CHURCHILL MANAGEMENT Corp Invests $8.51 Million in Guidewire Software, Inc. $GWRE

CHURCHILL MANAGEMENT Corp acquired a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) in the second quarter, Holdings Channel.com reports. The fund acquired 36,148 shares of the technology company’s stock, valued at approximately $8,511,000.

A number of other hedge funds also recently made changes to their positions in GWRE. Truist Financial Corp lifted its stake in Guidewire Software by 16.0% in the second quarter. Truist Financial Corp now owns 11,792 shares of the technology company’s stock worth $2,776,000 after purchasing an additional 1,628 shares during the last quarter. Poinciana Advisors Group LLC lifted its stake in Guidewire Software by 5.9% in the second quarter. Poinciana Advisors Group LLC now owns 1,247 shares of the technology company’s stock worth $294,000 after purchasing an additional 70 shares during the last quarter. HB Wealth Management LLC lifted its stake in Guidewire Software by 1.6% in the second quarter. HB Wealth Management LLC now owns 20,481 shares of the technology company’s stock worth $4,822,000 after purchasing an additional 314 shares during the last quarter. Signaturefd LLC lifted its stake in Guidewire Software by 2.8% in the second quarter. Signaturefd LLC now owns 5,447 shares of the technology company’s stock worth $1,282,000 after purchasing an additional 148 shares during the last quarter. Finally, TD Private Client Wealth LLC lifted its stake in Guidewire Software by 1.3% in the second quarter. TD Private Client Wealth LLC now owns 7,807 shares of the technology company’s stock worth $1,838,000 after purchasing an additional 102 shares during the last quarter.

Insider Activity at Guidewire Software

In related news, President John P. Mullen sold 15,869 shares of the business’s stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $3,854,104.03. Following the transaction, the president owned 158,958 shares in the company, valued at $38,606,129.46. The trade was a 9.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Michael George Rosenbaum sold 30,317 shares of the business’s stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $7,363,089.79. Following the transaction, the chief executive officer owned 264,958 shares in the company, valued at $64,350,349.46. This represents a 10.27% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 115,427 shares of company stock worth $27,599,454 over the last ninety days. Corporate insiders own 0.48% of the company’s stock.

Guidewire Software Price Performance

GWRE stock opened at $230.04 on Thursday. The firm’s 50-day moving average price is $228.02 and its two-hundred day moving average price is $218.51. Guidewire Software, Inc. has a 12-month low of $165.08 and a 12-month high of $272.60. The stock has a market capitalization of $19.45 billion, a price-to-earnings ratio of 287.55 and a beta of 1.21. 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 (NYSE:GWRE) last released its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The firm had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. During the same quarter in the previous year, the company earned $0.62 earnings per share. The company’s revenue for the quarter was up 22.3% compared to the same quarter last year. 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 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on GWRE shares. Oppenheimer boosted their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Bank of America boosted their price target on shares of Guidewire Software from $135.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday, June 4th. DA Davidson boosted their price target on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, September 8th. Royal Bank Of Canada boosted their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Finally, Robert W. Baird boosted their price objective on shares of Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Guidewire Software currently 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.