TD Asset Management Inc Raises Stake in Guidewire Software, Inc. $GWRE

TD Asset Management Inc raised its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 1.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,172 shares of the technology company’s stock after buying an additional 120 shares during the quarter. TD Asset Management Inc’s holdings in Guidewire Software were worth $2,866,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. ANB Bank increased its holdings in Guidewire Software by 3.5% during the 1st quarter. ANB Bank now owns 1,590 shares of the technology company’s stock worth $298,000 after acquiring an additional 54 shares during the period. Brooklyn Investment Group increased its holdings in shares of Guidewire Software by 38.3% in the first quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after purchasing an additional 62 shares during the period. MassMutual Private Wealth & Trust FSB raised its position in shares of Guidewire Software by 40.0% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 238 shares of the technology company’s stock worth $56,000 after buying an additional 68 shares in the last quarter. Poinciana Advisors Group LLC raised its position in shares of Guidewire Software by 5.9% in the second quarter. Poinciana Advisors Group LLC now owns 1,247 shares of the technology company’s stock worth $294,000 after buying an additional 70 shares in the last quarter. Finally, Sequoia Financial Advisors LLC boosted its stake in Guidewire Software by 4.1% during the second quarter. Sequoia Financial Advisors LLC now owns 1,835 shares of the technology company’s stock valued at $432,000 after buying an additional 73 shares during the period.

Guidewire Software Stock Up 3.8%

Shares of NYSE GWRE opened at $253.67 on Tuesday. The stock has a market capitalization of $21.44 billion, a P/E ratio of 317.09, a PEG ratio of 15.03 and a beta of 1.21. Guidewire Software, Inc. has a one year low of $165.08 and a one year high of $272.60. The firm’s 50 day simple moving average is $232.09 and its two-hundred day simple moving average is $223.17. 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 (NYSE:GWRE) last announced its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share 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 analyst estimates of $337.82 million. During the same period in the previous year, the business posted $0.62 EPS. 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. As a group, analysts expect that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insider Activity

In related news, CFO Jeffrey Elliott Cooper sold 14,103 shares of the 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 sale, the chief financial officer directly owned 84,646 shares in the company, valued at $20,557,974.02. This represents a 14.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider James Winston King sold 7,162 shares of Guidewire Software stock in a transaction that occurred on Thursday, September 18th. The stock was 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 trade represents a 15.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 111,545 shares of company stock valued at $26,766,382. Company insiders own 0.48% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. Wells Fargo & Company upped their target price on Guidewire Software from $265.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday, September 5th. Robert W. Baird upped their price objective on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. JPMorgan Chase & Co. raised their target price on shares of Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a research note on Wednesday, June 25th. The Goldman Sachs Group boosted their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday, September 5th. Finally, Stifel Nicolaus increased their price target on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $274.08.

About Guidewire Software

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.