Insider Selling: SailPoint (NASDAQ:SAIL) CAO Sells $86,361.93 in Stock

SailPoint, Inc. (NASDAQ:SAIL) CAO Mitra Rezvan sold 4,491 shares of SailPoint stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $19.23, for a total transaction of $86,361.93. Following the completion of the transaction, the chief accounting officer directly owned 126,712 shares of the company’s stock, valued at $2,436,671.76. This trade represents a 3.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Mitra Rezvan also recently made the following trade(s):

• On Thursday, January 8th, Mitra Rezvan sold 3,782 shares of SailPoint stock. The shares were sold at an average price of $19.57, for a total transaction of $74,013.74.
• On Wednesday, January 7th, Mitra Rezvan sold 3,821 shares of SailPoint stock. The stock was sold at an average price of $19.90, for a total transaction of $76,037.90.

SailPoint Trading Up 0.7%

SAIL stock opened at $19.67 on Friday. The stock’s 50 day simple moving average is $19.91 and its 200 day simple moving average is $20.88. SailPoint, Inc. has a 12-month low of $15.05 and a 12-month high of $26.35. The stock has a market capitalization of $11.05 billion and a PE ratio of -4.11.

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

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on SAIL. Cantor Fitzgerald reiterated an “overweight” rating on shares of SailPoint in a research note on Wednesday, December 3rd. Wolfe Research assumed coverage on shares of SailPoint in a research report on Monday, October 20th. They issued an “outperform” rating and a $27.00 target price for the company. Baird R W upgraded shares of SailPoint to a “strong-buy” rating in a research note on Monday, October 27th. BMO Capital Markets restated an “outperform” rating on shares of SailPoint in a research note on Thursday, December 11th. Finally, Barclays cut their price objective on SailPoint from $25.00 to $23.00 and set an “overweight” rating for the company in a report on Thursday, December 4th. Three equities research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average 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 Investors Weigh In On SailPoint

Hedge funds have recently modified their holdings of the business. Aster Capital Management DIFC Ltd purchased a new stake in shares of SailPoint in the 3rd quarter worth $31,000. Loomis Sayles & Co. L P purchased a new stake in SailPoint in the second quarter worth about $42,000. State of Wyoming bought a new position in shares of SailPoint in the second quarter worth about $45,000. Amalgamated Bank bought a new position in shares of SailPoint in the second quarter worth about $71,000. Finally, BNP Paribas Financial Markets purchased a new position in shares of SailPoint during the 2nd quarter valued at about $79,000.

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.