nCino (NASDAQ:NCNO) SVP Sells $24,844.40 in Stock

February 6, 2026 by InsiderTrades.com

Key Points

Insider selling: Director April Rieger sold 8,078 shares at an average of $18.68 on Feb. 3 (proceeds ~$150,900), and clustered insider sales by senior executives around $18–$19 aggregated to more than $1M, a move that has weighed on the stock near term.
Quarterly beat and guidance: nCino reported Q results above estimates (EPS $0.31 vs. $0.20; revenue $152.2M vs. $147.3M) and issued FY‑2026 guidance of $0.900–$0.910 EPS, signaling continued revenue growth and progress toward profitability.
Capital return and market context: The board authorized a $100M share repurchase (≈3.7% of shares) while the stock traded near a one‑year low (~$17.72); analysts have a consensus “Moderate Buy” with a $33.27 target, and institutional ownership is very high (~95%).

nCino Inc. (NASDAQ:NCNO - Get Free Report) SVP Jeanette Sellers sold 1,330 shares of nCino stock in a transaction dated 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 directly owned 45,401 shares of the company's stock, valued at approximately $848,090.68. This trade represents a 2.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Why Q2 Holdings Stock Could Be Your Next Big Buy

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

On Wednesday, February 4th, Jeanette Sellers sold 2,182 shares of nCino stock. The stock was 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 shares were sold at an average price of $24.49, for a total transaction of $36,906.43.

nCino Price Performance

Shares of NASDAQ NCNO traded up $0.11 during midday trading on Friday, hitting $18.08. 351,307 shares of the company's stock were exchanged, compared to its average volume of 1,984,206. 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 Inc. has a 12-month low of $17.60 and a 12-month high of $34.55. The company has a market cap of $2.07 billion, a price-to-earnings ratio of -100.53, a PEG ratio of 3.71 and a beta of 0.55. The business's fifty day moving average price is $24.31 and its two-hundred day moving average price is $26.43.

nCino's path to profits: Niche fintech with strong prospects

nCino (NASDAQ:NCNO - Get Free Report) last issued its earnings results on Wednesday, December 3rd. The company reported $0.31 earnings per share (EPS) 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 analyst estimates of $147.31 million. During the same quarter in the prior year, the firm earned $0.21 earnings per share. nCino's revenue for the quarter was up 9.6% on a year-over-year basis. nCino has set its FY 2026 guidance at 0.900-0.910 EPS and its Q4 2026 guidance at 0.210-0.220 EPS. As a group, research analysts forecast that nCino Inc. will post 0.12 EPS for the current fiscal year.

nCino announced that its Board of Directors has authorized a share repurchase plan on Monday, December 8th that authorizes the company to buyback $100.00 million in outstanding shares. This buyback authorization authorizes the company to reacquire up to 3.7% of its shares through open market purchases. Shares buyback plans are often a sign that the company's management believes its stock is undervalued.

Institutional Trading of nCino

Large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in shares of 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 raised its holdings in nCino by 61.1% in the second quarter. Long Path Partners LP now owns 4,787,869 shares of the company's stock valued at $133,917,000 after acquiring an additional 1,815,868 shares in the last quarter. Conestoga Capital Advisors LLC lifted its position in shares of nCino by 25.7% during the 4th quarter. Conestoga Capital Advisors LLC now owns 2,861,024 shares of the company's stock worth $73,357,000 after purchasing an additional 585,786 shares during the last quarter. Bank of America Corp DE lifted its holdings in nCino by 475.1% during the 3rd quarter. Bank of America Corp DE now owns 2,513,686 shares of the company's stock worth $68,146,000 after buying an additional 2,076,579 shares during the last quarter. Finally, Spyglass Capital Management LLC boosted its holdings in nCino by 36.0% in the third quarter. Spyglass Capital Management LLC now owns 2,149,090 shares of the company's stock valued at $58,262,000 after purchasing an additional 569,166 shares in the last quarter. 94.76% of the stock is currently owned by hedge funds and other institutional investors.

nCino News Summary

Here are the key news stories impacting nCino this week:

Positive Sentiment: Quarterly results beat expectations — nCino reported revenue of $152.2M and EPS of $0.31 for the last quarter, ahead of estimates, and provided FY‑2026 and Q4‑2026 EPS guidance that indicates progress toward profitability. MarketBeat NCNO Summary
Positive Sentiment: Board approved a $100M share repurchase program (≈3.7% of shares), which is supportive for the equity and signals management believes shares are undervalued. Buyback Mention
Neutral Sentiment: Analyst coverage remains mixed but constructive on average — consensus is a “Moderate Buy” with an average target near $33, implying material upside vs. the current level but with wide dispersion among firms. Analyst Coverage
Neutral Sentiment: Structural factors: high institutional ownership (~95%) can reduce free float and amplify moves when insiders or large holders trade; the stock also sits below its 50‑ and 200‑day averages, which may temper near‑term technical momentum. Ownership & Technicals
Negative Sentiment: Clustered insider selling on Feb 3–4: CEO Sean Desmond (16,047 shares), CFO Gregory Orenstein (10,562), Director Pierre Naude (24,273) and other senior insiders sold at ~ $18.26–$18.68 per share — aggregate proceeds roughly $1.1–1.2M. Multiple Form 4 filings amplify investor concern and likely triggered near‑term selling pressure. Insider Selling Alert
Negative Sentiment: Media coverage highlighting the insider sales (“shares face pressure amid insider selling”) can magnify momentum sellers and risk a short‑term downtrend until selling subsides or insiders provide context. Media Note

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Stephens upgraded shares of nCino from a "hold" rating to an "overweight" rating in a report on Monday, October 27th. Barclays dropped their price objective 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. Piper Sandler cut their target price on nCino from $34.00 to $30.00 and set a "neutral" rating on the stock in a research report on Thursday, December 4th. 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. Finally, Weiss Ratings reiterated a "sell (d-)" rating on shares of nCino in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, nCino has a consensus rating of "Moderate Buy" and a consensus target price of $33.27.

View Our Latest Stock Analysis on NCNO

About nCino

(Get Free Report)

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.