Universal Beteiligungs und Servicegesellschaft mbH Lowers Position in Guidewire Software, Inc. $GWRE

Universal Beteiligungs und Servicegesellschaft mbH decreased its stake in Guidewire Software, Inc. (NYSE:GWRE) by 13.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,116 shares of the technology company’s stock after selling 4,015 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Guidewire Software were worth $6,149,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. grew its stake in shares of Guidewire Software by 3.0% during the 1st quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock valued at $1,632,206,000 after acquiring an additional 256,070 shares during the period. Linonia Partnership LP lifted its holdings in Guidewire Software by 41.8% during the first quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after purchasing an additional 1,000,709 shares in the last quarter. Wellington Management Group LLP boosted its position 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 worth $313,410,000 after purchasing an additional 24,991 shares during the period. Geode Capital Management LLC increased its stake in shares of Guidewire Software by 5.6% in the second quarter. Geode Capital Management LLC now owns 1,578,442 shares of the technology company’s stock worth $372,105,000 after purchasing an additional 84,152 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Guidewire Software by 70.4% during 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 during the period.

Wall Street Analyst Weigh In

A number of research firms have commented on GWRE. Zacks Research raised Guidewire Software from a “hold” rating to a “strong-buy” rating in a report on Monday, November 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, October 8th. DA Davidson boosted their price target on Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a report on Monday, September 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $275.00 price objective (up from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. Finally, Oppenheimer lifted their price objective on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Guidewire Software presently has an average rating of “Moderate Buy” and an average target price of $274.08.

Insider Transactions at Guidewire Software

In related news, President John P. Mullen sold 3,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $231.85, for a total value of $695,550.00. Following the transaction, the president owned 152,958 shares of the company’s stock, valued at $35,463,312.30. This trade represents a 1.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider James Winston King sold 798 shares of Guidewire Software stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $222.54, for a total transaction of $177,586.92. Following the sale, the insider owned 37,019 shares of the company’s stock, valued at $8,238,208.26. The trade was a 2.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 113,742 shares of company stock worth $27,418,324. 0.46% of the stock is currently owned by company insiders.

Guidewire Software Trading Up 1.3%

Shares of GWRE opened at $212.95 on Friday. The company’s fifty day simple moving average is $234.06 and its 200-day simple moving average is $228.97. The company has a market cap of $18.10 billion, a P/E ratio of 266.19, a P/E/G ratio of 14.73 and a beta of 1.19. The company has a current ratio of 2.77, a quick ratio of 2.77 and a debt-to-equity ratio of 0.46. Guidewire Software, Inc. has a twelve month low of $165.08 and a twelve month high of $272.60.

Guidewire Software (NYSE:GWRE) last issued 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 company had revenue of $356.57 million for the quarter, compared to the consensus estimate of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The firm’s revenue was up 22.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.62 EPS. 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 year.

Guidewire Software Company 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.