Guidewire Software (NYSE:GWRE) CAO Sells $500,000.00 in Stock

Guidewire Software, Inc. (NYSE:GWRE) CAO David Franklin Peterson sold 2,500 shares of the company’s stock in a transaction 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 sale, the chief accounting officer owned 9,787 shares of the company’s stock, valued at approximately $1,957,400. The trade was a 20.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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

Guidewire Software stock opened at $205.81 on Friday. The stock’s 50-day moving average is $152.89 and its 200-day moving average is $144.13. The company has a market cap of $17.14 billion, a price-to-earnings ratio of 111.25 and a beta of 0.92. 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, Inc. has a 12 month low of $102.30 and a 12 month high of $272.60.

Guidewire Software (NYSE:GWRE) last issued its earnings results 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 return on equity of 12.62% and a net margin of 11.25%.The business had revenue of $372.54 million during the quarter, compared to analysts’ expectations of $355.92 million. During the same quarter in the previous year, the business earned $0.88 EPS. The company’s revenue for the quarter was up 26.9% on a year-over-year basis. Equities analysts anticipate that Guidewire Software, Inc. will post 1.83 earnings per share for the current year.

Institutional Investors Weigh In On Guidewire Software

Large investors have recently added to or reduced their stakes in the company. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Guidewire Software during the 2nd quarter worth $1,116,000. Vancity Investment Management Ltd boosted its position in Guidewire Software by 24.0% in the 2nd quarter. Vancity Investment Management Ltd now owns 8,525 shares of the technology company’s stock valued at $1,049,000 after buying an additional 1,651 shares during the last quarter. California State Teachers Retirement System grew its stake in shares of Guidewire Software by 11,874.0% during the second quarter. California State Teachers Retirement System now owns 11,757,428 shares of the technology company’s stock valued at $1,446,752,000 after acquiring an additional 11,659,237 shares in the last quarter. Angeles Wealth Management LLC grew its stake in shares of Guidewire Software by 5.1% during the second quarter. Angeles Wealth Management LLC now owns 2,761 shares of the technology company’s stock valued at $340,000 after acquiring an additional 135 shares in the last quarter. Finally, AlphaGrep UK Ltd purchased a new stake in shares of Guidewire Software during the second quarter worth about $495,000.

Analyst Ratings Changes

GWRE has been the topic of a number of research reports. The Goldman Sachs Group cut their target price on shares of Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. Guggenheim increased their price target on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a report on Thursday. Zacks Research lowered Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Citizens Jmp reduced their price objective on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research note on Friday, June 5th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $175.00 target price on shares of Guidewire Software in a research report on Thursday, July 2nd. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $223.79.

Guidewire Software News Roundup

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

• Positive Sentiment: Guggenheim raised its price target for Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating. The analyst expects the company to meet or potentially exceed fourth-quarter estimates, supported by recurring-revenue growth and continued migration of insurers to Guidewire’s cloud platform. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
• Positive Sentiment: Fundamental momentum remains favorable. Guidewire recently reported annual recurring revenue of approximately $1.147 billion, up 19% year over year, and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion. New cloud capabilities, including AI-agent functionality, and insurer migration activity are reinforcing the long-term growth narrative.
• Neutral Sentiment: The September 3 earnings release is the next major catalyst. Wall Street expects earnings growth, although a Zacks preview said Guidewire lacks the usual combination of indicators associated with a likely earnings beat. Investors will also watch initial fiscal 2027 guidance for evidence that cloud momentum is continuing. Guidewire Software Reports Next Week
• Neutral Sentiment: Institutional activity has been mixed, with some large investors adding shares while others reduced positions. At a valuation above 100 times earnings, the stock may remain particularly sensitive to earnings execution and forward guidance.
• Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 shares for $500,000, reducing his position by about 20%. The sale was made under a pre-arranged Rule 10b5-1 plan, which makes it a weaker discretionary bearish signal. However, recent sales by other executives and the absence of reported insider purchases create an overhang. SEC Form 4 Filing

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.