Insider Selling: Guidewire Software (NYSE:GWRE) CEO Sells 1,400 Shares of Stock

Key Points

• Guidewire CEO Michael George Rosenbaum sold 1,400 shares on Nov. 17 at an average price of $222.54 for $311,556, leaving him with 252,358 shares (a 0.55% reduction in his position).
• Rosenbaum has been a consistent seller this quarter, executing multiple 1,400-share sales and a large 30,317-share sale on Sept. 16 for about $7.36 million, indicating sustained insider liquidation.
• Guidewire shares fell about 2.8% to $216.33; the company has a market cap of roughly $18.4 billion and a high PE (~270), while analysts are mostly positive with an average price target near $274 and several banks boosting targets to ~$300+.

Guidewire Software, Inc. (NYSE:GWRE - Get Free Report) CEO Michael George Rosenbaum sold 1,400 shares of the firm's stock in a transaction on Monday, November 17th. The stock was sold at an average price of $222.54, for a total transaction of $311,556.00. Following the completion of the sale, the chief executive officer directly owned 252,358 shares in the company, valued at approximately $56,159,749.32. This trade represents a 0.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

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

• On Monday, November 10th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $218.53, for a total transaction of $305,942.00.
• On Monday, November 3rd, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $231.85, for a total value of $324,590.00.
• On Monday, October 27th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $255.40, for a total value of $357,560.00.
• On Monday, October 20th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $245.70, for a total value of $343,980.00.
• On Monday, October 13th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $239.71, for a total value of $335,594.00.
• On Monday, October 6th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $230.08, for a total transaction of $322,112.00.
• On Monday, September 29th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $232.25, for a total transaction of $325,150.00.
• On Monday, September 22nd, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The shares were sold at an average price of $244.55, for a total transaction of $342,370.00.
• On Tuesday, September 16th, Michael George Rosenbaum sold 30,317 shares of Guidewire Software stock. The stock was sold at an average price of $242.87, for a total transaction of $7,363,089.79.
• On Monday, September 15th, Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock. The stock was sold at an average price of $252.83, for a total value of $353,962.00.

Guidewire Software Stock Down 2.8%

Shares of NYSE:GWRE traded down $6.18 during trading on Monday, hitting $216.33. The stock had a trading volume of 954,148 shares, compared to its average volume of 903,025. The firm's fifty day moving average is $238.24 and its 200 day moving average is $229.07. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $18.39 billion, a PE ratio of 270.41, a PEG ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a 12 month low of $165.08 and a 12 month high of $272.60.

Guidewire Software (NYSE:GWRE - Get Free Report) last announced its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.62 by $0.22. The business had revenue of $356.57 million during the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The company's revenue for the quarter was up 22.3% on a year-over-year basis. During the same quarter last year, the firm posted $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts recently weighed in on GWRE shares. The Goldman Sachs Group upped their price target on Guidewire Software from $270.00 to $305.00 and gave the stock a "buy" rating in a research note on Friday, September 5th. Stifel Nicolaus raised their price target on shares of Guidewire Software from $270.00 to $300.00 and gave the company a "buy" rating in a research report on Friday, September 5th. Oppenheimer increased their target price on Guidewire Software from $275.00 to $300.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. Weiss Ratings restated a "hold (c)" rating on shares of Guidewire Software in a research note on Wednesday, October 8th. Finally, Wells Fargo & Company boosted their target price on Guidewire Software from $265.00 to $275.00 and gave the stock an "overweight" rating in a research report on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $274.08.

Hedge Funds Weigh In On Guidewire Software

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Mutual of America Capital Management LLC lifted its position in shares of Guidewire Software by 1,852.4% during the 1st quarter. Mutual of America Capital Management LLC now owns 45,119 shares of the technology company's stock valued at $8,453,000 after buying an additional 42,808 shares in the last quarter. SBI Securities Co. Ltd. increased its stake in Guidewire Software by 403.8% in the 1st quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company's stock worth $25,000 after buying an additional 105 shares in the last quarter. Larson Financial Group LLC raised its holdings in Guidewire Software by 1,132.1% during the first quarter. Larson Financial Group LLC now owns 345 shares of the technology company's stock valued at $65,000 after acquiring an additional 317 shares during the period. Private Advisor Group LLC bought a new position in shares of Guidewire Software in the first quarter worth about $318,000. Finally, IFP Advisors Inc grew its position in shares of Guidewire Software by 121.2% during the first quarter. IFP Advisors Inc now owns 1,796 shares of the technology company's stock worth $336,000 after purchasing an additional 984 shares in the last quarter.

Guidewire Software Company Profile

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.

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