Guidewire Software, Inc. $GWRE Shares Purchased by Canada Pension Plan Investment Board

Key Points

• The Canada Pension Plan Investment Board increased its stake in Guidewire Software, Inc. by 121.9% in the first quarter, holding 23,300 shares valued at $4.37 million.
• Guidewire Software reported a quarterly earnings per share (EPS) of $0.88, significantly beating the expected $0.47, with a 22% increase in revenue year-over-year.
• Several analysts have raised their price targets for Guidewire Software, with a consensus target price now at $258.08, indicating a positive outlook for the stock.

Canada Pension Plan Investment Board raised its position in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 121.9% in the first quarter, according to its most recent filing with the SEC. The firm owned 23,300 shares of the technology company's stock after purchasing an additional 12,800 shares during the quarter. Canada Pension Plan Investment Board's holdings in Guidewire Software were worth $4,365,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. SBI Securities Co. Ltd. grew its holdings in shares of Guidewire Software by 403.8% during the 1st quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company's stock valued at $25,000 after purchasing an additional 105 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Guidewire Software by 70.0% in the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company's stock valued at $32,000 after buying an additional 70 shares in the last quarter. Dunhill Financial LLC purchased a new position in Guidewire Software during the first quarter valued at approximately $33,000. Brooklyn Investment Group boosted its position in Guidewire Software by 38.3% during the first quarter. Brooklyn Investment Group now owns 224 shares of the technology company's stock worth $42,000 after acquiring an additional 62 shares during the last quarter. Finally, Colonial Trust Co SC increased its position in shares of Guidewire Software by 176.0% during the fourth quarter. Colonial Trust Co SC now owns 287 shares of the technology company's stock valued at $48,000 after acquiring an additional 183 shares during the last quarter.

Guidewire Software Trading Up 0.6%

Shares of Guidewire Software stock traded up $1.58 during trading hours on Monday, hitting $262.29. The company's stock had a trading volume of 1,029,277 shares, compared to its average volume of 961,371. The company has a quick ratio of 3.23, a current ratio of 2.77 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $22.08 billion, a PE ratio of 328.47, a P/E/G ratio of 18.38 and a beta of 1.22. Guidewire Software, Inc. has a 1-year low of $162.72 and a 1-year high of $272.60. The business has a fifty day moving average of $221.56 and a 200 day moving average of $212.04.

Guidewire Software (NYSE:GWRE - Get Free Report) last released its earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.62 by $0.22. The firm had revenue of $356.57 million during 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 business's quarterly revenue was up 22.3% compared to the same quarter last year. During the same period in the prior year, the company earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, equities analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on GWRE shares. Wall Street Zen downgraded shares of Guidewire Software from a "buy" rating to a "hold" rating in a report on Friday. The Goldman Sachs Group upped their target price on shares of Guidewire Software from $270.00 to $305.00 and gave the company a "buy" rating in a research note on Friday. JMP Securities boosted their price target on shares of Guidewire Software from $250.00 to $281.00 and gave the company a "market outperform" rating in a report on Wednesday, June 4th. JPMorgan Chase & Co. boosted 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, Needham & Company LLC restated a "hold" rating on shares of Guidewire Software in a report on Wednesday, June 4th. Nine investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $272.42.

Insider Buying and Selling

In other Guidewire Software news, President John P. Mullen sold 3,000 shares of the stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $235.05, for a total value of $705,150.00. Following the completion of the sale, the president owned 146,489 shares in the company, valued at approximately $34,432,239.45. This trade represents a 2.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of the firm's stock in a transaction that occurred on Monday, July 28th. The shares were sold at an average price of $223.75, for a total transaction of $313,250.00. Following the completion of the transaction, the chief executive officer owned 230,268 shares of the company's stock, valued at $51,522,465. This trade represents a 0.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 29,541 shares of company stock worth $6,621,759 in the last ninety days. Corporate insiders own 0.48% of the company's stock.

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.