Guidewire Software, Inc. $GWRE Shares Bought by UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC

Key Points

• UBS Asset Management increased its stake in Guidewire Software by 8.7%, owning approximately 0.36% of the company, valued at $56.57 million as of the recent SEC filing.
• Guidewire Software reported an earnings per share of $0.84 for the latest quarter, exceeding analyst expectations and recognizing a 22.3% revenue growth year-over-year.
• Several analysts have upgraded their target prices for Guidewire, with Royal Bank of Canada raising it from $290 to $300, indicating strong future performance expectations.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 8.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 301,940 shares of the technology company's stock after purchasing an additional 24,287 shares during the quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned about 0.36% of Guidewire Software worth $56,571,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. ANB Bank lifted its holdings in shares of Guidewire Software by 3.5% in the 1st quarter. ANB Bank now owns 1,590 shares of the technology company's stock worth $298,000 after acquiring an additional 54 shares during the last quarter. Brooklyn Investment Group increased its stake in Guidewire Software by 38.3% during the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company's stock worth $42,000 after buying an additional 62 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in Guidewire Software by 70.0% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company's stock worth $32,000 after buying an additional 70 shares during the period. Fifth Third Bancorp increased its stake in Guidewire Software by 16.4% during the 1st quarter. Fifth Third Bancorp now owns 569 shares of the technology company's stock worth $107,000 after buying an additional 80 shares during the period. Finally, Resona Asset Management Co. Ltd. increased its stake in Guidewire Software by 2.2% during the 1st quarter. Resona Asset Management Co. Ltd. now owns 3,678 shares of the technology company's stock worth $689,000 after buying an additional 80 shares during the period.

Insider Buying and Selling

In other news, insider James Winston King sold 799 shares of the firm's stock in a transaction on Monday, August 18th. The shares were sold at an average price of $211.61, for a total value of $169,076.39. Following the completion of the sale, the insider owned 36,642 shares in the company, valued at approximately $7,753,813.62. This trade represents a 2.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, President John P. Mullen sold 3,000 shares of the firm's stock in a transaction 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 completion of the sale, the president owned 140,489 shares of the company's stock, valued at $30,106,792.70. This trade represents a 2.09% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 30,081 shares of company stock worth $6,768,656 in the last 90 days. Company insiders own 0.48% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on GWRE. Royal Bank Of Canada upped their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an "outperform" rating in a research note on Friday, September 5th. Wells Fargo & Company increased their price objective on shares of Guidewire Software from $265.00 to $275.00 and gave the company an "overweight" rating in a research report on Friday, September 5th. Robert W. Baird increased their price objective on shares of Guidewire Software from $270.00 to $288.00 and gave the company an "outperform" rating in a research report on Friday, September 5th. JMP Securities increased their price objective on shares of Guidewire Software from $250.00 to $281.00 and gave the company a "market outperform" rating in a research report on Wednesday, June 4th. Finally, Needham & Company LLC reissued a "hold" rating on shares of Guidewire Software in a research report on Wednesday, June 4th. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Guidewire Software has a consensus rating of "Moderate Buy" and a consensus price target of $274.08.

Guidewire Software Stock Down 0.1%

Shares of NYSE:GWRE opened at $252.96 on Monday. The stock has a market cap of $21.30 billion, a P/E ratio of 316.20 and a beta of 1.22. The firm has a fifty day moving average price of $224.00 and a 200 day moving average price of $213.94. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. Guidewire Software, Inc. has a 1-year low of $165.08 and a 1-year high of $272.60.

Guidewire Software (NYSE:GWRE - Get Free Report) last issued its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, topping analysts' consensus estimates 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%. Guidewire Software's quarterly revenue was up 22.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Sell-side analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Guidewire Software Company Profile

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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