Guidewire Software, Inc. $GWRE Shares Purchased by Calamos Advisors LLC

Calamos Advisors LLC boosted its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 66.4% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 7,900 shares of the technology company’s stock after acquiring an additional 3,152 shares during the period. Calamos Advisors LLC’s holdings in Guidewire Software were worth $1,860,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Empower Advisory Group LLC purchased a new position in shares of Guidewire Software in the 1st quarter valued at about $692,000. Linonia Partnership LP grew its holdings in Guidewire Software by 41.8% in the first quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after purchasing an additional 1,000,709 shares during the period. Securian Asset Management Inc. purchased a new stake in shares of Guidewire Software in the first quarter valued at approximately $1,184,000. Mutual of America Capital Management LLC raised its stake in shares of Guidewire Software by 1,852.4% during the 1st quarter. Mutual of America Capital Management LLC now owns 45,119 shares of the technology company’s stock worth $8,453,000 after buying an additional 42,808 shares during the period. Finally, HB Wealth Management LLC lifted its position in shares of Guidewire Software by 854.4% during the 1st quarter. HB Wealth Management LLC now owns 20,167 shares of the technology company’s stock valued at $3,778,000 after buying an additional 18,054 shares in the last quarter.

Guidewire Software Stock Down 1.2%

Shares of NYSE GWRE opened at $218.23 on Friday. The stock has a market cap of $18.55 billion, a PE ratio of 272.79, a P/E/G ratio of 14.73 and a beta of 1.19. The company has a current ratio of 2.77, a quick ratio of 2.77 and a debt-to-equity ratio of 0.46. Guidewire Software, Inc. has a 12-month low of $165.08 and a 12-month high of $272.60. The company has a 50-day moving average of $239.02 and a 200 day moving average of $228.58.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.62 by $0.22. The business had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business’s revenue for the quarter was up 22.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insider Activity at Guidewire Software

In other news, CFO Jeffrey Elliott Cooper sold 14,103 shares of the business’s stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $3,425,195.61. Following the transaction, the chief financial officer owned 84,646 shares of the company’s stock, valued at approximately $20,557,974.02. The trade was a 14.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider James Winston King sold 7,162 shares of the company’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the completion of the sale, the insider directly owned 38,615 shares of the company’s stock, valued at $9,608,184.30. This represents a 15.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 113,743 shares of company stock valued at $27,394,511 in the last three months. Company insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on GWRE. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. Raymond James Financial restated an “outperform” rating and set a $275.00 price target (up previously from $255.00) on shares of Guidewire Software in a research report on Friday, September 5th. The Goldman Sachs Group raised their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, September 5th. Royal Bank Of Canada boosted their price objective on Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Finally, DA Davidson increased their target price on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a report on Monday, September 8th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $274.08.

Guidewire Software Company Profile

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.