Insider Selling: Guidewire Software (NYSE:GWRE) President Sells $5,733,003.01 in Stock

Guidewire Software, Inc. (NYSE:GWRE) President John Mullen sold 39,683 shares of the company’s stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $144.47, for a total transaction of $5,733,003.01. Following the transaction, the president owned 183,647 shares in the company, valued at $26,531,482.09. This represents a 17.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Guidewire Software Price Performance

GWRE stock opened at $153.10 on Thursday. The stock has a market capitalization of $12.75 billion, a PE ratio of 93.93 and a beta of 0.97. The company’s 50-day moving average is $164.69 and its 200-day moving average is $147.40. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.79 and a quick ratio of 1.79. Guidewire Software, Inc. has a 1 year low of $102.30 and a 1 year high of $255.89.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a return on equity of 12.66% and a net margin of 9.44%.The business had revenue of $411.09 million during the quarter, compared to analyst estimates of $402.61 million. During the same period in the previous year, the company posted $0.84 EPS. The firm’s revenue was up 15.3% compared to the same quarter last year. Equities research analysts expect that Guidewire Software, Inc. will post 2.46 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on GWRE. JPMorgan Chase & Co. decreased their price objective on Guidewire Software from $300.00 to $258.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a report on Monday, August 31st. The Goldman Sachs Group reduced their price target on shares of Guidewire Software from $255.00 to $225.00 and set a “buy” rating for the company in a research report on Friday, June 5th. Stifel Nicolaus decreased their price target 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. Finally, Guggenheim upped their price objective on shares of Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Thursday, August 27th. Twelve research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Guidewire Software presently has a consensus rating of “Moderate Buy” and a consensus target price of $216.23.

Institutional Trading of Guidewire Software

Institutional investors and hedge funds have recently modified their holdings of the stock. QRG Capital Management Inc. raised its stake in shares of Guidewire Software by 5.1% in the second quarter. QRG Capital Management Inc. now owns 5,280 shares of the technology company’s stock worth $650,000 after purchasing an additional 258 shares during the last quarter. Tidal Investments LLC boosted its position in shares of Guidewire Software by 20.5% during the second quarter. Tidal Investments LLC now owns 11,134 shares of the technology company’s stock valued at $1,370,000 after buying an additional 1,895 shares during the last quarter. Integrated Wealth Concepts LLC bought a new stake in Guidewire Software during the second quarter worth $53,000. Baird Financial Group Inc. grew its holdings in Guidewire Software by 86.8% during the second quarter. Baird Financial Group Inc. now owns 2,811 shares of the technology company’s stock worth $346,000 after buying an additional 1,306 shares in the last quarter. Finally, Nykredit A S purchased a new stake in Guidewire Software in the 2nd quarter valued at $360,000.

Guidewire Software News Summary

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

• Positive Sentiment: Cloud and AI growth support the investment case. Guidewire ended fiscal 2026 with annual recurring revenue (ARR) growth of 19%, while cloud ARR rose 35%. Contracted backlog also provides visibility into fiscal 2027. Investors view the company’s cloud migration opportunity and AI-enabled insurance tools as key long-term growth drivers. Can Guidewire Software Maintain Its Robust ARR Growth Momentum?
• Positive Sentiment: Recent earnings exceeded expectations. Guidewire reported quarterly EPS of $0.99 versus the $0.93 consensus estimate and revenue of $411.09 million versus expectations of $402.61 million. Revenue increased 15.3% year over year, reinforcing confidence in demand for its insurance software platform. Guidewire Software Stock Gains as Earnings Beat Estimates
• Positive Sentiment: Analysts remain broadly constructive, with a consensus “Moderate Buy” rating and an average price target of $216.23, substantially above the recent trading level. Several firms have also raised or maintained targets near $200 or higher.
• Neutral Sentiment: Despite the growth outlook, commentary suggests GWRE may be fairly valued after investors priced in much of its cloud and AI opportunity. With a price-to-earnings ratio above 90, further gains may depend on sustained ARR expansion and improving profitability. Guidewire Stock May Be Fairly Priced on Cloud and AI Growth
• Negative Sentiment: Multiple executives sold shares, including CEO Michael Rosenbaum, who sold 72,290 shares, and CFO Jeffrey Cooper and James Winston King, who also reported sizable sales. The transactions were conducted under Rule 10b5-1 plans and included sales for tax withholding, reducing their bearish significance, but the volume can still weigh on sentiment. Guidewire Executive Stock Sale

Guidewire Software Company Profile

Guidewire Software, Inc (NYSE: GWRE) provides cloud-based software and technology services for the property and casualty insurance industry. Its solutions help insurers manage core operations, modernize legacy systems, improve customer engagement and use data to support underwriting and claims decisions.

The company’s principal platform, InsuranceSuite, includes applications such as PolicyCenter for policy administration, BillingCenter for billing and payments, and ClaimCenter for claims management.