Insider Selling: Guidewire Software (NYSE:GWRE) Insider Sells $200,217.38 in Stock

Guidewire Software, Inc. (NYSE:GWRE) insider James King sold 1,381 shares of the firm’s stock in a transaction dated Friday, September 18th. The shares were sold at an average price of $144.98, for a total value of $200,217.38. Following the sale, the insider directly owned 44,558 shares in the company, valued at approximately $6,460,018.84. This represents a 3.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

James Winston King also recently made the following trade(s):

• On Thursday, September 17th, James King sold 11,814 shares of Guidewire Software stock. The stock was sold at an average price of $144.47, for a total value of $1,706,768.58.
• On Thursday, July 9th, James King sold 1,684 shares of Guidewire Software stock. The stock was sold at an average price of $130.64, for a total transaction of $219,997.76.

Guidewire Software Stock Up 1.8%

Shares of GWRE stock opened at $153.10 on Thursday. The company has a quick ratio of 1.79, a current ratio of 1.79 and a debt-to-equity ratio of 0.57. The stock has a market cap of $12.75 billion, a P/E ratio of 93.93 and a beta of 0.97. Guidewire Software, Inc. has a 52 week low of $102.30 and a 52 week high of $255.89. The company’s fifty day simple moving average is $164.69 and its two-hundred day simple moving average is $147.40.

Guidewire Software (NYSE:GWRE) last announced its quarterly 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. The company had revenue of $411.09 million during the quarter, compared to analyst estimates of $402.61 million. Guidewire Software had a return on equity of 12.66% and a net margin of 9.44%.The firm’s revenue was up 15.3% on a year-over-year basis. During the same period in the prior year, the company earned $0.84 earnings per share. Analysts predict that Guidewire Software, Inc. will post 2.46 EPS for the current fiscal year.

Institutional Investors Weigh In On Guidewire Software

Large investors have recently bought and sold shares of the company. Fiduciary Financial Advisors purchased a new stake in shares of Guidewire Software in the 2nd quarter valued at $29,000. Silvant Capital Management LLC acquired a new stake in shares of Guidewire Software during the 2nd quarter valued at about $33,000. Leonteq Securities AG acquired a new stake in Guidewire Software in the first quarter valued at approximately $36,000. Bogart Wealth LLC increased its holdings in Guidewire Software by 127.8% in the 1st quarter. Bogart Wealth LLC now owns 246 shares of the technology company’s stock worth $37,000 after acquiring an additional 138 shares in the last quarter. Finally, Rakuten Securities Inc. purchased a new stake in shares of Guidewire Software during the second quarter worth about $49,000.

Key Stories Impacting Guidewire Software

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

Analysts Set New Price Targets

GWRE has been the subject of a number of analyst reports. Piper Sandler restated an “overweight” rating and issued a $210.00 price target on shares of Guidewire Software in a research report on Friday, September 4th. 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. Oppenheimer upped their price objective on shares of Guidewire Software from $200.00 to $210.00 and gave the stock an “outperform” rating in a research note on Friday, September 4th. Citizens Jmp restated a “market outperform” rating and set a $220.00 target price on shares of Guidewire Software in a report on Friday, September 4th. Finally, Guggenheim increased their price target on shares of Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research 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. According to data from MarketBeat, Guidewire Software presently has an average rating of “Moderate Buy” and an average price target of $216.23.

About Guidewire Software

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.