Teacher Retirement System of Texas Sells 1,219 Shares of Guidewire Software, Inc. $GWRE

Teacher Retirement System of Texas lowered its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 5.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 23,391 shares of the technology company’s stock after selling 1,219 shares during the quarter. Teacher Retirement System of Texas’ holdings in Guidewire Software were worth $5,507,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of GWRE. Empower Advisory Group LLC bought a new position in Guidewire Software in the 1st quarter worth approximately $692,000. Principal Financial Group Inc. increased its stake in shares of Guidewire Software by 3,320.4% in the 1st quarter. Principal Financial Group Inc. now owns 192,843 shares of the technology company’s stock valued at $36,131,000 after buying an additional 187,205 shares during the period. OMNI 360 Wealth Inc. bought a new position in Guidewire Software in the first quarter valued at about $211,000. Sequoia Financial Advisors LLC boosted its holdings in Guidewire Software by 15.6% in the first quarter. Sequoia Financial Advisors LLC now owns 1,762 shares of the technology company’s stock valued at $330,000 after acquiring an additional 238 shares during the last quarter. Finally, Oppenheimer & Co. Inc. bought a new position in Guidewire Software in the first quarter valued at about $201,000.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on GWRE. Wall Street Zen downgraded shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, September 5th. Royal Bank Of Canada boosted their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Oppenheimer lifted their target price on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Robert W. Baird lifted their target price on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday, October 8th. Nine research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $274.08.

Guidewire Software Price Performance

Shares of GWRE opened at $236.29 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. The stock has a 50 day simple moving average of $237.97 and a 200 day simple moving average of $226.57. Guidewire Software, Inc. has a 52-week low of $165.08 and a 52-week high of $272.60. The firm has a market capitalization of $19.97 billion, a PE ratio of 295.36, a P/E/G ratio of 14.73 and a beta of 1.21.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $337.82 million. During the same quarter in the previous year, the firm posted $0.62 earnings per share. The business’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. Sell-side analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insider Activity

In other Guidewire Software 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 transaction, the chief financial officer owned 84,646 shares in the company, valued at approximately $20,557,974.02. This represents a 14.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, President John P. Mullen sold 15,869 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 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 trade represents a 9.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 110,743 shares of company stock worth $26,680,901. 0.48% of the stock is currently owned by insiders.

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.