Natixis Advisors LLC Reduces Stock Holdings in Guidewire Software, Inc. $GWRE

Natixis Advisors LLC lowered its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 14.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 90,948 shares of the technology company’s stock after selling 15,425 shares during the quarter. Natixis Advisors LLC’s holdings in Guidewire Software were worth $18,281,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. IFP Advisors Inc boosted its holdings in Guidewire Software by 4.6% during the 3rd quarter. IFP Advisors Inc now owns 1,104 shares of the technology company’s stock valued at $254,000 after acquiring an additional 49 shares during the period. Smartleaf Asset Management LLC boosted its holdings in Guidewire Software by 9.3% during the 3rd quarter. Smartleaf Asset Management LLC now owns 624 shares of the technology company’s stock valued at $145,000 after acquiring an additional 53 shares during the period. American Trust boosted its holdings in Guidewire Software by 3.9% during the 3rd quarter. American Trust now owns 1,632 shares of the technology company’s stock valued at $375,000 after acquiring an additional 61 shares during the period. Vident Advisory LLC boosted its holdings in Guidewire Software by 1.7% during the 3rd quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock valued at $936,000 after acquiring an additional 70 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. boosted its holdings in Guidewire Software by 18.3% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 505 shares of the technology company’s stock valued at $102,000 after acquiring an additional 78 shares during the period.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Stifel Nicolaus dropped their price objective on Guidewire Software from $225.00 to $200.00 and set a “buy” rating for the company in a report on Friday. Citizens Jmp decreased their target price on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating for the company in a research report on Friday. Royal Bank Of Canada decreased their target price on Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a research report on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday. Finally, Wells Fargo & Company decreased their target price on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating for the company in a research report on Friday. Eleven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $231.00.

Guidewire Software Trading Down 9.5%

Shares of NYSE GWRE opened at $136.82 on Friday. The company has a quick ratio of 2.93, a current ratio of 2.93 and a debt-to-equity ratio of 0.45. The business has a fifty day simple moving average of $140.07 and a two-hundred day simple moving average of $160.91. The firm has a market cap of $11.58 billion, a PE ratio of 73.96 and a beta of 0.93. Guidewire Software, Inc. has a twelve month low of $115.57 and a twelve month high of $272.60.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.03. The business had revenue of $372.54 million during the quarter, compared to analyst estimates of $355.92 million. Guidewire Software had a return on equity of 12.23% and a net margin of 11.25%.Guidewire Software’s revenue was up 26.9% on a year-over-year basis. During the same period in the previous year, the company posted $0.88 EPS. Analysts expect that Guidewire Software, Inc. will post 1.84 earnings per share for the current fiscal year.

Insider Transactions at Guidewire Software

In other news, President John P. Mullen sold 6,576 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total value of $1,077,543.36. Following the completion of the transaction, the president directly owned 135,407 shares of the company’s stock, valued at approximately $22,187,791.02. The trade was a 4.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Jeffrey Elliott Cooper sold 4,757 shares of the business’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $158.72, for a total value of $755,031.04. Following the completion of the transaction, the chief financial officer directly owned 67,996 shares of the company’s stock, valued at approximately $10,792,325.12. The trade was a 6.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 33,679 shares of company stock valued at $5,214,878. Corporate insiders own 0.46% of the company’s stock.

Trending Headlines about Guidewire Software

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

• Positive Sentiment: GWRE beat fiscal Q3 expectations with EPS of $0.82 versus $0.79 expected and revenue of $372.54 million versus $355.92 million expected, with revenue up 26.9% year over year. Article Title
• Positive Sentiment: Management raised outlook for both the fourth quarter and full fiscal 2026, and said recurring demand remains strong as insurers continue modernizing core systems. Article Title
• Positive Sentiment: ARR grew 19%, reinforcing the company’s subscription and cloud momentum, which is typically viewed favorably by investors. Article Title
• Neutral Sentiment: Several major brokerages cut price targets, including Goldman Sachs, Stifel, RBC, Wells Fargo, and Citi JMP, but most reiterated bullish ratings and still implied meaningful upside from current levels. Article Title
• Negative Sentiment: Despite the earnings beat, the stock has been declining as the market appears to be reacting to the lowered valuation targets and broader software-sector pressure rather than the company’s operating results. Article Title

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.