Guidewire Software (NYSE:GWRE) CAO David Franklin Peterson Sells 273 Shares

Guidewire Software, Inc. (NYSE:GWRE) CAO David Franklin Peterson sold 273 shares of Guidewire Software stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total transaction of $44,733.78. Following the completion of the transaction, the chief accounting officer directly owned 12,533 shares of the company’s stock, valued at $2,053,657.38. This trade represents a 2.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link.

Guidewire Software Stock Performance

NYSE GWRE traded down $3.73 during trading hours on Wednesday, hitting $159.38. The company had a trading volume of 1,086,897 shares, compared to its average volume of 1,784,287. 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 business has a fifty day simple moving average of $149.78 and a 200-day simple moving average of $198.05. The firm has a market cap of $13.49 billion, a P/E ratio of 72.44, a price-to-earnings-growth ratio of 7.33 and a beta of 1.06. Guidewire Software, Inc. has a fifty-two week low of $120.37 and a fifty-two week high of $272.60.

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

Guidewire Software declared that its board has approved a share buyback plan on Thursday, January 8th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the technology company to buy up to 3.1% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Guidewire Software News Summary

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 Investors Weigh In On Guidewire Software

Hedge funds have recently modified their holdings of the business. Advisors Asset Management Inc. bought a new stake in shares of Guidewire Software in the first quarter valued at about $25,000. Root Financial Partners LLC bought a new stake in shares of Guidewire Software during the third quarter worth $29,000. Measured Wealth Private Client Group LLC acquired a new stake in Guidewire Software in the 3rd quarter valued at about $29,000. Newbridge Financial Services Group Inc. bought a new position in Guidewire Software in the 2nd quarter valued at $30,000. Finally, Cornerstone Planning Group LLC increased its position in Guidewire Software by 620.0% in the third quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company’s stock worth $34,000 after purchasing an additional 124 shares during the period.

Wall Street Analysts Forecast Growth

Several analysts recently commented on GWRE shares. BTIG Research increased their target price on shares of Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Zacks Research raised Guidewire Software from a “hold” rating to a “strong-buy” rating in a report on Friday, March 13th. Citigroup upped their price objective on shares of Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Wells Fargo & Company reduced their price target on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, Wall Street Zen cut Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. One investment 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 issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $249.85.

About Guidewire Software

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.