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

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CFO James Cox sold 93,930 shares of Clearwater Analytics stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value 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 filing with the SEC, which is accessible through this link.

Clearwater Analytics Stock Down 0.1%

Shares of Clearwater Analytics stock opened at $23.30 on Friday. The stock’s 50-day moving average is $23.71 and its 200 day moving average is $20.92. Clearwater Analytics Holdings, Inc. has a one year low of $15.73 and a one year high of $31.90. The firm has a market cap of $6.82 billion, a price-to-earnings ratio of -166.39, a PEG ratio of 3.37 and a beta of 0.66. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.83 and a quick ratio of 1.97.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Jefferies Financial Group downgraded shares of Clearwater Analytics to a “hold” rating in a research report on Friday, January 16th. Loop Capital lowered shares of Clearwater Analytics from a “buy” rating to a “hold” rating and dropped their price objective for the company from $25.00 to $24.55 in a report on Monday, December 22nd. Wells Fargo & Company cut shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their price objective for the stock from $27.00 to $24.55 in a research report on Thursday, January 8th. UBS Group lowered Clearwater Analytics from a “buy” rating to a “neutral” rating and decreased their target price for the company from $30.00 to $24.55 in a research report on Monday, January 26th. Finally, Oppenheimer lowered Clearwater Analytics from an “outperform” rating to a “market perform” rating in a report on Monday, December 22nd. Four investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $27.21.

Hedge Funds Weigh In On Clearwater Analytics

Several large investors have recently added to or reduced their stakes in the business. EverSource Wealth Advisors LLC increased its holdings in Clearwater Analytics by 211.1% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock worth $26,000 after purchasing an additional 720 shares in the last quarter. Los Angeles Capital Management LLC bought a new position in shares of Clearwater Analytics in the fourth quarter valued at approximately $26,000. SBI Securities Co. Ltd. boosted its position in shares of Clearwater Analytics by 627.5% during the fourth quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock valued at $33,000 after buying an additional 1,186 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in shares of Clearwater Analytics during the fourth quarter valued at approximately $33,000. Finally, First Horizon Advisors Inc. grew its holdings in Clearwater Analytics by 278.9% during the second quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock worth $33,000 after buying an additional 1,121 shares in the last quarter. Institutional investors own 50.10% of the company’s stock.

Clearwater Analytics News Roundup

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

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.