Rathbones Group PLC Boosts Holdings in Guidewire Software, Inc. $GWRE

Rathbones Group PLC lifted its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 0.4% during the 2nd quarter, HoldingsChannel reports. The fund owned 344,664 shares of the technology company’s stock after acquiring an additional 1,419 shares during the period. Rathbones Group PLC’s holdings in Guidewire Software were worth $81,151,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in Guidewire Software by 3.0% during the first quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock worth $1,632,206,000 after purchasing an additional 256,070 shares during the last quarter. Massachusetts Financial Services Co. MA grew its stake 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 during the period. Linonia Partnership LP increased 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 worth $636,333,000 after buying an additional 1,000,709 shares during the last quarter. Wellington Management Group LLP increased 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 worth $313,410,000 after buying an additional 24,991 shares during the last quarter. Finally, Invesco Ltd. raised its position in shares of Guidewire Software by 70.4% in the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock worth $267,382,000 after buying an additional 589,424 shares during the period.

Insider Transactions at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 30,317 shares of Guidewire Software stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $7,363,089.79. Following the sale, the chief executive officer directly owned 264,958 shares of the company’s stock, valued at approximately $64,350,349.46. The trade was a 10.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO David Franklin Peterson sold 1,811 shares of the business’s stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $439,837.57. Following the completion of the transaction, the chief accounting officer owned 14,164 shares in the company, valued at approximately $3,440,010.68. This trade represents a 11.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 113,743 shares of company stock worth $27,385,985 over the last three months. Insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on GWRE shares. The Goldman Sachs Group upped their price target on Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday, September 5th. Robert W. Baird boosted their target price on Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Zacks Research upgraded shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a report on Monday, November 3rd. Oppenheimer lifted their price target 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. Finally, Citigroup increased their price objective on shares of Guidewire Software from $247.00 to $267.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 9th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $274.08.

Guidewire Software Stock Up 1.2%

NYSE GWRE opened at $217.99 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. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60. The business has a 50 day moving average price of $238.93 and a two-hundred day moving average price of $228.19. The stock has a market cap of $18.53 billion, a PE ratio of 272.48, a P/E/G ratio of 14.73 and a beta of 1.19.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.22. The company had revenue of $356.57 million for 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%. The business’s quarterly revenue was up 22.3% on a year-over-year basis. During the same quarter last year, the firm posted $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Guidewire Software, Inc. will post 0.52 EPS 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.