Guidewire Software (NYSE:GWRE) CEO Sells $776,204.82 in Stock

Guidewire Software, Inc. (NYSE:GWRE) CEO Michael George Rosenbaum sold 4,737 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total transaction of $776,204.82. Following the transaction, the chief executive officer directly owned 221,206 shares of the company’s stock, valued at approximately $36,246,815.16. This represents a 2.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

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

• On Monday, March 16th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $160.00, for a total transaction of $192,000.00.
• On Monday, March 9th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $166.34, for a total transaction of $199,608.00.
• On Monday, February 23rd, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $125.50, for a total value of $150,600.00.
• On Tuesday, February 17th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $127.00, for a total value of $152,400.00.
• On Monday, February 2nd, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $140.01, for a total value of $168,012.00.
• On Monday, January 26th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $160.32, for a total value of $192,384.00.
• On Tuesday, January 20th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $156.26, for a total transaction of $187,512.00.
• On Tuesday, January 13th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $180.87, for a total transaction of $217,044.00.
• On Monday, December 29th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $204.95, for a total transaction of $286,930.00.
• On Monday, December 22nd, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $200.72, for a total transaction of $281,008.00.

Guidewire Software Stock Performance

GWRE traded down $3.73 on Wednesday, hitting $159.38. 1,073,919 shares of the company’s stock were exchanged, compared to its average volume of 1,784,287. The firm has a market cap of $13.49 billion, a PE ratio of 72.44, a P/E/G ratio of 7.33 and a beta of 1.06. Guidewire Software, Inc. has a twelve month low of $120.37 and a twelve month high of $272.60. The stock has a fifty day moving average of $149.78 and a two-hundred day moving average of $198.05. The company has a current ratio of 2.93, a quick ratio of 2.93 and a debt-to-equity ratio of 0.45.

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

Guidewire Software announced that its Board of Directors has initiated a stock repurchase program on Thursday, January 8th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the technology company to reacquire up to 3.1% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its stock is undervalued.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Wealth Enhancement Advisory Services LLC raised its position in Guidewire Software by 57.0% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 51,694 shares of the technology company’s stock worth $11,735,000 after acquiring an additional 18,774 shares in the last quarter. Scalar Gauge Management LLC bought a new position in shares of Guidewire Software during the 3rd quarter valued at about $5,287,000. American Century Companies Inc. boosted its position in shares of Guidewire Software by 3.4% during the 3rd quarter. American Century Companies Inc. now owns 520,390 shares of the technology company’s stock valued at $119,617,000 after purchasing an additional 17,104 shares in the last quarter. Dynamic Technology Lab Private Ltd grew its stake in shares of Guidewire Software by 901.1% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 9,110 shares of the technology company’s stock worth $2,094,000 after purchasing an additional 8,200 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC acquired a new stake in Guidewire Software during the third quarter valued at approximately $51,967,000.

Wall Street Analysts Forecast Growth

GWRE has been the topic of several analyst reports. Royal Bank Of Canada dropped their target price 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. DA Davidson reissued a “buy” rating and set a $246.00 price target on shares of Guidewire Software in a report on Tuesday, March 10th. Citizens Jmp restated a “market outperform” rating and set a $281.00 price target on shares of Guidewire Software in a research report on Wednesday, December 10th. Zacks Research upgraded shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a research report on Friday, March 13th. Finally, Stifel Nicolaus reduced their target price on shares of Guidewire Software from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Guidewire Software has an average rating of “Moderate Buy” and an average target price of $249.85.

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.

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.