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

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

Guidewire Software Price Performance

Shares of Guidewire Software stock traded down $3.73 during trading hours on Wednesday, reaching $159.38. The stock had a trading volume of 1,086,897 shares, 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 company has a current ratio of 2.93, a quick ratio of 2.93 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $13.49 billion, a PE ratio of 72.44, a PEG ratio of 7.33 and a beta of 1.06. The stock’s 50 day moving average is $149.78 and its 200 day moving average is $198.05.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, topping the consensus estimate 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 in the previous year, the firm earned $0.51 EPS. The firm’s revenue was up 24.0% compared to the same quarter last year. Equities analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

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

Analyst Ratings Changes

Several research firms have recently commented on GWRE. Wells Fargo & Company lowered their price target on Guidewire Software from $250.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. DA Davidson reiterated a “buy” rating and set a $246.00 target price on shares of Guidewire Software in a research note on Tuesday, March 10th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. BTIG Research upped their target price on Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Finally, Wall Street Zen downgraded shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $249.85.

More 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 Trading of Guidewire Software

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in shares of Guidewire Software by 1.3% in the third quarter. Vanguard Group Inc. now owns 9,039,377 shares of the technology company’s stock worth $2,077,791,000 after acquiring an additional 116,726 shares in the last quarter. Geode Capital Management LLC grew its holdings in Guidewire Software by 8.9% during the 4th quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock valued at $357,504,000 after purchasing an additional 145,924 shares in the last quarter. Stockbridge Partners LLC increased its position in shares of Guidewire Software by 39.0% during the fourth quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock worth $290,501,000 after acquiring an additional 405,850 shares during the last quarter. AQR Capital Management LLC increased its holdings in Guidewire Software by 3.6% during the 4th quarter. AQR Capital Management LLC now owns 1,316,817 shares of the technology company’s stock worth $264,693,000 after purchasing an additional 45,289 shares during the last quarter. Finally, Capital World Investors bought a new stake in shares of Guidewire Software in the fourth quarter worth $202,405,000.

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.