Bandwidth Inc. $BAND Shares Sold by Parcion Private Wealth LLC

Posted by Francis Steltz on Oct 31st, 2026

Parcion Private Wealth LLC lessened its holdings in Bandwidth Inc. (NASDAQ:BAND – Free Report) by 7.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 173,469 shares of the company’s stock after selling 14,726 shares during the period. Parcion Private Wealth LLC’s holdings in Bandwidth were worth $10,531,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. Dimensional Fund Advisors LP lifted its position in Bandwidth by 6.3% during the first quarter. Dimensional Fund Advisors LP now owns 1,551,508 shares of the company’s stock valued at $27,647,000 after purchasing an additional 91,812 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of Bandwidth by 138.9% in the 2nd quarter. Wellington Management Group LLP now owns 911,893 shares of the company’s stock worth $57,723,000 after buying an additional 530,182 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Bandwidth by 299.5% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 688,430 shares of the company’s stock worth $12,268,000 after buying an additional 516,117 shares during the last quarter. Renaissance Technologies LLC increased its holdings in shares of Bandwidth by 4.2% in the 1st quarter. Renaissance Technologies LLC now owns 644,981 shares of the company’s stock worth $11,494,000 after buying an additional 26,081 shares during the last quarter. Finally, Bastion Asset Management Inc. purchased a new stake in shares of Bandwidth during the 1st quarter valued at about $6,592,000. Institutional investors own 68.53% of the company’s stock.

Key Headlines Impacting Bandwidth

Here are the key news stories impacting Bandwidth this week:

Positive Sentiment: Quarterly results exceeded expectations. Bandwidth reported third-quarter revenue of $234.0 million, up 22% year over year, and adjusted EBITDA of approximately $34.8 million, up 43%. Adjusted EPS of $0.50 surpassed the $0.47 consensus estimate, while the company returned to GAAP profitability. Bandwidth Announces Third Quarter 2026 Financial Results
Positive Sentiment: Management maintained its full-year outlook and offered a constructive 2027 view. Bandwidth reaffirmed 2026 revenue guidance of $905 million to $910 million and adjusted EBITDA guidance of $124 million to $125 million. It also expects double-digit Cloud Communications revenue growth in 2027, supported by voice-usage demand. Bandwidth Revenue Reaches Record $234 Million in Third Quarter 2026
Positive Sentiment: Some analysts remain bullish. A Seeking Alpha contributor reiterated a Buy rating, citing improving net revenue retention, accelerating fundamentals and what it considers an attractive valuation relative to growth. Bandwidth: Full Steam Ahead As Net Revenue Retention Soars
Neutral Sentiment: Morgan Stanley raised its price target to $57 from $56 but kept an Equal Weight rating. The modest increase suggests limited near-term conviction despite additional implied upside. Morgan Stanley stock recommendations
Neutral Sentiment: Bandwidth amended its credit agreement and expanded its board with technology executive Chip Schroeder. Neither announcement provided a clearly material change to the near-term earnings outlook. Bandwidth Appoints Chip Schroeder to Board of Directors
Negative Sentiment: In-line guidance overshadowed the earnings beat. Investors appear to have expected a stronger forecast or additional upside after BAND’s sharp rally; the reaffirmed outlook was characterized as insufficient to support the stock’s elevated expectations. Bandwidth Sinks on In-Line Guidance Despite Q3 Beat
Negative Sentiment: Reported insider-trading data showed 87 insider sales and no purchases over the past six months, which may reinforce profit-taking concerns following the stock’s significant advance.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Bank of America started coverage on shares of Bandwidth in a report on Wednesday, September 16th. They issued a “neutral” rating and a $60.00 price target for the company. Wall Street Zen raised Bandwidth from a “hold” rating to a “buy” rating in a research note on Saturday, October 17th. Piper Sandler boosted their price objective on Bandwidth from $38.00 to $52.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 19th. B. Riley Financial upped their price objective on Bandwidth from $55.00 to $85.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Bandwidth in a research note on Friday. Four research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Bandwidth currently has an average rating of “Hold” and an average price target of $66.67.

View Our Latest Stock Report on BAND

Bandwidth Price Performance

Bandwidth stock opened at $47.34 on Friday. The firm has a 50-day moving average price of $51.54 and a 200-day moving average price of $40.75. The firm has a market capitalization of $1.52 billion, a PE ratio of 165.97, a price-to-earnings-growth ratio of 4.73 and a beta of 3.01. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.87. Bandwidth Inc. has a 12-month low of $12.50 and a 12-month high of $79.08.

Bandwidth (NASDAQ:BAND – Get Free Report) last released its quarterly earnings results on Thursday, October 29th. The company reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.03. The firm had revenue of $234.02 million during the quarter, compared to analysts’ expectations of $233.15 million. Bandwidth had a net margin of 1.01% and a return on equity of 3.67%. The firm’s quarterly revenue was up 21.9% on a year-over-year basis. As a group, equities research analysts forecast that Bandwidth Inc. will post 0.64 EPS for the current year.

Insiders Place Their Bets

In other Bandwidth news, insider Rebecca Bottorff sold 2,713 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $49.15, for a total transaction of $133,343.95. Following the completion of the transaction, the insider owned 10,704 shares in the company, valued at $526,101.60. The trade was a 20.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO David Morken sold 5,128 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $49.15, for a total value of $252,041.20. Following the transaction, the chief executive officer owned 6,702 shares of the company’s stock, valued at $329,403.30. This trade represents a 43.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,050 shares of company stock valued at $1,228,342 over the last quarter. Corporate insiders own 5.26% of the company’s stock.

Bandwidth Profile

(Free Report)

Bandwidth Inc (NASDAQ:BAND) is a cloud communications company that provides application programming interfaces (APIs) and related network services for integrating voice, messaging and emergency communications into software applications. Its platform is designed for businesses, communications providers and technology companies that need to build communications capabilities into customer-facing products and internal workflows.

The company’s offerings include programmable voice, text messaging and toll-free messaging services, as well as emergency calling capabilities through its E911 solution.