Guidewire Software (NYSE:GWRE) CEO Sells 1,200 Shares of Company Stock

Guidewire Software, Inc. (NYSE:GWRE) CEO Michael Rosenbaum sold 1,200 shares of the firm’s stock in a transaction on Monday, September 28th. The stock was sold at an average price of $142.65, for a total value of $171,180.00. Following the completion of the sale, the chief executive officer directly owned 278,466 shares of the company’s stock, valued at $39,723,174.90. This represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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, September 21st, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $145.92, for a total value of $175,104.00.
• On Thursday, September 17th, Michael Rosenbaum sold 72,290 shares of Guidewire Software stock. The shares were sold at an average price of $144.47, for a total value of $10,443,736.30.
• On Monday, September 14th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $145.87, for a total value of $175,044.00.
• On Tuesday, September 8th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $160.52, for a total value of $192,624.00.
• On Monday, August 31st, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $204.44, for a total value of $245,328.00.
• 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 transaction of $225,384.00.
• On Monday, August 17th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $172.88, for a total transaction 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 transaction 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.

Guidewire Software Price Performance

Shares of GWRE stock traded up $0.40 during trading hours on Wednesday, reaching $142.92. The stock had a trading volume of 1,097,685 shares, compared to its average volume of 1,575,000. The stock’s fifty day simple moving average is $164.56 and its 200 day simple moving average is $146.94. The company has a current ratio of 1.79, a quick ratio of 1.79 and a debt-to-equity ratio of 0.57. Guidewire Software, Inc. has a 12 month low of $102.30 and a 12 month high of $255.89. The firm has a market capitalization of $11.90 billion, a PE ratio of 87.68 and a beta of 0.97.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. The firm had revenue of $411.09 million during the quarter, compared to analyst estimates of $402.61 million. During the same period in the previous year, the business earned $0.84 EPS. The business’s revenue for the quarter was up 15.3% on a year-over-year basis. On average, equities research analysts predict that Guidewire Software, Inc. will post 2.45 EPS for the current year.

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Improved cash flow and buybacks support the stock. Guidewire exited fiscal 2026 with operating cash flow up 30% and repurchased $606 million of its shares, suggesting stronger profitability and operating leverage. Guidewire’s Cash Flow and Buybacks: Can Both Keep Scaling?
• Positive Sentiment: West Bend is preparing for AI-enabled claims processing on Guidewire. The insurer’s implementation provides evidence that Guidewire’s platform could benefit from increasing demand for automation and artificial intelligence in insurance operations. West Bend Lays the Foundation for AI-Driven Claims on Guidewire
• Neutral Sentiment: Analyst estimates are mixed but imply longer-term earnings growth. Zacks Research raised several 2028 estimates, including fiscal 2028 EPS to $3.18 from $2.64 and projected fiscal 2029 EPS of $4.36. However, it lowered fiscal 2027 EPS to $1.98 from $2.06, reduced first-quarter 2027 EPS to $0.26 from $0.37, and cut second-quarter 2027 EPS to $0.44 from $0.55.
• Negative Sentiment: High expectations and valuation remain potential headwinds. Brown Capital Management said elevated expectations are weighing on Guidewire, particularly amid broader uncertainty surrounding AI spending and market volatility. The stock’s high earnings multiple and position below its 50-day moving average may make investors more sensitive to any execution or forecast shortfall. Elevated Expectations Weigh on Guidewire

Institutional Trading of Guidewire Software

Several hedge funds have recently added to or reduced their stakes in GWRE. Bamco Inc. NY bought a new position in shares of Guidewire Software during the second quarter valued at about $1,106,768,000. Linonia Partnership LP bought a new stake in shares of Guidewire Software in the 2nd quarter valued at about $853,165,000. Route One Investment Company L.P. bought a new stake in shares of Guidewire Software in the 2nd quarter valued at about $227,564,000. Van ECK Associates Corp purchased a new stake in Guidewire Software during the 2nd quarter valued at about $149,611,000. Finally, Capital World Investors purchased a new stake in Guidewire Software during the 4th quarter valued at about $202,405,000.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on GWRE shares. Piper Sandler reissued an “overweight” rating and issued a $210.00 price target on shares of Guidewire Software in a research note on Friday, September 4th. JPMorgan Chase & Co. dropped their price objective on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. DA Davidson reiterated a “buy” rating and issued a $222.00 price objective on shares of Guidewire Software in a report on Friday, September 4th. Robert W. Baird increased their price objective on Guidewire Software from $202.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, August 31st. Finally, Citizens Jmp reissued a “market outperform” rating and set a $220.00 price objective on shares of Guidewire Software in a report on Friday, September 4th. Twelve research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $216.23.

Guidewire Software Company Profile

Guidewire Software, Inc develops software for the property and casualty (P&C) insurance industry. Its platform is designed to help insurers manage core operations, modernize legacy systems, and support digital interactions with policyholders, agents, brokers, and other stakeholders.

The company’s principal offerings include Guidewire InsuranceSuite, a cloud-based platform with applications such as PolicyCenter for policy administration, BillingCenter for billing and payments, and ClaimCenter for claims management.