Guidewire Software Target of Unusually Large Options Trading (NYSE:GWRE)

Guidewire Software, Inc. (NYSE:GWRE) was the target of unusually large options trading activity on Wednesday. Traders bought 1,297 call options on the stock. This represents an increase of 1,563% compared to the typical volume of 78 call options.

Guidewire Software Stock Down 5.2%

GWRE stock opened at $239.83 on Thursday. The stock has a market capitalization of $20.27 billion, a P/E ratio of 299.79, a P/E/G ratio of 15.57 and a beta of 1.21. The firm has a 50-day simple moving average of $237.51 and a 200-day simple moving average of $226.50. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46. Guidewire Software has a 52 week low of $165.08 and a 52 week high of $272.60.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.62 by $0.22. The business had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The company’s quarterly revenue was up 22.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Equities analysts forecast that Guidewire Software will post 0.52 earnings per share for the current fiscal year.

Insider Activity at Guidewire Software

In other news, President John P. Mullen sold 3,000 shares of Guidewire Software stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $230.73, for a total transaction of $692,190.00. Following the completion of the sale, the president directly owned 155,958 shares in the company, valued at approximately $35,984,189.34. The trade was a 1.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock in a transaction on Monday, October 27th. The stock was sold at an average price of $255.40, for a total transaction of $357,560.00. Following the sale, the chief executive officer owned 256,558 shares of the company’s stock, valued at $65,524,913.20. The trade was a 0.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 113,743 shares of company stock valued at $27,350,741. 0.48% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Guidewire Software

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Inscription Capital LLC acquired a new position in Guidewire Software during the third quarter worth about $437,000. Root Financial Partners LLC acquired a new position in Guidewire Software during the third quarter worth about $29,000. Arkadios Wealth Advisors boosted its position in Guidewire Software by 1.7% during the third quarter. Arkadios Wealth Advisors now owns 3,739 shares of the technology company’s stock worth $859,000 after acquiring an additional 62 shares during the last quarter. NorthCrest Asset Manangement LLC boosted its position in Guidewire Software by 35.7% during the third quarter. NorthCrest Asset Manangement LLC now owns 2,051 shares of the technology company’s stock worth $466,000 after acquiring an additional 540 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in Guidewire Software by 57.0% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 51,694 shares of the technology company’s stock valued at $11,735,000 after purchasing an additional 18,774 shares during the last quarter.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Raymond James Financial reissued an “outperform” rating and set a $275.00 target price (up previously from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. The Goldman Sachs Group raised their target price on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Robert W. Baird raised their target price on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Finally, Stifel Nicolaus raised their target price on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $274.08.

About Guidewire Software

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.