IFP Advisors Inc Lowers Stock Position in Guidewire Software, Inc. $GWRE

IFP Advisors Inc trimmed its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 41.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,055 shares of the technology company’s stock after selling 741 shares during the period. IFP Advisors Inc’s holdings in Guidewire Software were worth $248,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of GWRE. SBI Securities Co. Ltd. grew its holdings in Guidewire Software by 403.8% during the first quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock worth $25,000 after acquiring an additional 105 shares during the period. Advisors Asset Management Inc. acquired a new stake in Guidewire Software in the first quarter valued at $25,000. Quarry LP purchased a new stake in shares of Guidewire Software during the 1st quarter worth $28,000. Rise Advisors LLC acquired a new position in shares of Guidewire Software during the 1st quarter worth $31,000. Finally, Dunhill Financial LLC acquired a new position in shares of Guidewire Software during the 1st quarter worth $33,000.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on GWRE. DA Davidson upped their target price on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a research report on Monday, September 8th. Citigroup upped their price target on Guidewire Software from $247.00 to $267.00 and gave the stock a “neutral” rating in a report on Tuesday, September 9th. Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, September 5th. Oppenheimer lifted their price objective on Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Finally, Wells Fargo & Company upped their target price on Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, September 5th. Nine investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $274.08.

Insider Transactions at Guidewire Software

In other news, CAO David Franklin Peterson sold 1,811 shares of the stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $439,837.57. Following the transaction, the chief accounting officer directly owned 14,164 shares in the company, valued at $3,440,010.68. This represents a 11.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider James Winston King sold 7,162 shares of the firm’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 transaction of $1,782,048.84. Following the completion of the sale, the insider directly owned 38,615 shares in the company, valued at $9,608,184.30. This represents a 15.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 112,945 shares of company stock valued at $27,077,616. Corporate insiders own 0.48% of the company’s stock.

Guidewire Software Stock Performance

Guidewire Software stock opened at $243.64 on Friday. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60. The company has a market capitalization of $20.59 billion, a price-to-earnings ratio of 304.55 and a beta of 1.21. The stock has a fifty day moving average of $230.57 and a two-hundred day moving average of $221.77. 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 (NYSE:GWRE) last released its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.62 by $0.22. The company had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The firm’s revenue for the quarter was up 22.3% compared to the same quarter last year. During the same period last year, the company earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

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.