Guidewire Software (NYSE:GWRE) Reaches New 1-Year High Following Strong Earnings

Guidewire Software, Inc. (NYSE:GWRE)’s share price hit a new 52-week high on Friday after the company announced better than expected quarterly earnings. The company traded as high as $272.60 and last traded at $257.04, with a volume of 812949 shares. The stock had previously closed at $216.99.

The technology company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.27% 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 quarter in the previous year, the firm earned $0.62 EPS. The company’s quarterly 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.

Analyst Ratings Changes

A number of analysts have issued reports on GWRE shares. Stifel Nicolaus boosted their price target on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday. Oppenheimer boosted their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday. Raymond James Financial reiterated an “outperform” rating and set a $275.00 price target (up from $255.00) on shares of Guidewire Software in a research note on Friday. The Goldman Sachs Group boosted their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday. Finally, Wall Street Zen lowered shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday. 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 company’s stock. Based on data from MarketBeat.com, Guidewire Software has an average rating of “Moderate Buy” and a consensus target price of $270.42.

Insider Transactions at Guidewire Software

In related news, insider James Winston King sold 2,482 shares of the company’s stock in a transaction that occurred on Monday, July 14th. The stock was sold at an average price of $220.65, for a total value of $547,653.30. Following the completion of the transaction, the insider directly owned 37,441 shares of the company’s stock, valued at $8,261,356.65. This represents a 6.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, President John P. Mullen sold 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 1st. The shares were sold at an average price of $235.05, for a total value of $705,150.00. Following the completion of the transaction, the president directly owned 146,489 shares of the company’s stock, valued at $34,432,239.45. This trade represents a 2.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 30,941 shares of company stock valued at $6,980,859. 0.48% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Guidewire Software

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Linonia Partnership LP lifted its stake in Guidewire Software by 41.8% in the first quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after buying an additional 1,000,709 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in Guidewire Software by 16.2% in the first quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock valued at $966,252,000 after buying an additional 720,322 shares during the last quarter. Qube Research & Technologies Ltd lifted its stake in Guidewire Software by 3,636.9% in the second quarter. Qube Research & Technologies Ltd now owns 731,467 shares of the technology company’s stock valued at $172,224,000 after buying an additional 711,893 shares during the last quarter. Groupama Asset Managment lifted its stake in Guidewire Software by 240.0% in the second quarter. Groupama Asset Managment now owns 850,000 shares of the technology company’s stock valued at $200,132,000 after buying an additional 600,000 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Guidewire Software by 70.4% during the first quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock worth $267,382,000 after purchasing an additional 589,424 shares during the period.

Guidewire Software Trading Up 20.4%

The company has a quick ratio of 3.23, a current ratio of 3.23 and a debt-to-equity ratio of 0.49. The company has a fifty day moving average of $221.56 and a two-hundred day moving average of $212.03. The stock has a market capitalization of $22.00 billion, a price-to-earnings ratio of 326.65, a P/E/G ratio of 15.30 and a beta of 1.22.

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.