Jupiter Topco LLC Takes Position in Guidewire Software, Inc. $GWRE

Key Points

• Jupiter Topco LLC acquired 290,313 Guidewire shares in the second quarter, valued at approximately $35.7 million and representing about 0.35% of the company.
• Other major institutional investors also established or expanded positions, while Guidewire reported 26.9% year-over-year revenue growth and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $223.79, but the stock’s valuation above 100 times earnings and upcoming earnings release could make it sensitive to execution and forward guidance.

Jupiter Topco LLC bought a new stake in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 290,313 shares of the technology company's stock, valued at approximately $35,728,000. Jupiter Topco LLC owned approximately 0.35% of Guidewire Software as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Linonia Partnership LP bought a new stake in Guidewire Software in the second quarter valued at $853,165,000. Route One Investment Company L.P. bought a new position in Guidewire Software in the 2nd quarter worth $227,564,000. Capital World Investors bought a new position in Guidewire Software in the 4th quarter worth $202,405,000. Principal Financial Group Inc. lifted its position in shares of Guidewire Software by 547.3% in the 1st quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company's stock worth $176,537,000 after purchasing an additional 997,992 shares during the period. Finally, Stockbridge Partners LLC bought a new stake in shares of Guidewire Software during the 2nd quarter valued at about $93,497,000.

Guidewire Software News Summary

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

• Positive Sentiment: Guggenheim raised its price target for Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating. The analyst expects the company to meet or potentially exceed fourth-quarter estimates, supported by recurring-revenue growth and continued migration of insurers to Guidewire’s cloud platform. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
• Positive Sentiment: Fundamental momentum remains favorable. Guidewire recently reported annual recurring revenue of approximately $1.147 billion, up 19% year over year, and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion. New cloud capabilities, including AI-agent functionality, and insurer migration activity are reinforcing the long-term growth narrative.
• Neutral Sentiment: The September 3 earnings release is the next major catalyst. Wall Street expects earnings growth, although a Zacks preview said Guidewire lacks the usual combination of indicators associated with a likely earnings beat. Investors will also watch initial fiscal 2027 guidance for evidence that cloud momentum is continuing. Guidewire Software Reports Next Week
• Neutral Sentiment: Institutional activity has been mixed, with some large investors adding shares while others reduced positions. At a valuation above 100 times earnings, the stock may remain particularly sensitive to earnings execution and forward guidance.
• Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 shares for $500,000, reducing his position by about 20%. The sale was made under a pre-arranged Rule 10b5-1 plan, which makes it a weaker discretionary bearish signal. However, recent sales by other executives and the absence of reported insider purchases create an overhang. SEC Form 4 Filing

Guidewire Software Stock Up 2.3%

Shares of Guidewire Software stock opened at $205.81 on Friday. Guidewire Software, Inc. has a 1 year low of $102.30 and a 1 year high of $272.60. The firm has a market cap of $17.14 billion, a price-to-earnings ratio of 111.25 and a beta of 0.92. The company has a 50-day moving average of $152.89 and a 200 day moving average of $144.13. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44.

Guidewire Software (NYSE:GWRE - Get Free Report) last announced its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, topping analysts' consensus estimates of $0.74 by $0.08. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business had revenue of $372.54 million for the quarter, compared to analysts' expectations of $355.92 million. During the same quarter in the prior year, the company earned $0.88 earnings per share. The business's revenue was up 26.9% compared to the same quarter last year. As a group, sell-side analysts anticipate that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Oppenheimer boosted their price target on shares of Guidewire Software from $180.00 to $200.00 and gave the company an "outperform" rating in a research report on Monday, August 17th. Weiss Ratings restated a "hold (c)" rating on shares of Guidewire Software in a report on Wednesday, June 3rd. Royal Bank Of Canada cut their price objective on Guidewire Software from $250.00 to $215.00 and set an "outperform" rating on the stock in a research report on Friday, June 5th. Piper Sandler assumed coverage on Guidewire Software in a report on Monday, August 10th. They set an "overweight" rating and a $210.00 target price on the stock. Finally, The Goldman Sachs Group decreased their target price on Guidewire Software from $255.00 to $225.00 and set a "buy" rating for the company in a research report on Friday, June 5th. Thirteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $223.79.

Insider Buying and Selling

In related news, CEO Michael George Rosenbaum sold 1,200 shares of the company's stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $187.82, for a total value of $225,384.00. Following the sale, the chief executive officer owned 187,776 shares in the company, valued at $35,268,088.32. This represents a 0.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider James Winston King sold 1,684 shares of the firm's stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total value of $219,997.76. Following the transaction, the insider directly owned 30,018 shares of the company's stock, valued at approximately $3,921,551.52. This trade represents a 5.31% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 47,093 shares of company stock worth $7,131,278. 0.46% of the stock is currently owned by corporate insiders.

Guidewire Software Profile

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.

Want to see what other hedge funds are holding GWRE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Guidewire Software, Inc. (NYSE:GWRE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source