Guidewire Software (NYSE:GWRE) President Sells $1,077,543.36 in Stock

Guidewire Software, Inc. (NYSE:GWRE) President John Mullen sold 6,576 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $1,077,543.36. Following the completion of the transaction, the president owned 135,407 shares of the company’s stock, valued at approximately $22,187,791.02. This trade represents a 4.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Guidewire Software Stock Down 2.3%

Shares of GWRE stock traded down $3.73 during mid-day trading on Wednesday, reaching $159.38. 1,073,919 shares of the company’s stock traded hands, compared to its average volume of 1,784,287. Guidewire Software, Inc. has a 12 month low of $120.37 and a 12 month high of $272.60. The company has a market cap of $13.49 billion, a P/E ratio of 72.44, a P/E/G ratio of 7.33 and a beta of 1.06. The company has a quick ratio of 2.93, a current ratio of 2.93 and a debt-to-equity ratio of 0.45. The company’s 50-day moving average price is $149.78 and its 200-day moving average price is $198.05.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.77 by $0.40. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The company had revenue of $359.10 million during the quarter, compared to analyst estimates of $342.88 million. During the same period last year, the business earned $0.51 EPS. Guidewire Software’s quarterly revenue was up 24.0% compared to the same quarter last year. On average, equities analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software announced that its Board of Directors has approved a share repurchase program on Thursday, January 8th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the technology company to purchase up to 3.1% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership believes its stock is undervalued.

Key Headlines Impacting Guidewire Software

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Q4 results showed a meaningful beat: Guidewire reported accelerating revenue growth and an EPS beat that supports the company’s cloud transition and AI-driven growth thesis. Analysts still skew positive on the name, leaving upside in consensus targets.
• Positive Sentiment: The Board authorized a $500 million share repurchase program (authorized Jan. 8), which reduces float and can support the stock over time; MarketBeat coverage highlights the buyback as a potential catalyst. Guidewire’s Buyback Could Be the Clue the Sell-Off Is Ending
• Neutral Sentiment: Coverage and thematic views are mixed: recent write-ups discuss AI-driven re-rating potential but also note multiple compression, leaving the investment case in flux. See Yahoo’s note on the shifting investment story. How The Guidewire (GWRE) Investment Story Is Shifting With AI Hopes And Multiple Compression
• Neutral Sentiment: Some commentary (e.g., InsiderMonkey) flags a loss of short‑term momentum after a strong run; that may explain choppiness but doesn’t negate the company’s longer-term growth metrics. Guidewire (GWRE) Lost Some Momentum in Q4 after a Strong Run
• Negative Sentiment: Heavy insider selling this week: CEO, President, CFO, CAO and other senior insiders sold shares on March 16–17 (multiple Form 4 filings). The cluster of sales — including several large transactions — is being interpreted as a negative signal by the market. See the InsiderTrades alert summarizing the filings. Guidewire Software (NYSE:GWRE) CEO Sells $192,000.00 in Stock
• Negative Sentiment: Valuation and technicals: GWRE still trades well below its 200‑day average and at a high P/E, making it vulnerable to further multiple compression if sentiment weakens or macro risk rises. Analysts’ price targets remain above the current price, but the gap creates sensitivity to sentiment-driven moves.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the stock. Rockefeller Capital Management L.P. grew its position in Guidewire Software by 59.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 13,709 shares of the technology company’s stock worth $2,756,000 after purchasing an additional 5,104 shares during the period. DUTCH ASSET Corp bought a new position in shares of Guidewire Software during the 4th quarter valued at $570,000. Corient Private Wealth LLC boosted its stake in shares of Guidewire Software by 36.9% in the 4th quarter. Corient Private Wealth LLC now owns 10,820 shares of the technology company’s stock worth $2,177,000 after buying an additional 2,915 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in shares of Guidewire Software by 471.3% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 497 shares of the technology company’s stock worth $100,000 after buying an additional 410 shares during the last quarter. Finally, MidFirst Bank bought a new stake in shares of Guidewire Software in the fourth quarter worth $212,000.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Wells Fargo & Company reduced their price objective on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Citizens Jmp reiterated a “market outperform” rating and issued a $281.00 target price on shares of Guidewire Software in a research note on Wednesday, December 10th. Oppenheimer reduced their price target on shares of Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Citigroup boosted their price objective on shares of Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Finally, DA Davidson reiterated a “buy” rating and set a $246.00 target price on shares of Guidewire Software in a research note on Tuesday, March 10th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $249.85.

Guidewire Software Company Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.