Blair William & Co. IL Has $266.19 Million Stock Holdings in Guidewire Software, Inc. $GWRE

Key Points

• Blair William & Co. IL trimmed its position in Guidewire by 1.4% to 1,158,043 shares, representing a $266.19 million stake at the end of the quarter.
• Guidewire beat Q2 expectations (revenue +24% to $359.1M; non‑GAAP EPS $1.17 vs. $0.77), raised its fiscal‑2026 outlook, highlighted cloud/AI and subscription/ARR strength, and authorized a $500M share buyback.
• Despite the operational beat, insiders sold about 42,760 shares (~$8.0M) last quarter and analysts are mixed (consensus "Moderate Buy", average target ~$250), leaving market sentiment divided given the stock's high P/E and wide price range.

Blair William & Co. IL decreased its stake in Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 1.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,158,043 shares of the technology company's stock after selling 16,582 shares during the period. Blair William & Co. IL owned 1.36% of Guidewire Software worth $266,188,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software during the 1st quarter worth approximately $25,000. Root Financial Partners LLC bought a new stake in Guidewire Software in the 3rd quarter valued at $29,000. Newbridge Financial Services Group Inc. bought a new stake in Guidewire Software in the 2nd quarter valued at $30,000. Cornerstone Planning Group LLC lifted its holdings in Guidewire Software by 620.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company's stock valued at $34,000 after purchasing an additional 124 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. acquired a new stake in Guidewire Software during the 3rd quarter valued at $35,000.

Guidewire Software News Roundup

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Q2 results beat and company raised fiscal‑2026 outlook — Guidewire reported revenue of $359.1M (up 24% YoY), non‑GAAP EPS of $1.17 (vs. $0.77 estimate) and raised full‑year revenue and profit targets; management cited durable demand for large, multi‑year deals. Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Cloud & AI tailwinds highlighted as growth drivers — Coverage and management commentary point to accelerating cloud migrations and AI‑driven modernization that are lifting ARR, subscription revenue and multi‑year deal activity. GWRE Q4 deep dive: Cloud momentum and AI tailwinds shape upbeat outlook
• Positive Sentiment: Key metrics show strong subscription traction — Subscription & support revenue grew ~33% and commentary stressed 22% ARR growth, supporting a recurring‑revenue story that investors favor. Guidewire Q2 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Rises
• Positive Sentiment: Capital return boost — Company disclosed a new $500M share repurchase authorization, which can support near‑term stock demand and EPS accretion. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised
• Neutral Sentiment: Analysts revise models and targets — Several firms updated forecasts after the quarter; some raised targets while others trimmed their price targets (mix of upgrades and cuts leaves consensus view mixed). These Analysts Revise Their Forecasts On Guidewire Software Following Q2 Results
• Negative Sentiment: Significant insider selling noted — Reports show extensive insider sales over recent months, which investors may view as a cautionary signal despite strong operating results. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised

Analyst Upgrades and Downgrades

GWRE has been the topic of several research reports. Wall Street Zen downgraded shares of Guidewire Software from a "buy" rating to a "hold" rating in a report on Friday, November 28th. Zacks Research cut shares of Guidewire Software from a "strong-buy" rating to a "hold" rating in a report on Tuesday, December 2nd. Wells Fargo & Company cut their price objective on shares of Guidewire Software from $250.00 to $210.00 and set an "overweight" rating for the company in a research report on Wednesday, February 4th. Citizens Jmp restated a "market outperform" rating and set a $281.00 price objective on shares of Guidewire Software in a report on Wednesday, December 10th. Finally, Royal Bank Of Canada decreased their target price on Guidewire Software from $300.00 to $250.00 and set an "outperform" rating on the stock in a research report on Friday. Eleven research 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 currently has a consensus rating of "Moderate Buy" and an average target price of $250.15.

Guidewire Software Price Performance

NYSE:GWRE opened at $169.01 on Friday. Guidewire Software, Inc. has a 52 week low of $120.37 and a 52 week high of $272.60. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48. The firm's 50-day simple moving average is $154.71 and its 200 day simple moving average is $200.92. The firm has a market cap of $14.37 billion, a price-to-earnings ratio of 76.82, a P/E/G ratio of 10.37 and a beta of 1.06.

Guidewire Software (NYSE:GWRE - Get Free Report) last announced its earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.77 by $0.40. Guidewire Software had a net margin of 14.11% and a return on equity of 13.58%. The firm had revenue of $359.10 million for the quarter, compared to analyst estimates of $342.88 million. During the same quarter in the prior year, the business posted $0.51 EPS. The business's revenue was up 24.0% compared to the same quarter last year. As a group, sell-side analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Guidewire Software announced that its board has initiated a stock buyback program on Thursday, January 8th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the technology company to reacquire up to 3.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company's management believes its stock is undervalued.

Insider Buying and Selling

In other Guidewire Software news, CFO Jeffrey Elliott Cooper sold 2,872 shares of Guidewire Software stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total value of $551,653.76. Following the completion of the transaction, the chief financial officer directly owned 74,201 shares of the company's stock, valued at $14,252,528.08. The trade was a 3.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider James Winston King sold 1,860 shares of the company's stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $195.00, for a total value of $362,700.00. Following the sale, the insider owned 33,702 shares of the company's stock, valued at approximately $6,571,890. The trade was a 5.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 42,760 shares of company stock worth $7,978,508 in the last quarter. Insiders own 0.46% of the company's stock.

About Guidewire Software

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company's offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire's core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.

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