Motley Fool Asset Management LLC Sells 720 Shares of Guidewire Software, Inc. $GWRE

Motley Fool Asset Management LLC trimmed its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 2.1% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 33,225 shares of the technology company’s stock after selling 720 shares during the quarter. Motley Fool Asset Management LLC’s holdings in Guidewire Software were worth $7,823,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of GWRE. Linonia Partnership LP boosted its position in shares of Guidewire Software by 41.8% in the first quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock worth $636,333,000 after purchasing an additional 1,000,709 shares during the period. Massachusetts Financial Services Co. MA boosted its position in shares of Guidewire Software by 16.2% in the first quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock worth $966,252,000 after purchasing an additional 720,322 shares during the period. Invesco Ltd. boosted its position in shares of Guidewire Software by 70.4% in the first quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock worth $267,382,000 after purchasing an additional 589,424 shares during the period. Vanguard Group Inc. boosted its position in shares of Guidewire Software by 3.0% in the first quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock worth $1,632,206,000 after purchasing an additional 256,070 shares during the period. Finally, Fiera Capital Corp bought a new position in shares of Guidewire Software in the first quarter worth approximately $44,577,000.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Royal Bank Of Canada upped their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Oppenheimer upped their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Robert W. Baird upped their price target on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Stifel Nicolaus upped their price target on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, September 5th. Finally, 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. Nine investment 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 data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $274.08.

Guidewire Software Price Performance

Shares of NYSE:GWRE opened at $252.98 on Tuesday. 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 firm has a fifty day moving average price of $236.24 and a 200 day moving average price of $225.70. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60. The firm has a market cap of $21.38 billion, a price-to-earnings ratio of 316.22, a P/E/G ratio of 15.41 and a beta of 1.21.

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

Insider Buying and Selling at Guidewire Software

In related news, insider James Winston King sold 798 shares of the company’s stock in a transaction on Monday, October 20th. The shares were sold at an average price of $245.70, for a total transaction of $196,068.60. Following the sale, the insider owned 37,817 shares of the company’s stock, valued at $9,291,636.90. This represents a 2.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, President John P. Mullen sold 3,000 shares of the company’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $230.73, for a total transaction of $692,190.00. Following the sale, the president directly owned 155,958 shares in the company, valued at approximately $35,984,189.34. The trade was a 1.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold 113,743 shares of company stock worth $27,350,741 in the last ninety days. Company insiders own 0.48% of the company’s stock.

Guidewire Software Company 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.