Sei Investments Co. Acquires 62,641 Shares of Consensus Cloud Solutions, Inc. $CCSI

Key Points

• Sei Investments more than doubled its CCSI position in the first quarter, adding 62,641 shares to own 116,048 shares worth approximately $2.8 million. Institutional investors collectively hold 93.93% of Consensus Cloud Solutions.
• Consensus Cloud Solutions reported quarterly revenue of $91.36 million and adjusted earnings of $1.49 per share, narrowly exceeding analyst expectations. The company issued third-quarter 2026 EPS guidance of $1.34–$1.44 and full-year guidance of $5.55–$5.95.
• Analyst sentiment remains favorable, with three Buy ratings and one Hold rating producing a “Moderate Buy” consensus and an average price target of $38.33. Shares opened at $35.14 after declining 5.9%.

Sei Investments Co. increased its holdings in shares of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI - Free Report) by 117.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 116,048 shares of the company's stock after purchasing an additional 62,641 shares during the quarter. Sei Investments Co. owned approximately 0.63% of Consensus Cloud Solutions worth $2,755,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Quarry LP purchased a new stake in Consensus Cloud Solutions during the 4th quarter valued at approximately $25,000. Tower Research Capital LLC TRC lifted its holdings in shares of Consensus Cloud Solutions by 40.5% in the second quarter. Tower Research Capital LLC TRC now owns 1,978 shares of the company's stock worth $46,000 after buying an additional 570 shares in the last quarter. State of Alaska Department of Revenue purchased a new position in shares of Consensus Cloud Solutions in the fourth quarter worth $46,000. BNP Paribas Financial Markets boosted its position in shares of Consensus Cloud Solutions by 104.9% during the third quarter. BNP Paribas Financial Markets now owns 3,793 shares of the company's stock worth $111,000 after acquiring an additional 1,942 shares during the last quarter. Finally, Quantbot Technologies LP purchased a new position in Consensus Cloud Solutions during the second quarter valued at $112,000. Institutional investors own 93.93% of the company's stock.

Insider Activity

In related news, Director Elaine Healy sold 4,000 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $34.27, for a total value of $137,080.00. Following the completion of the transaction, the director owned 27,658 shares of the company's stock, valued at approximately $947,839.66. This trade represents a 12.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 3.65% of the company's stock.

Consensus Cloud Solutions Trading Down 5.9%

Shares of CCSI opened at $35.14 on Friday. The company's fifty day moving average is $36.02 and its 200 day moving average is $30.06. Consensus Cloud Solutions, Inc. has a fifty-two week low of $20.20 and a fifty-two week high of $41.40. The stock has a market capitalization of $646.58 million, a PE ratio of 7.11 and a beta of 1.57. The company has a debt-to-equity ratio of 24.99, a quick ratio of 1.80 and a current ratio of 1.80.

Consensus Cloud Solutions (NASDAQ:CCSI - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.49 EPS for the quarter, beating the consensus estimate of $1.48 by $0.01. Consensus Cloud Solutions had a net margin of 26.69% and a return on equity of 849.75%. The business had revenue of $91.36 million during the quarter, compared to analyst estimates of $89.63 million. Consensus Cloud Solutions has set its Q3 2026 guidance at 1.340-1.440 EPS and its FY 2026 guidance at 5.550-5.950 EPS. Sell-side analysts expect that Consensus Cloud Solutions, Inc. will post 5.08 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have issued reports on CCSI. BTIG Research lifted their price target on shares of Consensus Cloud Solutions from $40.00 to $45.00 and gave the company a "buy" rating in a report on Friday, July 24th. Weiss Ratings reissued a "hold (c+)" rating on shares of Consensus Cloud Solutions in a report on Tuesday. Wall Street Zen upgraded Consensus Cloud Solutions from a "hold" rating to a "buy" rating in a research report on Sunday, May 17th. Finally, Oppenheimer lifted their target price on Consensus Cloud Solutions from $32.00 to $35.00 and gave the stock an "outperform" rating in a report on Tuesday, May 12th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $38.33.

Consensus Cloud Solutions Profile

Consensus Cloud Solutions NASDAQ: CCSI is a provider of cloud consulting and managed services focused on helping organizations accelerate digital transformation. The company specializes in designing, deploying and supporting cloud architectures that leverage leading public and private cloud platforms, including infrastructure as a service (IaaS), platform as a service (PaaS) and software as a service (SaaS) environments. Its end-to-end approach encompasses strategy, implementation and ongoing optimization to align technology investments with business objectives.

The firm’s core offerings include cloud migration and deployment, application modernization, data analytics and cybersecurity solutions.

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