Argonautica Private Wealth Management Inc. Decreases Holdings in Guidewire Software, Inc. $GWRE

Argonautica Private Wealth Management Inc. trimmed its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 2.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,826 shares of the technology company’s stock after selling 86 shares during the period. Argonautica Private Wealth Management Inc.’s holdings in Guidewire Software were worth $901,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of Guidewire Software by 3.0% during the 1st quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock valued at $1,632,206,000 after buying an additional 256,070 shares in the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Guidewire Software by 16.2% during the 1st quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock valued at $966,252,000 after buying an additional 720,322 shares in the last quarter. Linonia Partnership LP raised its holdings in shares of Guidewire Software by 41.8% during the 1st quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after buying an additional 1,000,709 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Guidewire Software by 1.5% during the 1st quarter. Wellington Management Group LLP now owns 1,672,767 shares of the technology company’s stock valued at $313,410,000 after buying an additional 24,991 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Guidewire Software by 70.4% during the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock valued at $267,382,000 after buying an additional 589,424 shares in the last quarter.

Analyst Ratings Changes

A number of equities analysts recently weighed in on GWRE shares. Citigroup raised their price objective on Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a report on Tuesday, September 9th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, October 8th. DA Davidson boosted their price objective on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research report on Monday, September 8th. Royal Bank Of Canada increased their price objective on Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Finally, Stifel Nicolaus increased their price objective on Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, September 5th. Nine research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $274.08.

Insider Transactions at Guidewire Software

In other news, CFO Jeffrey Elliott Cooper sold 7,535 shares of Guidewire Software stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $248.76, for a total value of $1,874,406.60. Following the sale, the chief financial officer directly owned 77,111 shares in the company, valued at approximately $19,182,132.36. This trade represents a 8.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock in a transaction that occurred on Monday, October 20th. The stock was sold at an average price of $245.70, for a total value of $343,980.00. Following the completion of the sale, the chief executive officer owned 257,958 shares in the company, valued at approximately $63,380,280.60. This represents a 0.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 113,743 shares of company stock worth $27,306,431. Corporate insiders own 0.48% of the company’s stock.

Guidewire Software Price Performance

Shares of GWRE stock opened at $253.86 on Wednesday. The firm has a market cap of $21.46 billion, a P/E ratio of 317.33, a P/E/G ratio of 15.63 and a beta of 1.21. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60. The business’s 50 day moving average price is $233.01 and its 200-day moving average price is $223.38. 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 (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. The firm had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business’s quarterly revenue was up 22.3% compared to the same quarter last year. During the same period last year, the company earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

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.