Guidewire Software (GWRE) CEO George Sells $203K of Stock

Michael Rosenbaum, the Chief Executive Officer of Guidewire Software, Inc. (NYSE: GWRE), sold 1,200 shares on October 12, 2026, for a total of $202,764. This planned sale occurred at a price of $168.97 per share.

Inside Rosenbaum's Trade

Rosenbaum's sale adds to a series of transactions by insiders at Guidewire. His recent trade was planned, aligning with his previous sale of 5,830 shares at $118.74 each on June 16, 2026. This earlier trade was valued at over $692,000.

Other Institutional Activity in Guidewire

Several institutional investors have been active in Guidewire recently. BAMCO Inc. holds 8,994,456 shares worth about $1.52 billion after increasing its stake by 2,396,894 shares. In contrast, Blackrock Inc. reduced its holdings by 417,874 shares, bringing its total to 8,909,665 shares valued at approximately $1.50 billion. Linonia Partnership LP also saw a decrease, selling 717,679 shares and ending with 6,933,483 shares worth about $1.17 billion.

Guidewire Software, Inc. Stock Down 5.1%

Guidewire shares recently traded around $166.84, which is about equal to its 50-day moving average of $166.97. The stock is currently above its 200-day moving average but is about 34.8% below its 52-week high of $255.89. It also trades 21.8% below the average price target of $213.29 set by analysts.

Recent Earnings

For the trailing twelve months, Guidewire reported revenue of approximately $1.48 billion, with a net margin of 9.4% and an earnings per share (EPS) of $1.63. The next earnings report is scheduled for December 3, 2026.

Insider Buying and Selling at Guidewire Software, Inc.

In addition to Rosenbaum's recent sale, King James Winston, the Chief Admin Officer, sold 9,187 shares on October 9, 2026, for about $1.54 million. Earlier, on June 16, 2026, Winston sold 999 shares, while Rosenbaum sold 5,830 shares on the same day.

Analysts Set New Price Targets

On September 4, 2026, Citigroup maintained a Neutral rating on Guidewire with a price target of $181.00, while Oppenheimer kept an Outperform rating and raised its target to $210.00. DA Davidson also maintained a Buy rating with a price target of $222.00 as of October 2, 2026. The consensus among analysts remains a Buy with a mean target price of $213.29 based on 14 opinions.

About Guidewire Software

Guidewire Software, Inc. offers a platform for property and casualty insurers, providing solutions for policy management, claims, billing, pricing, and underwriting. The company's services are critical for insurers in the U.S., Canada, and other global markets, making its stock movements significant to industry observers.

Bottom Line

Investors should keep an eye on Guidewire's upcoming earnings report on December 3, 2026, and watch for any further insider transactions that could signal management's confidence in the company's future. As of now, the stock remains below its analyst price targets, which could influence future trading decisions.