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

Guidewire Software, Inc. (NYSE:GWRE) CAO David Franklin Peterson sold 2,500 shares of the business’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 completion of the transaction, the chief accounting officer owned 9,787 shares of the company’s stock, valued at $1,957,400. This represents a 20.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 shares were sold at an average price of $118.74, for a total value of $29,210.04.

Guidewire Software Price Performance

NYSE GWRE opened at $205.81 on Friday. Guidewire Software, Inc. has a one year low of $102.30 and a one year high of $272.60. The stock has a 50-day moving average of $152.89 and a 200 day moving average of $144.13. The company has a market capitalization 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 quick ratio of 2.44 and a current ratio of 2.44.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.08. The business had revenue of $372.54 million for the quarter, compared to analysts’ expectations of $355.92 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business’s revenue for the quarter was up 26.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.88 EPS. On average, sell-side analysts forecast that Guidewire Software, Inc. will post 1.83 EPS for the current year.

Institutional Trading of Guidewire Software

Several large investors have recently added to or reduced their stakes in GWRE. American Trust raised its position in Guidewire Software by 3.9% in the third 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 grew its position in shares of Guidewire Software by 1.7% during the 3rd quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock valued at $936,000 after acquiring an additional 70 shares during the period. Castleark Management LLC grew its position in shares of Guidewire Software by 1.6% during the 1st quarter. Castleark Management LLC now owns 5,180 shares of the technology company’s stock valued at $775,000 after acquiring an additional 80 shares during the period. Cassaday & Co Wealth Management LLC increased its stake in shares of Guidewire Software by 9.9% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,085 shares of the technology company’s stock worth $218,000 after purchasing an additional 98 shares in the last quarter. Finally, State of Michigan Retirement System increased its stake in shares of Guidewire Software by 0.5% in the 4th quarter. State of Michigan Retirement System now owns 20,100 shares of the technology company’s stock worth $4,040,000 after purchasing an additional 100 shares in the last quarter.

Analyst Ratings Changes

A number of research firms have commented on GWRE. Zacks Research downgraded shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Wells Fargo & Company lowered their price target on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a report on Friday, June 5th. The Goldman Sachs Group dropped their price target on Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, June 3rd. Finally, Piper Sandler began coverage on Guidewire Software in a research report on Monday, August 10th. They set an “overweight” rating and a $210.00 price objective for the company. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $223.79.

Guidewire Software News Summary

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.