Savant Capital LLC Lowers Holdings in Guidewire Software, Inc. $GWRE

Savant Capital LLC reduced its position in Guidewire Software, Inc. (NYSE:GWRE) by 31.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,614 shares of the technology company’s stock after selling 6,338 shares during the quarter. Savant Capital LLC’s holdings in Guidewire Software were worth $3,205,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Linonia Partnership LP increased its position in 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 purchasing an additional 1,000,709 shares during the period. Massachusetts Financial Services Co. MA lifted its holdings in Guidewire Software by 16.2% during the first quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock worth $966,252,000 after buying an additional 720,322 shares during the period. Invesco Ltd. lifted its holdings in Guidewire Software by 70.4% during the first 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. Vanguard Group Inc. increased its holdings in shares of Guidewire Software by 3.0% in 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 acquiring an additional 256,070 shares during the period. Finally, Fiera Capital Corp purchased a new position in shares of Guidewire Software in the 1st quarter valued at $44,577,000.

Insider Buying and Selling

In other Guidewire Software news, President John P. Mullen sold 15,869 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 $3,854,104.03. Following the completion of the sale, the president owned 158,958 shares of the company’s stock, valued at approximately $38,606,129.46. The trade was a 9.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider James Winston King sold 7,162 shares of the stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $248.82, for a total value 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 represents a 15.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 112,343 shares of company stock worth $27,088,569 over the last three months. Corporate insiders own 0.48% of the company’s stock.

Guidewire Software Stock Up 1.2%

GWRE stock opened at $217.99 on Monday. The stock has a market capitalization of $18.53 billion, a PE ratio of 272.48, a price-to-earnings-growth ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a 52 week low of $165.08 and a 52 week high of $272.60. 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 firm has a 50 day moving average of $238.93 and a 200 day moving average of $228.43.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) 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 quarter last year, the company posted $0.62 earnings per share. The business’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. Sell-side analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Raymond James Financial reiterated an “outperform” rating and issued a $275.00 target price (up previously from $255.00) on shares of Guidewire Software in a research note on Friday, September 5th. Wells Fargo & Company raised their price target on shares of Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, September 5th. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, September 5th. Robert W. Baird increased their target price on shares of Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Finally, Royal Bank Of Canada lifted their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have given 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, Guidewire Software has a consensus rating of “Moderate Buy” and an average price target of $274.08.

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.