Insider Selling: Guidewire Software (NYSE:GWRE) Insider Sells $1,706,768.58 in Stock

Guidewire Software, Inc. (NYSE:GWRE) insider James King sold 11,814 shares of Guidewire Software stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $144.47, for a total value of $1,706,768.58. Following the completion of the transaction, the insider owned 45,939 shares in the company, valued at $6,636,807.33. The trade was a 20.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

James Winston King also recently made the following trade(s):

• On Friday, September 18th, James King sold 1,381 shares of Guidewire Software stock. The stock was sold at an average price of $144.98, for a total transaction of $200,217.38.
• On Thursday, July 9th, James King sold 1,684 shares of Guidewire Software stock. The shares were sold at an average price of $130.64, for a total transaction of $219,997.76.

Guidewire Software Stock Up 1.8%

Shares of GWRE opened at $153.10 on Thursday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.79 and a current ratio of 1.79. The company has a 50-day simple moving average of $164.69 and a 200-day simple moving average of $147.40. Guidewire Software, Inc. has a 52 week low of $102.30 and a 52 week high of $255.89. The firm has a market capitalization of $12.75 billion, a P/E ratio of 93.93 and a beta of 0.97.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.06. The firm had revenue of $411.09 million for the quarter, compared to analyst estimates of $402.61 million. Guidewire Software had a return on equity of 12.66% and a net margin of 9.44%.The company’s quarterly revenue was up 15.3% compared to the same quarter last year. During the same period in the previous year, the company posted $0.84 earnings per share. On average, equities research analysts expect that Guidewire Software, Inc. will post 2.46 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts recently commented on GWRE shares. Oppenheimer raised their target price on Guidewire Software from $200.00 to $210.00 and gave the stock an “outperform” rating in a research report on Friday, September 4th. The Goldman Sachs Group lowered their price target on shares of Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a report on Friday, June 5th. BTIG Research increased their price objective on shares of Guidewire Software from $175.00 to $230.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Monday, August 31st. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $220.00 target price on shares of Guidewire Software in a research report on Friday, September 4th. Twelve analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Guidewire Software currently has an average rating of “Moderate Buy” and a consensus price target of $216.23.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of GWRE. Fiduciary Financial Advisors bought a new position in Guidewire Software in the 2nd quarter valued at $29,000. Leonteq Securities AG acquired a new stake in shares of Guidewire Software in the 1st quarter valued at $36,000. Bogart Wealth LLC raised its position in shares of Guidewire Software by 127.8% during the first quarter. Bogart Wealth LLC now owns 246 shares of the technology company’s stock worth $37,000 after acquiring an additional 138 shares during the last quarter. Harbour Investments Inc. lifted its stake in shares of Guidewire Software by 83.0% during the fourth quarter. Harbour Investments Inc. now owns 247 shares of the technology company’s stock valued at $50,000 after acquiring an additional 112 shares during the period. Finally, Silvant Capital Management LLC acquired a new position in shares of Guidewire Software during the second quarter valued at $33,000.

Guidewire Software News Roundup

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

• Positive Sentiment: Cloud and AI growth support the investment case. Guidewire ended fiscal 2026 with annual recurring revenue (ARR) growth of 19%, while cloud ARR rose 35%. Contracted backlog also provides visibility into fiscal 2027. Investors view the company’s cloud migration opportunity and AI-enabled insurance tools as key long-term growth drivers. Can Guidewire Software Maintain Its Robust ARR Growth Momentum?
• Positive Sentiment: Recent earnings exceeded expectations. Guidewire reported quarterly EPS of $0.99 versus the $0.93 consensus estimate and revenue of $411.09 million versus expectations of $402.61 million. Revenue increased 15.3% year over year, reinforcing confidence in demand for its insurance software platform. Guidewire Software Stock Gains as Earnings Beat Estimates
• Positive Sentiment: Analysts remain broadly constructive, with a consensus “Moderate Buy” rating and an average price target of $216.23, substantially above the recent trading level. Several firms have also raised or maintained targets near $200 or higher.
• Neutral Sentiment: Despite the growth outlook, commentary suggests GWRE may be fairly valued after investors priced in much of its cloud and AI opportunity. With a price-to-earnings ratio above 90, further gains may depend on sustained ARR expansion and improving profitability. Guidewire Stock May Be Fairly Priced on Cloud and AI Growth
• Negative Sentiment: Multiple executives sold shares, including CEO Michael Rosenbaum, who sold 72,290 shares, and CFO Jeffrey Cooper and James Winston King, who also reported sizable sales. The transactions were conducted under Rule 10b5-1 plans and included sales for tax withholding, reducing their bearish significance, but the volume can still weigh on sentiment. Guidewire Executive Stock Sale

Guidewire Software Company Profile

Guidewire Software, Inc (NYSE: GWRE) provides cloud-based software and technology services for the property and casualty insurance industry. Its solutions help insurers manage core operations, modernize legacy systems, improve customer engagement and use data to support underwriting and claims decisions.

The company’s principal platform, InsuranceSuite, includes applications such as PolicyCenter for policy administration, BillingCenter for billing and payments, and ClaimCenter for claims management.