Hilltop National Bank Takes $242,000 Position in Guidewire Software, Inc. $GWRE

Hilltop National Bank bought a new stake in Guidewire Software, Inc. (NYSE:GWRE) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,026 shares of the technology company’s stock, valued at approximately $242,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Lecap Asset Management Ltd. purchased a new position in shares of Guidewire Software in the second quarter valued at approximately $1,100,000. CHURCHILL MANAGEMENT Corp acquired a new stake in shares of Guidewire Software in the second quarter valued at approximately $8,511,000. Truist Financial Corp increased its holdings in shares of Guidewire Software by 16.0% in the second quarter. Truist Financial Corp now owns 11,792 shares of the technology company’s stock valued at $2,776,000 after purchasing an additional 1,628 shares during the last quarter. Poinciana Advisors Group LLC increased its holdings in shares of Guidewire Software by 5.9% in the second quarter. Poinciana Advisors Group LLC now owns 1,247 shares of the technology company’s stock valued at $294,000 after purchasing an additional 70 shares during the last quarter. Finally, HB Wealth Management LLC increased its holdings in shares of Guidewire Software by 1.6% in the second quarter. HB Wealth Management LLC now owns 20,481 shares of the technology company’s stock valued at $4,822,000 after purchasing an additional 314 shares during the last quarter.

Insider Transactions at Guidewire Software

In other news, insider James Winston King sold 7,162 shares of the firm’s stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the completion of the transaction, the insider directly owned 38,615 shares in the company, valued at $9,608,184.30. This trade represents a 15.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Michael George Rosenbaum sold 30,317 shares of the firm’s stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $7,363,089.79. Following the transaction, the chief executive officer owned 264,958 shares of the company’s stock, valued at approximately $64,350,349.46. This represents a 10.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 115,427 shares of company stock valued at $27,599,454. Corporate insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Citigroup increased their price target on Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a report on Tuesday, September 9th. Oppenheimer increased their price target on Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Raymond James Financial reaffirmed an “outperform” rating and issued a $275.00 price target (up previously from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. JPMorgan Chase & Co. increased their price target on Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a report on Wednesday, June 25th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Saturday, September 27th. Nine equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Guidewire Software currently has a consensus rating of “Moderate Buy” and a consensus target price of $274.08.

Guidewire Software Price Performance

GWRE stock opened at $229.89 on Friday. The business has a fifty day moving average of $228.29 and a two-hundred day moving average of $219.04. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46. The stock has a market cap of $19.43 billion, a price-to-earnings ratio of 287.36 and a beta of 1.21. Guidewire Software, Inc. has a 52-week low of $165.08 and a 52-week high of $272.60.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping 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 business had revenue of $356.57 million during the quarter, compared to analyst estimates of $337.82 million. During the same period last year, the business posted $0.62 earnings per share. The company’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. As a group, research analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current 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.