Guidewire Software, Inc. $GWRE Stake Lessened by MGO One Seven LLC

MGO One Seven LLC lessened its stake in Guidewire Software, Inc. (NYSE:GWRE) by 7.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,174 shares of the technology company’s stock after selling 90 shares during the period. MGO One Seven LLC’s holdings in Guidewire Software were worth $276,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. boosted its holdings in Guidewire Software by 403.8% in the first quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock worth $25,000 after purchasing an additional 105 shares during the period. Advisors Asset Management Inc. acquired a new position in Guidewire Software in the first quarter worth $25,000. Quarry LP acquired a new position in Guidewire Software in the first quarter worth $28,000. Rise Advisors LLC acquired a new position in Guidewire Software in the first quarter worth $31,000. Finally, Brooklyn Investment Group boosted its holdings in Guidewire Software by 38.3% in the first quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after purchasing an additional 62 shares during the period.

Insider Buying and Selling at Guidewire Software

In related news, CFO Jeffrey Elliott Cooper sold 7,535 shares of Guidewire Software stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $248.76, for a total transaction of $1,874,406.60. Following the sale, the chief financial officer directly owned 77,111 shares in the company, valued at $19,182,132.36. The trade was a 8.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of Guidewire Software stock in a transaction dated Monday, October 13th. The shares were sold at an average price of $239.71, for a total transaction of $335,594.00. Following the sale, the chief executive officer owned 259,358 shares in the company, valued at approximately $62,170,706.18. This represents a 0.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 111,545 shares of company stock valued at $26,766,382. 0.48% of the stock is currently owned by insiders.

Guidewire Software Stock Performance

Shares of GWRE opened at $244.66 on Monday. Guidewire Software, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60. The firm has a fifty day moving average of $231.20 and a 200-day moving average of $222.62. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. The company has a market cap of $20.68 billion, a price-to-earnings ratio of 305.83, a price-to-earnings-growth ratio of 15.03 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 earnings per share for the quarter, beating analysts’ consensus estimates of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The business had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. During the same period in the previous year, the business earned $0.62 earnings per share. The company’s revenue was up 22.3% on a year-over-year basis. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, equities analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Wall Street Analysts Forecast Growth

GWRE has been the subject of a number of research reports. The Goldman Sachs Group lifted their price objective on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, September 5th. DA Davidson lifted their price objective on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a report on Monday, September 8th. Wall Street Zen downgraded shares of Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. JPMorgan Chase & Co. boosted their price target 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. Finally, Royal Bank Of Canada boosted their price target 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. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $274.08.

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.