$GWRE

Guidewire (NYSE: GWRE) CFO gets new equity grant, now holds 80,769 shares

Guidewire's (GWRE) CFO, Jeffrey Elliott Cooper, received 18,650 performance shares and 18,650 common shares on September 11, 2026. The performance shares vest after a three-year period based on performance and continued employment. Cooper now holds 80,769 shares directly.

Original reporting
Published Sep 14, 2026, 9:10 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 14, 2026, 10:10 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefFinancial news
Primary signal
$GWRE
Neutral
medium confidence
Mentioned
$GWRE
Relevance
5/10
AlphAI data visualization · based on stocktitan.net
Decision brief

The 30-second read

$GWRENeutralLow
01

Why it matters

The grant modestly increases insider ownership, which may be interpreted as confidence but is unlikely to drive price action.

02

Market read

Primary insider filing with limited material impact; relevant for short‑term monitoring of insider activity.

03

What to watch

If the performance criteria are aggressive, future vesting could align management incentives with shareholder value.

Relevance 5/10Novelty 6/10Timing: post filing September 11, 2026

Background

Form 4 filings disclose insider transactions; CFO equity grants are common corporate governance disclosures.

Company-level read

Ticker impact

$GWRENeutralMedium confidence
Context

CFO Jeffrey Elliott Cooper was granted 18,650 performance shares, increasing his direct holdings to 80,769 shares.

Expected impact

minimal impact; price may stay flat or see slight positive bias from perceived insider confidence.

Evidence & confidence

Form 4 filings are primary source disclosures; the grant size is small relative to market cap, so market reaction is expected to be limited.

Market effects

None; the grant is company‑specific and does not affect the broader insurance‑software sector.

None; limited to US equity market participants.

Low; only relevant to investors tracking GWRE.

Counterpoint

The grant may be viewed as a routine compensation event, offering no upside; investors could ignore it.

Key entities

  • Jeffrey Elliott Cooper

    Chief Financial Officer of Guidewire Software, Inc.

  • Guidewire Software, Inc.

    Provider of core system software for the property and casualty insurance industry.

Related articles

$GWREHighAI 8/10

Guidewire Software’s Cloud Shift Powers Earnings Call

Guidewire Software (GWRE) reported Q4 earnings with record ARR of $1.242B, up 19% YoY. Cloud ARR grew 35% and now represents 84% of total ARR. Subscription revenue surged 37% to $916M. Total revenue reached $1.475B, up 23%. The company expects fiscal 2027 ARR of $1.45B-$1.46B and total revenue of $1.707B-$1.727B.

$GWREMed

Guidewire climbs as investors focus on cloud growth, recurring revenue, and bullish analyst support

Guidewire Software (GWRE) rose 8.6% today, driven by investor confidence in its cloud transition and recurring revenue growth. Fiscal 2026 revenue increased 23%, with subscription revenue up 33%. Annual recurring revenue reached $1.24B, with 19% growth. Analysts raised price targets, including one to $235. Insiders sold shares, while hedge funds showed mixed activity.

$GWRELow

Guidewire Software (GWRE) Following Earnings And 2027 Guidance Is The Valuation Case Changing

Guidewire Software (GWRE) reported Q4 and FY2026 earnings, providing 2027 revenue and operating income guidance. Shares closed at $140.92, down 24.9% YTD but up 53.9% over 3 years. The company's valuation is debated, with a fair value estimate of $210.86, though its P/E ratio of 84.2x is high compared to peers. Growth potential is tied to cloud-based systems and global expansion, but risks include large deal delays and foreign exchange impacts.

$GWREHighAI 8/10

Guidewire (GWRE) Q4 2026 Earnings Call Transcript

Guidewire (GWRE) reported Q4 2026 earnings with ARR growth of 19% YoY to $1.242B, total revenue up 23% to $1.475B, and non-GAAP operating income up 63% to $340M. Cloud ARR grew 35% YoY, comprising 84% of total ARR. The company guided FY 2027 ARR to $1.45B-$1.46B, up 18% at midpoint. Subscription revenue rose 37% YoY to $916M, while license revenue declined 7% to $235M. Management highlighted record-low attrition rates and strong adoption of AI-driven products like ProNavigator and PricingCenter.