Corient Private Wealth LP Makes New Investment in Guidewire Software, Inc. $GWRE

Corient Private Wealth LP acquired a new stake in shares of Guidewire Software, Inc. (NYSE:GWRE) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 87,943 shares of the technology company’s stock, valued at approximately $10,821,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software during the first quarter worth $25,000. Amundi increased its holdings in Guidewire Software by 703.0% in the 2nd quarter. Amundi now owns 36,093 shares of the technology company’s stock valued at $8,220,000 after acquiring an additional 31,598 shares during the last quarter. Jump Financial LLC bought a new stake in Guidewire Software in the 2nd quarter valued at $305,000. Bank of Nova Scotia lifted its stake in Guidewire Software by 30.9% in the 2nd quarter. Bank of Nova Scotia now owns 2,024 shares of the technology company’s stock worth $477,000 after purchasing an additional 478 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in shares of Guidewire Software by 30.6% during the 2nd quarter. NewEdge Advisors LLC now owns 4,911 shares of the technology company’s stock valued at $1,156,000 after purchasing an additional 1,152 shares during the last quarter.

Insider Activity

In other Guidewire Software news, insider James Winston King sold 1,684 shares of Guidewire Software stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total transaction of $219,997.76. Following the completion of the transaction, the insider directly owned 30,018 shares of the company’s stock, valued at $3,921,551.52. The trade was a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael George Rosenbaum sold 5,830 shares of Guidewire Software stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $692,254.20. Following the transaction, the chief executive officer directly owned 199,776 shares of the company’s stock, valued at $23,721,402.24. The trade was a 2.84% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 47,093 shares of company stock worth $7,131,278. Company insiders own 0.46% of the company’s stock.

Guidewire Software Trading Up 2.3%

Shares of NYSE GWRE opened at $205.81 on Friday. The business’s 50 day moving average is $152.89 and its two-hundred day moving average is $144.13. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. Guidewire Software, Inc. has a 1-year low of $102.30 and a 1-year high of $272.60. The stock has a market capitalization of $17.14 billion, a P/E ratio of 111.25 and a beta of 0.92.

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

More Guidewire Software News

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

• Positive Sentiment: Guggenheim raised its price target for Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating. The analyst expects the company to meet or potentially exceed fourth-quarter estimates, supported by recurring-revenue growth and continued migration of insurers to Guidewire’s cloud platform. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
• Positive Sentiment: Fundamental momentum remains favorable. Guidewire recently reported annual recurring revenue of approximately $1.147 billion, up 19% year over year, and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion. New cloud capabilities, including AI-agent functionality, and insurer migration activity are reinforcing the long-term growth narrative.
• Neutral Sentiment: The September 3 earnings release is the next major catalyst. Wall Street expects earnings growth, although a Zacks preview said Guidewire lacks the usual combination of indicators associated with a likely earnings beat. Investors will also watch initial fiscal 2027 guidance for evidence that cloud momentum is continuing. Guidewire Software Reports Next Week
• Neutral Sentiment: Institutional activity has been mixed, with some large investors adding shares while others reduced positions. At a valuation above 100 times earnings, the stock may remain particularly sensitive to earnings execution and forward guidance.
• Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 shares for $500,000, reducing his position by about 20%. The sale was made under a pre-arranged Rule 10b5-1 plan, which makes it a weaker discretionary bearish signal. However, recent sales by other executives and the absence of reported insider purchases create an overhang. SEC Form 4 Filing

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Guggenheim raised their price objective on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, June 3rd. BTIG Research reaffirmed a “buy” rating and issued a $175.00 price objective on shares of Guidewire Software in a research note on Thursday, July 2nd. Wells Fargo & Company decreased their price objective on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a report on Friday, June 5th. Finally, Piper Sandler assumed coverage on Guidewire Software in a research report on Monday, August 10th. They set an “overweight” rating and a $210.00 target price for the company. Thirteen research 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 company currently has an average rating of “Moderate Buy” and an average target price of $223.79.

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.