Van ECK Associates Corp Purchases Shares of 1,215,855 Guidewire Software, Inc. $GWRE

Van ECK Associates Corp purchased a new stake in Guidewire Software, Inc. (NYSE:GWRE) during the 2nd quarter, HoldingsChannel reports. The firm purchased 1,215,855 shares of the technology company’s stock, valued at approximately $149,611,000.

A number of other institutional investors have also made changes to their positions in the business. Empowered Funds LLC acquired a new position in shares of Guidewire Software during the 2nd quarter worth about $422,000. United Capital Financial Advisors LLC bought a new stake in Guidewire Software during the 2nd quarter valued at approximately $222,000. Equitable Holdings Inc. acquired a new stake in Guidewire Software in the 2nd quarter valued at approximately $275,000. Public Employees Retirement System of Ohio acquired a new stake in Guidewire Software in the 2nd quarter valued at approximately $2,995,000. Finally, Corient Private Wealth LP bought a new position in Guidewire Software in the 2nd quarter worth approximately $10,821,000.

Guidewire Software Trading Up 2.3%

Guidewire Software stock opened at $205.81 on Friday. The business has a 50 day moving average price of $152.89 and a two-hundred day moving average price of $144.13. The company has a quick ratio of 2.44, a current ratio of 2.44 and a debt-to-equity ratio of 0.51. Guidewire Software, Inc. has a 12 month low of $102.30 and a 12 month high of $272.60. The stock has a market cap of $17.14 billion, a price-to-earnings ratio of 111.25 and a beta of 0.92.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.08. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The company had revenue of $372.54 million for the quarter, compared to analyst estimates of $355.92 million. During the same quarter last year, the firm earned $0.88 EPS. Guidewire Software’s revenue for the quarter was up 26.9% compared to the same quarter last year. As a group, equities analysts forecast that Guidewire Software, Inc. will post 1.83 EPS for the current year.

More Guidewire Software News

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

• Positive Sentiment: Guggenheim raised its price target for Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating. The analyst expects the company to meet or potentially exceed fourth-quarter estimates, supported by recurring-revenue growth and continued migration of insurers to Guidewire’s cloud platform. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
• Positive Sentiment: Fundamental momentum remains favorable. Guidewire recently reported annual recurring revenue of approximately $1.147 billion, up 19% year over year, and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion. New cloud capabilities, including AI-agent functionality, and insurer migration activity are reinforcing the long-term growth narrative.
• Neutral Sentiment: The September 3 earnings release is the next major catalyst. Wall Street expects earnings growth, although a Zacks preview said Guidewire lacks the usual combination of indicators associated with a likely earnings beat. Investors will also watch initial fiscal 2027 guidance for evidence that cloud momentum is continuing. Guidewire Software Reports Next Week
• Neutral Sentiment: Institutional activity has been mixed, with some large investors adding shares while others reduced positions. At a valuation above 100 times earnings, the stock may remain particularly sensitive to earnings execution and forward guidance.
• Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 shares for $500,000, reducing his position by about 20%. The sale was made under a pre-arranged Rule 10b5-1 plan, which makes it a weaker discretionary bearish signal. However, recent sales by other executives and the absence of reported insider purchases create an overhang. SEC Form 4 Filing

Insiders Place Their Bets

In related news, CFO Jeffrey Elliott Cooper sold 2,594 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total value of $308,011.56. Following the completion of the transaction, the chief financial officer directly owned 63,467 shares of the company’s stock, valued at $7,536,071.58. This trade represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Michael George Rosenbaum sold 5,830 shares of Guidewire Software stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $692,254.20. Following the sale, the chief executive officer owned 199,776 shares in the company, valued at $23,721,402.24. This represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 47,093 shares of company stock valued at $7,131,278 in the last ninety days. 0.46% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages have recently commented on GWRE. Piper Sandler initiated coverage on Guidewire Software in a report on Monday, August 10th. They set an “overweight” rating and a $210.00 price target for the company. Royal Bank Of Canada lowered their price objective on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a research note on Friday, June 5th. Zacks Research lowered shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Oppenheimer boosted their target price on shares of Guidewire Software from $180.00 to $200.00 and gave the stock an “outperform” rating in a research report on Monday, August 17th. Finally, Stifel Nicolaus cut their target price on shares of Guidewire Software from $225.00 to $200.00 and set a “buy” rating for the company in a research note on Friday, June 5th. Thirteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $223.79.

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.