Conestoga Capital Advisors LLC Purchases 15,243 Shares of Guidewire Software, Inc. $GWRE

Conestoga Capital Advisors LLC increased its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 5.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 274,841 shares of the technology company’s stock after acquiring an additional 15,243 shares during the period. Conestoga Capital Advisors LLC’s holdings in Guidewire Software were worth $41,105,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of GWRE. Measured Wealth Private Client Group LLC acquired a new position in Guidewire Software during the third quarter worth $29,000. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software in the first quarter valued at about $25,000. Flagship Harbor Advisors LLC acquired a new stake in shares of Guidewire Software during the 4th quarter worth about $36,000. Harbour Investments Inc. lifted its stake in shares of Guidewire Software by 83.0% during the 4th quarter. Harbour Investments Inc. now owns 247 shares of the technology company’s stock worth $50,000 after buying an additional 112 shares during the last quarter. Finally, Daiwa Securities Group Inc. bought a new stake in shares of Guidewire Software during the 4th quarter worth about $76,000.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on GWRE shares. Royal Bank Of Canada lowered their target price on Guidewire Software from $250.00 to $215.00 and set an “outperform” rating on the stock in a research note on Friday, June 5th. Wells Fargo & Company dropped their target price on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating for the company in a report on Friday, June 5th. Citizens Jmp reduced their target price on shares of Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating for the company in a research report on Friday, June 5th. The Goldman Sachs Group lowered their price target on shares of Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, June 3rd. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $221.36.

Guidewire Software Stock Performance

NYSE GWRE opened at $127.55 on Thursday. The company has a current ratio of 2.44, a quick ratio of 2.44 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $10.62 billion, a price-to-earnings ratio of 68.95 and a beta of 0.95. The firm’s 50 day simple moving average is $131.60 and its 200 day simple moving average is $148.62. Guidewire Software, Inc. has a 1 year low of $102.30 and a 1 year high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.74 by $0.08. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business had revenue of $372.54 million during the quarter, compared to the consensus estimate of $355.92 million. During the same period in the previous year, the business earned $0.88 earnings per share. The company’s revenue was up 26.9% on a year-over-year basis. As a group, research analysts expect that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.

Key Guidewire Software News

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Guidewire was added to multiple Russell Value indexes, which can trigger passive fund demand and helped reinforce investor interest in GWRE. Guidewire Software (GWRE) Stock Joins Multiple Russell Value Indexes
• Positive Sentiment: Another article argued that Guidewire’s cloud-and-AI strategy is still attractive, suggesting AI could be a tailwind rather than a threat to the business model. Guidewire: AI Is A Tailwind, Not A Threat
• Neutral Sentiment: Coverage noted that Guidewire’s move into Russell Value indices may be reframing the company as a more mature cloud software name, which could broaden its investor base. Does Guidewire (GWRE) Joining Russell Value Indices Reframe Its Cloud-and-AI Investment Narrative?
• Neutral Sentiment: Guidewire also got some attention for benefiting from broader S&P 500 gains, though that looks more like market sentiment than a company-specific catalyst. Why Is Guidewire (NYSE:GWRE) Benefiting From S&P 500 Gains?
• Negative Sentiment: Zacks Research lowered earnings estimates for several future periods, including fiscal 2027 and fiscal 2028, which may temper enthusiasm around GWRE despite its strong cloud growth history. Guidewire Software (GWRE) Stock Joins Multiple Russell Value Indexes

Insider Buying and Selling at Guidewire Software

In other news, insider James Winston King sold 999 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total value of $118,621.26. Following the completion of the transaction, the insider owned 31,702 shares of the company’s stock, valued at approximately $3,764,295.48. This represents a 3.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Michael George Rosenbaum sold 1,200 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $105.67, for a total transaction of $126,804.00. Following the completion of the sale, the chief executive officer owned 198,576 shares in the company, valued at approximately $20,983,525.92. The trade was a 0.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 29,709 shares of company stock worth $3,740,332 over the last quarter. 0.46% of the stock is currently owned by company insiders.

Guidewire Software Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.