Exchange Capital Management Inc. Sells 13,647 Shares of Guidewire Software, Inc. $GWRE

Exchange Capital Management Inc. trimmed its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 33.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 27,564 shares of the technology company’s stock after selling 13,647 shares during the period. Guidewire Software comprises about 1.0% of Exchange Capital Management Inc.’s portfolio, making the stock its 29th largest holding. Exchange Capital Management Inc.’s holdings in Guidewire Software were worth $6,490,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of GWRE. SBI Securities Co. Ltd. grew its stake in shares of Guidewire Software by 403.8% in the first quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock worth $25,000 after acquiring an additional 105 shares during the period. Advisors Asset Management Inc. bought a new position in Guidewire Software during the first quarter valued at approximately $25,000. Quarry LP bought a new stake in Guidewire Software in the 1st quarter worth approximately $28,000. Rise Advisors LLC purchased a new stake in Guidewire Software during the 1st quarter valued at $31,000. Finally, Dunhill Financial LLC purchased a new stake in Guidewire Software during the 1st quarter valued at $33,000.

Guidewire Software Stock Performance

Shares of NYSE GWRE opened at $231.11 on Friday. The firm has a fifty day moving average price of $228.16 and a 200-day moving average price of $218.78. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. The stock has a market cap of $19.54 billion, a PE ratio of 288.89 and a beta of 1.21. Guidewire Software, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The company had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. During the same quarter in the previous year, the company earned $0.62 EPS. Guidewire Software’s revenue for the quarter was up 22.3% on a year-over-year basis. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Equities analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

GWRE has been the subject of several research analyst reports. Royal Bank Of Canada lifted their price objective on Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Wells Fargo & Company boosted their price target on Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a research note on Friday, September 5th. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, September 5th. Oppenheimer boosted their target price on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $275.00 price target (up from $255.00) on shares of Guidewire Software in a research report on Friday, September 5th. Nine investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $274.08.

Insiders Place Their Bets

In other Guidewire Software news, insider James Winston King sold 7,162 shares of the company’s stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $248.82, for a total value of $1,782,048.84. Following the completion of the transaction, the insider directly owned 38,615 shares in the company, valued at $9,608,184.30. This represents a 15.65% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, President John P. Mullen sold 15,869 shares of Guidewire Software stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $3,854,104.03. Following the sale, the president owned 158,958 shares in the company, valued at approximately $38,606,129.46. The trade was a 9.08% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 115,427 shares of company stock worth $27,599,454. 0.48% of the stock is currently owned by insiders.

About Guidewire Software

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.