Guidewire Software, Inc. $GWRE Stock Position Decreased by US Bancorp DE

Key Points

• US Bancorp DE decreased its holdings in Guidewire Software by 20.7% in Q2, owning 15,137 shares valued at approximately $3.56 million after selling 3,955 shares.
• Guidewire Software's recent earnings report showed a 22.3% increase in revenue year-over-year, with earnings per share surpassing estimates at $0.84.
• Analysts have generally given Guidewire Software a Moderate Buy rating, with a consensus target price rising to $274.08, reflecting optimism about its future performance.

US Bancorp DE cut its position in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 20.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,137 shares of the technology company's stock after selling 3,955 shares during the period. US Bancorp DE's holdings in Guidewire Software were worth $3,564,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. SBI Securities Co. Ltd. raised 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 acquiring an additional 105 shares in the last quarter. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software in the 1st quarter valued at approximately $25,000. Quarry LP bought a new position in shares of Guidewire Software in the 1st quarter valued at approximately $28,000. Rise Advisors LLC bought a new position in shares of Guidewire Software in the 1st quarter valued at approximately $31,000. Finally, Dunhill Financial LLC bought a new position in shares of Guidewire Software in the 1st quarter valued at approximately $33,000.

Guidewire Software Price Performance

Shares of NYSE:GWRE opened at $242.56 on Tuesday. Guidewire Software, Inc. has a 1-year low of $165.08 and a 1-year high of $272.60. The firm has a market capitalization of $20.50 billion, a PE ratio of 303.19 and a beta of 1.21. The business's 50 day moving average is $229.42 and its 200-day moving average is $221.12. The company has a current ratio of 2.77, a quick ratio of 2.77 and a debt-to-equity ratio of 0.46.

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

Analyst Ratings Changes

GWRE has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. raised their price objective on Guidewire Software from $271.00 to $288.00 and gave the company an "overweight" rating in a research note on Wednesday, June 25th. Weiss Ratings reissued a "hold (c)" rating on shares of Guidewire Software in a research note on Wednesday, October 8th. Wall Street Zen lowered Guidewire Software from a "buy" rating to a "hold" rating in a report on Friday, September 5th. Robert W. Baird raised their target price on Guidewire Software from $270.00 to $288.00 and gave the company an "outperform" rating in a report on Friday, September 5th. Finally, Stifel Nicolaus raised their target price on Guidewire Software from $270.00 to $300.00 and gave the company a "buy" rating in a report on Friday, September 5th. Nine research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $274.08.

Insider Activity at Guidewire Software

In other news, insider James Winston King sold 7,162 shares of Guidewire Software stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the sale, the insider owned 38,615 shares of the company's stock, valued at approximately $9,608,184.30. This trade represents a 15.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of the firm's stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $230.08, for a total value of $322,112.00. Following the transaction, the chief executive officer owned 260,758 shares of the company's stock, valued at $59,995,200.64. This trade represents a 0.53% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 111,545 shares of company stock worth $26,742,022 in the last three months. Company insiders own 0.48% of the company's stock.

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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