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

nCino Inc. (NASDAQ:NCNO) SVP Jeanette Sellers sold 1,330 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $18.68, for a total transaction of $24,844.40. Following the transaction, the senior vice president directly owned 45,401 shares in the company, valued at approximately $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 at 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 stock was sold at an average price of $18.26, for a total transaction 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 Stock Down 4.5%

Shares of NCNO stock traded down $0.84 on Thursday, hitting $17.97. The company’s stock had a trading volume of 2,007,289 shares, compared to its average volume of 2,054,358. The stock has a market capitalization of $2.06 billion, a price-to-earnings ratio of -99.83, a P/E/G ratio of 3.69 and a beta of 0.55. nCino Inc. has a fifty-two week low of $17.69 and a fifty-two week high of $34.55. The firm’s fifty day moving average price is $24.44 and its 200-day moving average price is $26.49. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.01 and a quick ratio of 1.01.

nCino (NASDAQ:NCNO) last posted its earnings results on Wednesday, December 3rd. The company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.20 by $0.11. nCino had a negative net margin of 3.71% and a positive return on equity of 2.28%. The firm had revenue of $152.16 million for the quarter, compared to the consensus estimate of $147.31 million. During the same period in the prior year, the business posted $0.21 earnings per share. The business’s quarterly revenue 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. Research analysts anticipate that nCino Inc. will post 0.12 EPS for the current year.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Farther Finance Advisors LLC lifted its stake in shares of nCino by 186.4% in the third quarter. Farther Finance Advisors LLC now owns 948 shares of the company’s stock valued at $26,000 after buying an additional 617 shares during the period. CWM LLC increased its stake in nCino by 255.8% during the fourth quarter. CWM LLC now owns 1,142 shares of the company’s stock valued at $29,000 after acquiring an additional 821 shares during the period. Advisors Asset Management Inc. raised its holdings in nCino by 68.5% in the 2nd quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company’s stock valued at $32,000 after acquiring an additional 458 shares in the last quarter. AlphaQuest LLC lifted its position in shares of nCino by 5,022.2% in the 3rd quarter. AlphaQuest LLC now owns 1,383 shares of the company’s stock worth $37,000 after acquiring an additional 1,356 shares during the period. Finally, Quarry LP lifted its position in shares of nCino by 138.2% in the 3rd quarter. Quarry LP now owns 1,701 shares of the company’s stock worth $46,000 after acquiring an additional 987 shares during the period. Institutional investors own 94.76% of the company’s stock.

Wall Street Analyst Weigh In

NCNO has been the topic of several analyst reports. Keefe, Bruyette & Woods increased their price target on nCino from $34.50 to $36.00 and gave the company an “outperform” rating in a report on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of nCino in a report on Thursday, January 22nd. UBS Group reiterated a “buy” rating and issued a $36.00 target price on shares of nCino in a report on Tuesday, December 9th. Stephens raised shares of nCino from a “hold” rating to an “overweight” rating in a research report on Monday, October 27th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $38.00 price target on shares of nCino in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, nCino presently has an average rating of “Moderate Buy” and an average target price of $33.27.

Key Stories Impacting nCino

Here are the key news stories impacting nCino this week:

• Positive Sentiment: Q4 results and outlook were constructive — nCino beat Q4 revenue and EPS estimates, reported year-over-year revenue growth (~9.6%), and set FY2026 and Q4 2026 guidance (FY EPS 0.900–0.910). This underlying operational improvement is a supporting catalyst for the shares. MarketBeat: NCNO coverage
• Positive Sentiment: Board-authorized buyback — nCino’s board approved a $100 million repurchase program (roughly up to ~3.7% of shares), which signals management believes the stock is undervalued and can provide buy-side support over time. MarketBeat: NCNO buyback
• Neutral Sentiment: Mixed analyst landscape — consensus remains a moderate buy with a wide spread of ratings and an average price target notably above current levels; this creates both upside narrative and variability in near-term sentiment. MarketBeat: Analyst coverage
• Neutral Sentiment: Institutional ownership is high (≈95% held by institutions), which can amplify moves as funds rebalance; modest liquidity relative to historical trading ranges can exaggerate price moves. MarketBeat: Institutional holdings
• Negative Sentiment: Significant insider selling — multiple insiders sold large blocks on Feb 3–4 (CEO Sean Desmond, CFO Gregory Orenstein, director Pierre Naude, other officers). The concentrated insider sales (each several thousand shares, director sale ~$453k) are being interpreted by the market as a near-term negative signal and are pressuring the stock. InsiderTrades alert
• Negative Sentiment: Analyst downgrade — Zacks lowered NCNO from “strong-buy” to “hold,” which likely reduced buy-side conviction in the short term. Zacks downgrade
• Negative Sentiment: Press coverage highlights selling pressure — outlets are flagging the insider selling as a catalyst weighing on shares, amplifying the negative market reaction. AktienCheck: Insider selling story

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.