Scott Stanley Erickson Sells 74,530 Shares of Clearwater Analytics (NYSE:CWAN) Stock

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) CRO Scott Stanley Erickson sold 74,530 shares of Clearwater Analytics stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $23.44, for a total value of $1,746,983.20. Following the transaction, the executive owned 138,630 shares of the company’s stock, valued at $3,249,487.20. This represents a 34.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Scott Stanley Erickson also recently made the following trade(s):

• On Wednesday, December 31st, Scott Stanley Erickson sold 4,454 shares of Clearwater Analytics stock. The stock was sold at an average price of $24.08, for a total value of $107,252.32.
• On Thursday, January 1st, Scott Stanley Erickson sold 44,386 shares of Clearwater Analytics stock. The shares were sold at an average price of $24.09, for a total value of $1,069,258.74.

Clearwater Analytics Trading Down 0.1%

Shares of NYSE CWAN traded down $0.03 during midday trading on Friday, reaching $23.30. 10,028,900 shares of the stock were exchanged, compared to its average volume of 14,593,130. Clearwater Analytics Holdings, Inc. has a 52-week low of $15.73 and a 52-week high of $31.90. The stock has a 50 day moving average price of $23.68 and a 200-day moving average price of $20.90. The company has a market capitalization of $6.82 billion, a P/E ratio of -166.39, a P/E/G ratio of 3.34 and a beta of 0.66. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.42.

Key Stories Impacting Clearwater Analytics

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

• Positive Sentiment: Significant institutional backing remains — large managers (Vanguard, Wellington, T. Rowe, plus a new Starboard stake) have recently increased or established positions, which supports longer‑term demand for the stock. MarketBeat CWAN overview
• Neutral Sentiment: DA Davidson reaffirmed a “neutral” rating with a $24.55 price target (only modest upside from current levels), signaling analyst views are cautious/steady rather than bullish. DA Davidson note via TickerReport
• Neutral Sentiment: Coverage of Q4 results and key metrics is mixed — earnings writeups (Zacks, SeattlePI, Yahoo valuation pieces) highlight some operational momentum but leave room for interpretation vs. estimates, so the report did not clearly swing sentiment. Zacks Q4 earnings coverage
• Negative Sentiment: Large insider sales by top executives on Feb. 17–18: CEO Sandeep Sahai, CTO Souvik Das, CFO James Cox, CRO Scott Erickson and another insider each sold substantial blocks (~tens to hundreds of thousands of shares), trimming ownership by double‑digit percentages — this volume can pressure near‑term sentiment even if sales are preplanned. SEC filing (example CEO sale)
• Negative Sentiment: Kaskela Law announced an investigation into whether the recently proposed shareholder buyout price is fair, which raises legal/transactional risk and could complicate or reprice the deal for investors. Litigation or a negotiated raise in price would be material. GlobeNewswire: Kaskela investigation

Hedge Funds Weigh In On Clearwater Analytics

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC lifted its holdings in shares of Clearwater Analytics by 211.1% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,061 shares of the company’s stock worth $26,000 after purchasing an additional 720 shares during the last quarter. Los Angeles Capital Management LLC acquired a new stake in Clearwater Analytics in the fourth quarter worth $26,000. SBI Securities Co. Ltd. lifted its stake in Clearwater Analytics by 627.5% in the fourth quarter. SBI Securities Co. Ltd. now owns 1,375 shares of the company’s stock valued at $33,000 after buying an additional 1,186 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Clearwater Analytics during the fourth quarter valued at $33,000. Finally, First Horizon Advisors Inc. grew its position in shares of Clearwater Analytics by 278.9% during the second quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock worth $33,000 after acquiring an additional 1,121 shares during the last quarter. 50.10% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $36.00 price objective on shares of Clearwater Analytics in a research note on Monday, December 22nd. Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research report on Monday, December 22nd. DA Davidson reaffirmed a “neutral” rating and set a $24.55 price target on shares of Clearwater Analytics in a research report on Thursday. Wells Fargo & Company lowered Clearwater Analytics from an “overweight” rating to an “equal weight” rating and lowered their target price for the company from $27.00 to $24.55 in a research note on Thursday, January 8th. Finally, UBS Group downgraded 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 note on Monday, January 26th. Four research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $27.21.

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.