Guidewire Software (NYSE:GWRE) CEO Sells $245,328.00 in Stock

Guidewire Software, Inc. (NYSE:GWRE) CEO Michael Rosenbaum sold 1,200 shares of the business’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $204.44, for a total value of $245,328.00. Following the completion of the sale, the chief executive officer directly owned 186,576 shares of the company’s stock, valued at $38,143,597.44. The trade was a 0.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Michael George Rosenbaum also recently made the following trade(s):

• On Monday, August 24th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $187.82, for a total value of $225,384.00.
• On Monday, August 17th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $172.88, for a total value of $207,456.00.
• On Monday, August 10th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $169.50, for a total value of $203,400.00.
• On Monday, August 3rd, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $155.92, for a total value of $187,104.00.
• On Monday, July 27th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $142.31, for a total value of $170,772.00.
• On Monday, July 13th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $138.47, for a total transaction of $166,164.00.
• On Monday, July 6th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $131.63, for a total transaction of $157,956.00.
• On Monday, June 22nd, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $105.67, for a total transaction of $126,804.00.
• On Tuesday, June 16th, Michael Rosenbaum sold 5,830 shares of Guidewire Software stock. The shares were sold at an average price of $118.74, for a total transaction of $692,254.20.
• On Monday, June 15th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $123.85, for a total transaction of $148,620.00.

Guidewire Software Trading Up 4.9%

NYSE:GWRE opened at $202.22 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. The firm has a 50-day moving average of $160.22 and a 200-day moving average of $146.26. The company has a market cap of $16.84 billion, a PE ratio of 109.31 and a beta of 0.97. Guidewire Software, Inc. has a one year low of $102.30 and a one year high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.06. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business had revenue of $411.09 million for the quarter, compared to analysts’ expectations of $402.61 million. During the same quarter last year, the firm earned $0.84 EPS. The firm’s revenue for the quarter was up 15.3% compared to the same quarter last year. As a group, equities research analysts expect that Guidewire Software, Inc. will post 1.83 EPS for the current fiscal year.

More Guidewire Software News

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

• Positive Sentiment: Guidewire reported adjusted fourth-quarter earnings of $0.99 per share, above the Zacks consensus estimate of $0.94 and up from $0.84 a year earlier. Quarterly revenue also increased 15.3% year over year. Guidewire Software Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Management cited expanding customer demand, deeper commitments to Guidewire’s core products, and growing adoption of new pricing and artificial-intelligence-focused offerings. Fiscal 2027 revenue guidance of approximately $1.7 billion was broadly in line with consensus expectations. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: BTIG Research raised its price target to $230 and maintained a Buy rating, indicating that some analysts remain constructive on Guidewire’s long-term growth prospects.
• Neutral Sentiment: Recent institutional activity was mixed but included substantial new or increased positions from California State Teachers’ Retirement System, Bamco, Linonia Partnership, Route One Investment and VanEck.
• Negative Sentiment: First-quarter fiscal 2027 revenue guidance of $372 million to $378 million fell short of the $386.1 million consensus estimate. This suggests a slower start to the new fiscal year and was the primary catalyst for the selloff. Guidewire Shares Tumble on Weak First Quarter Guidance
• Negative Sentiment: The stock’s reaction is amplified by its elevated valuation—approximately 109 times earnings—leaving limited room for disappointing guidance. A separate financial data report listed quarterly EPS at $0.55 versus a $0.93 estimate, creating some inconsistency with the adjusted-EPS figure reported by Zacks.
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares for approximately $245,000 under a prearranged Rule 10b5-1 plan. The sale was small relative to his remaining stake and appears scheduled, but it adds modest insider-selling pressure.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. American Trust grew its position in shares of Guidewire Software by 3.9% during the 3rd quarter. American Trust now owns 1,632 shares of the technology company’s stock valued at $375,000 after acquiring an additional 61 shares during the period. Vident Advisory LLC lifted its stake in Guidewire Software by 1.7% in the third quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock valued at $936,000 after purchasing an additional 70 shares during the last quarter. Castleark Management LLC lifted its stake in Guidewire Software by 1.6% in the first quarter. Castleark Management LLC now owns 5,180 shares of the technology company’s stock valued at $775,000 after purchasing an additional 80 shares during the last quarter. Cassaday & Co Wealth Management LLC grew its holdings in Guidewire Software by 9.9% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 1,085 shares of the technology company’s stock valued at $218,000 after purchasing an additional 98 shares during the period. Finally, Avory & Company LLC increased its position in Guidewire Software by 10.0% in the fourth quarter. Avory & Company LLC now owns 1,187 shares of the technology company’s stock worth $239,000 after buying an additional 108 shares during the last quarter.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Wells Fargo & Company cut their target price on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a research report on Friday, June 5th. DA Davidson dropped their price objective on Guidewire Software from $246.00 to $222.00 and set a “buy” rating on the stock in a research note on Monday, June 8th. Stifel Nicolaus dropped their price objective on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. BTIG Research upped their target price on shares of Guidewire Software from $175.00 to $230.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Royal Bank Of Canada lowered their target price on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a report on Friday, June 5th. Thirteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $223.93.

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.