Vanguard Group Inc. Raises Stock Holdings in Guidewire Software, Inc. $GWRE

Vanguard Group Inc. boosted its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 2.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,922,651 shares of the technology company’s stock after acquiring an additional 211,047 shares during the quarter. Vanguard Group Inc. owned 10.60% of Guidewire Software worth $2,100,838,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Empower Advisory Group LLC bought a new position in shares of Guidewire Software during the 1st quarter worth $692,000. Linonia Partnership LP lifted its stake 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 worth $636,333,000 after acquiring an additional 1,000,709 shares during the period. Mutual of America Capital Management LLC lifted its stake in Guidewire Software by 1,852.4% in the first quarter. Mutual of America Capital Management LLC now owns 45,119 shares of the technology company’s stock worth $8,453,000 after acquiring an additional 42,808 shares during the period. HB Wealth Management LLC grew its holdings in Guidewire Software by 854.4% during the 1st quarter. HB Wealth Management LLC now owns 20,167 shares of the technology company’s stock worth $3,778,000 after acquiring an additional 18,054 shares in the last quarter. Finally, Lecap Asset Management Ltd. bought a new position in Guidewire Software during the 2nd quarter worth about $1,100,000.

Analysts Set New Price Targets

GWRE has been the subject of several recent research reports. Royal Bank Of Canada boosted their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Oppenheimer lifted their price objective on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Stifel Nicolaus increased their target price on Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, September 5th. Finally, Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $274.08.

Insider Activity

In related news, insider James Winston King sold 798 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $222.54, for a total value of $177,586.92. Following the transaction, the insider directly owned 37,019 shares of the company’s stock, valued at $8,238,208.26. This represents a 2.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $222.54, for a total value of $311,556.00. Following the sale, the chief executive officer directly owned 252,358 shares of the company’s stock, valued at approximately $56,159,749.32. This represents a 0.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 113,742 shares of company stock valued at $27,418,324 over the last ninety days. 0.46% of the stock is currently owned by insiders.

Guidewire Software Price Performance

Shares of GWRE stock opened at $212.95 on Friday. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60. 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 firm has a market capitalization 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 stock’s 50-day simple moving average is $234.06 and its 200-day simple moving average is $228.97.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.62 by $0.22. The firm had revenue of $356.57 million during the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. Guidewire Software’s revenue was up 22.3% on a year-over-year basis. During the same period last 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, equities analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

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.