Brian Carolan Sells 12,961 Shares of SailPoint (NASDAQ:SAIL) Stock

SailPoint, Inc. (NASDAQ:SAIL) CFO Brian Carolan sold 12,961 shares of the firm’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $19.90, for a total transaction of $257,923.90. Following the sale, the chief financial officer directly owned 1,308,433 shares in the company, valued at approximately $26,037,816.70. The trade was a 0.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Brian Carolan also recently made the following trade(s):

• On Thursday, January 8th, Brian Carolan sold 30,638 shares of SailPoint stock. The shares were sold at an average price of $19.57, for a total transaction of $599,585.66.
• On Tuesday, January 6th, Brian Carolan sold 15,234 shares of SailPoint stock. The shares were sold at an average price of $19.23, for a total transaction of $292,949.82.

SailPoint Price Performance

Shares of NASDAQ:SAIL opened at $19.67 on Friday. SailPoint, Inc. has a 12 month low of $15.05 and a 12 month high of $26.35. The firm has a market capitalization of $11.05 billion and a P/E ratio of -4.11. The company’s fifty day moving average price is $19.91 and its 200 day moving average price is $20.91.

SailPoint (NASDAQ:SAIL) last issued its quarterly earnings data on Tuesday, December 9th. The company reported $0.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.06 by $0.02. SailPoint had a positive return on equity of 0.16% and a negative net margin of 30.87%.The company had revenue of $281.94 million for the quarter, compared to analyst estimates of $270.35 million. The business’s revenue was up 19.8% on a year-over-year basis. SailPoint has set its FY 2026 guidance at 0.220-0.230 EPS and its Q4 2026 guidance at 0.080-0.09 EPS.

SailPoint News Summary

Here are the key news stories impacting SailPoint this week:

• Positive Sentiment: BTIG reaffirmed a “buy” and raised its emphasis on near-term catalysts, issuing a $29 price target that implies meaningful upside versus current levels — a direct bullish signal for momentum and investor confidence. BTIG Reaffirmation
• Positive Sentiment: MarketBeat and other commentary framed the recent pullback as market-driven (not due to an earnings miss or guidance cut), positioning the decline as a potential buying window given SailPoint’s strong revenue growth and >$1B ARR profile. That narrative supports short-term buying interest. MarketBeat Buying-Window
• Neutral Sentiment: Coverage remains mixed but constructive overall — several firms maintain Buy/Outperform ratings and analysts’ targets still imply upside (consensus target ~ $26), while a few houses remain cautious. This keeps analyst-driven volatility possible but not uniformly negative. Wall Street Coverage
• Neutral Sentiment: Benzinga summarized seven analyst projections for SailPoint, providing varied near-term views — useful context for relative targets but not an immediate catalyst on its own. Benzinga Analyst Projections
• Negative Sentiment: Clustered insider selling from Jan. 6–8 — including the CEO, CFO, President and other senior execs selling sizeable blocks over multiple days — is the biggest near-term headwind. Large, concurrent Form 4 filings weigh on sentiment even though filings show insiders retain large positions; investors often interpret concentrated sales as caution or liquidity events. Representative SEC filing (CEO sales): CEO Form 4
• Negative Sentiment: Smaller insider sell notices (e.g., Abby Payne) were also reported and aggregated in media/filings, reinforcing the perception of executive selling pressure. These individual disclosures amplify the broader selling narrative. Abby Payne Sale

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on SAIL shares. Weiss Ratings reissued a “sell (d-)” rating on shares of SailPoint in a report on Monday, December 29th. Royal Bank Of Canada upped their price target on shares of SailPoint from $24.00 to $26.00 and gave the company an “outperform” rating in a research report on Monday. Wolfe Research started coverage on shares of SailPoint in a research note on Monday, October 20th. They set an “outperform” rating and a $27.00 price target for the company. Robert W. Baird assumed coverage on shares of SailPoint in a research note on Monday, October 27th. They issued an “outperform” rating and a $26.00 price objective on the stock. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of SailPoint in a report on Wednesday, December 3rd. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $26.01.

Institutional Trading of SailPoint

Hedge funds have recently made changes to their positions in the company. Blue Trust Inc. boosted its holdings in shares of SailPoint by 4.2% in the third quarter. Blue Trust Inc. now owns 16,886 shares of the company’s stock valued at $373,000 after acquiring an additional 673 shares in the last quarter. Essex Financial Services Inc. boosted its holdings in SailPoint by 7.8% in the 3rd quarter. Essex Financial Services Inc. now owns 13,157 shares of the company’s stock valued at $291,000 after purchasing an additional 947 shares in the last quarter. Aster Capital Management DIFC Ltd acquired a new position in SailPoint during the 3rd quarter worth approximately $31,000. Oppenheimer Asset Management Inc. raised its stake in shares of SailPoint by 3.3% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 46,895 shares of the company’s stock worth $1,072,000 after buying an additional 1,510 shares in the last quarter. Finally, Loomis Sayles & Co. L P purchased a new position in shares of SailPoint during the 2nd quarter worth approximately $42,000.

SailPoint Company Profile

SailPoint Technologies Holdings, Inc (NASDAQ: SAIL) is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company’s flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.