Vanguard Personalized Indexing Management LLC Increases Stock Holdings in Guidewire Software, Inc. $GWRE

Key Points

• Vanguard Personalized Indexing Management LLC increased its stake in Guidewire Software by 18.2%, now holding a total of 14,292 shares valued at approximately $3.37 million.
• Guidewire reported a quarterly earnings per share (EPS) of $0.84, exceeding analyst expectations and showing a 22.3% year-over-year revenue growth.
• Insiders at Guidewire have sold 112,945 shares worth about $27.1 million over the last quarter, indicating a potential shift in their confidence towards the company's stock.

Vanguard Personalized Indexing Management LLC lifted its stake in shares of Guidewire Software, Inc. (NYSE:GWRE - Free Report) by 18.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,292 shares of the technology company's stock after buying an additional 2,203 shares during the period. Vanguard Personalized Indexing Management LLC's holdings in Guidewire Software were worth $3,365,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of GWRE. SBI Securities Co. Ltd. boosted its position in shares of 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 buying an additional 105 shares during the last quarter. Advisors Asset Management Inc. purchased a new position in Guidewire Software in the first quarter worth $25,000. Quarry LP purchased a new position in Guidewire Software in the first quarter worth $28,000. Rise Advisors LLC purchased a new position in Guidewire Software in the first quarter worth $31,000. Finally, Dunhill Financial LLC purchased a new position in shares of Guidewire Software during the 1st quarter valued at $33,000.

Guidewire Software Price Performance

Shares of Guidewire Software stock opened at $240.57 on Wednesday. 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 $20.34 billion, a PE ratio of 300.72 and a beta of 1.21. The business's 50-day moving average price is $229.77 and its 200-day moving average price is $221.26. 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 posted its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. During the same period last year, the company earned $0.62 EPS. Guidewire Software's revenue for the quarter 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. Sell-side analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insider Buying and Selling at Guidewire Software

In related news, CAO David Franklin Peterson sold 1,811 shares of the firm's 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 $439,837.57. Following the transaction, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jeffrey Elliott Cooper sold 14,103 shares of the firm's 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 $3,425,195.61. Following the transaction, the chief financial officer owned 84,646 shares in the company, valued at approximately $20,557,974.02. The trade was a 14.28% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 112,945 shares of company stock worth $27,077,616 over the last quarter. Company insiders own 0.48% of the company's stock.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. The Goldman Sachs Group upped their price target on Guidewire Software from $270.00 to $305.00 and gave the company a "buy" rating in a research report on Friday, September 5th. Weiss Ratings reissued a "hold (c)" rating on shares of Guidewire Software in a report on Wednesday, October 8th. DA Davidson increased their price objective on Guidewire Software from $246.00 to $250.00 and gave the stock a "neutral" rating in a report on Monday, September 8th. Royal Bank Of Canada increased their price objective on Guidewire Software from $290.00 to $300.00 and gave the stock an "outperform" rating in a report on Friday, September 5th. Finally, Wall Street Zen cut Guidewire Software from a "buy" rating to a "hold" rating in a report on Friday, September 5th. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Guidewire Software currently has a consensus rating of "Moderate Buy" and an average target price of $274.08.

About Guidewire Software

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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