Guidewire Software (GWRE) President Mullen Sells $337K of Stock
Key Points
- John P Mullen, President of Guidewire Software, sold 1,800 shares at $187.19 each, totaling $336,942 on October 26, 2026.
- The stock closed at $183.96 on the same day, and has recently traded around $169.15, which is about 8.1% below the closing price.
- Mullen now holds 176,447 shares of Guidewire, cutting his stake by about 1.01%.
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On October 26, 2026, John P Mullen, the President of Guidewire Software, Inc. (GWRE), sold 1,800 shares for $336,942. This transaction was reported in a Form 4 filing with the SEC. Mullen's sale occurred at a price of $187.19 per share, which is slightly lower than the stock's closing price of $183.96 on the same day.
GWRE
Guidewire Software, Inc.
Inside John P Mullen's Trade
Mullen's recent sale of 1,800 shares reduced his ownership in the company to 176,447 shares. This represents a decrease of about 1.01% in his holdings. The sale was planned, indicating it was part of a strategy rather than a reaction to market conditions.
Other Institutional Activity in Guidewire Software
BAMCO Inc. increased its stake in Guidewire by 2,396,894 shares, bringing its total to 8,994,456 shares valued at about $1.52 billion. Meanwhile, Linonia Partnership LP reduced its holdings by 717,679 shares, now holding 6,933,483 shares worth approximately $1.17 billion. Darsana Capital Partners, LP also trimmed its position by 196,000 shares, leaving it with 3,804,000 shares valued at about $643 million. Massachusetts Financial Services Co. cut its stake by 966,232 shares, holding 2,028,908 shares worth around $343 million.
Guidewire Software, Inc. Stock Down 8.1%
Guidewire Software shares are currently trading around $169.15, which is about 8.1% below the last closing price of $183.96 on October 26. The stock is above its 50-day moving average of $168.11 and its 200-day moving average of $149.27. However, it remains significantly below its 52-week high of $255.89, down about 33.9% from that peak.
Recent Earnings
Guidewire Software reported trailing twelve-month revenue of approximately $1.48 billion, with a year-over-year revenue growth of 15.3%. The company has a net margin of 9.4% and a return on equity of 10.5%. The next earnings report is scheduled for December 3, 2026.
Insider Buying and Selling at Guidewire Software, Inc.
In addition to Mullen's sale, CEO Michael George Rosenbaum sold 1,200 shares on the same day at a price of $187.19, totaling $224,628. Earlier, he sold 1,200 shares for about $201,480 on October 19 and another 1,200 shares for approximately $202,764 on October 12. Mullen had also sold 5,400 shares for about $999,000 on October 20.
Analysts Set New Price Targets
On September 4, 2026, Citigroup maintained a Neutral rating with a target price of $181. Oppenheimer also maintained an Outperform rating, raising its target to $210. DA Davidson has consistently maintained a Buy rating with a target price of $222, reflecting strong analyst support for the stock.
About Guidewire Software
Guidewire Software, Inc. provides software solutions for property and casualty insurers across multiple regions, including North America and Europe. Its offerings include various applications for policy management, claims processing, and billing, which are essential for insurers in today's competitive market.
Bottom Line
Investors should keep an eye on Guidewire's upcoming earnings report on December 3, 2026, as it may provide further insights into the company's performance. Mullen's planned sale adds to a series of insider transactions, indicating active management decisions amid market fluctuations.
Related Filing Alerts
Source: John P Mullen's Form 4 filing on $GWRE (Oct 26, 2026). Written by software, not financial advice. How we make alerts