Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 4,737 Shares

Guidewire Software, Inc. (NYSE:GWRE) CEO Michael George Rosenbaum sold 4,737 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total value of $776,204.82. Following the completion of the sale, the chief executive officer owned 221,206 shares of the company’s stock, valued at $36,246,815.16. The trade was a 2.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

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 stock was sold at an average price of $160.00, for a total value of $192,000.00.
• On Monday, March 9th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $166.34, for a total value of $199,608.00.
• On Monday, February 23rd, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were 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 stock was 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 stock was 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 shares were sold at an average price of $156.26, for a total value of $187,512.00.
• On Tuesday, January 13th, Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were 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 stock was sold at an average price of $200.72, for a total transaction of $281,008.00.

Guidewire Software Trading Down 2.3%

NYSE:GWRE opened at $159.38 on Thursday. The firm’s fifty day moving average is $149.21 and its 200-day moving average is $197.78. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.93 and a current ratio of 2.93. Guidewire Software, Inc. has a 52 week low of $120.37 and a 52 week high of $272.60. The firm has a market cap of $13.49 billion, a P/E ratio of 72.44, a P/E/G ratio of 7.39 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $0.77 by $0.40. The company had revenue of $359.10 million during the quarter, compared to analysts’ expectations of $342.88 million. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. Guidewire Software’s revenue for the quarter was up 24.0% compared to the same quarter last year. During the same period in the prior year, the company posted $0.51 earnings per share. Equities analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

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

Analyst Ratings Changes

GWRE has been the topic of a number of recent analyst reports. Citigroup boosted their price objective on Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Zacks Research raised Guidewire Software from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. Citizens Jmp reiterated a “market outperform” rating and issued a $281.00 target price on shares of Guidewire Software in a report on Wednesday, December 10th. Stifel Nicolaus dropped their price target on Guidewire Software from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. One 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 issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $249.85.

Hedge Funds Weigh In On Guidewire Software

Institutional investors and hedge funds have recently made changes to their positions in the stock. Measured Wealth Private Client Group LLC bought a new stake in Guidewire Software in the 3rd quarter valued at about $29,000. Root Financial Partners LLC acquired a new position in Guidewire Software during the 3rd quarter worth approximately $29,000. Newbridge Financial Services Group Inc. bought a new position in Guidewire Software in the second quarter worth approximately $30,000. Advisors Asset Management Inc. acquired a new stake in Guidewire Software in the first quarter valued at approximately $25,000. Finally, Cornerstone Planning Group LLC grew its stake in Guidewire Software by 620.0% in the third quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company’s stock valued at $34,000 after acquiring an additional 124 shares during the period.

More Guidewire Software News

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

• Positive Sentiment: Unusually large call‑option flow: traders bought 1,297 GWRE call contracts on Wednesday — a ~1,563% jump vs. the average daily call volume (78). This suggests some market participants are positioning for upside near term.
• Positive Sentiment: Board buyback support — Guidewire authorized a $500 million repurchase program earlier this year (up to ~3.1% of shares). Buybacks can underpin the stock and signal management thinks shares are undervalued. Guidewire Buyback Article
• Positive Sentiment: Analyst backdrop remains largely constructive: the consensus remains a “Moderate Buy” with a mean price target (~$249.85) well above current levels, and multiple firms maintaining Buy/outperform ratings — a supportive backdrop for longer‑term buyers. MarketBeat GWRE Coverage
• Neutral Sentiment: Framing the investment case: coverage exploring AI tailwinds and multiple compression suggests the company’s narrative is evolving — potentially a positive structural story but one that may take time to reflect in multiples. Yahoo: Investment Story Shifting
• Neutral Sentiment: Investor letters and commentary note some momentum cooling after a strong run — useful context for traders but not an immediate fundamental change. InsiderMonkey: Momentum Note
• Negative Sentiment: Concentrated insider selling: several senior executives have recently trimmed positions — CEO Michael Rosenbaum sold 4,737 shares (plus a separate 1,200‑share sale), President John Mullen sold 6,576 shares, CFO Jeffrey Cooper sold 1,935 shares, CAO David Peterson sold 273 shares, and another insider sold ~1,001 shares — all around the ~$160–$164 price area. Multiple insider sales in a short window can weigh on sentiment and trigger short‑term selling. InsiderTrades: CEO Sells

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.