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 business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total transaction of $317,069.10. Following the transaction, the chief financial officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

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 transaction of $755,031.04.
• On Tuesday, January 13th, Jeffrey Elliott Cooper sold 216 shares of Guidewire Software stock. The shares were sold at an average price of $180.87, for a total value 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 value of $240,240.00.

Guidewire Software Stock Performance

Shares of NYSE GWRE traded down $3.73 during midday trading on Wednesday, hitting $159.38. 1,073,919 shares of the company’s stock were exchanged, compared to its average volume of 1,784,287. Guidewire Software, Inc. has a twelve month low of $120.37 and a twelve month high of $272.60. The firm has a market cap of $13.49 billion, a P/E ratio of 72.44, a PEG ratio of 7.33 and a beta of 1.06. The stock’s 50 day moving average price is $149.78 and its 200-day moving average price is $198.05. 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 posted its earnings results on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, beating the consensus estimate of $0.77 by $0.40. The firm had revenue of $359.10 million for the quarter, compared to analysts’ expectations of $342.88 million. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The firm’s revenue was up 24.0% compared to the same quarter last year. During the same period last year, the firm earned $0.51 EPS. Equities research analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current year.

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

Institutional Investors Weigh In On Guidewire Software

Several hedge funds have recently made changes to their positions in GWRE. Advisors Asset Management Inc. purchased a new position in Guidewire Software during the 1st quarter worth approximately $25,000. Root Financial Partners LLC purchased a new stake in shares of Guidewire Software in the third quarter valued at $29,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Guidewire Software in the third quarter valued at $29,000. Newbridge Financial Services Group Inc. acquired a new stake in shares of Guidewire Software in the second quarter worth $30,000. Finally, Cornerstone Planning Group LLC boosted its position in shares of 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 buying an additional 124 shares during the period.

Guidewire Software News Roundup

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.

Wall Street Analysts Forecast Growth

GWRE has been the subject of a number of recent analyst reports. Zacks Research upgraded shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a research report on Friday, March 13th. Citigroup lifted their price target on shares of Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Oppenheimer reduced their price objective on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Citizens Jmp restated a “market outperform” rating and issued a $281.00 target price on shares of Guidewire Software in a report on Wednesday, December 10th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price 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.