Key Points
- CEO Michael Rosenbaum sold 4,737 shares on March 17 at an average price of $163.86 for about $776,205, trimming his position by 2.1% to 221,206 shares (worth ≈$36.25M); he also executed several other recent insider sales.
- Strong quarterly results and a buyback: Guidewire reported $1.17 EPS vs. $0.77 expected and $359.1M revenue (up 24% YoY), and its board authorized a $500M share repurchase program (≈3.1% of shares outstanding).
- Market view and potential pressure: GWRE trades near $159 (52‑week range $120–$272) with a consensus "Moderate Buy" target of ~$249.85, but concentrated recent insider selling could weigh on short‑term sentiment despite buyback and upbeat analyst backdrop.
Guidewire Software, Inc. (NYSE:GWRE - Get Free Report) CAO David Franklin Peterson sold 273 shares of the firm's stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $44,733.78. Following the completion of the sale, the chief accounting officer directly owned 12,533 shares of the company's stock, valued at $2,053,657.38. This represents a 2.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.
Guidewire Software Stock Performance
Shares of GWRE traded down $0.36 during mid-day trading on Thursday, hitting $158.91. The stock had a trading volume of 76,883 shares, compared to its average volume of 1,751,528. Guidewire Software, Inc. has a 52 week low of $120.37 and a 52 week high of $272.60. 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 business has a fifty day moving average price of $149.21 and a 200-day moving average price of $197.78. The firm has a market cap of $13.45 billion, a P/E ratio of 72.49, a PEG ratio of 7.39 and a beta of 1.06.
Guidewire Software (NYSE:GWRE - Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $0.77 by $0.40. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The company had revenue of $359.10 million during the quarter, compared to the consensus estimate of $342.88 million. During the same quarter in the prior year, the company earned $0.51 EPS. The firm's quarterly revenue was up 24.0% compared to the same quarter last year. On average, equities research analysts expect that Guidewire Software, Inc. will post 0.52 EPS for the current year.
Guidewire Software declared that its Board of Directors has authorized a share repurchase program on Thursday, January 8th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the technology company to buy up to 3.1% of its stock through open market purchases. Stock buyback programs are typically a sign that the company's leadership believes its shares are undervalued.
Trending Headlines about 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 (a ~1,563% jump versus average), which indicates some speculative positioning for upside in the near term.
- Positive Sentiment: Board share repurchase — Guidewire authorized a $500 million buyback (about ~3.1% of shares), which supports the stock and signals management confidence. Guidewire Buyback Article
- Positive Sentiment: Recent fundamentals: the company reported a solid Q4 (earnings and revenue beat on March 5), giving longer‑term fundamental support for bulls.
- Positive Sentiment: Analyst backdrop remains largely constructive — consensus is a “Moderate Buy” with a mean target well above today’s level, which helps underpin longer‑term demand. MarketBeat GWRE Coverage
- Neutral Sentiment: Structural story shifting — coverage is highlighting AI tailwinds and multiple compression; this could be a positive catalyst over time but may not move the stock immediately. Yahoo: Investment Story Shifting
- Neutral Sentiment: Commentary from investor letters notes some momentum cooling after a strong run — useful context for traders but not a direct fundamental change. InsiderMonkey: Momentum Note
- Negative Sentiment: Concentrated insider selling — several senior executives sold shares in a short window (CEO Michael Rosenbaum, President John Mullen, CFO Jeffrey Cooper, CAO David Peterson and others), with transactions clustered around the $160–$164 area; multiple sizable insider trims can weaken investor confidence and trigger near‑term selling pressure. InsiderTrades: CEO Sells
Wall Street Analysts Forecast Growth
A number of analysts recently commented on GWRE shares. Citigroup upped their price target on shares of Guidewire Software from $242.00 to $245.00 and gave the company a "neutral" rating in a research note on Friday, December 5th. Royal Bank Of Canada reduced their price objective on shares of Guidewire Software from $300.00 to $250.00 and set an "outperform" rating for the company in a research note on Friday, March 6th. Citizens Jmp reissued a "market outperform" rating and set a $281.00 target price on shares of Guidewire Software in a report on Wednesday, December 10th. Zacks Research upgraded Guidewire Software from a "hold" rating to a "strong-buy" rating in a research report on Friday, March 13th. Finally, Stifel Nicolaus cut their price target on Guidewire Software from $300.00 to $250.00 and set a "buy" rating for the company in a report on Friday, March 6th. One 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's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $249.85.
Get Our Latest Research Report on Guidewire Software
Institutional Inflows and Outflows
A number of institutional investors have recently added to or reduced their stakes in GWRE. Measured Wealth Private Client Group LLC purchased a new stake in Guidewire Software during the third quarter valued at about $29,000. Root Financial Partners LLC bought a new stake in Guidewire Software during the third quarter worth about $29,000. Newbridge Financial Services Group Inc. purchased a new position in shares of Guidewire Software in the 2nd quarter worth about $30,000. Advisors Asset Management Inc. purchased a new position in shares of Guidewire Software in the 1st quarter worth about $25,000. Finally, Cornerstone Planning Group LLC increased its position in shares of Guidewire Software by 620.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company's stock valued at $34,000 after purchasing an additional 124 shares during the last quarter.
Guidewire Software Company Profile
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Get Free Report)
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.
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