Insider Selling: nCino (NASDAQ:NCNO) SVP Sells 2,182 Shares of Stock

nCino Inc. (NASDAQ:NCNO) SVP Jeanette Sellers sold 2,182 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $18.26, for a total transaction of $39,843.32. Following the completion of the sale, the senior vice president directly owned 43,219 shares in the company, valued at approximately $789,178.94. This represents a 4.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Jeanette Sellers also recently made the following trade(s):

• On Tuesday, February 3rd, Jeanette Sellers sold 1,330 shares of nCino stock. The shares were sold at an average price of $18.68, for a total value of $24,844.40.
• On Wednesday, December 17th, Jeanette Sellers sold 1,507 shares of nCino stock. The stock was sold at an average price of $24.49, for a total value of $36,906.43.

nCino Price Performance

Shares of NASDAQ NCNO traded down $0.84 during midday trading on Thursday, hitting $17.97. The company had a trading volume of 2,007,289 shares, compared to its average volume of 2,054,358. The firm has a market capitalization of $2.06 billion, a price-to-earnings ratio of -99.83, a price-to-earnings-growth ratio of 3.69 and a beta of 0.55. nCino Inc. has a twelve month low of $17.69 and a twelve month high of $34.55. The business has a 50-day simple moving average of $24.44 and a two-hundred day simple moving average of $26.49. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.24.

nCino (NASDAQ:NCNO) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.31 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.11. The business had revenue of $152.16 million during the quarter, compared to the consensus estimate of $147.31 million. nCino had a negative net margin of 3.71% and a positive return on equity of 2.28%. The company’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.21 earnings per share. nCino has set its FY 2026 guidance at 0.900-0.910 EPS and its Q4 2026 guidance at 0.210-0.220 EPS. Equities research analysts anticipate that nCino Inc. will post 0.12 earnings per share for the current year.

nCino announced that its board has initiated a stock repurchase plan on Monday, December 8th that authorizes the company to repurchase $100.00 million in outstanding shares. This repurchase authorization authorizes the company to purchase up to 3.7% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

NCNO has been the subject of several research analyst reports. Zacks Research downgraded shares of nCino from a “strong-buy” rating to a “hold” rating in a report on Monday. Keefe, Bruyette & Woods boosted their target price on nCino from $34.50 to $36.00 and gave the company an “outperform” rating in a research note on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of nCino in a research report on Thursday, January 22nd. BTIG Research began coverage on nCino in a research note on Tuesday, December 16th. They set a “neutral” rating for the company. Finally, William Blair upgraded nCino from a “market perform” rating to an “outperform” rating in a research note on Friday, October 10th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $33.27.

Key Stories Impacting nCino

Here are the key news stories impacting nCino this week:

• Positive Sentiment: Q4 results and outlook were constructive — nCino beat Q4 revenue and EPS estimates, reported year-over-year revenue growth (~9.6%), and set FY2026 and Q4 2026 guidance (FY EPS 0.900–0.910). This underlying operational improvement is a supporting catalyst for the shares. MarketBeat: NCNO coverage
• Positive Sentiment: Board-authorized buyback — nCino’s board approved a $100 million repurchase program (roughly up to ~3.7% of shares), which signals management believes the stock is undervalued and can provide buy-side support over time. MarketBeat: NCNO buyback
• Neutral Sentiment: Mixed analyst landscape — consensus remains a moderate buy with a wide spread of ratings and an average price target notably above current levels; this creates both upside narrative and variability in near-term sentiment. MarketBeat: Analyst coverage
• Neutral Sentiment: Institutional ownership is high (≈95% held by institutions), which can amplify moves as funds rebalance; modest liquidity relative to historical trading ranges can exaggerate price moves. MarketBeat: Institutional holdings
• Negative Sentiment: Significant insider selling — multiple insiders sold large blocks on Feb 3–4 (CEO Sean Desmond, CFO Gregory Orenstein, director Pierre Naude, other officers). The concentrated insider sales (each several thousand shares, director sale ~$453k) are being interpreted by the market as a near-term negative signal and are pressuring the stock. InsiderTrades alert
• Negative Sentiment: Analyst downgrade — Zacks lowered NCNO from “strong-buy” to “hold,” which likely reduced buy-side conviction in the short term. Zacks downgrade
• Negative Sentiment: Press coverage highlights selling pressure — outlets are flagging the insider selling as a catalyst weighing on shares, amplifying the negative market reaction. AktienCheck: Insider selling story

Institutional Investors Weigh In On nCino

Institutional investors and hedge funds have recently made changes to their positions in the stock. Farther Finance Advisors LLC boosted its position in nCino by 186.4% during the third quarter. Farther Finance Advisors LLC now owns 948 shares of the company’s stock worth $26,000 after purchasing an additional 617 shares during the period. Advisors Asset Management Inc. lifted its holdings in shares of nCino by 68.5% in the second quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company’s stock worth $32,000 after acquiring an additional 458 shares during the last quarter. CWM LLC boosted its holdings in shares of nCino by 255.8% during the 4th quarter. CWM LLC now owns 1,142 shares of the company’s stock valued at $29,000 after acquiring an additional 821 shares in the last quarter. AlphaQuest LLC boosted its position in nCino by 5,022.2% during the 3rd quarter. AlphaQuest LLC now owns 1,383 shares of the company’s stock worth $37,000 after buying an additional 1,356 shares during the period. Finally, Quarry LP boosted its holdings in nCino by 138.2% in the third quarter. Quarry LP now owns 1,701 shares of the company’s stock valued at $46,000 after acquiring an additional 987 shares during the last quarter. Institutional investors own 94.76% of the company’s stock.

nCino Company Profile

nCino, Inc provides a cloud-based banking operating system designed to modernize and streamline processes for financial institutions. Built on a software-as-a-service (SaaS) model, the nCino Bank Operating System integrates key banking functions into a unified platform, enabling banks and credit unions to enhance efficiency, reduce risk and improve customer experiences.

Founded in 2012 as a spinoff from Live Oak Bank, nCino launched its flagship offering to address the needs of commercial and retail lenders seeking to replace legacy systems.