7,130 Shares in Guidewire Software, Inc. $GWRE Acquired by Strs Ohio

Key Points

• Strs Ohio has made a new investment in Guidewire Software, acquiring 7,130 shares valued at approximately $1.3 million.
• Several institutional investors, including Linonia Partnership LP and Invesco Ltd., significantly increased their stakes in Guidewire Software during the first quarter, reflecting strong interest in the company.
• Guidewire Software reported a 22.3% year-over-year revenue increase for the quarter, along with an EPS of $0.84, surpassing analyst expectations.

Strs Ohio bought a new position in Guidewire Software, Inc. (NYSE:GWRE - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 7,130 shares of the technology company's stock, valued at approximately $1,336,000.

Other large investors have also made changes to their positions in the company. SBI Securities Co. Ltd. grew 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 worth $25,000 after purchasing an additional 105 shares during the last quarter. Advisors Asset Management Inc. bought a new stake in Guidewire Software during the 1st quarter worth about $25,000. Quarry LP bought a new stake in Guidewire Software during the 1st quarter worth about $28,000. Rise Advisors LLC bought a new stake in Guidewire Software during the 1st quarter worth about $31,000. Finally, MassMutual Private Wealth & Trust FSB grew its holdings in Guidewire Software by 70.0% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company's stock worth $32,000 after acquiring an additional 70 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on GWRE shares. Robert W. Baird increased their price objective on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an "outperform" rating in a report on Friday, September 5th. Royal Bank Of Canada lifted their price objective on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an "outperform" rating in a research note on Friday, September 5th. Stifel Nicolaus lifted their price objective on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a "buy" rating in a research note on Friday, September 5th. Needham & Company LLC reissued a "hold" rating on shares of Guidewire Software in a research note on Wednesday, June 4th. Finally, DA Davidson lifted their price objective on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a "neutral" rating in a research note on Monday, September 8th. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $274.08.

Guidewire Software Stock Down 0.7%

Shares of NYSE GWRE traded down $1.61 during midday trading on Friday, reaching $245.03. The company's stock had a trading volume of 1,334,277 shares, compared to its average volume of 831,515. 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, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60. The stock has a market capitalization of $20.71 billion, a price-to-earnings ratio of 306.29 and a beta of 1.22. The stock has a 50 day simple moving average of $225.96 and a 200-day simple moving average of $215.44.

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

Insider Activity

In other Guidewire Software news, CFO Jeffrey Elliott Cooper sold 14,103 shares of the company's stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $3,425,195.61. Following the sale, the chief financial officer directly 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 transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO David Franklin Peterson sold 1,811 shares of the company's stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $439,837.57. Following the sale, the chief accounting officer directly owned 14,164 shares in the company, valued at $3,440,010.68. This trade represents a 11.34% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 100,730 shares of company stock valued at $23,941,122. 0.48% of the stock is owned by corporate insiders.

Guidewire Software Company 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.