Guidewire Software (NYSE:GWRE) Sets New 1-Year Low After Insider Selling

Guidewire Software, Inc. (NYSE:GWRE)’s stock price hit a new 52-week low during mid-day trading on Tuesday following insider selling activity. The company traded as low as $120.37 and last traded at $122.1250, with a volume of 245430 shares traded. The stock had previously closed at $127.03.

Specifically, CEO Michael George Rosenbaum sold 1,200 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $127.00, for a total value of $152,400.00. Following the sale, the chief executive officer directly owned 230,743 shares in the company, valued at $29,304,361. This trade represents a 0.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website.

Analyst Ratings Changes

GWRE has been the topic of several research reports. Wall Street Zen cut shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. DA Davidson raised Guidewire Software from a “neutral” rating to a “buy” rating and upped their price target for the company from $246.00 to $250.00 in a research note on Wednesday, December 17th. Zacks Research cut Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 2nd. BTIG Research dropped their price objective on Guidewire Software from $225.00 to $175.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Thursday, January 22nd. Eleven investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $259.77.

Guidewire Software News Roundup

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

• Positive Sentiment: Sompo Group signed a long-term agreement to adopt Guidewire Cloud, a meaningful enterprise customer win that expands Guidewire’s global footprint and recurring cloud revenue visibility. Sompo Group and Guidewire Enter Long-Term Agreement
• Positive Sentiment: Guidewire released the London Market Tech Barometer showing brokers favor digitally advanced insurers — evidence that demand for Guidewire’s digital/cloud capabilities remains strong in key commercial insurance markets. London Market Tech Barometer
• Positive Sentiment: Unusual options activity—large call buying (1,297 calls, ~1,563% above average)—suggests some traders are positioned for upside into near-term news or catalysts. (Trade alert reported in market feeds.)
• Positive Sentiment: Guidewire has a $500M share repurchase authorization (announced earlier), which supports buy-side demand and signals management confidence in long-term value. (Referenced in recent MarketBeat coverage.)
• Neutral Sentiment: The company scheduled its Q2 FY2026 earnings release for March 5 (audio webcast), creating a near-term catalyst that can swing sentiment depending on guidance and execution. Earnings Release Announcement
• Neutral Sentiment: Market commentary and explainers (e.g., “Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?”) are helping investors parse the Sompo deal’s strategic value versus valuation — useful context but not an immediate price driver. Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?
• Negative Sentiment: BTIG cut its price target from $225 to $175 (still a “buy”), signaling some analyst concern on near-term valuation and adding downward pressure. BTIG Research Price Target Cut
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares (and has been selling periodically), which can weigh on sentiment even if sales are small relative to total holdings. SEC filing available for review. SEC Form 4 – Insider Sale

Guidewire Software Price Performance

The company has a current ratio of 3.48, a quick ratio of 3.48 and a debt-to-equity ratio of 0.44. The company has a fifty day moving average price of $167.22 and a two-hundred day moving average price of $206.33. The firm has a market cap of $10.94 billion, a P/E ratio of 122.60, a PEG ratio of 8.30 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings results on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $332.64 million for the quarter, compared to analyst estimates of $316.62 million. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.The company’s quarterly revenue was up 26.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 earnings per share. Equities analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Guidewire Software declared that its Board of Directors has approved a stock buyback program on Thursday, January 8th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the technology company to repurchase up to 3.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

Institutional Trading of Guidewire Software

A number of hedge funds have recently modified their holdings of the stock. Vancity Investment Management Ltd boosted its stake in shares of Guidewire Software by 5.0% in the fourth quarter. Vancity Investment Management Ltd now owns 4,694 shares of the technology company’s stock valued at $943,000 after buying an additional 223 shares during the period. Corient Private Wealth LLC grew its position in Guidewire Software by 38.6% in the fourth quarter. Corient Private Wealth LLC now owns 10,958 shares of the technology company’s stock valued at $2,164,000 after acquiring an additional 3,053 shares during the last quarter. Mackenzie Financial Corp lifted its stake in Guidewire Software by 8.7% in the 4th quarter. Mackenzie Financial Corp now owns 5,693 shares of the technology company’s stock valued at $1,151,000 after purchasing an additional 458 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Guidewire Software by 5.4% during the 4th quarter. NewEdge Advisors LLC now owns 3,868 shares of the technology company’s stock valued at $777,000 after acquiring an additional 198 shares in the last quarter. Finally, XTX Topco Ltd grew its holdings in shares of Guidewire Software by 349.9% during the fourth quarter. XTX Topco Ltd now owns 12,382 shares of the technology company’s stock worth $2,489,000 after purchasing an additional 9,630 shares during the last quarter.

Guidewire Software Company Profile

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.