Universal Beteiligungs und Servicegesellschaft mbH Trims Stock Position in Clearwater Analytics Holdings, Inc. $CWAN

Universal Beteiligungs und Servicegesellschaft mbH cut its holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN) by 28.7% during the third quarter, HoldingsChannel reports. The fund owned 140,200 shares of the company’s stock after selling 56,434 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Clearwater Analytics were worth $2,526,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Versant Capital Management Inc lifted its stake in shares of Clearwater Analytics by 189.3% in the 3rd quarter. Versant Capital Management Inc now owns 1,565 shares of the company’s stock valued at $28,000 after purchasing an additional 1,024 shares during the last quarter. First Horizon Advisors Inc. lifted its position in Clearwater Analytics by 278.9% in the second quarter. First Horizon Advisors Inc. now owns 1,523 shares of the company’s stock valued at $33,000 after buying an additional 1,121 shares during the last quarter. Bessemer Group Inc. boosted its stake in Clearwater Analytics by 84.6% during 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 period. Nisa Investment Advisors LLC boosted its stake in Clearwater Analytics by 36.7% during the second quarter. Nisa Investment Advisors LLC now owns 4,288 shares of the company’s stock worth $94,000 after buying an additional 1,151 shares during the period. Finally, Hilltop National Bank increased its position in shares of Clearwater Analytics by 12.6% during the third 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. Institutional investors and hedge funds own 50.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CWAN. JPMorgan Chase & Co. lowered their price objective on shares of Clearwater Analytics from $28.00 to $26.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Loop Capital cut Clearwater Analytics from a “buy” rating to a “hold” rating and dropped their price objective for the company from $25.00 to $24.55 in a research note on Monday, December 22nd. Jefferies Financial Group downgraded Clearwater Analytics to a “hold” rating in a report on Friday, January 16th. Morgan Stanley restated an “equal weight” rating and set a $24.55 target price (down from $27.00) on shares of Clearwater Analytics in a report on Tuesday. Finally, Oppenheimer lowered shares of Clearwater Analytics from an “outperform” rating to a “market perform” rating in a research note on Monday, December 22nd. Four equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $27.21.

Insider Buying and Selling at Clearwater Analytics

In related news, CRO Scott Stanley Erickson sold 44,386 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 $1,069,258.74. Following the completion of the transaction, the executive owned 72,917 shares in the company, valued at approximately $1,756,570.53. The trade was a 37.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Sandeep Sahai sold 134,130 shares of the firm’s stock in a transaction on Thursday, January 1st. The shares were sold at an average price of $24.09, for a total value of $3,231,191.70. Following the completion of the sale, the chief executive officer owned 1,092,923 shares in the company, valued at approximately $26,328,515.07. This 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 quarter, insiders sold 447,164 shares of company stock worth $10,590,768. 3.31% of the stock is currently owned by company insiders.

Clearwater Analytics Stock Performance

Shares of CWAN opened at $24.09 on Friday. Clearwater Analytics Holdings, Inc. has a 1 year low of $15.73 and a 1 year high of $32.00. The stock has a market capitalization of $7.05 billion, a PE ratio of 15.74, a PEG ratio of 3.49 and a beta of 0.66. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.97 and a current ratio of 1.97. The stock has a 50-day simple moving average of $23.10 and a 200-day simple moving average of $20.67.

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

Clearwater Analytics 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.