Guidewire Software, Inc. $GWRE Shares Bought by Cwm LLC

Key Points

• Cwm LLC increased its holdings in Guidewire Software, Inc. by 16.0% during the second quarter, owning 22,102 shares valued at approximately $5.2 million.
• Guidewire Software's recent quarterly earnings report showed earnings per share of $0.84, exceeding estimates of $0.62, with revenue of $356.57 million, up 22.3% year-over-year.
• Analysts have issued mixed ratings for Guidewire Software, with nine ratings as "Buy," four as "Hold," and one as "Sell," while the average target price stands at $274.08.

Cwm LLC raised its position in Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 16.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,102 shares of the technology company's stock after acquiring an additional 3,042 shares during the period. Cwm LLC's holdings in Guidewire Software were worth $5,204,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Empower Advisory Group LLC acquired a new stake in shares of Guidewire Software during the first quarter worth $692,000. Praxis Investment Management Inc. acquired a new stake in shares of Guidewire Software during the first quarter worth $347,000. Principal Financial Group Inc. lifted its stake in shares of Guidewire Software by 3,320.4% during the first quarter. Principal Financial Group Inc. now owns 192,843 shares of the technology company's stock worth $36,131,000 after buying an additional 187,205 shares during the period. OMNI 360 Wealth Inc. acquired a new stake in shares of Guidewire Software during the first quarter worth $211,000. Finally, International Assets Investment Management LLC acquired a new stake in shares of Guidewire Software during the first quarter worth $217,000.

Analyst Ratings Changes

GWRE has been the subject of several research reports. Wall Street Zen downgraded shares of Guidewire Software from a "buy" rating to a "hold" rating in a research note on Friday, September 5th. Wells Fargo & Company lifted their price objective on shares of Guidewire Software from $265.00 to $275.00 and gave the stock an "overweight" rating in a research note on Friday, September 5th. DA Davidson lifted their price objective on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a "neutral" rating in a research note on Monday, September 8th. The Goldman Sachs Group lifted their price objective on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a "buy" rating in a research note on Friday, September 5th. Finally, Citigroup raised their target price on shares of Guidewire Software from $247.00 to $267.00 and gave the stock a "neutral" rating in a report on Tuesday, September 9th. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Guidewire Software has an average rating of "Moderate Buy" and an average target price of $274.08.

Guidewire Software Trading Down 0.2%

Shares of Guidewire Software stock opened at $239.64 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. The firm has a fifty day moving average price of $230.05 and a 200 day moving average price of $221.38. Guidewire Software, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60. The stock has a market cap of $20.26 billion, a PE ratio of 299.55 and a beta of 1.21.

Guidewire Software (NYSE:GWRE - Get Free Report) last released its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating analysts' consensus estimates of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The company had revenue of $356.57 million during the quarter, compared to analysts' expectations of $337.82 million. During the same quarter in the previous year, the company earned $0.62 earnings per share. The firm's revenue for the quarter was up 22.3% on a year-over-year basis. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Equities research analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Insider Buying and Selling at Guidewire Software

In other news, CAO David Franklin Peterson sold 1,000 shares of the business's stock in a transaction dated 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 sale, the chief accounting officer owned 13,164 shares of the company's stock, valued at $3,289,157.04. The trade was a 7.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeffrey Elliott Cooper sold 7,535 shares of the business's stock in a transaction dated Thursday, September 18th. The stock was sold at an average price of $248.76, for a total transaction of $1,874,406.60. Following the sale, the chief financial officer directly owned 77,111 shares of the company's stock, valued at $19,182,132.36. This represents a 8.90% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 112,945 shares of company stock valued at $27,077,616. 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.

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