Guidewire Software, Inc. $GWRE Shares Sold by Conestoga Capital Advisors LLC

Key Points

• Conestoga Capital Advisors LLC reduced its stake in Guidewire Software, selling 7,325 shares, resulting in ownership of 248,645 shares valued at approximately $58.5 million.
• Guidewire Software's recent quarterly earnings report showed an EPS of $0.84, exceeding expectations, with revenue of $356.57 million, marking a 22.3% increase year-over-year.
• Several analysts have raised their price targets for Guidewire Software, with Goldman Sachs now at $305, indicating strong market confidence in the company's future performance.

Conestoga Capital Advisors LLC decreased its position in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 248,645 shares of the technology company's stock after selling 7,325 shares during the period. Conestoga Capital Advisors LLC owned 0.30% of Guidewire Software worth $58,543,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. increased its holdings 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 acquiring an additional 105 shares during the period. Advisors Asset Management Inc. purchased a new position in Guidewire Software during the 1st quarter worth $25,000. Quarry LP acquired a new position in Guidewire Software in the first quarter valued at $28,000. Rise Advisors LLC purchased a new stake in shares of Guidewire Software in the first quarter valued at about $31,000. Finally, Brooklyn Investment Group boosted its stake in shares of 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 buying an additional 62 shares during the period.

Guidewire Software Stock Up 0.3%

Shares of NYSE:GWRE opened at $244.66 on Monday. The company has a market capitalization of $20.68 billion, a P/E ratio of 305.83, a P/E/G ratio of 15.03 and a beta of 1.21. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46. The stock's fifty day simple moving average is $231.20 and its 200-day simple moving average is $222.62. Guidewire Software, Inc. has a 52-week low of $165.08 and a 52-week high of $272.60.

Guidewire Software (NYSE:GWRE - Get Free Report) last announced its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating analysts' consensus estimates of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business had revenue of $356.57 million during the quarter, compared to the consensus estimate of $337.82 million. During the same quarter in the previous year, the business earned $0.62 earnings per share. The business'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. As a group, equities research analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

GWRE has been the topic of several recent research reports. Wells Fargo & Company boosted their price target on Guidewire Software from $265.00 to $275.00 and gave the company an "overweight" rating in a research report on Friday, September 5th. Royal Bank Of Canada boosted their target price on Guidewire Software from $290.00 to $300.00 and gave the company an "outperform" rating in a report on Friday, September 5th. DA Davidson increased their price target on Guidewire Software from $246.00 to $250.00 and gave the stock a "neutral" rating in a report on Monday, September 8th. Oppenheimer boosted their price objective on shares of Guidewire Software from $275.00 to $300.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. Finally, The Goldman Sachs Group lifted their target price on shares of Guidewire Software from $270.00 to $305.00 and gave the company a "buy" rating in a report on Friday, September 5th. Nine equities research 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, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $274.08.

Insider Activity at Guidewire Software

In other news, CFO Jeffrey Elliott Cooper sold 7,535 shares of Guidewire Software stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $248.76, for a total value of $1,874,406.60. Following the completion of the transaction, the chief financial officer directly owned 77,111 shares of the company's stock, valued at approximately $19,182,132.36. The trade was a 8.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider James Winston King sold 7,162 shares of the business's stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the transaction, the insider directly owned 38,615 shares of the company's stock, valued at $9,608,184.30. The trade was a 15.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 111,545 shares of company stock valued at $26,766,382. 0.48% of the stock is currently owned by corporate insiders.

Guidewire Software 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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