Guidewire Software, Inc. $GWRE Stock Holdings Decreased by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. reduced its position in Guidewire Software, Inc. (NYSE:GWRE) by 12.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,968 shares of the technology company’s stock after selling 716 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Guidewire Software were worth $1,170,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. SBI Securities Co. Ltd. increased its position in shares of 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 acquiring an additional 105 shares in the last quarter. Advisors Asset Management Inc. purchased a new position in Guidewire Software during the first quarter valued at approximately $25,000. Quarry LP purchased a new position in Guidewire Software during the first quarter valued at approximately $28,000. Rise Advisors LLC purchased a new position in Guidewire Software during the first quarter valued at approximately $31,000. Finally, Brooklyn Investment Group grew its position in Guidewire Software by 38.3% during the first quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock valued at $42,000 after purchasing an additional 62 shares in the last quarter.

Guidewire Software Stock Performance

GWRE stock opened at $244.66 on Friday. 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 company has a market capitalization of $20.68 billion, a price-to-earnings ratio of 305.83 and a beta of 1.21. Guidewire Software, Inc. has a 12 month low of $165.08 and a 12 month high of $272.60. The firm has a 50 day moving average of $231.20 and a two-hundred day moving average of $222.35.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $337.82 million. During the same period in the previous year, the company earned $0.62 earnings per share. Guidewire Software’s revenue for the quarter 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, equities analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Jeffrey Elliott Cooper sold 7,535 shares of the business’s stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $248.76, for a total value of $1,874,406.60. Following the completion of the sale, the chief financial officer directly owned 77,111 shares in the company, valued at approximately $19,182,132.36. The trade was a 8.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President John P. Mullen sold 3,000 shares of the business’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $230.73, for a total transaction of $692,190.00. Following the completion of the sale, the president owned 155,958 shares of the company’s stock, valued at $35,984,189.34. The trade was a 1.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 112,945 shares of company stock valued at $27,077,616 in the last three months. Company insiders own 0.48% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday, October 8th. DA Davidson boosted their price objective on shares of Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research report on Monday, September 8th. Oppenheimer boosted their price objective on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Wells Fargo & Company boosted their price objective on shares of Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, September 5th. Finally, Citigroup boosted their price objective on shares of Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research report on Tuesday, September 9th. Nine equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $274.08.

About Guidewire Software

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.