Rise Advisors LLC Takes Position in Guidewire Software, Inc. $GWRE

Rise Advisors LLC bought a new stake in Guidewire Software, Inc. (NYSE:GWRE) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 168 shares of the technology company’s stock, valued at approximately $31,000.

Several other hedge funds have also recently added to or reduced their stakes in GWRE. Baird Financial Group Inc. raised its holdings in Guidewire Software by 98.5% in the fourth quarter. Baird Financial Group Inc. now owns 7,504 shares of the technology company’s stock valued at $1,265,000 after acquiring an additional 3,723 shares in the last quarter. Bridgeway Capital Management LLC acquired a new stake in Guidewire Software in the fourth quarter valued at approximately $1,222,000. Cetera Investment Advisers raised its holdings in Guidewire Software by 22.3% in the fourth quarter. Cetera Investment Advisers now owns 21,292 shares of the technology company’s stock valued at $3,589,000 after acquiring an additional 3,883 shares in the last quarter. Colonial Trust Co SC raised its holdings in Guidewire Software by 176.0% in the fourth quarter. Colonial Trust Co SC now owns 287 shares of the technology company’s stock valued at $48,000 after acquiring an additional 183 shares in the last quarter. Finally, Ethic Inc. raised its holdings in Guidewire Software by 18.0% in the fourth quarter. Ethic Inc. now owns 8,419 shares of the technology company’s stock valued at $1,419,000 after acquiring an additional 1,282 shares in the last quarter.

Insider Transactions at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 1,400 shares of the firm’s stock in a transaction that occurred on Monday, June 9th. The shares were sold at an average price of $256.50, for a total transaction of $359,100.00. Following the transaction, the chief executive officer directly owned 245,993 shares in the company, valued at approximately $63,097,204.50. This trade represents a 0.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider James Winston King sold 2,482 shares of Guidewire Software stock in a transaction on Monday, July 14th. The shares were sold at an average price of $220.65, for a total transaction of $547,653.30. Following the completion of the transaction, the insider owned 37,441 shares in the company, valued at approximately $8,261,356.65. This trade represents a 6.22% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 30,941 shares of company stock worth $6,980,859. Insiders own 0.48% of the company’s stock.

Guidewire Software Stock Performance

Shares of GWRE opened at $261.32 on Friday. The company has a current ratio of 3.23, a quick ratio of 3.23 and a debt-to-equity ratio of 0.49. The firm has a market cap of $22.00 billion, a PE ratio of 326.65, a price-to-earnings-growth ratio of 18.38 and a beta of 1.22. The company’s 50 day simple moving average is $221.56 and its 200-day simple moving average is $212.03. Guidewire Software, Inc. has a 12-month low of $159.00 and a 12-month high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.62 by $0.22. The business had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.27%. The company’s revenue for the quarter was up 22.3% compared to the same quarter last year. During the same period last year, the firm posted $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, equities analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Analyst Ratings Changes

Several brokerages recently weighed in on GWRE. Royal Bank Of Canada raised their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a report on Friday. Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a research note on Wednesday, June 4th. JMP Securities increased their price target on shares of Guidewire Software from $250.00 to $281.00 and gave the company a “market outperform” rating in a research note on Wednesday, June 4th. Bank of America increased their price target on shares of Guidewire Software from $135.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, June 4th. Finally, Oppenheimer increased their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday. Nine investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $270.42.

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.