Guidewire Software, Inc. $GWRE Shares Acquired by Barclays PLC

Key Points

• Barclays PLC increased its stake in Guidewire by 24.3% in Q3 to 149,605 shares (about 0.18% of the company), valued at roughly $34.4 million.
• Guidewire beat expectations with Q results of $1.17 EPS vs. $0.77 expected and revenue of $359.1 million, a 24% year-over-year increase, indicating strong growth momentum.
• The board approved a $500 million share buyback (up to ~3.1% of shares) while analysts are mixed but the consensus is a "Moderate Buy" with an average price target of $249.85; insiders have also recently sold shares.

Barclays PLC increased its stake in Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 24.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 149,605 shares of the technology company's stock after buying an additional 29,224 shares during the period. Barclays PLC owned about 0.18% of Guidewire Software worth $34,388,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Advisors Asset Management Inc. acquired a new position in Guidewire Software during the 1st quarter worth $25,000. Root Financial Partners LLC acquired a new stake in shares of Guidewire Software in the 3rd quarter valued at about $29,000. Newbridge Financial Services Group Inc. bought a new position in shares of Guidewire Software during the second quarter worth about $30,000. Cornerstone Planning Group LLC lifted its position in shares of Guidewire Software by 620.0% during the third quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company's stock worth $34,000 after purchasing an additional 124 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. acquired a new position in Guidewire Software in the third quarter worth about $35,000.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Wells Fargo & Company decreased their target price on Guidewire Software from $250.00 to $210.00 and set an "overweight" rating for the company in a research report on Wednesday, February 4th. Oppenheimer reduced their price objective on Guidewire Software from $300.00 to $250.00 and set an "outperform" rating on the stock in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Guidewire Software in a report on Thursday, January 22nd. Citigroup boosted their target price on shares of Guidewire Software from $242.00 to $245.00 and gave the company a "neutral" rating in a research note on Friday, December 5th. Finally, DA Davidson reissued a "buy" rating and set a $246.00 target price on shares of Guidewire Software in a report on Tuesday. Eleven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $249.85.

Guidewire Software Trading Down 2.9%

Guidewire Software stock opened at $158.63 on Wednesday. The firm has a 50-day moving average price of $153.03 and a two-hundred day moving average price of $199.99. Guidewire Software, Inc. has a 52-week low of $120.37 and a 52-week high of $272.60. The firm has a market capitalization of $13.49 billion, a price-to-earnings ratio of 72.10, a PEG ratio of 10.52 and a beta of 1.05. The company has a quick ratio of 3.48, a current ratio of 2.93 and a debt-to-equity ratio of 0.45.

Guidewire Software (NYSE:GWRE - Get Free Report) last announced its quarterly 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 return on equity of 13.44% and a net margin of 14.11%.The company had revenue of $359.10 million during the quarter, compared to analyst estimates of $342.88 million. During the same quarter in the previous year, the firm posted $0.51 EPS. The firm's quarterly revenue was up 24.0% on a year-over-year basis. Sell-side analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Guidewire Software declared that its board has approved a stock buyback program on Thursday, January 8th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the technology company to repurchase up to 3.1% of its shares through open market purchases. Shares buyback programs are typically a sign that the company's board of directors believes its stock is undervalued.

Insider Activity at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 6,015 shares of the stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total value of $1,155,361.20. Following the completion of the transaction, the chief executive officer directly owned 240,743 shares in the company, valued at $46,241,915.44. This trade represents a 2.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider James Winston King sold 1,860 shares of the business's stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $195.00, for a total value of $362,700.00. Following the completion of the sale, the insider directly owned 33,702 shares in the company, valued at $6,571,890. This represents a 5.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,560 shares of company stock worth $7,882,898 in the last 90 days. Corporate insiders own 0.46% of the company's stock.

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Q2 results beat and guidance lift investor sentiment — Guidewire posted a clear earnings and revenue beat and management raised outlook, which supports a higher valuation and growth narrative. A Look At Guidewire Software’s (GWRE) Valuation After Earnings Beat And Upgraded Guidance
• Positive Sentiment: Analysts reaffirming/raising targets — DA Davidson reaffirmed a Buy and set a $246 price target (a sizable upside vs. current levels), signaling continued analyst conviction. DA Davidson Reaffirms Buy
• Positive Sentiment: Share repurchase program — Management has authorized a $500M buyback, which reduces float and signals confidence from the board. MarketBeat: GWRE Overview
• Neutral Sentiment: Deep-dive coverage on international revenue — Zacks published analysis of Guidewire’s international revenue trends and how they affect forecasts; useful context but not an immediate catalyst. International Markets and Guidewire Software (GWRE): A Deep Dive for Investors
• Neutral Sentiment: Earnings presentation released — The company’s Q2 earnings deck is available for deeper review of metrics and cadence; important for modelers but not a new surprise. Guidewire Software, Inc. 2026 Q2 - Results - Earnings Call Presentation
• Negative Sentiment: Insider selling by CEO — CEO Michael Rosenbaum sold 1,200 shares (filed with the SEC), adding to a series of recent disposals; recurring insider sales can spook short-term sentiment. CEO Insider Sale
• Negative Sentiment: Two major banks trimmed price targets — Royal Bank of Canada and Stifel cut targets from prior highs to $250, a downgrade in projected upside that likely contributed to profit-taking. RBC Cuts Price Target Stifel Cuts Price Target
• Negative Sentiment: Market technical/valuation pressure — Despite positive fundamentals, the stock remains well below its 200-day average and some investors appear to be locking in gains after the recent run-up, keeping near-term pressure on the share price. Valuation Context

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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