Guidewire Software, Inc. $GWRE Shares Sold by Susquehanna Fundamental Investments LLC

Susquehanna Fundamental Investments LLC decreased its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 34.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 100,860 shares of the technology company’s stock after selling 52,589 shares during the period. Susquehanna Fundamental Investments LLC’s holdings in Guidewire Software were worth $12,411,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently made changes to their positions in GWRE. Advisors Asset Management Inc. bought a new stake in shares of Guidewire Software in the 1st quarter worth approximately $25,000. Fiduciary Financial Advisors acquired a new stake in Guidewire Software during the second quarter valued at approximately $29,000. Measured Wealth Private Client Group LLC bought a new stake in Guidewire Software during the third quarter worth approximately $29,000. Silvant Capital Management LLC bought a new stake in Guidewire Software during the second quarter worth approximately $33,000. Finally, Leonteq Securities AG acquired a new position in Guidewire Software in the first quarter worth approximately $36,000.

Wall Street Analyst Weigh In

Several research analysts have issued reports on GWRE shares. Piper Sandler initiated coverage on Guidewire Software in a report on Monday, August 10th. They issued an “overweight” rating and a $210.00 price target on the stock. Guggenheim raised their price objective on Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a research note on Thursday. Royal Bank Of Canada decreased their target price on Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a report on Friday, June 5th. The Goldman Sachs Group cut their target price on Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Finally, DA Davidson reduced their target price on Guidewire Software from $246.00 to $222.00 and set a “buy” rating for the company in a report on Monday, June 8th. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $223.79.

Insiders Place Their Bets

In other news, President John P. Mullen sold 14,400 shares of Guidewire Software stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $185.00, for a total transaction of $2,664,000.00. Following the transaction, the president owned 116,715 shares in the company, valued at approximately $21,592,275. The trade was a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider James Winston King sold 1,684 shares of the company’s stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total value of $219,997.76. Following the transaction, the insider directly owned 30,018 shares in the company, valued at $3,921,551.52. The trade was a 5.31% decrease in their ownership of the stock. 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. Insiders have sold 45,893 shares of company stock worth $6,940,574 over the last three months. Company insiders own 0.46% of the company’s stock.

Guidewire Software Stock Down 0.0%

GWRE stock opened at $205.81 on Monday. Guidewire Software, Inc. has a 52-week low of $102.30 and a 52-week high of $272.60. The company’s 50 day simple moving average is $152.89 and its 200-day simple moving average is $144.26. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. The firm has a market capitalization of $17.13 billion, a P/E ratio of 111.25 and a beta of 0.92.

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

Key Headlines Impacting Guidewire Software

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 Company Profile

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.