Union Bancaire Privee UBP SA Has $2.87 Million Holdings in Guidewire Software, Inc. $GWRE

Key Points

• Union Bancaire Privee UBP SA has reduced its stake in Guidewire Software, Inc. by 29% to 12,202 shares, valued at approximately $2.87 million as of the end of the second quarter.
• Insider selling has been notable, with James Winston King selling over 7,000 shares for about $1.78 million and John P. Mullen selling almost 16,000 shares for approximately $3.85 million.
• Guidewire Software reported a 22.3% increase in revenue year-over-year, with quarterly earnings of $0.84 per share, surpassing analysts' expectations.

Union Bancaire Privee UBP SA reduced its stake in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 29.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,202 shares of the technology company's stock after selling 4,989 shares during the quarter. Union Bancaire Privee UBP SA's holdings in Guidewire Software were worth $2,873,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Portside Wealth Group LLC increased its holdings in Guidewire Software by 148.1% in the 1st quarter. Portside Wealth Group LLC now owns 2,724 shares of the technology company's stock valued at $510,000 after buying an additional 1,626 shares during the period. Empower Advisory Group LLC bought a new stake in Guidewire Software in the 1st quarter valued at $692,000. Praxis Investment Management Inc. bought a new stake in Guidewire Software in the 1st quarter valued at $347,000. Principal Financial Group Inc. increased its holdings in Guidewire Software by 3,320.4% in the 1st quarter. Principal Financial Group Inc. now owns 192,843 shares of the technology company's stock valued at $36,131,000 after buying an additional 187,205 shares during the period. Finally, OMNI 360 Wealth Inc. bought a new stake in Guidewire Software in the 1st quarter valued at $211,000.

Insider Buying and Selling at Guidewire Software

In related news, insider James Winston King sold 7,162 shares of the stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the completion of the sale, the insider directly owned 38,615 shares of the company's stock, valued at approximately $9,608,184.30. This represents a 15.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, President John P. Mullen sold 15,869 shares of the stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $3,854,104.03. Following the sale, the president directly owned 158,958 shares of the company's stock, valued at approximately $38,606,129.46. The trade was a 9.08% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 112,427 shares of company stock worth $26,907,264 in the last quarter. Company insiders own 0.48% of the company's stock.

Guidewire Software Stock Performance

Shares of NYSE:GWRE opened at $229.85 on Wednesday. The company has a market capitalization of $19.43 billion, a price-to-earnings ratio of 287.31 and a beta of 1.22. The firm's 50 day simple moving average is $227.90 and its 200 day simple moving average is $218.43. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week 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 analysts' consensus estimates of $0.62 by $0.22. The business had revenue of $356.57 million for the quarter, compared to the consensus estimate of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. Guidewire Software's revenue for the quarter was up 22.3% on a year-over-year basis. During the same period last year, the company posted $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, sell-side analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts have issued reports on GWRE shares. The Goldman Sachs Group boosted their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the company a "buy" rating in a report on Friday, September 5th. Royal Bank Of Canada upped their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an "outperform" rating in a report on Friday, September 5th. Wells Fargo & Company upped their target price on shares of Guidewire Software from $265.00 to $275.00 and gave the stock an "overweight" rating in a report on Friday, September 5th. Bank of America upped their target price on shares of Guidewire Software from $135.00 to $160.00 and gave the stock an "underperform" rating in a report on Wednesday, June 4th. Finally, JMP Securities upped their target price on shares of Guidewire Software from $250.00 to $281.00 and gave the stock a "market outperform" rating in a report on Wednesday, June 4th. Nine equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Guidewire Software presently has an average rating of "Moderate Buy" and an average price target of $274.08.

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.

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