Guidewire Software, Inc. $GWRE Shares Sold by Great Lakes Advisors LLC

Great Lakes Advisors LLC lessened its stake in Guidewire Software, Inc. (NYSE:GWRE) by 77.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,621 shares of the technology company’s stock after selling 115,735 shares during the period. Great Lakes Advisors LLC’s holdings in Guidewire Software were worth $6,299,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in GWRE. Baird Financial Group Inc. increased its position in Guidewire Software by 98.5% in the 4th 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 during the period. Cetera Investment Advisers increased its position in Guidewire Software by 22.3% in the 4th 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 during the period. Ethic Inc. increased its position in Guidewire Software by 18.0% in the 4th 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 during the period. Ensign Peak Advisors Inc increased its position in Guidewire Software by 43.2% in the 4th quarter. Ensign Peak Advisors Inc now owns 46,565 shares of the technology company’s stock valued at $7,850,000 after acquiring an additional 14,042 shares during the period. Finally, Janus Henderson Group PLC boosted its holdings in Guidewire Software by 242.2% in the 4th quarter. Janus Henderson Group PLC now owns 555,892 shares of the technology company’s stock valued at $93,683,000 after purchasing an additional 393,445 shares in the last quarter.

Guidewire Software Price Performance

Shares of NYSE:GWRE opened at $256.00 on Wednesday. The business’s 50 day simple moving average is $222.59 and its 200-day simple moving average is $212.75. The firm has a market capitalization of $21.55 billion, a price-to-earnings ratio of 320.00, a price-to-earnings-growth ratio of 18.46 and a beta of 1.22. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 3.23. Guidewire Software, Inc. has a 12 month low of $165.08 and a 12 month high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business 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 company earned $0.62 EPS. The company’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, equities analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, President John P. Mullen sold 3,000 shares of Guidewire Software stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $235.05, for a total transaction of $705,150.00. Following the completion of the transaction, the president directly owned 146,489 shares in the company, valued at $34,432,239.45. The trade was a 2.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider James Winston King sold 2,482 shares of Guidewire Software stock in a transaction that occurred on Monday, July 14th. The stock was sold at an average price of $220.65, for a total value of $547,653.30. Following the transaction, the insider owned 37,441 shares of the company’s stock, valued at $8,261,356.65. This represents a 6.22% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 30,941 shares of company stock worth $6,987,551 in the last ninety days. Insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on GWRE. Needham & Company LLC reaffirmed a “hold” rating on shares of Guidewire Software in a report on Wednesday, June 4th. Oppenheimer lifted their price objective on Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Raymond James Financial reaffirmed an “outperform” rating and issued a $275.00 price objective (up previously from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. Wall Street Zen lowered Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. Finally, Stifel Nicolaus lifted their price objective on Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus 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.