Guidewire Software, Inc. $GWRE Stock Holdings Lowered by JPMorgan Chase & Co.

JPMorgan Chase & Co. cut its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 63.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 532,696 shares of the technology company’s stock after selling 936,248 shares during the period. JPMorgan Chase & Co. owned approximately 0.63% of Guidewire Software worth $125,428,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in GWRE. Advisors Asset Management Inc. acquired a new stake in shares of Guidewire Software during the 1st quarter valued at $25,000. Quarry LP acquired a new stake in shares of Guidewire Software during the first quarter worth $28,000. Rise Advisors LLC purchased a new stake in shares of Guidewire Software during the first quarter valued at $31,000. Westside Investment Management Inc. acquired a new position in shares of Guidewire Software in the 2nd quarter valued at $32,000. Finally, Brooklyn Investment Group increased its stake in Guidewire Software by 38.3% in the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after purchasing an additional 62 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of analysts have commented on GWRE shares. Royal Bank Of Canada upped their price objective on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday, October 8th. Oppenheimer raised their price objective on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Robert W. Baird boosted their target price on shares of Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Finally, Wells Fargo & Company increased their target price on Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $272.00.

Insider Activity at Guidewire Software

In related news, CEO Michael George Rosenbaum sold 30,317 shares of the firm’s stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $7,363,089.79. Following the transaction, the chief executive officer directly owned 264,958 shares in the company, valued at approximately $64,350,349.46. This trade represents a 10.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CAO David Franklin Peterson sold 1,811 shares of Guidewire Software stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $439,837.57. Following the completion of the transaction, the chief accounting officer owned 14,164 shares in the company, valued at $3,440,010.68. This trade represents a 11.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 112,342 shares of company stock valued at $27,117,744. 0.46% of the stock is owned by company insiders.

Guidewire Software Stock Down 0.2%

GWRE opened at $213.89 on Thursday. The company has a market capitalization of $18.19 billion, a PE ratio of 267.37, a price-to-earnings-growth ratio of 14.73 and a beta of 1.19. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. 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 of $231.95 and a 200-day moving average of $229.09.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data 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 firm had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. During the same period in the prior year, the company posted $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. Equities research analysts forecast 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.