Key Points
- Guidewire CEO Michael Rosenbaum sold 1,200 shares at an average price of $142.65, generating approximately $171,180. The transaction was conducted under a pre-arranged Rule 10b5-1 plan and reduced his direct ownership by 0.43%.
- Rosenbaum has made several additional sales in recent months, including a larger sale of 72,290 shares worth approximately $10.4 million on September 17.
- Guidewire recently exceeded quarterly earnings and revenue expectations, while analysts maintain a “Moderate Buy” consensus with an average price target of $216.23; however, the stock’s high valuation and elevated expectations remain potential risks.
Guidewire Software, Inc. (NYSE:GWRE - Get Free Report) CEO Michael Rosenbaum sold 1,200 shares of the company's stock in a transaction that occurred on Monday, September 28th. The shares were sold at an average price of $142.65, for a total value of $171,180.00. Following the sale, the chief executive officer directly owned 278,466 shares in the company, valued at approximately $39,723,174.90. This represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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 transaction of $175,104.00.
- On Thursday, September 17th, Michael Rosenbaum sold 72,290 shares of Guidewire Software stock. The stock was sold at an average price of $144.47, for a total transaction of $10,443,736.30.
- On Monday, September 14th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $145.87, for a total transaction 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 transaction 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 value of $225,384.00.
- On Monday, August 17th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were sold at an average price of $172.88, for a total value of $207,456.00.
- On Monday, August 10th, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The stock was sold at an average price of $169.50, for a total value of $203,400.00.
- On Monday, August 3rd, Michael Rosenbaum sold 1,200 shares of Guidewire Software stock. The shares were 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 transaction of $170,772.00.
Guidewire Software Stock Up 0.3%
GWRE stock opened at $142.92 on Thursday. The stock has a market cap of $11.90 billion, a PE ratio of 87.68 and a beta of 0.97. The firm's 50-day simple moving average is $164.74 and its 200 day simple moving average is $146.84. Guidewire Software, Inc. has a fifty-two week low of $102.30 and a fifty-two week high of $255.89. The company has a quick ratio of 1.79, a current ratio of 1.79 and a debt-to-equity ratio of 0.57.
Guidewire Software (NYSE:GWRE - Get Free Report) last posted its earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, topping the consensus estimate of $0.93 by $0.06. The firm had revenue of $411.09 million during the quarter, compared to analysts' expectations of $402.61 million. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. Guidewire Software's quarterly revenue was up 15.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.84 EPS. As a group, sell-side analysts predict that Guidewire Software, Inc. will post 2.45 EPS for the current year.
Analysts Set New Price Targets
GWRE has been the subject of a number of recent analyst reports. Citigroup increased their target price on shares of Guidewire Software from $137.00 to $181.00 and gave the company a "neutral" rating in a research report on Friday, September 4th. JPMorgan Chase & Co. lowered their price target on Guidewire Software from $300.00 to $258.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 14th. Guggenheim lifted their target price on Guidewire Software from $180.00 to $210.00 and gave the stock a "buy" rating in a report on Thursday, August 27th. Citizens Jmp restated a "market outperform" rating and set a $220.00 price objective on shares of Guidewire Software in a research report on Friday, September 4th. Finally, Royal Bank Of Canada restated an "outperform" rating and set a $215.00 target price on shares of Guidewire Software in a report on Friday, September 4th. Twelve analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $216.23.
Read Our Latest Analysis on Guidewire Software
Trending Headlines about Guidewire Software
Here are the key news stories impacting Guidewire Software this week:
- Positive Sentiment: Guidewire expanded a multi-year partnership with a top-tier insurer on its Cloud platform, supporting continued growth in recurring cloud revenue and enterprise adoption. Guidewire expands top-tier insurer partnership on Cloud platform
- Positive Sentiment: West Bend is laying the groundwork for AI-driven claims processing on Guidewire’s platform, reinforcing the company’s positioning in insurance automation and artificial intelligence. West Bend Lays the Foundation for AI-Driven Claims on Guidewire
- Positive Sentiment: A Zacks analysis highlighted 30% fiscal-2026 operating-cash-flow growth and $606 million of share repurchases, suggesting improving profitability, operating leverage and ongoing capital returns. Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling?
- Positive Sentiment: Zacks Research raised its FY2028 EPS forecast to $3.18 from $2.64 and projects FY2029 EPS of $4.36, pointing to expectations for substantial longer-term earnings growth.
- Neutral Sentiment: CEO Michael Rosenbaum sold 1,200 shares for approximately $171,000, reducing his direct holdings by just 0.43%. Because the sale occurred under a pre-arranged Rule 10b5-1 plan, it provides limited evidence of a change in management’s outlook. SEC insider trading filing
- Negative Sentiment: Analyst commentary warned that elevated expectations and Guidewire’s high valuation could weigh on the stock if growth or cloud-execution results disappoint. Elevated Expectations Weigh on Guidewire
- Negative Sentiment: Zacks reduced its FY2027 EPS estimate to $1.98 from $2.06 and lowered forecasts for the first two quarters of FY2027, including Q1 EPS to $0.26 from $0.37 and Q2 EPS to $0.44 from $0.55. These cuts may temper the positive impact of higher out-year estimates.
Institutional Trading of Guidewire Software
A number of hedge funds have recently modified their holdings of the business. Bamco Inc. NY acquired a new stake in Guidewire Software during the 2nd quarter worth about $1,106,768,000. Linonia Partnership LP acquired a new stake in Guidewire Software during the second quarter valued at $853,165,000. Route One Investment Company L.P. purchased a new position in Guidewire Software in the second quarter valued at about $227,564,000. Van ECK Associates Corp purchased a new position in Guidewire Software in the second quarter valued at about $149,611,000. Finally, Capital World Investors purchased a new stake in shares of Guidewire Software during the 4th quarter worth about $202,405,000.
About Guidewire Software
(
Get Free Report)
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.
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