Robeco Institutional Asset Management B.V. Sells 5,919 Shares of Guidewire Software, Inc. $GWRE

Key Points

• Robeco Institutional Asset Management B.V. sold 5,919 shares of Guidewire Software, reducing its stake by 4.5%, owning now 127,016 shares valued at approximately $29.9 million.
• Analyst ratings for Guidewire Software indicate positive outlooks, with multiple firms raising their price targets, including Royal Bank of Canada increasing it to $300, reflecting a consensus rating of "Moderate Buy".
• Insider transactions revealed that Guidewire's President and CFO sold considerable amounts of stock, indicating a total of 115,427 shares sold by insiders in the last 90 days.

Robeco Institutional Asset Management B.V. lowered its stake in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 4.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,016 shares of the technology company's stock after selling 5,919 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.15% of Guidewire Software worth $29,906,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. boosted its position in Guidewire Software by 403.8% during the first quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company's stock valued at $25,000 after purchasing an additional 105 shares in the last quarter. Advisors Asset Management Inc. acquired a new stake in Guidewire Software in the first quarter worth about $25,000. Quarry LP acquired a new stake in Guidewire Software in the first quarter worth about $28,000. Rise Advisors LLC acquired a new stake in Guidewire Software in the first quarter worth about $31,000. Finally, Dunhill Financial LLC acquired a new stake in Guidewire Software in the first quarter worth about $33,000.

Analyst Ratings Changes

Several equities research analysts have weighed in on GWRE shares. Royal Bank Of Canada raised their price target on Guidewire Software from $290.00 to $300.00 and gave the stock an "outperform" rating in a report on Friday, September 5th. JPMorgan Chase & Co. raised their price target on Guidewire Software from $271.00 to $288.00 and gave the stock an "overweight" rating in a report on Wednesday, June 25th. Robert W. Baird raised their price target on Guidewire Software from $270.00 to $288.00 and gave the stock an "outperform" rating in a report on Friday, September 5th. Weiss Ratings reissued a "hold (c)" rating on shares of Guidewire Software in a report on Saturday, September 27th. Finally, Wells Fargo & Company lifted their target price on Guidewire Software from $265.00 to $275.00 and gave the stock an "overweight" rating in a report on Friday, September 5th. Nine analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $274.08.

Insider Buying and Selling

In related news, President John P. Mullen sold 15,869 shares of Guidewire Software stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $3,854,104.03. Following the completion of the transaction, the president directly owned 158,958 shares in the company, valued at approximately $38,606,129.46. This trade represents a 9.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Jeffrey Elliott Cooper sold 14,103 shares of Guidewire Software stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $3,425,195.61. Following the transaction, the chief financial officer owned 84,646 shares of the company's stock, valued at approximately $20,557,974.02. This represents a 14.28% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 115,427 shares of company stock valued at $27,599,454 in the last ninety days. Insiders own 0.48% of the company's stock.

Guidewire Software Stock Performance

GWRE opened at $229.89 on Friday. The firm has a 50 day moving average of $228.29 and a two-hundred day moving average of $219.04. The company has a current ratio of 2.77, a quick ratio of 2.77 and a debt-to-equity ratio of 0.46. The firm has a market capitalization of $19.43 billion, a PE ratio of 287.36 and a beta of 1.21. Guidewire Software, Inc. has a 12-month low of $165.08 and a 12-month high of $272.60.

Guidewire Software (NYSE:GWRE - Get Free Report) last announced its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.22. The company had revenue of $356.57 million during the quarter, compared to analysts' expectations of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.Guidewire Software's quarterly revenue was up 22.3% on a year-over-year basis. During the same period last year, the business earned $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current year.

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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