Jeanette Sellers Sells 1,330 Shares of nCino (NASDAQ:NCNO) Stock

nCino Inc. (NASDAQ:NCNO) SVP Jeanette Sellers sold 1,330 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $18.68, for a total value of $24,844.40. Following the completion of the sale, the senior vice president owned 45,401 shares of the company’s stock, valued at $848,090.68. The trade was a 2.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

Jeanette Sellers also recently made the following trade(s):

• On Wednesday, February 4th, Jeanette Sellers sold 2,182 shares of nCino stock. The shares were sold at an average price of $18.26, for a total value of $39,843.32.
• On Wednesday, December 17th, Jeanette Sellers sold 1,507 shares of nCino stock. The stock was sold at an average price of $24.49, for a total value of $36,906.43.

nCino Stock Up 1.0%

Shares of NCNO opened at $18.15 on Friday. The business’s 50 day moving average is $24.17 and its 200 day moving average is $26.34. The company has a market capitalization of $2.08 billion, a PE ratio of -100.83, a price-to-earnings-growth ratio of 3.54 and a beta of 0.55. nCino Inc. has a 12-month low of $17.60 and a 12-month high of $34.55. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 0.24.

nCino (NASDAQ:NCNO) last posted its quarterly earnings results on Wednesday, December 3rd. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.11. nCino had a positive return on equity of 2.28% and a negative net margin of 3.71%.The business had revenue of $152.16 million during the quarter, compared to the consensus estimate of $147.31 million. During the same period in the prior year, the company posted $0.21 EPS. The firm’s revenue for the quarter was up 9.6% compared to the same quarter last year. nCino has set its FY 2026 guidance at 0.900-0.910 EPS and its Q4 2026 guidance at 0.210-0.220 EPS. Research analysts expect that nCino Inc. will post 0.12 earnings per share for the current fiscal year.

nCino declared that its board has authorized a stock buyback plan on Monday, December 8th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the company to purchase up to 3.7% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on NCNO. UBS Group restated a “buy” rating and set a $36.00 price objective on shares of nCino in a research report on Tuesday, December 9th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of nCino in a research note on Thursday, January 22nd. Stephens raised nCino from a “hold” rating to an “overweight” rating in a report on Monday, October 27th. Barclays cut their target price on shares of nCino from $37.00 to $34.00 and set an “overweight” rating for the company in a report on Monday, January 5th. Finally, Raymond James Financial raised shares of nCino from an “outperform” rating to a “strong-buy” rating and set a $36.00 price target on the stock in a research note on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $33.27.

Institutional Trading of nCino

A number of institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its position in nCino by 1.7% during the third quarter. Vanguard Group Inc. now owns 11,924,703 shares of the company’s stock valued at $323,279,000 after acquiring an additional 201,499 shares during the last quarter. Long Path Partners LP grew its holdings in nCino by 61.1% during the 2nd quarter. Long Path Partners LP now owns 4,787,869 shares of the company’s stock valued at $133,917,000 after purchasing an additional 1,815,868 shares during the last quarter. Conestoga Capital Advisors LLC grew its holdings in nCino by 25.7% during the 4th quarter. Conestoga Capital Advisors LLC now owns 2,861,024 shares of the company’s stock valued at $73,357,000 after purchasing an additional 585,786 shares during the last quarter. Bank of America Corp DE lifted its stake in nCino by 475.1% in the third quarter. Bank of America Corp DE now owns 2,513,686 shares of the company’s stock worth $68,146,000 after purchasing an additional 2,076,579 shares during the last quarter. Finally, Spyglass Capital Management LLC boosted its position in shares of nCino by 36.0% during the third quarter. Spyglass Capital Management LLC now owns 2,149,090 shares of the company’s stock valued at $58,262,000 after buying an additional 569,166 shares during the period. 94.76% of the stock is currently owned by institutional investors.

nCino News Roundup

Here are the key news stories impacting nCino this week:

• Positive Sentiment: Quarterly beat and constructive guidance — nCino reported revenue of $152.2M and EPS $0.31 (above estimates) and issued FY‑2026 and Q4‑2026 EPS guidance that signals improving profitability, which supports investor confidence. MarketBeat NCNO Summary
• Positive Sentiment: $100M buyback authorized — the board approved a $100M repurchase program (~3.7% of shares), which is a shareholder‑friendly action that can reduce float and support the share price. Buyback Mention
• Neutral Sentiment: Analyst consensus mixed but constructive — Street coverage averages a “Moderate Buy” with a mid‑$30s target, implying upside vs. current levels but wide analyst dispersion; this keeps sentiment balanced. Analyst Coverage
• Neutral Sentiment: Technical & ownership factors — high institutional ownership (~95%) and the stock trading below its 50‑ and 200‑day averages can amplify moves and limit near‑term momentum despite fundamental positives. Ownership & Technicals
• Negative Sentiment: Clustered insider selling (Feb 3–4) — CEO Sean Desmond, CFO Gregory Orenstein, Director Pierre Naude and other senior insiders sold sizable blocks at ~$18.26–$18.68 (aggregate proceeds ≈ $1.1–1.2M). Multiple Form 4s and concurrent sales raise investor concern and have likely created short‑term downward pressure. Insider Selling Alert
• Negative Sentiment: Press amplification of insider sales — coverage noting the insider selling can accelerate momentum selling and volatility until management provides context (e.g., routine diversification or planned liquidity). Media Note

About nCino

nCino, Inc provides a cloud-based banking operating system designed to modernize and streamline processes for financial institutions. Built on a software-as-a-service (SaaS) model, the nCino Bank Operating System integrates key banking functions into a unified platform, enabling banks and credit unions to enhance efficiency, reduce risk and improve customer experiences.

Founded in 2012 as a spinoff from Live Oak Bank, nCino launched its flagship offering to address the needs of commercial and retail lenders seeking to replace legacy systems.