Guidewire Software Target of Unusually Large Options Trading (NYSE:GWRE)

Guidewire Software, Inc. (NYSE:GWRE) saw unusually large options trading on Wednesday. Stock traders bought 1,297 call options on the company. This is an increase of approximately 1,563% compared to the typical daily volume of 78 call options.

Insider Activity

In other news, CFO Jeffrey Elliott Cooper sold 216 shares of Guidewire Software stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $180.87, for a total value of $39,067.92. Following the completion of the transaction, the chief financial officer directly owned 72,753 shares of the company’s stock, valued at approximately $13,158,835.11. The trade was a 0.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Michael George Rosenbaum sold 1,200 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $127.00, for a total transaction of $152,400.00. Following the completion of the transaction, the chief executive officer directly owned 230,743 shares in the company, valued at $29,304,361. This represents a 0.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 45,960 shares of company stock worth $8,767,044. 0.46% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Guidewire Software

Institutional investors have recently modified their holdings of the stock. Vancity Investment Management Ltd grew its holdings in shares of Guidewire Software by 5.0% during the 4th quarter. Vancity Investment Management Ltd now owns 4,694 shares of the technology company’s stock valued at $943,000 after acquiring an additional 223 shares in the last quarter. Corient Private Wealth LLC boosted its position in Guidewire Software by 38.6% during the fourth quarter. Corient Private Wealth LLC now owns 10,958 shares of the technology company’s stock valued at $2,164,000 after purchasing an additional 3,053 shares during the last quarter. Mackenzie Financial Corp grew its stake in Guidewire Software by 8.7% in the fourth 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 in the last quarter. NewEdge Advisors LLC increased its position in Guidewire Software by 5.4% in the 4th quarter. NewEdge Advisors LLC now owns 3,868 shares of the technology company’s stock worth $777,000 after purchasing an additional 198 shares during the last quarter. Finally, XTX Topco Ltd raised its stake in shares of Guidewire Software by 349.9% during the 4th 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 in the last quarter.

Guidewire Software Stock Down 0.1%

Shares of NYSE:GWRE opened at $128.73 on Friday. The firm has a 50 day simple moving average of $167.22 and a 200 day simple moving average of $206.33. Guidewire Software has a 52 week low of $120.37 and a 52 week high of $272.60. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48. The company has a market cap of $10.94 billion, a PE ratio of 122.60, a price-to-earnings-growth ratio of 8.30 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last announced its earnings results on Wednesday, December 3rd. The technology company reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The company had revenue of $332.64 million for the quarter, compared to the consensus estimate of $316.62 million. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The company’s revenue was up 26.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.43 EPS. As a group, research analysts expect that Guidewire Software will post 0.52 earnings per share for the current year.

Guidewire Software announced that its board has approved a stock repurchase program on Thursday, January 8th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the technology company to repurchase up to 3.1% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Wells Fargo & Company reduced their price target on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Citigroup upped their target price on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Citizens Jmp reiterated a “market outperform” rating and set a $281.00 price target on shares of Guidewire Software in a research report on Wednesday, December 10th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Thursday, January 22nd. Finally, Wall Street Zen cut Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $259.77.

More Guidewire Software News

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

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.