Penserra Capital Management LLC Purchases 1,022 Shares of Guidewire Software, Inc. $GWRE

Penserra Capital Management LLC lifted its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 271.1% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,399 shares of the technology company’s stock after purchasing an additional 1,022 shares during the period. Penserra Capital Management LLC’s holdings in Guidewire Software were worth $328,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Andra AP fonden raised its position in Guidewire Software by 899.1% in the second quarter. Andra AP fonden now owns 12,289 shares of the technology company’s stock worth $2,893,000 after acquiring an additional 11,059 shares during the period. First Horizon Advisors Inc. grew its position in shares of Guidewire Software by 16.3% during the 2nd quarter. First Horizon Advisors Inc. now owns 679 shares of the technology company’s stock valued at $160,000 after acquiring an additional 95 shares during the period. Cassaday & Co Wealth Management LLC bought a new stake in shares of Guidewire Software during the 2nd quarter valued at $240,000. Optivise Advisory Services LLC purchased a new stake in shares of Guidewire Software in the 2nd quarter worth $232,000. Finally, Bank of New York Mellon Corp raised its holdings in Guidewire Software by 2.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 575,845 shares of the technology company’s stock worth $135,583,000 after purchasing an additional 15,544 shares during the period.

Insider Buying and Selling at Guidewire Software

In related news, CFO Jeffrey Elliott Cooper sold 14,103 shares of the stock in a transaction that occurred 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. This represents a 14.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO David Franklin Peterson sold 1,811 shares of Guidewire Software stock in a transaction that occurred 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 completion of the sale, the chief accounting officer directly owned 14,164 shares in the company, valued at approximately $3,440,010.68. The trade was a 11.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 113,743 shares of company stock worth $27,394,511. Insiders own 0.48% of the company’s stock.

Guidewire Software Trading Up 0.5%

Shares of GWRE opened at $220.73 on Thursday. The firm has a market cap of $18.77 billion, a P/E ratio of 275.91, a price-to-earnings-growth ratio of 14.73 and a beta of 1.19. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. Guidewire Software, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60. The company has a 50 day simple moving average of $239.01 and a two-hundred day simple moving average of $228.65.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.62 by $0.22. The firm had revenue of $356.57 million during 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 9.00%. Guidewire Software’s revenue for the quarter was up 22.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, equities analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have commented on GWRE shares. Wells Fargo & Company upped their price target on Guidewire Software from $265.00 to $275.00 and gave the stock an “overweight” rating in a research report on Friday, September 5th. Royal Bank Of Canada boosted their price objective on Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Wall Street Zen cut shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, September 5th. Raymond James Financial reiterated an “outperform” rating and issued a $275.00 price target (up from $255.00) on shares of Guidewire Software in a research report on Friday, September 5th. Finally, Zacks Research raised shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average 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.