Rhumbline Advisers Raises Stock Holdings in Guidewire Software, Inc. $GWRE

Rhumbline Advisers raised its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 21.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 277,950 shares of the technology company’s stock after purchasing an additional 49,989 shares during the period. Rhumbline Advisers’ holdings in Guidewire Software were worth $65,443,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Advisors Asset Management Inc. acquired a new stake in Guidewire Software in the 1st quarter valued at $25,000. Quarry LP purchased a new position in Guidewire Software during the first quarter valued at $28,000. Rise Advisors LLC acquired a new stake in shares of Guidewire Software in the first quarter valued at about $31,000. Westside Investment Management Inc. purchased a new stake in shares of Guidewire Software during the second quarter worth about $32,000. Finally, Brooklyn Investment Group raised its position in shares of Guidewire Software by 38.3% during the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after purchasing an additional 62 shares during the last quarter.

Guidewire Software Stock Performance

Shares of Guidewire Software stock opened at $212.95 on Monday. The business’s 50 day moving average price is $234.06 and its 200 day moving average price is $229.20. The company has a market cap of $18.10 billion, a price-to-earnings ratio of 266.19, a PEG ratio of 14.73 and a beta of 1.19. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. Guidewire Software, Inc. has a one year low of $165.08 and a one year high of $272.60.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The company had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. During the same period in the prior year, the business earned $0.62 EPS. The firm’s quarterly revenue 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. On average, research analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on GWRE. Robert W. Baird lifted their price objective on Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. DA Davidson lifted their price target on Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, September 8th. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday, October 8th. Stifel Nicolaus raised their price objective on Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, September 5th. Finally, Royal Bank Of Canada upped their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $274.08.

Insider Buying and Selling

In other news, President John P. Mullen sold 3,000 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $231.85, for a total transaction of $695,550.00. Following the completion of the sale, the president owned 152,958 shares in the company, valued at $35,463,312.30. This trade represents a 1.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Michael George Rosenbaum sold 1,400 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $222.54, for a total value of $311,556.00. Following the completion of the transaction, the chief executive officer owned 252,358 shares in the company, valued at $56,159,749.32. This represents a 0.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 112,342 shares of company stock worth $27,117,744. Insiders own 0.46% of the company’s stock.

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.