that Clearwater Analytics Holdings, Inc. will post 0.18 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on CWAN shares. Warburg Research set a $24.55 price target on Clearwater Analytics in a research report on Monday, December 22nd. Morgan Stanley reaffirmed an “overweight” rating and issued a $27.00 target price on shares of Clearwater Analytics in a research report on Monday, November 24th. UBS Group cut their target price on Clearwater Analytics from $35.00 to $30.00 and set a “buy” rating on the stock in a research note on Thursday, November 6th. Weiss Ratings restated a “hold (c)” rating on shares of Clearwater Analytics in a research report on Monday, December 29th. Finally, Wall Street Zen cut shares of Clearwater Analytics from a “hold” rating to a “sell” rating in a report on Saturday, November 22nd. Eight research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $28.65.

Key Stories Impacting Clearwater Analytics

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

• Positive Sentiment: Temasek-backed consortium interest — Reports say Temasek has joined a consortium seeking to acquire Clearwater, which typically implies potential for a takeover premium if a bid proceeds or competition for the company increases. Temasek joins consortium
• Positive Sentiment: Solid reported fundamentals — Last reported quarter showed revenue up ~77% year‑over‑year and very high net margins, supporting longer‑term growth/earnings expectations and making the company an attractive takeover target. MarketBeat CWAN profile
• Neutral Sentiment: Analyst and technical context — Consensus from analysts is a “Moderate Buy” with an average target ~$28.65; the shares sit above their 50‑ and 200‑day moving averages, which can amplify intraday moves but doesn’t alter fundamentals. Analyst coverage & targets
• Negative Sentiment: Large, concentrated insider selling — Multiple senior executives sold large blocks across Dec 31–Jan 1 (CEO Sandeep Sahai sold ~134,130 shares on Jan 1 for ≈$3.23M; CFO, CRO, CTO and others also sold tens of thousands of shares). The volume and timing of these sales have likely pressured sentiment and created concern about near‑term supply. CEO Jan 1 Filing
• Negative Sentiment: Follow‑up insider disposals — Additional Dec 31 filings show further executive sales (CRO, CFO, CTO and others), with representative reporting available via media/insider‑trade aggregators; aggregate insider dispositions across those days totaled several million dollars, which can offset takeover optimism until a formal deal appears. InsiderTrades summary

Hedge Funds Weigh In On Clearwater Analytics

Institutional investors and hedge funds have recently bought and sold shares of the stock. Versant Capital Management Inc raised its position in shares of Clearwater Analytics by 189.3% during the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock worth $28,000 after buying an additional 1,024 shares in the last quarter. First Horizon Advisors Inc. boosted its holdings 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 acquiring an additional 1,121 shares in the last quarter. Essex Investment Management Co. LLC increased its stake in shares of Clearwater Analytics by 54.9% during the third quarter. Essex Investment Management Co. LLC now owns 1,806 shares of the company’s stock valued at $33,000 after acquiring an additional 640 shares during the period. Bessemer Group Inc. raised its holdings in Clearwater Analytics by 84.6% during the second quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock worth $35,000 after purchasing an additional 708 shares in the last quarter. Finally, Danske Bank A S bought a new stake in Clearwater Analytics during the third quarter worth approximately $36,000. Institutional investors own 50.10% of the company’s stock.

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.