The Manufacturers Life Insurance Company Makes New Investment in Guidewire Software, Inc. $GWRE

Key Points

• The Manufacturers Life Insurance Company bought 58,256 Guidewire Software shares worth approximately $7.17 million, establishing a position representing about 0.07% of the company.
• Guidewire’s fundamentals remain strong, with annual recurring revenue up 19% year over year to roughly $1.147 billion and fiscal 2026 revenue guidance raised to $1.460 billion–$1.470 billion. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $223.79.
• The stock’s valuation—above 100 times earnings—leaves it sensitive to upcoming earnings and fiscal 2027 guidance, while recent insider selling adds an overhang despite transactions being conducted under pre-arranged trading plans.

The Manufacturers Life Insurance Company purchased a new position in Guidewire Software, Inc. (NYSE:GWRE - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 58,256 shares of the technology company's stock, valued at approximately $7,168,000. The Manufacturers Life Insurance Company owned about 0.07% of Guidewire Software at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in GWRE. Measured Wealth Private Client Group LLC purchased a new stake in shares of Guidewire Software during the third quarter valued at $29,000. Advisors Asset Management Inc. acquired a new stake in Guidewire Software during the 1st quarter worth about $25,000. Fiduciary Financial Advisors acquired a new stake in Guidewire Software during the 2nd quarter worth about $29,000. Leonteq Securities AG purchased a new stake in Guidewire Software during the 1st quarter valued at about $36,000. Finally, Bogart Wealth LLC grew its stake in Guidewire Software by 127.8% during the 1st quarter. Bogart Wealth LLC now owns 246 shares of the technology company's stock valued at $37,000 after purchasing an additional 138 shares during the last quarter.

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

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. The Goldman Sachs Group reduced their price objective on Guidewire Software from $255.00 to $225.00 and set a "buy" rating for the company in a research note on Friday, June 5th. JPMorgan Chase & Co. cut their price target on shares of Guidewire Software from $300.00 to $258.00 and set an "overweight" rating on the stock in a report on Tuesday, July 14th. DA Davidson reduced their price target on shares of Guidewire Software from $246.00 to $222.00 and set a "buy" rating for the company in a research report on Monday, June 8th. BTIG Research restated a "buy" rating and set a $175.00 price objective on shares of Guidewire Software in a research note on Thursday, July 2nd. Finally, Stifel Nicolaus dropped their price objective on shares of Guidewire Software from $225.00 to $200.00 and set a "buy" rating on the stock in a report on Friday, June 5th. Thirteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $223.79.

Insider Buying and Selling

In other Guidewire Software news, President John P. Mullen sold 14,400 shares of the firm's stock in a transaction on Wednesday, August 19th. The stock was 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 owned 116,715 shares of the company's stock, valued at $21,592,275. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael George Rosenbaum sold 5,830 shares of Guidewire Software stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total value of $692,254.20. Following the completion of the sale, the chief executive officer owned 199,776 shares in the company, valued at $23,721,402.24. This represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 45,893 shares of company stock valued at $6,940,574 in the last ninety days. Company insiders own 0.46% of the company's stock.

Guidewire Software Stock Performance

Shares of Guidewire Software stock opened at $205.81 on Monday. The business's 50 day moving average price is $152.89 and its 200 day moving average price is $144.26. The company 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 debt-to-equity ratio of 0.51, a quick ratio of 2.44 and a current ratio of 2.44. Guidewire Software, Inc. has a one year low of $102.30 and a one year high of $272.60.

Guidewire Software (NYSE:GWRE - Get Free Report) last posted its earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.08. The company had revenue of $372.54 million for the quarter, compared to analyst estimates of $355.92 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. Guidewire Software's revenue was up 26.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.88 EPS. On average, research analysts predict that Guidewire Software, Inc. will post 1.83 EPS for the current year.

About Guidewire Software

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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