Edmond DE Rothschild Holding S.A. Sells 46,630 Shares of Guidewire Software, Inc. $GWRE

Key Points

• Edmond DE Rothschild Holding S.A. has reduced its stake in Guidewire Software, Inc. by 28.4%, now owning approximately 0.14% of the company, which equates to about $22 million.
• Guidewire Software recently reported earnings of $0.88 per share, exceeding analyst expectations and reflecting a year-over-year revenue increase of 22.0%.
• Several hedge funds have shown increased interest in Guidewire Software, with SBI Securities Co. Ltd. raising its stake by 403.8% in the first quarter.

Edmond DE Rothschild Holding S.A. lowered its stake in Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 28.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 117,780 shares of the technology company's stock after selling 46,630 shares during the period. Edmond DE Rothschild Holding S.A. owned approximately 0.14% of Guidewire Software worth $22,067,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in GWRE. SBI Securities Co. Ltd. grew its stake in shares of Guidewire Software by 403.8% in 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 period. Advisors Asset Management Inc. acquired a new position in Guidewire Software during the first quarter worth approximately $25,000. Quarry LP acquired a new position in shares of Guidewire Software in the first quarter valued at approximately $28,000. 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 purchasing an additional 70 shares in the last quarter. Finally, Dunhill Financial LLC acquired a new position in Guidewire Software in the 1st quarter worth about $33,000.

Insider Buying and Selling

In other Guidewire Software news, President John P. Mullen sold 3,000 shares of Guidewire Software stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $214.30, for a total transaction of $642,900.00. Following the sale, the president directly owned 140,489 shares of the company's stock, valued at approximately $30,106,792.70. The trade was a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider James Winston King sold 799 shares of Guidewire Software stock in a transaction on Monday, August 18th. The stock was sold at an average price of $211.61, for a total transaction of $169,076.39. Following the sale, the insider directly owned 36,642 shares of the company's stock, valued at $7,753,813.62. This represents a 2.13% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 29,541 shares of company stock valued at $6,621,759 over the last three months. 0.48% of the stock is owned by corporate insiders.

Guidewire Software Price Performance

Shares of NYSE GWRE traded down $6.92 during trading on Tuesday, reaching $254.96. The company had a trading volume of 405,084 shares, compared to its average volume of 962,621. Guidewire Software, Inc. has a twelve month low of $165.08 and a twelve month high of $272.60. The stock has a market capitalization of $21.47 billion, a PE ratio of 318.70, a price-to-earnings-growth ratio of 18.38 and a beta of 1.22. The stock has a 50-day moving average price of $222.10 and a two-hundred day moving average price of $212.45. The company has a current ratio of 2.77, a quick ratio of 3.23 and a debt-to-equity ratio of 0.46.

Guidewire Software (NYSE:GWRE - Get Free Report) last posted its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping analysts' consensus estimates of $0.62 by $0.22. The business had revenue of $356.57 million during the quarter, compared to the consensus estimate of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The company's revenue for the quarter was up 22.3% compared to the same quarter last year. During the same period last year, the firm 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 predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on GWRE shares. Wall Street Zen lowered Guidewire Software from a "buy" rating to a "hold" rating in a report on Friday. The Goldman Sachs Group lifted their price objective on Guidewire Software from $270.00 to $305.00 and gave the company a "buy" rating in a research report on Friday. Oppenheimer raised their target price on Guidewire Software from $275.00 to $300.00 and gave the stock an "outperform" rating in a report on Friday. Wells Fargo & Company lifted their target price on Guidewire Software from $265.00 to $275.00 and gave the stock an "overweight" rating in a report on Friday. Finally, Bank of America lifted their price objective on Guidewire Software from $135.00 to $160.00 and gave the company an "underperform" rating in a report on Wednesday, June 4th. Nine analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $274.08.

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.