Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Receives $26.17 Average PT from Analysts

Shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN) have been given a consensus recommendation of “Hold” by the fourteen analysts that are presently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, ten have given 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 firms have recently commented on CWAN. Morgan Stanley reaffirmed an “equal weight” rating and set a $24.55 price objective (down from $27.00) on shares of Clearwater Analytics in a report on Tuesday, January 27th. UBS Group lowered shares of Clearwater Analytics from a “buy” rating to a “neutral” rating and dropped their price target for the stock from $30.00 to $24.55 in a research report on Monday, January 26th. Wells Fargo & Company cut shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and cut their price target for the stock from $27.00 to $24.55 in a research note on Thursday, January 8th. William Blair reaffirmed a “market perform” rating on shares of Clearwater Analytics in a report on Monday, December 22nd. Finally, Warburg Research set a $24.55 price objective on Clearwater Analytics in a research note on Monday, December 22nd.

More Clearwater Analytics News

Here are the key news stories impacting Clearwater Analytics this week:

• Positive Sentiment: Institutional buying: Several large funds have recently increased positions (AQR, UBS, Woodline), signaling continued institutional interest that can stabilize the share base.
• Neutral Sentiment: Analyst stance is largely muted (consensus “Hold”) and several brokers have price targets clustered near the mid-$20s; that suggests limited near-term upside from analyst revisions.
• Neutral Sentiment: Insiders still retain large stakes (CEO Sandeep Sahai remains a >1.4M-share holder), which reduces—but does not eliminate—concerns that executives are exiting entirely. CEO SEC Filing
• Negative Sentiment: Clustered insider selling: Multiple senior officers sold shares the same day (CEO, CFO, CTO, CRO and another insider — ~127k shares total, ~ $3M at reported prices). Clustered top-executive sales often weigh on sentiment because they look like officers taking money off the table. Insider Trades
• Negative Sentiment: Options flow indicates downside positioning: unusually large put buying (~17,402 puts, ~+71% vs. average daily put volume), which can increase short-term selling pressure and volatility.
• Negative Sentiment: Shareholder litigation/investigation: Plaintiffs’ firm Scott+Scott launched an investigation into whether Clearwater’s directors breached fiduciary duties tied to the proposed buyout by Warburg Pincus and Permira — legal scrutiny can delay the transaction, add uncertainty to deal terms, and create potential liability. Investor Alert

Insiders Place Their Bets

In other Clearwater Analytics news, CEO Sandeep Sahai sold 51,967 shares of Clearwater Analytics stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $23.80, for a total transaction of $1,236,814.60. Following the completion of the transaction, the chief executive officer directly owned 1,415,619 shares of the company’s stock, valued at approximately $33,691,732.20. This trade represents a 3.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Souvik Das sold 14,686 shares of the business’s stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $23.80, for a total transaction of $349,526.80. Following the completion of the sale, the chief technology officer owned 210,109 shares in the company, valued at $5,000,594.20. This represents a 6.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 780,842 shares of company stock worth $18,360,889 over the last quarter. Corporate insiders own 3.31% of the company’s stock.

Hedge Funds Weigh In On Clearwater Analytics

Institutional investors have recently added to or reduced their stakes in the company. Starboard Value LP acquired a new position in Clearwater Analytics in the fourth quarter valued at about $240,212,000. Wellington Management Group LLP raised its stake in shares of Clearwater Analytics by 108.7% in the third quarter. Wellington Management Group LLP now owns 17,793,701 shares of the company’s stock valued at $320,642,000 after acquiring an additional 9,268,950 shares during the last quarter. Norges Bank acquired a new position in shares of Clearwater Analytics in the 4th quarter worth approximately $184,271,000. Vanguard Group Inc. boosted its holdings in shares of Clearwater Analytics by 21.9% in the 3rd quarter. Vanguard Group Inc. now owns 33,261,349 shares of the company’s stock worth $599,370,000 after acquiring an additional 5,967,798 shares in the last quarter. Finally, Hood River Capital Management LLC bought a new stake in Clearwater Analytics during the 2nd quarter worth approximately $99,105,000. 50.10% of the stock is owned by institutional investors.

Clearwater Analytics Stock Down 0.0%

CWAN opened at $23.80 on Wednesday. The company has a market capitalization of $7.03 billion, a P/E ratio of -169.95, a P/E/G ratio of 3.31 and a beta of 0.64. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.83 and a quick ratio of 1.83. The firm’s fifty day moving average price is $23.52 and its two-hundred day moving average price is $21.69. Clearwater Analytics has a fifty-two week low of $15.73 and a fifty-two week high of $26.94.

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.