SailPoint (NASDAQ:SAIL) CFO Brian Carolan Sells 15,234 Shares of Stock

SailPoint, Inc. (NASDAQ:SAIL) CFO Brian Carolan sold 15,234 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $19.23, for a total transaction of $292,949.82. Following the completion of the transaction, the chief financial officer directly owned 1,321,394 shares in the company, valued at approximately $25,410,406.62. This represents a 1.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

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

• On Thursday, January 8th, Brian Carolan sold 30,638 shares of SailPoint stock. The stock was sold at an average price of $19.57, for a total transaction of $599,585.66.
• On Wednesday, January 7th, Brian Carolan sold 12,961 shares of SailPoint stock. The shares were sold at an average price of $19.90, for a total transaction of $257,923.90.

SailPoint Stock Performance

Shares of SAIL stock opened at $19.54 on Friday. The stock’s fifty day moving average price is $19.95 and its two-hundred day moving average price is $20.93. The company has a market cap of $10.97 billion and a PE ratio of -4.08. SailPoint, Inc. has a fifty-two week low of $15.05 and a fifty-two week high of $26.35.

SailPoint (NASDAQ:SAIL) last announced its quarterly earnings data on Tuesday, December 9th. The company reported $0.08 earnings per share for the quarter, topping the consensus estimate of $0.06 by $0.02. The business had revenue of $281.94 million during the quarter, compared to the consensus estimate of $270.35 million. SailPoint had a positive return on equity of 0.16% and a negative net margin of 30.87%.The firm’s quarterly 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.

Analyst Upgrades and Downgrades

SAIL has been the topic of several recent research reports. Mizuho cut their price objective on SailPoint from $24.00 to $23.00 and set a “neutral” rating on the stock in a report on Tuesday, December 9th. Wells Fargo & Company lifted their price target on SailPoint from $20.00 to $23.00 and gave the company an “equal weight” rating in a research note on Tuesday, September 30th. Baird R W raised SailPoint to a “strong-buy” rating in a research note on Monday, October 27th. Scotiabank dropped their price objective on shares of SailPoint from $25.00 to $24.00 and set a “sector outperform” rating for the company in a report on Wednesday, December 10th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of SailPoint in a report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, SailPoint has a consensus rating of “Moderate Buy” and a consensus target price of $26.01.

Hedge Funds Weigh In On SailPoint

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Aster Capital Management DIFC Ltd bought a new stake in SailPoint during the third quarter valued at $31,000. Loomis Sayles & Co. L P bought a new stake in SailPoint in the second quarter worth approximately $42,000. State of Wyoming bought a new stake in SailPoint in the second quarter worth approximately $45,000. Amalgamated Bank acquired a new position in SailPoint in the second quarter valued at approximately $71,000. Finally, BNP Paribas Financial Markets bought a new position in shares of SailPoint during the 2nd quarter worth approximately $79,000.

SailPoint News Summary

Here are the key news stories impacting SailPoint this week:

• Positive Sentiment: BTIG reiterated a “buy” and set a $29 price target, highlighting multiple near-term catalysts and implying substantial upside versus current levels. BTIG Reaffirmation
• Positive Sentiment: MarketBeat / Market commentary argues the recent pullback lacked company-specific catalysts (no earnings miss or guidance cut) and frames the decline as market-driven — presenting a potential buying window given strong revenue growth and >$1B ARR. MarketBeat Buying-Window
• Neutral Sentiment: Other analyst commentary is mixed but not uniformly negative — Mizuho remains neutral with a $23 target and some firms keep Buy/Outperform stances; consensus still implies upside from current prices. Wall Street Coverage
• Negative Sentiment: Significant insider selling was reported Jan. 6–8: CEO, CFO, president and several senior executives sold shares across multiple days (CEO sales total ~165,891 shares across the three days; other senior execs also reduced holdings). Large, clustered insider sales are weighing on sentiment and likely contributing to the share-price decline, even though filings show insiders retain large positions. Representative SEC filing: CEO Form 4

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.