M.D. Sass LLC Increases Position in Guidewire Software, Inc. $GWRE

M.D. Sass LLC raised its position in Guidewire Software, Inc. (NYSE:GWRE) by 72.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,186 shares of the technology company’s stock after purchasing an additional 13,531 shares during the quarter. Guidewire Software accounts for approximately 0.5% of M.D. Sass LLC’s portfolio, making the stock its 25th largest position. M.D. Sass LLC’s holdings in Guidewire Software were worth $6,470,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in GWRE. Advisors Asset Management Inc. purchased a new stake in Guidewire Software in the first quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in Guidewire Software in the third quarter valued at approximately $29,000. Cornerstone Planning Group LLC raised its position in Guidewire Software by 620.0% in the third quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company’s stock valued at $34,000 after purchasing an additional 124 shares during the period. Hazlett Burt & Watson Inc. purchased a new stake in Guidewire Software in the third quarter valued at approximately $35,000. Finally, Flagship Harbor Advisors LLC purchased a new stake in Guidewire Software in the fourth quarter valued at approximately $36,000.

Guidewire Software Trading Down 5.2%

Shares of Guidewire Software stock opened at $162.51 on Wednesday. The company has a current ratio of 2.93, a quick ratio of 2.93 and a debt-to-equity ratio of 0.45. The company has a 50-day moving average of $140.20 and a two-hundred day moving average of $162.43. Guidewire Software, Inc. has a 12-month low of $115.57 and a 12-month high of $272.60. The stock has a market cap of $13.76 billion, a PE ratio of 73.87 and a beta of 0.93.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.77 by $0.40. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The business had revenue of $359.10 million during the quarter, compared to analysts’ expectations of $342.88 million. During the same period last year, the company posted $0.51 EPS. The company’s revenue was up 24.0% on a year-over-year basis. On average, research analysts anticipate that Guidewire Software, Inc. will post 1.84 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

GWRE has been the topic of a number of recent research reports. Zacks Research lowered Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Royal Bank Of Canada dropped their target price on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a report on Friday, March 6th. Wells Fargo & Company dropped their price objective on Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Stifel Nicolaus decreased their target price on shares of Guidewire Software from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Finally, BTIG Research restated a “buy” rating and issued a $200.00 price objective on shares of Guidewire Software in a research report on Tuesday. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $244.46.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: BTIG Research reaffirmed its Buy rating on Guidewire Software and kept a $200 price target, implying upside from current levels. BTIG Reaffirms Buy on Guidewire Software
• Positive Sentiment: DA Davidson also reiterated a Buy rating and raised its target to $246, signaling expectations for continued execution and meaningful long-term upside. DA Davidson Reaffirms Buy on Guidewire Software
• Positive Sentiment: Investors are positioning ahead of Guidewire’s upcoming Q3 FY2026 earnings, with analysts watching cloud subscription momentum, annual recurring revenue (ARR), and margins as key catalysts. Guidewire to Report Q3 Earnings: Here’s What Investors Should Know
• Positive Sentiment: Recent news also highlights a $500 million share repurchase authorization, which can support the stock by signaling confidence in cash generation and capital allocation. Guidewire Software jumps as focus turns to upcoming Q3 results and capital return
• Neutral Sentiment: Guidewire is expected to report revenue of roughly $352 million to $358 million, so the market is likely focused on whether the company can beat expectations and maintain cloud growth momentum. Guidewire Software Q3 Earnings on the Horizon
• Negative Sentiment: A recent market commentary noted that GWRE shares fell after a strong prior-day gain, suggesting some traders may be taking profits or reducing exposure before earnings. Guidewire Software Inc Shares Fall 5.1%

Insider Transactions at Guidewire Software

In other Guidewire Software news, CEO Michael George Rosenbaum sold 4,737 shares of Guidewire Software stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $163.86, for a total value of $776,204.82. Following the completion of the sale, the chief executive officer directly owned 221,206 shares of the company’s stock, valued at approximately $36,246,815.16. The trade was a 2.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jeffrey Elliott Cooper sold 4,757 shares of Guidewire Software stock in a transaction on Friday, March 13th. The shares were sold at an average price of $158.72, for a total transaction of $755,031.04. Following the completion of the transaction, the chief financial officer owned 67,996 shares in the company, valued at approximately $10,792,325.12. This trade represents a 6.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 33,679 shares of company stock valued at $5,214,878 in the last ninety days. Corporate insiders own 0.46% of the company’s stock.

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.