CLARIVATE PLC
In the published model solve dated 2026-Q2, anchored at $2.07, CLARIVATE PLC (CLVT) is priced for +21.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• A definitive agreement signed on July 6, 2026 sells the Life Sciences and Healthcare segment to Altaris for 600 million dollars, of which 500 million arrives as cash at closing, with proceeds earmarked for debt reduction and the segment moving to discontinued operations from the third quarter [Source: company 8-K and press release, July 6, 2026]. • Borrowings are the whole story on the equity: the market values the shares near 1.3 billion dollars while net borrowings run to roughly 4.18 billio
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244 institutional managers reported holding CLVT in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 59%. 75 opened new positions that quarter. Held by BlackRock, Dimensional Fund Advisors, Citadel Advisors, among others. On the short side, 52.5M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (10.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CLVT's share count grew 3.8% over the past five years even with $5.93B spent on repurchases. It stopped paying its dividend within the past year. Cash returned over the past three years: $542.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CLVT over the trailing three years: 2024: 5 buys totaling $19.51M; 2025: 9 buys totaling $9.85M. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CLVT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-08 | -23.8% | +2.3% |
| 2023-11-08 | +1.8% | +31.1% |
| 2024-02-28 | -20.9% | -1.8% |
| 2024-05-09 | -10.2% | -9.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CLVT's latest 8-K filings: 2026-07-29 (items 5.02, 7.01, 9.01); 2026-07-29 (items 2.02, 7.01, 9.01); 2026-07-06 (items 1.01, 5.02, 9.01); 2026-07-06 (items 7.01, 9.01); 2026-06-08 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.