Legal & General Group Plc Invests $13.36 Million in Guidewire Software, Inc. $GWRE

Legal & General Group Plc purchased a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, Holdings Channel reports. The firm purchased 108,602 shares of the technology company’s stock, valued at approximately $13,363,000.

Several other large investors also recently bought and sold shares of the business. Advisors Asset Management Inc. purchased a new position in Guidewire Software in the 1st quarter worth approximately $25,000. Amundi grew its position in shares of Guidewire Software by 703.0% in the second quarter. Amundi now owns 36,093 shares of the technology company’s stock valued at $8,220,000 after purchasing an additional 31,598 shares in the last quarter. Jump Financial LLC purchased a new stake in shares of Guidewire Software in the second quarter valued at approximately $305,000. Bank of Nova Scotia increased its holdings in shares of Guidewire Software by 30.9% in the second quarter. Bank of Nova Scotia now owns 2,024 shares of the technology company’s stock valued at $477,000 after purchasing an additional 478 shares during the last quarter. Finally, NewEdge Advisors LLC increased its holdings in shares of Guidewire Software by 30.6% in the second quarter. NewEdge Advisors LLC now owns 4,911 shares of the technology company’s stock valued at $1,156,000 after purchasing an additional 1,152 shares during the last quarter.

Insiders Place Their Bets

In other news, CAO David Franklin Peterson sold 2,500 shares of the company’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $200.00, for a total value of $500,000.00. Following the transaction, the chief accounting officer owned 9,787 shares of the company’s stock, valued at $1,957,400. This represents a 20.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael George Rosenbaum sold 1,200 shares of the stock in a transaction on Monday, August 24th. The stock was sold at an average price of $187.82, for a total value of $225,384.00. Following the transaction, the chief executive officer owned 187,776 shares of the company’s stock, valued at approximately $35,268,088.32. This represents a 0.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 45,893 shares of company stock worth $6,940,574 over the last ninety days. Company insiders own 0.46% of the company’s stock.

Wall Street Analyst Weigh In

GWRE has been the topic of a number of recent research reports. Stifel Nicolaus lowered their price objective on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, June 5th. Guggenheim raised their target price on Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a research note on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, June 3rd. Royal Bank Of Canada lowered their price target on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a research report on Friday, June 5th. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. Thirteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $223.79.

Guidewire Software News Roundup

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

Guidewire Software Stock Down 0.0%

GWRE stock opened at $205.81 on Monday. The firm has a market cap of $17.13 billion, a PE ratio of 111.25 and a beta of 0.92. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.44 and a current ratio of 2.44. The firm’s 50 day moving average price is $152.89 and its 200-day moving average price is $144.26. Guidewire Software, Inc. has a one year low of $102.30 and a one year high of $272.60.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.08. The firm had revenue of $372.54 million for the quarter, compared to analysts’ expectations of $355.92 million. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The firm’s quarterly revenue was up 26.9% on a year-over-year basis. During the same period in the prior year, the firm posted $0.88 earnings per share. On average, equities research analysts anticipate that Guidewire Software, Inc. will post 1.83 EPS for the current year.

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.