Key Points
- Guidewire President John Mullen sold 1,800 shares for $336,942 under a pre-arranged Rule 10b5-1 plan, reducing his stake by 1.01% to 176,447 shares.
- Guidewire reported quarterly adjusted earnings of $0.99 per share and revenue of $411.09 million, beating analyst expectations and marking 15.3% year-over-year revenue growth.
- The stock was down 8.0% and opened at $169.20, despite a “Moderate Buy” consensus rating from analysts with an average price target of $216.23.
Guidewire Software, Inc. (NYSE:GWRE - Get Free Report) President John Mullen sold 1,800 shares of the business's stock in a transaction on Monday, October 26th. The stock was sold at an average price of $187.19, for a total transaction of $336,942.00. Following the completion of the sale, the president owned 176,447 shares in the company, valued at $33,029,113.93. This represents a 1.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Guidewire Software Stock Down 8.0%
Guidewire Software stock opened at $169.20 on Wednesday. Guidewire Software, Inc. has a 52-week low of $102.30 and a 52-week high of $255.89. The firm's fifty day moving average is $168.04 and its 200 day moving average is $149.62.
Guidewire Software (NYSE:GWRE - Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, topping analysts' consensus estimates of $0.93 by $0.06. The business had revenue of $411.09 million during the quarter, compared to analysts' expectations of $402.61 million. During the same period in the previous year, the business earned $0.84 earnings per share. The business's quarterly revenue was up 15.3% on a year-over-year basis. Equities research analysts expect that Guidewire Software, Inc. will post 2.45 EPS for the current fiscal year.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently bought and sold shares of GWRE. Bamco Inc. NY bought a new position in Guidewire Software during the second quarter valued at $1,106,768,000. Linonia Partnership LP bought a new stake in shares of Guidewire Software in the 2nd quarter worth about $853,165,000. Route One Investment Company L.P. bought a new stake in shares of Guidewire Software in the 2nd quarter worth about $227,564,000. Principal Financial Group Inc. lifted its holdings in shares of Guidewire Software by 547.3% in the 1st quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company's stock worth $176,537,000 after acquiring an additional 997,992 shares during the last quarter. Finally, Van ECK Associates Corp bought a new stake in shares of Guidewire Software in the 2nd quarter worth about $149,611,000.
Key Stories Impacting Guidewire Software
Here are the key news stories impacting Guidewire Software this week:
- Positive Sentiment: Guidewire announced a new “agentic insurance” platform that combines applications, data, workflows, and controls to help insurers use AI across product development, underwriting, pricing, and claims. The initiative could strengthen Guidewire’s competitive position and create additional long-term growth opportunities. Guidewire Delivers the Open, Secure, and Complete Core Platform for Agentic Insurance
- Positive Sentiment: Guidewire agreed to acquire hyperexponential for a base purchase price of approximately $1.7 billion, with the total consideration potentially reaching $2.1 billion. The deal would add specialized AI and risk-pricing capabilities to Guidewire’s insurance software portfolio. Guidewire Signs Definitive Agreement to Acquire hyperexponential
- Neutral Sentiment: Management held an M&A call to discuss the transaction and its strategic rationale, but investors are likely seeking additional details on financing, integration, timing, and the deal’s effect on future earnings. Guidewire Software M&A Call Transcript
- Negative Sentiment: The roughly $1.7 billion upfront commitment represents a major use of capital for Guidewire. The market reaction indicates concern that the acquisition may pressure near-term margins or earnings and carries meaningful integration and execution risk, particularly while GWRE trades at a premium valuation.
- Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares for approximately $224,628, while President John Mullen sold 1,800 shares for about $336,942. Both transactions were conducted under pre-arranged Rule 10b5-1 plans and represented small reductions in their holdings, limiting their significance but adding a modest negative sentiment signal. Guidewire Insider Trading Alert
Wall Street Analyst Weigh In
A number of research analysts recently commented on the stock. Guggenheim increased their price target on shares of Guidewire Software from $180.00 to $210.00 and gave the company a "buy" rating in a report on Thursday, August 27th. Wells Fargo & Company boosted their price objective on Guidewire Software from $190.00 to $195.00 and gave the stock an "overweight" rating in a research note on Friday, September 4th. Oppenheimer upped their price objective on Guidewire Software from $200.00 to $210.00 and gave the company an "outperform" rating in a research report on Friday, September 4th. DA Davidson restated a "buy" rating and set a $222.00 price objective on shares of Guidewire Software in a research report on Friday, October 2nd. Finally, JPMorgan Chase & Co. lowered their price objective on Guidewire Software from $300.00 to $258.00 and set an "overweight" rating for the company in a research note on Tuesday, July 14th. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $216.23.
Get Our Latest Report on Guidewire Software
Guidewire Software Company Profile
(
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Guidewire Software, Inc provides cloud-based software designed for the property and casualty insurance industry. Its platform helps insurers manage core operations, including policy administration, billing, claims management, underwriting, and digital customer engagement.
The company's principal offerings include InsuranceSuite, which incorporates PolicyCenter, BillingCenter, and ClaimCenter, as well as products for insurance data management, analytics, digital experiences, and application development.
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