Guidewire Software, Inc. $GWRE Shares Purchased by GDS Wealth Management

GDS Wealth Management raised its position in Guidewire Software, Inc. (NYSE:GWRE) by 33.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 41,203 shares of the technology company’s stock after buying an additional 10,387 shares during the period. GDS Wealth Management’s holdings in Guidewire Software were worth $9,701,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Linonia Partnership LP lifted its position in shares of Guidewire Software by 41.8% in the first quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after acquiring an additional 1,000,709 shares in the last quarter. Invesco Ltd. lifted its holdings in Guidewire Software by 70.4% in the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock valued at $267,382,000 after purchasing an additional 589,424 shares in the last quarter. Vanguard Group Inc. boosted its stake in Guidewire Software by 3.0% during the 1st 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. Fiera Capital Corp acquired a new stake in Guidewire Software during the 1st quarter worth $44,577,000. Finally, Northern Trust Corp grew its holdings in shares of Guidewire Software by 38.1% during the first quarter. Northern Trust Corp now owns 744,183 shares of the technology company’s stock worth $139,430,000 after buying an additional 205,127 shares in the last quarter.

Insider Activity at Guidewire Software

In other Guidewire Software news, insider James Winston King sold 7,162 shares of the company’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 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, President John P. Mullen sold 15,869 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 $3,854,104.03. Following the transaction, the president owned 158,958 shares of the company’s stock, valued at approximately $38,606,129.46. This represents a 9.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 113,742 shares of company stock valued at $27,418,324 over the last quarter. 0.46% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, September 5th. DA Davidson boosted their target price on Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a report on Monday, September 8th. Zacks Research upgraded Guidewire Software from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 3rd. Oppenheimer lifted their price objective on Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Finally, Robert W. Baird boosted their price objective on Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Guidewire Software has a consensus rating of “Moderate Buy” and a consensus target price of $274.08.

Guidewire Software Price Performance

GWRE stock opened at $213.87 on Thursday. The business has a fifty day moving average of $235.71 and a two-hundred day moving average of $229.08. 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 $18.18 billion, a price-to-earnings ratio of 267.34, 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.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.62 by $0.22. The business 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 company’s quarterly revenue was up 22.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.62 EPS. 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.