Guidewire Software (NYSE:GWRE) President John Mullen Sells 6,576 Shares

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

Guidewire Software Trading Down 2.3%

Guidewire Software stock opened at $159.38 on Thursday. The firm has a 50 day simple moving average of $149.21 and a 200-day simple moving average of $197.78. The company has a debt-to-equity ratio of 0.45, a current ratio of 2.93 and a quick ratio of 2.93. The stock has a market capitalization of $13.49 billion, a PE ratio of 72.44, a price-to-earnings-growth ratio of 7.39 and a beta of 1.06. Guidewire Software, Inc. has a 12-month low of $120.37 and a 12-month high of $272.60.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $0.77 by $0.40. The business had revenue of $359.10 million for the quarter, compared to analyst estimates of $342.88 million. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The business’s revenue for the quarter was up 24.0% on a year-over-year basis. During the same quarter last year, the business earned $0.51 earnings per share. As a group, equities research 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 buyback plan on Thursday, January 8th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the technology company to reacquire up to 3.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Hedge Funds Weigh In On Guidewire Software

A number of hedge funds and other institutional investors have recently modified their holdings of GWRE. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Guidewire Software by 57.0% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 51,694 shares of the technology company’s stock worth $11,735,000 after acquiring an additional 18,774 shares in the last quarter. Scalar Gauge Management LLC purchased a new position in Guidewire Software in the third quarter valued at about $5,287,000. American Century Companies Inc. grew its stake in Guidewire Software by 3.4% in the third quarter. American Century Companies Inc. now owns 520,390 shares of the technology company’s stock valued at $119,617,000 after purchasing an additional 17,104 shares in the last quarter. Dynamic Technology Lab Private Ltd increased its position in Guidewire Software by 901.1% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 9,110 shares of the technology company’s stock worth $2,094,000 after purchasing an additional 8,200 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC acquired a new position in Guidewire Software in the 3rd quarter worth about $51,967,000.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Unusually large call‑option flow: traders bought 1,297 GWRE call contracts on Wednesday — a ~1,563% jump vs. the average daily call volume (78). This suggests some market participants are positioning for upside near term.
• Positive Sentiment: Board buyback support — Guidewire authorized a $500 million repurchase program earlier this year (up to ~3.1% of shares). Buybacks can underpin the stock and signal management thinks shares are undervalued. Guidewire Buyback Article
• Positive Sentiment: Analyst backdrop remains largely constructive: the consensus remains a “Moderate Buy” with a mean price target (~$249.85) well above current levels, and multiple firms maintaining Buy/outperform ratings — a supportive backdrop for longer‑term buyers. MarketBeat GWRE Coverage
• Neutral Sentiment: Framing the investment case: coverage exploring AI tailwinds and multiple compression suggests the company’s narrative is evolving — potentially a positive structural story but one that may take time to reflect in multiples. Yahoo: Investment Story Shifting
• Neutral Sentiment: Investor letters and commentary note some momentum cooling after a strong run — useful context for traders but not an immediate fundamental change. InsiderMonkey: Momentum Note
• Negative Sentiment: Concentrated insider selling: several senior executives have recently trimmed positions — CEO Michael Rosenbaum sold 4,737 shares (plus a separate 1,200‑share sale), President John Mullen sold 6,576 shares, CFO Jeffrey Cooper sold 1,935 shares, CAO David Peterson sold 273 shares, and another insider sold ~1,001 shares — all around the ~$160–$164 price area. Multiple insider sales in a short window can weigh on sentiment and trigger short‑term selling. InsiderTrades: CEO Sells

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Citigroup lifted their price objective on shares of Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Citizens Jmp reissued a “market outperform” rating and set a $281.00 target price on shares of Guidewire Software in a research note on Wednesday, December 10th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Thursday, January 22nd. DA Davidson restated a “buy” rating and issued a $246.00 price target on shares of Guidewire Software in a research report on Tuesday, March 10th. Finally, BTIG Research lifted their price target on shares of Guidewire Software from $175.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus 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.