Guidewire Software, Inc. $GWRE Shares Purchased by Voya Investment Management LLC

Voya Investment Management LLC grew its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 43.7% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 39,654 shares of the technology company’s stock after buying an additional 12,056 shares during the quarter. Voya Investment Management LLC’s holdings in Guidewire Software were worth $7,430,000 as of its most recent filing with the SEC.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Guidewire Software by 3.0% in the 1st quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock valued at $1,632,206,000 after buying an additional 256,070 shares during the period. Massachusetts Financial Services Co. MA boosted its position in Guidewire Software by 16.2% during the 1st quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock valued at $966,252,000 after purchasing an additional 720,322 shares during the period. Linonia Partnership LP boosted its position in Guidewire Software by 41.8% during the 1st quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock worth $636,333,000 after acquiring an additional 1,000,709 shares during the period. Wellington Management Group LLP increased its position in shares of Guidewire Software by 1.5% during the 1st quarter. Wellington Management Group LLP now owns 1,672,767 shares of the technology company’s stock valued at $313,410,000 after purchasing an additional 24,991 shares during the period. Finally, Invesco Ltd. boosted its position in shares of Guidewire Software by 70.4% in the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock valued at $267,382,000 after purchasing an additional 589,424 shares during the period.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Wall Street Zen downgraded shares of Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, September 5th. DA Davidson upped their price objective on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, September 8th. Citigroup boosted their price objective on Guidewire Software from $247.00 to $267.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 9th. Oppenheimer boosted their price objective on Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Finally, Robert W. Baird boosted their price objective on shares of Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Nine investment 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $274.08.

Guidewire Software Price Performance

Guidewire Software stock opened at $247.06 on Thursday. The business has a fifty day moving average price of $225.02 and a 200-day moving average price of $214.75. 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 one year low of $165.08 and a one year high of $272.60. The firm has a market capitalization of $20.88 billion, a P/E ratio of 308.83 and a beta of 1.22.

Guidewire Software (NYSE:GWRE) last posted its 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. The business had revenue of $356.57 million for the quarter, compared to analysts’ expectations of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The business’s revenue for the quarter was up 22.3% compared to the same quarter last year. During the same period in the prior 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, equities research analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Insider Buying and Selling

In related news, insider James Winston King sold 7,149 shares of the stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $1,736,277.63. Following the transaction, the insider owned 45,777 shares of the company’s stock, valued at approximately $11,117,859.99. This trade represents a 13.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, President John P. Mullen sold 15,869 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 $3,854,104.03. Following the completion of the transaction, the president owned 158,958 shares in the company, valued at $38,606,129.46. This represents a 9.08% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 100,730 shares of company stock worth $23,941,122 in the last ninety days. 0.48% of the stock is currently owned by insiders.

Guidewire Software 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.