Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives Consensus Rating of "Hold" from Brokerages

Key Points

• Consensus "Hold": Fourteen brokerages rate Clearwater Analytics a consensus Hold (1 sell / 10 hold / 3 buy) with an average 12‑month target of $26.17.
• Insider selling: Insiders — including Subi Sethi and CEO Sandeep Sahai — sold large blocks on Feb 18; insiders have sold 780,842 shares worth about $18.36M in the last 90 days and now own 3.31% of the stock.
• Analyst downgrades and price cuts: Multiple firms (Weiss, Wells Fargo, UBS, Jefferies) have downgraded or trimmed targets — several to about $24.55 — while CWAN trades near $24.15 (52‑week range $15.73–$25.07).

Clearwater Analytics Holdings, Inc. (NYSE:CWAN - Get Free Report) has earned a consensus recommendation of "Hold" from the fourteen brokerages that are covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, ten have issued a hold rating and three have issued a buy rating on the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $26.1682.

CWAN has been the subject of a number of research reports. Weiss Ratings downgraded Clearwater Analytics from a "hold (c)" rating to a "sell (d+)" rating in a research note on Monday, February 23rd. Wells Fargo & Company downgraded Clearwater Analytics from an "overweight" rating to an "equal weight" rating and decreased their price target for the stock from $27.00 to $24.55 in a research note on Thursday, January 8th. UBS Group downgraded Clearwater Analytics from a "buy" rating to a "neutral" rating and decreased their price target for the stock from $30.00 to $24.55 in a research note on Monday, January 26th. Jefferies Financial Group downgraded Clearwater Analytics to a "hold" rating in a research note on Friday, January 16th. Finally, DA Davidson reiterated a "neutral" rating and issued a $24.55 price target on shares of Clearwater Analytics in a research note on Thursday, February 19th.

Insiders Place Their Bets

In related news, insider Subi Sethi sold 76,689 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 $1,797,590.16. Following the completion of the transaction, the insider directly owned 365,490 shares in the company, valued at approximately $8,567,085.60. This trade represents a 17.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Sandeep Sahai sold 233,813 shares of the firm's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total transaction of $5,480,576.72. Following the completion of the transaction, the chief executive officer directly owned 1,357,138 shares in the company, valued at $31,811,314.72. This represents a 14.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 780,842 shares of company stock valued at $18,358,880. 3.31% of the stock is owned by company insiders.

Hedge Funds Weigh In On Clearwater Analytics

A number of large investors have recently bought and sold shares of CWAN. AQR Capital Management LLC lifted its holdings in 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 acquiring an additional 121,043 shares during the last quarter. Integrated Wealth Concepts LLC bought a new position in Clearwater Analytics in the first quarter worth about $208,000. Woodline Partners LP lifted its holdings in Clearwater Analytics by 75.2% in the first quarter. Woodline Partners LP now owns 20,066 shares of the company's stock worth $538,000 after acquiring an additional 8,613 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Clearwater Analytics by 1.5% in 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 during the last quarter. Finally, M&T Bank Corp lifted its holdings in Clearwater Analytics by 51.8% in the second quarter. M&T Bank Corp now owns 13,164 shares of the company's stock worth $289,000 after acquiring an additional 4,492 shares during the last quarter. Institutional investors own 50.10% of the company's stock.

Clearwater Analytics Stock Down 0.1%

NYSE:CWAN opened at $24.15 on Friday. The company has a market capitalization of $7.13 billion, a price-to-earnings ratio of -172.45, a price-to-earnings-growth ratio of 3.39 and a beta of 0.64. Clearwater Analytics has a one year low of $15.73 and a one year high of $25.07. The stock has a 50-day simple moving average of $23.59 and a 200 day simple moving average of $22.29. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.83 and a current ratio of 1.83.

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.

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