Strs Ohio Buys New Shares in Guidewire Software, Inc. $GWRE

Strs Ohio bought a new stake in Guidewire Software, Inc. (NYSE:GWRE) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,130 shares of the technology company’s stock, valued at approximately $1,336,000.

A number of other institutional investors have also added to or reduced their stakes in GWRE. SBI Securities Co. Ltd. boosted 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 valued at $25,000 after buying an additional 105 shares during the period. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the first quarter valued at about $25,000. Quarry LP purchased a new stake in Guidewire Software during the first quarter valued at about $28,000. Rise Advisors LLC purchased a new stake in Guidewire Software during the first quarter valued at about $31,000. Finally, MassMutual Private Wealth & Trust FSB boosted its position in Guidewire Software by 70.0% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company’s stock valued at $32,000 after buying an additional 70 shares during the period.

Guidewire Software Trading Up 0.3%

Shares of Guidewire Software stock opened at $247.06 on Thursday. The company’s fifty day simple moving average is $225.02 and its 200-day simple moving average is $214.75. The stock has a market capitalization of $20.88 billion, a PE ratio of 308.83 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) last issued its quarterly earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share 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 company’s revenue was up 22.3% compared to the same quarter last year. During the same quarter 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, equities analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Insider Activity at Guidewire Software

In related news, CAO David Franklin Peterson sold 1,811 shares of Guidewire Software stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $439,837.57. Following the transaction, the chief accounting officer owned 14,164 shares in the company, valued at approximately $3,440,010.68. The trade was a 11.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, President John P. Mullen sold 15,869 shares of Guidewire Software stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $3,854,104.03. Following the transaction, the president owned 158,958 shares in the company, valued at approximately $38,606,129.46. This trade 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 90 days. Company insiders own 0.48% of the company’s stock.

Analyst Upgrades and Downgrades

GWRE has been the subject of several analyst reports. The Goldman Sachs Group upped their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research report on Friday, September 5th. Raymond James Financial reiterated an “outperform” rating and set a $275.00 target price (up from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. JMP Securities increased 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. JPMorgan Chase & Co. increased their target price on shares of Guidewire Software from $271.00 to $288.00 and gave the stock an “overweight” rating in a report on Wednesday, June 25th. Finally, Stifel Nicolaus increased their target price on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Guidewire Software currently has an average rating of “Moderate Buy” and an average price target 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.