24,338 Shares in Guidewire Software, Inc. $GWRE Purchased by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio acquired a new stake in Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 24,338 shares of the technology company’s stock, valued at approximately $2,995,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Advisors Asset Management Inc. purchased a new stake in shares of Guidewire Software in the first quarter valued at about $25,000. Fiduciary Financial Advisors acquired a new stake in Guidewire Software during the 2nd quarter valued at $29,000. Measured Wealth Private Client Group LLC acquired a new stake in Guidewire Software during the 3rd quarter valued at $29,000. Silvant Capital Management LLC purchased a new position in Guidewire Software during the second quarter worth $33,000. Finally, Leonteq Securities AG acquired a new position in shares of Guidewire Software in the first quarter worth $36,000.

Guidewire Software Trading Down 19.9%

NYSE GWRE opened at $162.48 on Friday. The company has a 50-day moving average of $161.05 and a 200-day moving average of $146.37. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. Guidewire Software, Inc. has a 12 month low of $102.30 and a 12 month high of $272.60. The company has a market cap of $13.53 billion, a P/E ratio of 99.68 and a beta of 0.97.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.06. The firm had revenue of $411.09 million during the quarter, compared to the consensus estimate of $402.61 million. Guidewire Software had a net margin of 9.44% and a return on equity of 12.09%. Guidewire Software’s revenue was up 15.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.84 earnings per share. As a group, equities analysts predict that Guidewire Software, Inc. will post 2.15 earnings per share for the current year.

Guidewire Software News Summary

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Guidewire reported fourth-quarter adjusted earnings of $0.99 per share, above the roughly $0.93–$0.94 consensus, while revenue of $411.1 million exceeded estimates of $402.6 million and increased 15.3% year over year. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management highlighted strong demand for its core insurance software, new pricing products and artificial-intelligence offerings. Fiscal 2027 revenue guidance of approximately $1.7 billion was broadly in line with full-year expectations, and analysts largely retained bullish views. These Analysts Revise Their Forecasts On Guidewire Software After Q4 Results
• Neutral Sentiment: Citigroup raised its price target to $181 but maintained a Neutral rating. Oppenheimer, Wells Fargo, Piper Sandler, RBC, Citizens JMP and DA Davidson reiterated positive ratings and set targets ranging from $195 to $222, while Needham maintained a Hold rating. Citigroup Adjusts Guidewire Software Price Target
• Negative Sentiment: The primary pressure came from fiscal 2027 first-quarter revenue guidance of $372 million–$378 million, below the $386.1 million analyst consensus. Reports also pointed to lower quarterly profit and a cautious outlook, causing investors to discount the earnings beat and question the pace of near-term growth. Guidewire Software Q4 Income Declines and Issues FY27 Outlook

Wall Street Analysts Forecast Growth

A number of research firms recently commented on GWRE. Needham & Company LLC reaffirmed a “hold” rating on shares of Guidewire Software in a research note on Friday. Citigroup upped their target price on shares of Guidewire Software from $137.00 to $181.00 and gave the company a “neutral” rating in a report on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Monday. DA Davidson reiterated a “buy” rating and set a $222.00 price target on shares of Guidewire Software in a report on Friday. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. Twelve equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $216.23.

Insider Buying and Selling at Guidewire Software

In related news, President John Mullen sold 14,400 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $185.00, for a total value of $2,664,000.00. Following the transaction, the president owned 116,715 shares in the company, valued at approximately $21,592,275. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider James King sold 1,684 shares of Guidewire Software stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total transaction of $219,997.76. Following the transaction, the insider owned 30,018 shares in the company, valued at $3,921,551.52. The trade was a 5.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,093 shares of company stock worth $7,185,902 in the last quarter. Company insiders own 0.46% of the company’s stock.

Guidewire Software Company Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.