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

Guidewire Software, Inc. (NYSE:GWRE) President John Mullen sold 6,576 shares of the company’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 $1,077,543.36. Following the transaction, the president directly owned 135,407 shares of the company’s stock, valued at approximately $22,187,791.02. This represents a 4.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Guidewire Software Trading Down 2.1%

Shares of GWRE stock opened at $156.00 on Friday. The firm’s 50-day simple moving average is $148.72 and its 200-day simple moving average is $197.49. 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, Inc. has a 1-year low of $120.37 and a 1-year high of $272.60. The firm has a market cap of $13.21 billion, a P/E ratio of 70.91, a PEG ratio of 7.22 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last released 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 firm had revenue of $359.10 million during the quarter, compared to the consensus estimate of $342.88 million. During the same period in the previous year, the firm earned $0.51 earnings per share. Guidewire Software’s revenue was up 24.0% compared to the same quarter last year. As a group, equities analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Guidewire Software announced that its Board of Directors has initiated a stock buyback plan on Thursday, January 8th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the technology company to purchase up to 3.1% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on GWRE. Citigroup increased their target price on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Oppenheimer lowered their price target on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. DA Davidson restated a “buy” rating and set a $246.00 price target on shares of Guidewire Software in a research note on Tuesday, March 10th. Wells Fargo & Company cut their price objective on Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $249.85.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Large call‑option flow — traders bought ~1,297 GWRE call contracts (≈1,563% above average), signaling speculative positioning for upside in the near term.
• Positive Sentiment: Board buyback — a $500M repurchase authorization (~3.1% of shares) remains a structural support and signal management sees value in the equity. Guidewire Buyback Article
• Positive Sentiment: Recent fundamentals are strong — Q4 revenue and EPS beat (March 5) and continued analyst bullishness (consensus “Moderate Buy”, average target near $250) provide longer‑term upside support. MarketBeat GWRE Coverage
• Neutral Sentiment: Strategic narrative shifting — coverage highlights AI tailwinds and modernization opportunities for P&C insurers; these are positives over time but not an immediate catalyst.
• Neutral Sentiment: Technical/contextual note — 50‑day moving average sits well below the 200‑day average, and intraday volume has been below recent averages, which can amplify directional moves until volume confirms a trend change.
• Negative Sentiment: Concentrated insider selling — multiple senior executives (CEO Michael Rosenbaum, President John Mullen, CFO Jeffrey Cooper, CAO David Peterson and others) executed clustered sales totalling several hundred to thousands of shares in the $160–$164 area; that kind of clustered insider trimming can sap investor confidence and trigger near‑term selling pressure. InsiderTrades: CEO Sells

Institutional Trading of Guidewire Software

A number of institutional investors have recently added to or reduced their stakes in GWRE. IFP Advisors Inc raised its position in Guidewire Software by 4.6% in the third quarter. IFP Advisors Inc now owns 1,104 shares of the technology company’s stock valued at $254,000 after purchasing an additional 49 shares during the period. Earned Wealth Advisors LLC boosted its position in shares of Guidewire Software by 5.4% in the third quarter. Earned Wealth Advisors LLC now owns 989 shares of the technology company’s stock worth $227,000 after buying an additional 51 shares during the period. Smartleaf Asset Management LLC boosted its position in shares of Guidewire Software by 9.3% in the third quarter. Smartleaf Asset Management LLC now owns 624 shares of the technology company’s stock worth $145,000 after buying an additional 53 shares during the period. PDS Planning Inc grew its stake in shares of Guidewire Software by 6.4% in the third quarter. PDS Planning Inc now owns 911 shares of the technology company’s stock valued at $209,000 after buying an additional 55 shares in the last quarter. Finally, American Trust raised its holdings in shares of Guidewire Software by 3.9% during the 3rd quarter. American Trust now owns 1,632 shares of the technology company’s stock valued at $375,000 after buying an additional 61 shares during the period.

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.