Key Points
- Guidewire CAO David Franklin Peterson sold 2,500 shares at $200 each for $500,000, reducing his direct ownership by 20.35% to 9,787 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan.
- Guidewire reported quarterly revenue of $372.54 million, up 26.9% year over year, and adjusted earnings of $0.82 per share, exceeding analysts’ $0.74 estimate.
- Analysts remain broadly positive, with 13 Buy ratings and three Holds, producing a “Moderate Buy” consensus and an average price target of $223.79 versus the cited share price of $200.81.
Guidewire Software, Inc. (NYSE:GWRE - Get Free Report) CAO David Franklin Peterson sold 2,500 shares of the firm's stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $200.00, for a total transaction of $500,000.00. Following the completion of the sale, the chief accounting officer directly owned 9,787 shares in the company, valued at $1,957,400. This represents a 20.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
David Franklin Peterson also recently made the following trade(s):
- On Tuesday, June 16th, David Franklin Peterson sold 246 shares of Guidewire Software stock. The stock was sold at an average price of $118.74, for a total transaction of $29,210.04.
Guidewire Software Price Performance
Shares of NYSE:GWRE opened at $200.81 on Friday. The company's fifty day moving average price is $150.92 and its 200-day moving average price is $143.70. The firm has a market capitalization of $16.72 billion, a price-to-earnings ratio of 108.55 and a beta of 0.92. Guidewire Software, Inc. has a one year low of $102.30 and a one year high of $272.60. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44.
Guidewire Software (NYSE:GWRE - Get Free Report) last posted its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.74 by $0.08. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The company had revenue of $372.54 million during the quarter, compared to the consensus estimate of $355.92 million. During the same period in the previous year, the firm posted $0.88 EPS. The firm's revenue was up 26.9% compared to the same quarter last year. On average, equities research analysts anticipate that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Several hedge funds have recently made changes to their positions in the company. Comerica Bank raised its stake in shares of Guidewire Software by 52.0% during the fourth quarter. Comerica Bank now owns 78,659 shares of the technology company's stock valued at $15,811,000 after acquiring an additional 26,912 shares during the last quarter. Principal Financial Group Inc. boosted its holdings in shares of Guidewire Software by 547.3% during the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company's stock worth $176,537,000 after purchasing an additional 997,992 shares during the period. Stephens Investment Management Group LLC grew its stake in shares of Guidewire Software by 3.0% in the first quarter. Stephens Investment Management Group LLC now owns 524,818 shares of the technology company's stock worth $78,492,000 after purchasing an additional 15,260 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Guidewire Software by 8.9% in the fourth quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company's stock worth $357,504,000 after purchasing an additional 145,924 shares during the last quarter. Finally, Weiss Asset Management LP purchased a new position in Guidewire Software during the 1st quarter valued at about $6,087,000.
Wall Street Analyst Weigh In
A number of research analysts have commented on GWRE shares. Royal Bank Of Canada reduced their price target on shares of Guidewire Software from $250.00 to $215.00 and set an "outperform" rating on the stock in a research report on Friday, June 5th. Stifel Nicolaus cut their price objective on shares of Guidewire Software from $225.00 to $200.00 and set a "buy" rating for the company in a research note on Friday, June 5th. Guggenheim upped their price target on shares of Guidewire Software from $180.00 to $210.00 and gave the company a "buy" rating in a research report on Thursday. Piper Sandler began coverage on Guidewire Software in a research note on Monday, August 10th. They set an "overweight" rating and a $210.00 price objective on the stock. Finally, The Goldman Sachs Group decreased their price objective on Guidewire Software from $255.00 to $225.00 and set a "buy" rating on the stock in a report on Friday, June 5th. Thirteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, Guidewire Software presently has an average rating of "Moderate Buy" and an average target price of $223.79.
Get Our Latest Stock Analysis on GWRE
Key Stories Impacting Guidewire Software
Here are the key news stories impacting Guidewire Software this week:
- Positive Sentiment: Guggenheim raised its price target on Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating, implying further upside based on the referenced share price. The upgrade reflects confidence in Guidewire’s recurring-revenue growth, cloud migration momentum and potential for an earnings or outlook beat. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
- Positive Sentiment: Investor sentiment is also supported by Guidewire’s latest operating trends, including approximately $1.147 billion in annual recurring revenue, a 19% year-over-year increase, and a fiscal 2026 revenue outlook of $1.460 billion to $1.470 billion. Recent cloud product and customer-migration announcements reinforce the longer-term growth case.
- Neutral Sentiment: Wall Street expects earnings growth in the upcoming report, but the available Zacks preview says Guidewire does not currently show the combination of factors that typically signals a likely earnings beat. This creates a key near-term catalyst and risk ahead of the September 3 release. Guidewire Software Reports Next Week
- Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 GWRE shares for $500,000, reducing his holdings by about 20%. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which lessens its significance as a discretionary bearish signal. SEC Form 4 Filing
- Negative Sentiment: President John P. Mullen and CEO Michael Rosenbaum have also recently reported stock sales. While these transactions may reflect scheduled diversification rather than concerns about the business, the absence of reported insider purchases and the concentration of recent insider selling represent an overhang for investors. Guidewire President Executes Stock Sales
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.
Further Reading
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