Universal Beteiligungs und Servicegesellschaft mbH Buys 77,237 Shares of SailPoint, Inc. $SAIL

Universal Beteiligungs und Servicegesellschaft mbH raised its stake in SailPoint, Inc. (NASDAQ:SAIL) by 86.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 167,021 shares of the company’s stock after buying an additional 77,237 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in SailPoint were worth $3,688,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Loomis Sayles & Co. L P bought a new position in SailPoint during the 2nd quarter worth approximately $42,000. State of Wyoming acquired a new stake in SailPoint in the second quarter worth $45,000. Amalgamated Bank bought a new position in shares of SailPoint during the second quarter worth $71,000. BNP Paribas Financial Markets acquired a new position in shares of SailPoint in the 2nd quarter valued at $79,000. Finally, California State Teachers Retirement System bought a new stake in shares of SailPoint in the 2nd quarter valued at $87,000.

Insider Buying and Selling

In other news, CEO Mark D. Mcclain sold 61,106 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $19.23, for a total transaction of $1,175,068.38. Following the sale, the chief executive officer owned 7,139,202 shares in the company, valued at $137,286,854.46. This represents a 0.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, President Matt Mills sold 21,345 shares of the firm’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $19.23, for a total transaction of $410,464.35. Following the completion of the transaction, the president directly owned 1,882,913 shares of the company’s stock, valued at $36,208,416.99. This represents a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 354,243 shares of company stock valued at $6,924,823.

Wall Street Analyst Weigh In

SAIL has been the topic of several recent analyst reports. Robert W. Baird started coverage on SailPoint in a report on Monday, October 27th. They set an “outperform” rating and a $26.00 target price on the stock. Scotiabank decreased their price objective on SailPoint from $25.00 to $24.00 and set a “sector outperform” rating for the company in a research report on Wednesday, December 10th. Barclays dropped their target price on shares of SailPoint from $25.00 to $23.00 and set an “overweight” rating on the stock in a report on Thursday, December 4th. The Goldman Sachs Group cut their price target on shares of SailPoint from $25.00 to $21.00 and set a “neutral” rating on the stock in a research note on Wednesday. Finally, Berenberg Bank initiated coverage on shares of SailPoint in a research report on Tuesday, November 18th. They set a “buy” rating and a $31.70 price objective for the company. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $25.92.

SailPoint Stock Down 5.6%

Shares of SAIL stock opened at $17.29 on Thursday. SailPoint, Inc. has a 12 month low of $15.05 and a 12 month high of $26.35. The company’s fifty day simple moving average is $19.51 and its 200-day simple moving average is $20.53. The firm has a market cap of $9.71 billion and a PE ratio of -3.61.

SailPoint (NASDAQ:SAIL) last issued its quarterly earnings results on Tuesday, December 9th. The company reported $0.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.06 by $0.02. SailPoint had a negative net margin of 30.87% and a positive return on equity of 0.16%. The firm had revenue of $281.94 million for the quarter, compared to analyst estimates of $270.35 million. SailPoint’s revenue was up 19.8% compared to the same quarter last year. SailPoint has set its FY 2026 guidance at 0.220-0.230 EPS and its Q4 2026 guidance at 0.080-0.09 EPS.

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.