Creative Planning Raises Stake in Guidewire Software, Inc. $GWRE

Creative Planning grew its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 10.0% in the second quarter, Holdings Channel.com reports. The institutional investor owned 20,522 shares of the technology company’s stock after acquiring an additional 1,865 shares during the quarter. Creative Planning’s holdings in Guidewire Software were worth $4,832,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the 1st quarter valued at approximately $25,000. Quarry LP purchased a new stake in shares of Guidewire Software during the first quarter worth approximately $28,000. Rise Advisors LLC acquired a new stake in shares of Guidewire Software during the first quarter worth $31,000. Westside Investment Management Inc. purchased a new position in Guidewire Software in the 2nd quarter valued at $32,000. Finally, Brooklyn Investment Group increased its stake in Guidewire Software by 38.3% in the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock valued at $42,000 after buying an additional 62 shares during the period.

Insider Activity at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 1,400 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $222.54, for a total transaction of $311,556.00. Following the completion of the sale, the chief executive officer directly owned 252,358 shares in the company, valued at $56,159,749.32. This represents a 0.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, President John P. Mullen sold 3,000 shares of Guidewire Software stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $231.85, for a total value of $695,550.00. Following the completion of the transaction, the president directly owned 152,958 shares in the company, valued at $35,463,312.30. This represents a 1.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 113,742 shares of company stock worth $27,418,324. 0.46% of the stock is owned by company insiders.

Guidewire Software Stock Down 1.5%

Shares of NYSE GWRE opened at $210.66 on Friday. The firm’s 50-day moving average is $234.86 and its two-hundred day moving average is $228.95. The company has a market capitalization of $17.91 billion, a PE ratio of 263.33, a price-to-earnings-growth ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a 12-month low of $165.08 and a 12-month high of $272.60. 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 (NYSE:GWRE) last issued its quarterly earnings data 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. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The business had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. During the same period last year, the company posted $0.62 EPS. The company’s 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. Equities analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on GWRE shares. The Goldman Sachs Group lifted their target price on shares of Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a report on Friday, September 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Royal Bank Of Canada increased their target price on Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. DA Davidson upped their price objective on Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a report on Monday, September 8th. Finally, Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $274.08.

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.