Guidewire Software (NYSE:GWRE) CFO Jeffrey Elliott Cooper Sells 1,935 Shares

Guidewire Software, Inc. (NYSE:GWRE) CFO Jeffrey Elliott Cooper sold 1,935 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $317,069.10. Following the sale, the chief financial officer owned 66,061 shares of the company’s stock, valued at $10,824,755.46. The trade was a 2.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

Jeffrey Elliott Cooper also recently made the following trade(s):

• On Friday, March 13th, Jeffrey Elliott Cooper sold 4,757 shares of Guidewire Software stock. The shares were sold at an average price of $158.72, for a total value of $755,031.04.
• On Tuesday, January 13th, Jeffrey Elliott Cooper sold 216 shares of Guidewire Software stock. The stock was sold at an average price of $180.87, for a total transaction of $39,067.92.
• On Thursday, December 18th, Jeffrey Elliott Cooper sold 1,232 shares of Guidewire Software stock. The stock was sold at an average price of $195.00, for a total transaction of $240,240.00.

Guidewire Software Stock Down 2.3%

GWRE traded down $3.73 on Wednesday, reaching $159.38. 1,073,919 shares of the company traded hands, compared to its average volume of 1,784,287. The stock’s 50 day moving average price is $149.78 and its 200-day moving average price is $198.05. Guidewire Software, Inc. has a 52-week low of $120.37 and a 52-week high of $272.60. The company has a market cap of $13.49 billion, a price-to-earnings ratio of 72.44, a PEG ratio of 7.33 and a beta of 1.06. The company has a debt-to-equity ratio of 0.45, a current ratio of 2.93 and a quick ratio of 2.93.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter last year, the business posted $0.51 EPS. The company’s revenue for the quarter was up 24.0% on a year-over-year basis. On average, sell-side analysts expect that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Guidewire Software declared that its Board of Directors has authorized a stock repurchase plan on Thursday, January 8th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the technology company to buy up to 3.1% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board believes its shares are undervalued.

Key Guidewire Software News

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 and other institutional investors have recently bought and sold shares of the business. Rockefeller Capital Management L.P. raised 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 valued at $2,756,000 after purchasing an additional 5,104 shares during the last quarter. DUTCH ASSET Corp bought a new stake in shares of Guidewire Software during the fourth quarter worth $570,000. Corient Private Wealth LLC grew its holdings in shares of Guidewire Software by 36.9% during the fourth quarter. Corient Private Wealth LLC now owns 10,820 shares of the technology company’s stock worth $2,177,000 after purchasing an additional 2,915 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its stake in shares of Guidewire Software by 471.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 497 shares of the technology company’s stock valued at $100,000 after buying an additional 410 shares in the last quarter. Finally, MidFirst Bank acquired a new stake in shares of Guidewire Software in the fourth quarter valued at $212,000.

Wall Street Analyst Weigh In

GWRE has been the topic of a number of analyst reports. DA Davidson reissued a “buy” rating and set a $246.00 price objective on shares of Guidewire Software in a report on Tuesday, March 10th. Zacks Research upgraded shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. Wall Street Zen cut shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Finally, BTIG Research raised their price objective on Guidewire Software from $175.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price 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.