Yousif Capital Management LLC Sells 392 Shares of Guidewire Software, Inc. $GWRE

Yousif Capital Management LLC reduced its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 1.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 28,356 shares of the technology company’s stock after selling 392 shares during the quarter. Yousif Capital Management LLC’s holdings in Guidewire Software were worth $6,676,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of GWRE. Vanguard Group Inc. raised its stake in shares of Guidewire Software by 3.0% in the first 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 during the period. Massachusetts Financial Services Co. MA raised its stake in shares of Guidewire Software by 16.2% in the first 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 raised its stake 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 buying an additional 1,000,709 shares during the period. Wellington Management Group LLP raised its stake in shares of Guidewire Software by 1.5% in the first 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 during the period. Finally, Invesco Ltd. raised its stake in shares of Guidewire Software by 70.4% in the first 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 during the period.

Insider Buying and Selling at Guidewire Software

In related news, CFO Jeffrey Elliott Cooper sold 14,103 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 transaction of $3,425,195.61. Following the completion of the transaction, the chief financial officer directly owned 84,646 shares in the company, valued at $20,557,974.02. The trade was a 14.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Michael George Rosenbaum sold 30,317 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 $7,363,089.79. Following the transaction, the chief executive officer 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 disclosure for this sale can be found here. Insiders sold 112,945 shares of company stock valued at $27,077,616 over the last 90 days. Insiders own 0.48% of the company’s stock.

Guidewire Software Price Performance

Guidewire Software stock opened at $240.57 on Wednesday. Guidewire Software, Inc. has a 52 week low of $165.08 and a 52 week high of $272.60. The business has a 50-day simple moving average of $229.77 and a 200 day simple moving average of $221.26. 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 $20.34 billion, a price-to-earnings ratio of 300.72 and a beta of 1.21.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. During the same period in the previous year, the business earned $0.62 earnings per share. The firm’s 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. On average, research analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on GWRE. Oppenheimer boosted their target price on Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Royal Bank Of Canada boosted their target price on Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. JPMorgan Chase & Co. boosted their target price on Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a research note on Wednesday, June 25th. Citigroup boosted their target price on Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research note on Tuesday, September 9th. Finally, 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 note on Monday, September 8th. Nine equities 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. Based on data from MarketBeat.com, Guidewire Software currently has an average rating of “Moderate Buy” and a consensus 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.