Kera Capital Partners Inc. Invests $290,000 in Guidewire Software, Inc. $GWRE

Kera Capital Partners Inc. bought a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, HoldingsChannel reports. The fund bought 1,231 shares of the technology company’s stock, valued at approximately $290,000.

Other hedge funds have also modified their holdings of the company. Linonia Partnership LP grew its position in Guidewire Software by 41.8% in the 1st quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after buying an additional 1,000,709 shares during the last quarter. Massachusetts Financial Services Co. MA grew its position in Guidewire Software by 16.2% in the 1st quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock valued at $966,252,000 after buying an additional 720,322 shares during the last quarter. Invesco Ltd. grew its position in Guidewire Software by 70.4% in the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock valued at $267,382,000 after buying an additional 589,424 shares during the last quarter. Congress Asset Management Co. purchased a new position in Guidewire Software in the 1st quarter valued at $85,453,000. Finally, GAMMA Investing LLC grew its position in Guidewire Software by 27,342.6% in the 1st quarter. GAMMA Investing LLC now owns 260,430 shares of the technology company’s stock valued at $487,940,000 after buying an additional 259,481 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on GWRE shares. Stifel Nicolaus lifted their price objective on shares of Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a research report 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. DA Davidson lifted their price objective on shares of Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research report on Monday, September 8th. JPMorgan Chase & Co. raised their target price on Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a report on Wednesday, June 25th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $275.00 target price (up previously from $255.00) on shares of Guidewire Software in a 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 issued a Sell rating to the company. Based on data from MarketBeat.com, Guidewire Software has a consensus rating of “Moderate Buy” and an average target price of $274.08.

Guidewire Software Price Performance

Guidewire Software stock opened at $252.96 on Friday. Guidewire Software, Inc. has a one year low of $165.08 and a one year high of $272.60. The company has a debt-to-equity ratio of 0.46, a quick ratio of 3.23 and a current ratio of 2.77. The business has a fifty day moving average of $224.00 and a two-hundred day moving average of $213.84. The company has a market cap of $21.30 billion, a P/E ratio of 316.20, a price-to-earnings-growth ratio of 16.55 and a beta of 1.22.

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

Insider Transactions at Guidewire Software

In other news, insider James Winston King sold 2,482 shares of Guidewire Software stock in a transaction on Monday, July 14th. The stock was sold at an average price of $220.65, for a total transaction of $547,653.30. Following the completion of the transaction, the insider owned 37,441 shares of the company’s stock, valued at $8,261,356.65. The trade was a 6.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, President John P. Mullen sold 3,000 shares of Guidewire Software stock in a transaction on Tuesday, July 1st. The stock was sold at an average price of $235.05, for a total value of $705,150.00. Following the transaction, the president directly owned 146,489 shares of the company’s stock, valued at $34,432,239.45. This trade represents a 2.01% decrease in their position. The disclosure for this sale can be found here. Insiders sold 30,941 shares of company stock valued at $6,987,551 in the last 90 days. 0.48% of the stock is currently owned by insiders.

Guidewire Software 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.