Public Employees Retirement System of Ohio Acquires Shares of 24,338 Guidewire Software, Inc. $GWRE

Key Points

• Public Employees Retirement System of Ohio acquired 24,338 Guidewire Software shares during the second quarter, valued at approximately $3.0 million.
• Analysts remain generally positive, with 12 Buy ratings and four Holds producing a “Moderate Buy” consensus and an average price target of $216.23; several firms recently raised their targets.
• Guidewire exceeded quarterly earnings and revenue expectations, but weaker-than-expected fiscal 2027 first-quarter guidance pressured the stock, which was trading down nearly 20%; insiders sold 47,093 shares worth $7.2 million during the quarter.

Public Employees Retirement System of Ohio acquired a new stake in Guidewire Software, Inc. (NYSE:GWRE - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 24,338 shares of the technology company's stock, valued at approximately $2,995,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the 1st quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Guidewire Software in the 3rd quarter valued at about $29,000. Fiduciary Financial Advisors acquired a new stake in shares of Guidewire Software during the 2nd quarter worth about $29,000. Silvant Capital Management LLC purchased a new stake in Guidewire Software during the second quarter worth approximately $33,000. Finally, Leonteq Securities AG purchased a new stake in Guidewire Software during the first quarter worth approximately $36,000.

Analysts Set New Price Targets

Several brokerages have commented on GWRE. Robert W. Baird increased their price target on shares of Guidewire Software from $202.00 to $235.00 and gave the company an "outperform" rating in a research note on Monday, August 31st. Zacks Research downgraded shares of Guidewire Software from a "strong-buy" rating to a "hold" rating in a research report on Monday, May 25th. Guggenheim lifted their price target on shares of Guidewire Software from $180.00 to $210.00 and gave the stock a "buy" rating in a research note on Thursday, August 27th. Citizens Jmp reissued a "market outperform" rating and issued a $220.00 price target on shares of Guidewire Software in a research report on Friday. Finally, Needham & Company LLC restated a "hold" rating on shares of Guidewire Software in a research note on Friday. Twelve analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $216.23.

Insider Transactions at Guidewire Software

In other Guidewire Software news, CFO Jeffrey Cooper sold 2,594 shares of the company's stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total transaction of $308,011.56. Following the completion of the transaction, the chief financial officer owned 63,467 shares in the company, valued at approximately $7,536,071.58. This represents a 3.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President John Mullen sold 14,400 shares of Guidewire Software stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $185.00, for a total transaction of $2,664,000.00. Following the completion of the sale, the president directly owned 116,715 shares in the company, valued at approximately $21,592,275. The trade was a 10.98% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,093 shares of company stock worth $7,185,902 over the last quarter. 0.46% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Guidewire reported fourth-quarter adjusted earnings of $0.99 per share, above the roughly $0.93–$0.94 consensus, while revenue of $411.1 million exceeded estimates of $402.6 million and increased 15.3% year over year. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management highlighted strong demand for its core insurance software, new pricing products and artificial-intelligence offerings. Fiscal 2027 revenue guidance of approximately $1.7 billion was broadly in line with full-year expectations, and analysts largely retained bullish views. These Analysts Revise Their Forecasts On Guidewire Software After Q4 Results
• Neutral Sentiment: Citigroup raised its price target to $181 but maintained a Neutral rating. Oppenheimer, Wells Fargo, Piper Sandler, RBC, Citizens JMP and DA Davidson reiterated positive ratings and set targets ranging from $195 to $222, while Needham maintained a Hold rating. Citigroup Adjusts Guidewire Software Price Target
• Negative Sentiment: The primary pressure came from fiscal 2027 first-quarter revenue guidance of $372 million–$378 million, below the $386.1 million analyst consensus. Reports also pointed to lower quarterly profit and a cautious outlook, causing investors to discount the earnings beat and question the pace of near-term growth. Guidewire Software Q4 Income Declines and Issues FY27 Outlook

Guidewire Software Trading Down 19.9%

Shares of Guidewire Software stock opened at $162.48 on Friday. The company's fifty day moving average is $161.05 and its two-hundred day moving average is $146.37. Guidewire Software, Inc. has a 1 year low of $102.30 and a 1 year high of $272.60. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.44 and a current ratio of 2.44. The company has a market capitalization of $13.53 billion, a P/E ratio of 99.68 and a beta of 0.97.

Guidewire Software (NYSE:GWRE - Get Free Report) last issued its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.06. Guidewire Software had a return on equity of 12.09% and a net margin of 9.44%.The firm had revenue of $411.09 million for the quarter, compared to analysts' expectations of $402.61 million. During the same quarter in the previous year, the firm posted $0.84 EPS. The firm's revenue for the quarter was up 15.3% on a year-over-year basis. Analysts forecast that Guidewire Software, Inc. will post 2.15 earnings per share for the current year.

Guidewire Software Company 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.

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