Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Given Average Recommendation of "Hold" by Analysts

Key Points

• Consensus "Hold" — Fourteen analysts cover CWAN (1 sell, 10 hold, 3 buy) with an average 12‑month target of $26.17, and several firms (Morgan Stanley, Wells Fargo, Loop Capital) have recently trimmed ratings or price targets toward ~$24.55.
• Significant insider selling — The CFO and CTO sold large blocks on Feb 18; insiders have sold about 1,002,699 shares worth $23.69M in the past three months, leaving insiders owning 3.31% of the company.
• Stock snapshot — CWAN opened near $23.47 with a market cap of $6.93B, a negative P/E of −167.6, 12‑month range $15.73–$29.43, and 50/200‑day moving averages of $23.81/$21.20.

Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN - Get Free Report) have been given a consensus rating of "Hold" by the fourteen brokerages that are presently covering the stock, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, ten have assigned a hold recommendation and three have given a buy recommendation to the company. The average twelve-month target price among brokerages that have covered the stock in the last year is $26.1682.

A number of research analysts have issued reports on the company. Wall Street Zen downgraded Clearwater Analytics from a "hold" rating to a "sell" rating in a research note on Saturday, November 22nd. Morgan Stanley reissued an "equal weight" rating and issued a $24.55 price target (down from $27.00) on shares of Clearwater Analytics in a report on Tuesday, January 27th. Wells Fargo & Company lowered shares of Clearwater Analytics from an "overweight" rating to an "equal weight" rating and reduced their price target for the company from $27.00 to $24.55 in a research report on Thursday, January 8th. DA Davidson restated a "neutral" rating and set a $24.55 price objective on shares of Clearwater Analytics in a report on Thursday, February 19th. Finally, Loop Capital lowered shares of Clearwater Analytics from a "buy" rating to a "hold" rating and lowered their price objective for the stock from $25.00 to $24.55 in a research report on Monday, December 22nd.

Clearwater Analytics Stock Performance

CWAN stock opened at $23.47 on Friday. The company has a quick ratio of 1.83, a current ratio of 1.83 and a debt-to-equity ratio of 0.40. The firm has a market cap of $6.93 billion, a PE ratio of -167.63, a P/E/G ratio of 3.27 and a beta of 0.67. The business has a 50 day moving average of $23.81 and a 200-day moving average of $21.20. Clearwater Analytics has a 12-month low of $15.73 and a 12-month high of $29.43.

Insider Buying and Selling

In other Clearwater Analytics news, CFO James S. Cox sold 93,930 shares of the business's stock in a transaction on 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 sale, the chief financial officer directly owned 474,114 shares in the company, valued at $11,113,232.16. The trade was a 16.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CTO Souvik Das sold 88,848 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value of $2,082,597.12. Following the transaction, the chief technology officer owned 207,132 shares of the company's stock, valued at $4,855,174.08. The trade was a 30.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,002,699 shares of company stock worth $23,692,518 in the last three months. Insiders own 3.31% of the company's stock.

Institutional Investors Weigh In On Clearwater Analytics

Institutional investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC increased its stake in shares of Clearwater Analytics by 1,027.1% in the first quarter. AQR Capital Management LLC now owns 132,828 shares of the company's stock worth $3,560,000 after purchasing an additional 121,043 shares in the last quarter. Integrated Wealth Concepts LLC purchased a new position in Clearwater Analytics in the 1st quarter valued at approximately $208,000. Woodline Partners LP raised its holdings in Clearwater Analytics by 75.2% during the 1st quarter. Woodline Partners LP now owns 20,066 shares of the company's stock valued at $538,000 after acquiring an additional 8,613 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Clearwater Analytics by 1.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 459,292 shares of the company's stock worth $12,309,000 after acquiring an additional 6,826 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in shares of Clearwater Analytics by 66.2% during the second quarter. Envestnet Asset Management Inc. now owns 608,445 shares of the company's stock worth $13,343,000 after acquiring an additional 242,257 shares in the last quarter. 50.10% of the stock is owned by hedge funds and other institutional investors.

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.

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