111 Capital Makes New $1.75 Million Investment in Guidewire Software, Inc. $GWRE

Key Points

• 111 Capital has made a new investment in Guidewire Software, purchasing 7,447 shares valued at approximately $1.75 million during the second quarter.
• Wall Street analysts have boosted their price targets for Guidewire Software, with Goldman Sachs raising it to $305 and Citigroup lifting it to $267, signaling positive growth expectations.
• Insider trading activity showed a significant selling spree, with company executives selling over 115,000 shares in the last quarter valued at nearly $28 million.

111 Capital purchased a new stake in Guidewire Software, Inc. (NYSE:GWRE - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 7,447 shares of the technology company's stock, valued at approximately $1,753,000.

A number of other hedge funds have also modified their holdings of the business. SBI Securities Co. Ltd. lifted its position in Guidewire Software by 403.8% in the first 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 during the last quarter. Advisors Asset Management Inc. acquired a new stake in shares of Guidewire Software during the first quarter valued at about $25,000. Quarry LP purchased a new stake in shares of Guidewire Software in the 1st quarter valued at approximately $28,000. Rise Advisors LLC acquired a new position in shares of Guidewire Software in the 1st quarter worth approximately $31,000. Finally, Dunhill Financial LLC purchased a new position in shares of Guidewire Software during the 1st quarter worth approximately $33,000.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on GWRE. Citigroup lifted 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. JPMorgan Chase & Co. lifted their price objective on Guidewire Software from $271.00 to $288.00 and gave the company an "overweight" rating in a research note on Wednesday, June 25th. The Goldman Sachs Group boosted their price objective on Guidewire Software from $270.00 to $305.00 and gave the company a "buy" rating in a report on Friday, September 5th. Robert W. Baird raised their target price on Guidewire Software from $270.00 to $288.00 and gave the company an "outperform" rating in a report on Friday, September 5th. Finally, Oppenheimer lifted their target price on Guidewire Software from $275.00 to $300.00 and gave the company an "outperform" rating in a research report 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. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $274.08.

Insider Buying and Selling at Guidewire Software

In related news, CAO David Franklin Peterson sold 1,000 shares of the business's stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $249.86, for a total transaction of $249,860.00. Following the completion of the transaction, the chief accounting officer owned 13,164 shares in the company, valued at approximately $3,289,157.04. The trade was a 7.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Jeffrey Elliott Cooper sold 7,535 shares of the firm's stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $248.76, for a total value of $1,874,406.60. Following the completion of the sale, the chief financial officer owned 77,111 shares in the company, valued at approximately $19,182,132.36. This represents a 8.90% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 115,427 shares of company stock worth $27,599,454. 0.48% of the stock is currently owned by company insiders.

Guidewire Software Stock Performance

Shares of Guidewire Software stock opened at $229.89 on Friday. The business has a 50-day simple moving average of $228.29 and a 200-day simple moving average of $219.04. 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 company has a market cap of $19.43 billion, a PE ratio of 287.36 and a beta of 1.21.

Guidewire Software (NYSE:GWRE - Get Free Report) last issued its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating 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 analysts' expectations of $337.82 million. During the same quarter last year, the company earned $0.62 earnings per share. The firm's revenue 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. On average, equities research analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal 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.

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