Guidewire Software (NYSE:GWRE) CAO David Franklin Peterson Sells 2,500 Shares of Stock

Guidewire Software, Inc. (NYSE:GWRE) CAO David Franklin Peterson sold 2,500 shares of the stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $200.00, for a total value of $500,000.00. Following the completion of the transaction, the chief accounting officer owned 9,787 shares in the company, valued at approximately $1,957,400. The trade was a 20.35% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at 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 value of $29,210.04.

Guidewire Software Stock Performance

NYSE GWRE opened at $200.81 on Friday. The company has a current ratio of 2.44, a quick ratio of 2.44 and a debt-to-equity ratio of 0.51. The company has a fifty day simple moving average of $150.92 and a 200 day simple moving average of $143.70. Guidewire Software, Inc. has a 12-month low of $102.30 and a 12-month high of $272.60. The company has a market cap of $16.72 billion, a P/E ratio of 108.55 and a beta of 0.92.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.08. The firm had revenue of $372.54 million for the quarter, compared to analyst estimates of $355.92 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business’s quarterly revenue was up 26.9% compared to the same quarter last year. During the same period last year, the firm earned $0.88 earnings per share. Sell-side analysts predict that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Guidewire Software

A number of institutional investors and hedge funds have recently modified their holdings of GWRE. American Trust increased its holdings in Guidewire Software by 3.9% during the 3rd quarter. American Trust now owns 1,632 shares of the technology company’s stock worth $375,000 after acquiring an additional 61 shares during the period. Vident Advisory LLC boosted its stake in Guidewire Software by 1.7% during the third quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock valued at $936,000 after buying an additional 70 shares during the period. Castleark Management LLC boosted its stake in Guidewire Software by 1.6% during the first quarter. Castleark Management LLC now owns 5,180 shares of the technology company’s stock valued at $775,000 after buying an additional 80 shares during the period. Cassaday & Co Wealth Management LLC grew its position in Guidewire Software by 9.9% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 1,085 shares of the technology company’s stock worth $218,000 after buying an additional 98 shares in the last quarter. Finally, State of Michigan Retirement System grew its position in Guidewire Software by 0.5% during the fourth quarter. State of Michigan Retirement System now owns 20,100 shares of the technology company’s stock worth $4,040,000 after buying an additional 100 shares in the last quarter.

Trending Headlines about 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

Wall Street Analyst Weigh In

GWRE has been the topic of several analyst reports. Wells Fargo & Company cut their price target on shares of Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a report on Friday, June 5th. Guggenheim raised their target price on Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a research report on Thursday. Piper Sandler assumed coverage on shares of Guidewire Software in a research note on Monday, August 10th. They issued an “overweight” rating and a $210.00 target price for the company. Stifel Nicolaus dropped their price target on shares of Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, June 3rd. Thirteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $223.79.

About Guidewire Software

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.