Guidewire Software, Inc. $GWRE Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. lowered its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 8.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 416,383 shares of the technology company’s stock after selling 39,709 shares during the period. Congress Asset Management Co. owned approximately 0.49% of Guidewire Software worth $98,037,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also made changes to their positions in the company. SBI Securities Co. Ltd. increased its holdings in shares of Guidewire Software by 403.8% during the 1st quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock worth $25,000 after buying an additional 105 shares during the last quarter. Advisors Asset Management Inc. purchased a new position in shares of Guidewire Software during the 1st quarter worth approximately $25,000. Quarry LP purchased a new position in shares of Guidewire Software during the 1st quarter worth approximately $28,000. Rise Advisors LLC purchased a new position in shares of Guidewire Software during the 1st quarter worth approximately $31,000. Finally, MassMutual Private Wealth & Trust FSB boosted its position in shares of Guidewire Software by 70.0% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company’s stock worth $32,000 after purchasing an additional 70 shares during the period.

Insiders Place Their Bets

In other news, CEO Michael George Rosenbaum sold 1,400 shares of the firm’s stock in a transaction on Monday, September 22nd. The shares were sold at an average price of $244.55, for a total value of $342,370.00. Following the sale, the chief executive officer directly owned 263,558 shares in the company, valued at approximately $64,453,108.90. This trade represents a 0.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider James Winston King sold 7,162 shares of the firm’s stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the completion of the sale, the insider owned 38,615 shares in the company, valued at $9,608,184.30. The trade was a 15.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 115,427 shares of company stock worth $27,618,910. 0.48% of the stock is currently owned by insiders.

Guidewire Software Stock Performance

Shares of GWRE stock opened at $234.58 on Friday. Guidewire Software, Inc. has a 52 week low of $165.08 and a 52 week high of $272.60. The firm has a 50 day moving average of $227.43 and a two-hundred day moving average of $217.05. The stock has a market capitalization of $19.83 billion, a PE ratio of 293.23 and a beta of 1.22. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The business had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. During the same period last year, the business earned $0.62 EPS. The company’s 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 fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on GWRE. JMP Securities increased their price objective on shares of Guidewire Software from $250.00 to $281.00 and gave the stock a “market outperform” rating in a research report on Wednesday, June 4th. Bank of America increased their price objective on shares of Guidewire Software from $135.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday, June 4th. JPMorgan Chase & Co. increased their price objective on shares of Guidewire Software from $271.00 to $288.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 25th. Wall Street Zen cut shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, September 5th. Finally, Royal Bank Of Canada increased their price objective on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $274.08.

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.