Mayport LLC Takes Position in Guidewire Software, Inc. $GWRE

Mayport LLC purchased a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, HoldingsChannel.com reports. The institutional investor purchased 2,967 shares of the technology company’s stock, valued at approximately $699,000.

Other institutional investors have also recently bought and sold shares of the company. SBI Securities Co. Ltd. boosted its stake in 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 purchasing an additional 105 shares in the last quarter. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software in the first quarter valued at about $25,000. Quarry LP acquired a new position in Guidewire Software during the 1st quarter worth about $28,000. Rise Advisors LLC bought a new stake in Guidewire Software during the 1st quarter worth about $31,000. Finally, Westside Investment Management Inc. bought a new stake in Guidewire Software during the 2nd quarter worth about $32,000.

Insider Activity at Guidewire Software

In other news, insider James Winston King sold 7,162 shares of the company’s stock in a transaction dated 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 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. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO David Franklin Peterson sold 1,811 shares of Guidewire Software stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $439,837.57. Following the transaction, the chief accounting officer directly owned 14,164 shares in the company, valued at $3,440,010.68. The trade was a 11.34% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 113,743 shares of company stock worth $27,394,511. 0.48% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on GWRE shares. Citigroup increased their price target on shares of Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research note on Tuesday, September 9th. Zacks Research raised Guidewire Software from a “hold” rating to a “strong-buy” rating in a report on Monday, November 3rd. The Goldman Sachs Group increased their price objective on Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research report on Friday, September 5th. Wall Street Zen cut Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, September 5th. Finally, Wells Fargo & Company upped 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. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Guidewire Software has a consensus rating of “Moderate Buy” and an average price target of $274.08.

Guidewire Software Stock Performance

Shares of Guidewire Software stock opened at $217.99 on Tuesday. The firm has a fifty day moving average of $238.94 and a two-hundred day moving average of $228.55. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. The stock has a market capitalization of $18.53 billion, a price-to-earnings ratio of 272.49, a PEG ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a 52 week low of $165.08 and a 52 week high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.62 by $0.22. The business had revenue of $356.57 million during 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 firm’s quarterly revenue was up 22.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, equities research analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current year.

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.