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

Guidewire Software, Inc. (NYSE:GWRE) CEO Michael George Rosenbaum sold 4,737 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $776,204.82. Following the completion of the transaction, the chief executive officer owned 221,206 shares of the company’s stock, valued at approximately $36,246,815.16. This represents a 2.10% decrease in their position. 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 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 shares were sold at an average price of $125.50, for a total transaction 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 transaction 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 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 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 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 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.

Guidewire Software Trading Down 2.1%

NYSE:GWRE opened at $156.00 on Friday. 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 one year low of $120.37 and a one year high of $272.60. The business’s 50-day simple moving average is $148.72 and its 200 day simple moving average is $197.49. The stock has a market cap of $13.21 billion, a price-to-earnings ratio of 70.91, a price-to-earnings-growth ratio of 7.22 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $0.77 by $0.40. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.The firm had revenue of $359.10 million during the quarter, compared to analyst estimates of $342.88 million. During the same quarter last year, the firm earned $0.51 EPS. Guidewire Software’s quarterly revenue was up 24.0% on a year-over-year basis. As a group, sell-side analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software declared that its board has approved a stock buyback plan on Thursday, January 8th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the technology company to repurchase up to 3.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Guidewire Software News Roundup

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

• Positive Sentiment: Large call‑option flow — traders bought ~1,297 GWRE call contracts (≈1,563% above average), signaling speculative positioning for upside in the near term.
• Positive Sentiment: Board buyback — a $500M repurchase authorization (~3.1% of shares) remains a structural support and signal management sees value in the equity. Guidewire Buyback Article
• Positive Sentiment: Recent fundamentals are strong — Q4 revenue and EPS beat (March 5) and continued analyst bullishness (consensus “Moderate Buy”, average target near $250) provide longer‑term upside support. MarketBeat GWRE Coverage
• Neutral Sentiment: Strategic narrative shifting — coverage highlights AI tailwinds and modernization opportunities for P&C insurers; these are positives over time but not an immediate catalyst.
• Neutral Sentiment: Technical/contextual note — 50‑day moving average sits well below the 200‑day average, and intraday volume has been below recent averages, which can amplify directional moves until volume confirms a trend change.
• Negative Sentiment: Concentrated insider selling — multiple senior executives (CEO Michael Rosenbaum, President John Mullen, CFO Jeffrey Cooper, CAO David Peterson and others) executed clustered sales totalling several hundred to thousands of shares in the $160–$164 area; that kind of clustered insider trimming can sap investor confidence and trigger near‑term selling pressure. InsiderTrades: CEO Sells

Institutional Trading of Guidewire Software

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in shares of Guidewire Software by 1.3% in the 3rd quarter. Vanguard Group Inc. now owns 9,039,377 shares of the technology company’s stock worth $2,077,791,000 after buying an additional 116,726 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Guidewire Software by 8.9% in the 4th quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock valued at $357,504,000 after buying an additional 145,924 shares during the period. Stockbridge Partners LLC grew its position in shares of Guidewire Software by 39.0% during the 4th quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock valued at $290,501,000 after buying an additional 405,850 shares during the last quarter. AQR Capital Management LLC raised its stake in Guidewire Software by 3.6% during the fourth quarter. AQR Capital Management LLC now owns 1,316,817 shares of the technology company’s stock worth $264,693,000 after acquiring an additional 45,289 shares during the period. Finally, Capital World Investors acquired a new stake in Guidewire Software during the fourth quarter worth about $202,405,000.

Analysts Set New Price Targets

GWRE has been the subject of a number of research analyst reports. Royal Bank Of Canada dropped their price target on shares of Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research note on Friday, March 6th. DA Davidson reissued a “buy” rating and set a $246.00 price objective on shares of Guidewire Software in a report on Tuesday, March 10th. Citigroup upped their target price 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. Stifel Nicolaus decreased their price target on Guidewire Software from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Finally, Oppenheimer lowered their price objective on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $249.85.

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.