Rep. Lisa C. McClain Buys Guidewire Software, Inc. (NYSE:GWRE) Shares

Key Points

• Representative Lisa C. McClain of Michigan purchased shares of Guidewire Software, ranging from $1,001 to $15,000, on August 4th, indicating her investment interest in the company.
• Guidewire Software's stock recently traded down 1.9% to $246.42, despite a strong quarterly earnings report showing a 22.3% revenue increase year-over-year and EPS of $0.84, surpassing analyst expectations.
• Multiple analysts have raised their price targets for Guidewire Software, with Goldman Sachs increasing its target to $305, reflecting strong market confidence in the company's future performance.

Representative Lisa C. McClain (R-Michigan) recently bought shares of Guidewire Software, Inc. NYSE: GWRE. In a filing disclosed on September 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Guidewire Software stock on August 4th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $50,001 - $100,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of ACI Worldwide NASDAQ: ACIW on 8/19/2025.
• Purchased $1,001 - $15,000 in shares of HCA Healthcare NYSE: HCA on 8/19/2025.
• Sold $1,001 - $15,000 in shares of Amedisys NASDAQ: AMED on 8/18/2025.
• Purchased $1,001 - $15,000 in shares of Kite Realty Group Trust NYSE: KRG on 8/13/2025.
• Sold $1,001 - $15,000 in shares of ServiceNow NYSE: NOW on 8/13/2025.
• Purchased $1,001 - $15,000 in shares of JD.com NASDAQ: JD on 8/13/2025.
• Sold $1,001 - $15,000 in shares of Trade Desk NASDAQ: TTD on 8/13/2025.
• Sold $1,001 - $15,000 in shares of US Foods NYSE: USFD on 8/13/2025.
• Purchased $1,001 - $15,000 in shares of Agree Realty NYSE: ADC on 8/13/2025.

Guidewire Software Stock Performance

NYSE:GWRE traded down $1.61 during mid-day trading on Friday, hitting $245.03. The company's stock had a trading volume of 1,334,277 shares, compared to its average volume of 831,515. The business's fifty day moving average is $225.96 and its two-hundred day moving average is $215.44. The stock has a market cap of $20.71 billion, a price-to-earnings ratio of 306.29 and a beta of 1.22. Guidewire Software, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60. 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 (NYSE:GWRE - Get Free Report) last issued its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, topping analysts' consensus estimates of $0.62 by $0.22. The business had revenue of $356.57 million during 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%. The company's revenue was up 22.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Hedge Funds Weigh In On Guidewire Software

A number of institutional investors have recently modified their holdings of the company. SBI Securities Co. Ltd. increased 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 worth $25,000 after purchasing an additional 105 shares during the last quarter. Advisors Asset Management Inc. bought a new position in Guidewire Software during the 1st quarter valued at $25,000. Quarry LP bought a new position in Guidewire Software during the 1st quarter valued at $28,000. Newbridge Financial Services Group Inc. bought a new position in Guidewire Software during the 2nd quarter valued at $30,000. Finally, Rise Advisors LLC acquired a new stake in shares of Guidewire Software during the first quarter worth $31,000.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. The Goldman Sachs Group upped their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a "buy" rating in a research report on Friday, September 5th. Bank of America increased their price objective on shares of Guidewire Software from $135.00 to $160.00 and gave the stock an "underperform" rating in a research report on Wednesday, June 4th. Needham & Company LLC reaffirmed a "hold" rating on shares of Guidewire Software in a research report on Wednesday, June 4th. DA Davidson increased their price objective on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a "neutral" rating in a research report on Monday, September 8th. Finally, Wall Street Zen cut shares of Guidewire Software from a "buy" rating to a "hold" rating in a research report on Friday, September 5th. Nine analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $274.08.

Insiders Place Their Bets

In related news, CAO David Franklin Peterson sold 1,811 shares of the stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $439,837.57. Following the sale, the chief accounting officer owned 14,164 shares of the company's stock, 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 accessible through the SEC website. Also, CFO Jeffrey Elliott Cooper sold 14,103 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 $3,425,195.61. Following the completion of the transaction, the chief financial officer directly owned 84,646 shares in the company, valued at $20,557,974.02. This represents a 14.28% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 100,730 shares of company stock worth $23,941,122. 0.48% of the stock is owned by company insiders.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

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.