Clearwater Analytics Holdings, Inc. $CWAN Holdings Lifted by Peregrine Capital Management LLC

Peregrine Capital Management LLC boosted its holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 54.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 565,278 shares of the company’s stock after acquiring an additional 199,288 shares during the quarter. Peregrine Capital Management LLC’s holdings in Clearwater Analytics were worth $10,186,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. First Horizon Advisors Inc. raised its holdings in shares of Clearwater Analytics by 278.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock worth $33,000 after purchasing an additional 1,121 shares in the last quarter. Bessemer Group Inc. grew its position in Clearwater Analytics by 84.6% in the second quarter. Bessemer Group Inc. now owns 1,545 shares of the company’s stock worth $35,000 after buying an additional 708 shares during the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of Clearwater Analytics by 36.7% in the second quarter. Nisa Investment Advisors LLC now owns 4,288 shares of the company’s stock valued at $94,000 after buying an additional 1,151 shares in the last quarter. Hilltop National Bank lifted its position in shares of Clearwater Analytics by 12.6% during the 3rd quarter. Hilltop National Bank now owns 5,533 shares of the company’s stock valued at $100,000 after acquiring an additional 619 shares during the last quarter. Finally, Osaic Holdings Inc. grew its holdings in shares of Clearwater Analytics by 819.6% in the 2nd quarter. Osaic Holdings Inc. now owns 7,256 shares of the company’s stock worth $160,000 after acquiring an additional 6,467 shares during the last quarter. Institutional investors and hedge funds own 50.10% of the company’s stock.

Clearwater Analytics Trading Down 0.1%

CWAN stock opened at $24.09 on Friday. Clearwater Analytics Holdings, Inc. has a fifty-two week low of $15.73 and a fifty-two week high of $32.00. The business has a fifty day moving average price of $21.43 and a 200 day moving average price of $20.46. The stock has a market capitalization of $7.05 billion, a price-to-earnings ratio of 15.74, a P/E/G ratio of 3.48 and a beta of 0.66. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.97 and a quick ratio of 1.97.

Clearwater Analytics (NYSE:CWAN) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.14 earnings per share for the quarter, missing analysts’ consensus estimates of $0.16 by ($0.02). Clearwater Analytics had a net margin of 61.28% and a return on equity of 2.77%. The company had revenue of $205.11 million during the quarter, compared to analyst estimates of $203.66 million. During the same period last year, the company earned $0.14 EPS. The business’s revenue for the quarter was up 77.1% compared to the same quarter last year. Analysts expect that Clearwater Analytics Holdings, Inc. will post 0.18 EPS for the current fiscal year.

Insider Transactions at Clearwater Analytics

In related news, insider Subi Sethi sold 25,646 shares of the business’s stock in a transaction on Thursday, January 1st. The shares were sold at an average price of $24.09, for a total transaction of $617,812.14. Following the transaction, the insider directly owned 277,189 shares in the company, valued at approximately $6,677,483.01. The trade was a 8.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sandeep Sahai sold 134,130 shares of the firm’s stock in a transaction dated Thursday, January 1st. The shares were sold at an average price of $24.09, for a total transaction of $3,231,191.70. Following the completion of the sale, the chief executive officer owned 1,092,923 shares of the company’s stock, valued at $26,328,515.07. This trade represents a 10.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 429,739 shares of company stock valued at $10,101,275. Corporate insiders own 3.31% of the company’s stock.

Clearwater Analytics News Roundup

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

• Positive Sentiment: RBC Capital reiterated its Buy rating on CWAN, signaling continued analyst conviction in the company’s fundamentals and deal thesis; that support may limit downside while the buyout process proceeds. RBC Keeps Their Buy Rating on Clearwater Analytics
• Neutral Sentiment: Wells Fargo reaffirmed an “Equal Weight” rating but trimmed its price target from $27.00 to $24.55 — effectively aligning the target with the announced buyout price. The unchanged rating plus a lower PT is a mild headwind but not a full downgrade. Wells Fargo Reaffirms Equal Weight, Lowers PT
• Negative Sentiment: Kaskela Law announced an investigation into whether the proposed $24.55-per-share buyout undervalues CWAN, which raises the prospect of litigation or shareholder pressure for a higher bid — a development that can create deal uncertainty and short?term volatility. Kaskela Law Investigates Buyout Fairness
• Negative Sentiment: Multiple insider sale filings were reported (including large blocks sold by senior officers), which can be read as a signal of reduced insider conviction or simply liquidity/heirsizing — but the scale of reported sales is likely adding downward pressure on sentiment. Example: James Cox Sells Shares

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. DA Davidson reissued a “buy” rating and issued a $30.00 target price on shares of Clearwater Analytics in a research report on Wednesday, December 10th. Oppenheimer cut Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of Clearwater Analytics in a report on Monday, December 29th. Wells Fargo & Company cut shares of Clearwater Analytics from an “overweight” rating to an “equal weight” rating and decreased their price target for the company from $27.00 to $24.55 in a report on Thursday. Finally, UBS Group reduced their price objective on Clearwater Analytics from $35.00 to $30.00 and set a “buy” rating for the company in a research report on Thursday, November 6th. Seven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $28.42.

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.