Guidewire Software, Inc. $GWRE Shares Bought by Cwm LLC

Cwm LLC grew its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 16.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,102 shares of the technology company’s stock after purchasing an additional 3,042 shares during the quarter. Cwm LLC’s holdings in Guidewire Software were worth $5,204,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Empower Advisory Group LLC purchased a new position in Guidewire Software in the 1st quarter worth approximately $692,000. Praxis Investment Management Inc. purchased a new position in Guidewire Software in the 1st quarter worth approximately $347,000. Principal Financial Group Inc. lifted its stake in Guidewire Software by 3,320.4% in the 1st quarter. Principal Financial Group Inc. now owns 192,843 shares of the technology company’s stock worth $36,131,000 after purchasing an additional 187,205 shares in the last quarter. OMNI 360 Wealth Inc. purchased a new position in Guidewire Software in the 1st quarter worth approximately $211,000. Finally, International Assets Investment Management LLC purchased a new position in Guidewire Software in the 1st quarter worth approximately $217,000.

Insider Transactions at Guidewire Software

In other news, President John P. Mullen sold 15,869 shares of the company’s stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $3,854,104.03. Following the transaction, the president directly owned 158,958 shares in the company, valued at approximately $38,606,129.46. This represents a 9.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Jeffrey Elliott Cooper sold 14,103 shares of the company’s stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $3,425,195.61. Following the sale, the chief financial officer directly owned 84,646 shares in the company, valued at approximately $20,557,974.02. The trade was a 14.28% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 112,945 shares of company stock worth $27,077,616. 0.48% of the stock is owned by company insiders.

Analysts Set New Price Targets

GWRE has been the topic of a number of research reports. Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, September 5th. Citigroup boosted their target price on shares of Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a report on Tuesday, September 9th. Royal Bank Of Canada boosted their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Raymond James Financial reiterated an “outperform” rating and issued a $275.00 target price (up from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a report on Wednesday, June 25th. Nine research 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $274.08.

Guidewire Software Stock Performance

Shares of GWRE stock opened at $239.64 on Thursday. The firm’s 50 day moving average price is $230.05 and its 200-day moving average price is $221.38. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. Guidewire Software, Inc. has a one year low of $165.08 and a one year high of $272.60. The firm has a market cap of $20.26 billion, a P/E ratio of 299.55 and a beta of 1.21.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The firm had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. During the same period in the prior year, the business posted $0.62 EPS. The business’s revenue for the quarter was up 22.3% compared to the same quarter last year. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, equities research analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Guidewire Software 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.