Poinciana Advisors Group LLC Grows Position in Guidewire Software, Inc. $GWRE

Poinciana Advisors Group LLC increased its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 5.9% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,247 shares of the technology company’s stock after buying an additional 70 shares during the quarter. Poinciana Advisors Group LLC’s holdings in Guidewire Software were worth $294,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. ANB Bank grew its stake in Guidewire Software by 3.5% during the 1st quarter. ANB Bank now owns 1,590 shares of the technology company’s stock worth $298,000 after buying an additional 54 shares during the last quarter. Brooklyn Investment Group grew its stake in Guidewire Software by 38.3% during the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after buying an additional 62 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its stake in Guidewire Software by 40.0% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 238 shares of the technology company’s stock worth $56,000 after buying an additional 68 shares during the last quarter. Fifth Third Bancorp grew its stake in Guidewire Software by 16.4% during the 1st quarter. Fifth Third Bancorp now owns 569 shares of the technology company’s stock worth $107,000 after buying an additional 80 shares during the last quarter. Finally, Resona Asset Management Co. Ltd. grew its stake in Guidewire Software by 2.2% during the 1st quarter. Resona Asset Management Co. Ltd. now owns 3,678 shares of the technology company’s stock worth $689,000 after buying an additional 80 shares during the last quarter.

Insider Activity

In related news, CFO Jeffrey Elliott Cooper sold 14,103 shares of Guidewire Software stock in a transaction on 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 directly owned 84,646 shares of the company’s stock, valued at approximately $20,557,974.02. The trade was a 14.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO David Franklin Peterson sold 1,811 shares of Guidewire Software stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $439,837.57. Following the transaction, the chief accounting officer directly owned 14,164 shares of the company’s stock, valued at approximately $3,440,010.68. This represents a 11.34% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 112,427 shares of company stock valued at $26,907,264 in the last 90 days. Insiders own 0.48% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Raymond James Financial reiterated an “outperform” rating and issued a $275.00 target price (up from $255.00) on shares of Guidewire Software in a research note on Friday, September 5th. The Goldman Sachs Group lifted their target price on Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, September 5th. JMP Securities lifted their target price on 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 lifted their target price on Guidewire Software from $135.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, June 4th. Finally, Citigroup lifted their target price on Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research note on Tuesday, September 9th. Nine investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Guidewire Software presently has a consensus rating of “Moderate Buy” and a consensus target price of $274.08.

Guidewire Software Stock Up 0.4%

GWRE opened at $231.30 on Tuesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. The business has a 50 day simple moving average of $227.78 and a 200-day simple moving average of $218.35. The stock has a market capitalization of $19.55 billion, a P/E ratio of 289.12 and a beta of 1.22. Guidewire Software, Inc. has a 12 month low of $165.08 and a 12 month high of $272.60.

Guidewire Software (NYSE:GWRE) last posted 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 business had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The company’s quarterly revenue was up 22.3% compared to the same quarter last year. During the same period last year, the firm earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, equities analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software 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.