ZWJ Investment Counsel Inc. Buys New Holdings in Guidewire Software, Inc. $GWRE

ZWJ Investment Counsel Inc. bought a new stake in Guidewire Software, Inc. (NYSE:GWRE) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,000 shares of the technology company’s stock, valued at approximately $235,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in GWRE. SBI Securities Co. Ltd. increased its position in Guidewire Software by 403.8% in the 1st quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock valued at $25,000 after buying an additional 105 shares in the last quarter. Advisors Asset Management Inc. acquired a new position in Guidewire Software during the 1st quarter valued at about $25,000. Quarry LP acquired a new position in Guidewire Software during the 1st quarter valued at about $28,000. Rise Advisors LLC acquired a new position in Guidewire Software during the 1st quarter valued at about $31,000. Finally, Dunhill Financial LLC acquired a new position in Guidewire Software during the 1st quarter valued at about $33,000.

Insider Transactions at Guidewire Software

In related news, insider James Winston King sold 7,162 shares of the company’s stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $248.82, for a total value of $1,782,048.84. Following the transaction, the insider owned 38,615 shares in the company, valued at approximately $9,608,184.30. This represents a 15.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Michael George Rosenbaum sold 30,317 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 $7,363,089.79. Following the completion of the transaction, the chief executive officer owned 264,958 shares in the company, valued at approximately $64,350,349.46. The trade was a 10.27% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 115,427 shares of company stock worth $27,599,454 in the last ninety days. Company insiders own 0.48% of the company’s stock.

Guidewire Software Price Performance

Shares of NYSE GWRE opened at $229.89 on Friday. Guidewire Software, Inc. has a twelve month low of $165.08 and a twelve month high of $272.60. The stock’s 50 day moving average price is $228.29 and its 200-day moving average price is $219.20. The company has a market capitalization of $19.43 billion, a PE ratio of 287.36 and a beta of 1.21. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business had revenue of $356.57 million for the quarter, compared to the consensus estimate of $337.82 million. During the same quarter in the prior year, the business earned $0.62 earnings per share. Guidewire Software’s revenue for the quarter 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. On average, equities analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Analyst Upgrades and Downgrades

GWRE has been the subject of a number of analyst reports. Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, September 5th. DA Davidson lifted their price target on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, September 8th. Raymond James Financial reiterated an “outperform” rating and set a $275.00 price target (up previously from $255.00) on shares of Guidewire Software in a research note on Friday, September 5th. JPMorgan Chase & Co. lifted their price target on Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a research note on Wednesday, June 25th. Finally, Stifel Nicolaus boosted their target price on Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, September 5th. Nine analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Guidewire Software has a consensus rating of “Moderate Buy” and an average target price of $274.08.

About Guidewire Software

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.