John Mullen Sells 6,576 Shares of Guidewire Software (NYSE:GWRE) Stock

18 Mar 2026, 16:51 by Doug Wharley · The Cerbat Gem

Guidewire Software, Inc. (NYSE:GWRE – Get Free Report) President John Mullen sold 6,576 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $1,077,543.36. Following the completion of the transaction, the president directly owned 135,407 shares in the company, valued at $22,187,791.02. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Guidewire Software Stock Performance

Shares of NYSE GWRE traded down $3.73 during midday trading on Wednesday, hitting $159.38. 1,073,919 shares of the company’s stock traded hands, compared to its average volume of 1,784,287. The firm has a fifty day moving average of $149.78 and a 200 day moving average of $198.05. Guidewire Software, Inc. has a 1 year low of $120.37 and a 1 year high of $272.60. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.93 and a current ratio of 2.93. The stock has a market capitalization of $13.49 billion, a price-to-earnings ratio of 72.44, a price-to-earnings-growth ratio of 7.33 and a beta of 1.06.

Guidewire Software (NYSE:GWRE – Get Free Report) last posted its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.77 by $0.40. The company had revenue of $359.10 million for the quarter, compared to the consensus estimate of $342.88 million. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The firm’s revenue was up 24.0% compared to the same quarter last year. During the same quarter last year, the firm posted $0.51 earnings per share. On average, analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

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

Analyst Ratings Changes

Several research firms recently weighed in on GWRE. Stifel Nicolaus lowered their target price on Guidewire Software from $300.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Wall Street Zen cut Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Oppenheimer decreased their price objective on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. Royal Bank Of Canada lowered their price objective on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research report on Friday, March 6th. Finally, Zacks Research upgraded Guidewire Software from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Guidewire Software has an average rating of “Moderate Buy” and a consensus target price of $249.85.

Check Out Our Latest Stock Analysis on GWRE

Institutional Trading of Guidewire Software

Institutional investors have recently made changes to their positions in the business. IFP Advisors Inc lifted its holdings in Guidewire Software by 4.6% in the 3rd quarter. IFP Advisors Inc now owns 1,104 shares of the technology company’s stock worth $254,000 after purchasing an additional 49 shares in the last quarter. Earned Wealth Advisors LLC grew its stake in Guidewire Software by 5.4% during the third quarter. Earned Wealth Advisors LLC now owns 989 shares of the technology company’s stock valued at $227,000 after acquiring an additional 51 shares in the last quarter. Smartleaf Asset Management LLC increased its holdings in Guidewire Software by 9.3% in the 3rd quarter. Smartleaf Asset Management LLC now owns 624 shares of the technology company’s stock valued at $145,000 after acquiring an additional 53 shares during the last quarter. PDS Planning Inc increased its holdings in Guidewire Software by 6.4% in the 3rd quarter. PDS Planning Inc now owns 911 shares of the technology company’s stock valued at $209,000 after acquiring an additional 55 shares during the last quarter. Finally, American Trust lifted its stake in Guidewire Software by 3.9% in the 3rd quarter. American Trust now owns 1,632 shares of the technology company’s stock worth $375,000 after purchasing an additional 61 shares in the last quarter.

Key Guidewire Software News

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

Positive Sentiment: Q4 results showed a meaningful beat: Guidewire reported accelerating revenue growth and an EPS beat that supports the company’s cloud transition and AI-driven growth thesis. Analysts still skew positive on the name, leaving upside in consensus targets.
Positive Sentiment: The Board authorized a $500 million share repurchase program (authorized Jan. 8), which reduces float and can support the stock over time; MarketBeat coverage highlights the buyback as a potential catalyst. Guidewire’s Buyback Could Be the Clue the Sell-Off Is Ending
Neutral Sentiment: Coverage and thematic views are mixed: recent write-ups discuss AI-driven re-rating potential but also note multiple compression, leaving the investment case in flux. See Yahoo’s note on the shifting investment story. How The Guidewire (GWRE) Investment Story Is Shifting With AI Hopes And Multiple Compression
Neutral Sentiment: Some commentary (e.g., InsiderMonkey) flags a loss of short‑term momentum after a strong run; that may explain choppiness but doesn’t negate the company’s longer-term growth metrics. Guidewire (GWRE) Lost Some Momentum in Q4 after a Strong Run
Negative Sentiment: Heavy insider selling this week: CEO, President, CFO, CAO and other senior insiders sold shares on March 16–17 (multiple Form 4 filings). The cluster of sales — including several large transactions — is being interpreted as a negative signal by the market. See the InsiderTrades alert summarizing the filings. Guidewire Software (NYSE:GWRE) CEO Sells $192,000.00 in Stock
Negative Sentiment: Valuation and technicals: GWRE still trades well below its 200‑day average and at a high P/E, making it vulnerable to further multiple compression if sentiment weakens or macro risk rises. Analysts’ price targets remain above the current price, but the gap creates sensitivity to sentiment-driven moves.

Guidewire Software Company Profile

(Get Free Report)

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.