Michael George Rosenbaum Sells 1,200 Shares of Guidewire Software (NYSE:GWRE) Stock

Guidewire Software, Inc. (NYSE:GWRE) CEO Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $127.00, for a total transaction of $152,400.00. Following the transaction, the chief executive officer directly owned 230,743 shares of the company’s stock, valued at approximately $29,304,361. This trade represents a 0.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

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

• 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 transaction of $168,012.00.
• On Monday, January 26th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $160.32, for a total transaction of $192,384.00.
• On Tuesday, January 20th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were 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 shares were sold at an average price of $204.95, for a total value of $286,930.00.
• On Monday, December 22nd, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $200.72, for a total value of $281,008.00.
• On Tuesday, December 16th, Michael George Rosenbaum sold 6,015 shares of Guidewire Software stock. The stock was sold at an average price of $192.08, for a total value of $1,155,361.20.
• On Monday, December 15th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $204.34, for a total value of $286,076.00.
• On Monday, December 8th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $210.87, for a total value of $295,218.00.
• On Monday, December 1st, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $213.44, for a total transaction of $298,816.00.

Guidewire Software Trading Up 5.4%

GWRE stock opened at $128.84 on Thursday. Guidewire Software, Inc. has a 52 week low of $120.37 and a 52 week high of $272.60. The company has a market capitalization of $10.95 billion, a PE ratio of 122.71, a price-to-earnings-growth ratio of 7.88 and a beta of 1.06. The company’s 50-day simple moving average is $168.74 and its 200 day simple moving average is $206.87. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Wednesday, December 3rd. The technology company reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The firm had revenue of $332.64 million during the quarter, compared to the consensus estimate of $316.62 million. During the same quarter in the previous year, the firm posted $0.43 EPS. The business’s revenue for the quarter was up 26.5% compared to the same quarter last year. As a group, sell-side analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

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

Hedge Funds Weigh In On Guidewire Software

Institutional investors have recently added to or reduced their stakes in the stock. Advisors Asset Management Inc. bought a new stake in shares of Guidewire Software during the first quarter worth $25,000. Sequoia Financial Advisors LLC grew its position in Guidewire Software by 4.1% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,835 shares of the technology company’s stock worth $432,000 after acquiring an additional 73 shares during the last quarter. TD Asset Management Inc increased its holdings in Guidewire Software by 1.0% in the 2nd quarter. TD Asset Management Inc now owns 12,172 shares of the technology company’s stock worth $2,866,000 after purchasing an additional 120 shares in the last quarter. Ritholtz Wealth Management acquired a new position in Guidewire Software in the 2nd quarter worth about $325,000. Finally, Mutual Advisors LLC raised its position in Guidewire Software by 14.1% in the second quarter. Mutual Advisors LLC now owns 1,570 shares of the technology company’s stock valued at $351,000 after purchasing an additional 194 shares during the last quarter.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Zacks Research cut Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 2nd. BTIG Research decreased their target price on shares of Guidewire Software from $225.00 to $175.00 and set a “buy” rating on the stock in a report on Wednesday. Citizens Jmp restated a “market outperform” rating and issued a $281.00 target price on shares of Guidewire Software in a research report on Wednesday, December 10th. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Finally, Citigroup lifted their price objective on shares of Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Eleven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Guidewire Software presently has a consensus rating of “Moderate Buy” and a consensus target price of $259.77.

Trending Headlines about Guidewire Software

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

• Positive Sentiment: Sompo Group signed a long‑term agreement to deploy Guidewire Cloud across its global operations — a material enterprise customer win that strengthens Guidewire’s recurring‑revenue cloud footprint and validates product-market fit with a large insurer. Sompo cloud deal
• Positive Sentiment: Guidewire has an existing $500M share‑repurchase authorization, which management is using to buy back stock — a capital allocation move that typically supports per‑share metrics and can provide a floor under the share price. MarketBeat recap
• Neutral Sentiment: BTIG cut its price target to $175 from $225 but kept a “buy” rating — the lower target tempers near‑term upside expectations, yet the maintained buy rating signals continued confidence in Guidewire’s multi‑year story. BTIG price target note
• Neutral Sentiment: Recent press pieces (including a Yahoo “2 Reasons to Like GWRE” and an MSN explainer) highlight the growth case (cloud migration, AI/analytics tailwinds) but also call out valuation and execution risks — useful context for investors weighing longer‑term thesis versus near‑term volatility. 2 Reasons to like GWRE
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares (≈$152k) on Feb. 17 — the sale is disclosed and part of a pattern of insider sales over recent months. While not necessarily signaling a change in company fundamentals, repeated insider sales can create negative sentiment among investors. Insider sale filing

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.