Guidewire Software, Inc. (NYSE:GWRE – Get Free Report) President John Mullen sold 1,800 shares of the company’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 transaction, the president directly owned 176,447 shares of the company’s stock, valued at $33,029,113.93. This represents a 1.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Guidewire Software Trading Down 8.0%
Shares of GWRE stock opened at $169.20 on Wednesday. The stock has a fifty day simple moving average of $168.04 and a two-hundred day simple moving average of $149.62. Guidewire Software, Inc. has a 52-week low of $102.30 and a 52-week high of $255.89.
Guidewire Software (NYSE:GWRE – Get Free Report) last announced its quarterly earnings data on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, beating the consensus estimate 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. Guidewire Software’s revenue was up 15.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.84 earnings per share. As a group, research analysts anticipate that Guidewire Software, Inc. will post 2.45 earnings per share for the current year.
Analyst Ratings Changes
GWRE has been the topic of a number of research analyst reports. DA Davidson reissued a “buy” rating and issued a $222.00 price target on shares of Guidewire Software in a report on Friday, October 2nd. Royal Bank Of Canada restated an “outperform” rating and issued a $215.00 price target on shares of Guidewire Software in a research note on Friday, September 4th. JPMorgan Chase & Co. lowered their target price on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a report on Tuesday, July 14th. BTIG Research upped their target price on shares of Guidewire Software from $175.00 to $230.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Monday, August 31st. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $216.23.
View Our Latest Analysis on GWRE
Institutional Investors Weigh In On Guidewire Software
A number of hedge funds have recently made changes to their positions in the company. CX Institutional boosted its stake in Guidewire Software by 8.6% during the third quarter. CX Institutional now owns 863 shares of the technology company’s stock valued at $123,000 after buying an additional 68 shares during the last quarter. Angeles Wealth Management LLC grew its holdings in Guidewire Software by 2.5% during the 3rd quarter. Angeles Wealth Management LLC now owns 2,831 shares of the technology company’s stock valued at $404,000 after buying an additional 70 shares in the last quarter. Signaturefd LLC increased its stake in Guidewire Software by 1.4% in the 3rd quarter. Signaturefd LLC now owns 5,324 shares of the technology company’s stock worth $759,000 after acquiring an additional 72 shares during the last quarter. Castleark Management LLC increased its stake in Guidewire Software by 1.6% in the 1st quarter. Castleark Management LLC now owns 5,180 shares of the technology company’s stock worth $775,000 after acquiring an additional 80 shares during the last quarter. Finally, Elevation Wealth Partners LLC increased its stake in Guidewire Software by 35.1% in the 2nd quarter. Elevation Wealth Partners LLC now owns 458 shares of the technology company’s stock worth $56,000 after acquiring an additional 119 shares during the last quarter.
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
Guidewire Software Company Profile
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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