Guidewire Software, Inc. $GWRE Shares Purchased by Ballentine Partners LLC

Ballentine Partners LLC boosted its position in Guidewire Software, Inc. (NYSE:GWRE) by 23.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,461 shares of the technology company’s stock after purchasing an additional 276 shares during the period. Ballentine Partners LLC’s holdings in Guidewire Software were worth $344,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. lifted its position in Guidewire Software by 403.8% in the first quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock valued at $25,000 after purchasing an additional 105 shares during the period. Advisors Asset Management Inc. acquired a new stake in Guidewire Software in the first quarter valued at about $25,000. Quarry LP acquired a new stake in Guidewire Software in the first quarter valued at about $28,000. Rise Advisors LLC acquired a new stake in Guidewire Software in the first quarter valued at about $31,000. Finally, MassMutual Private Wealth & Trust FSB lifted its position in Guidewire Software by 70.0% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 170 shares of the technology company’s stock valued at $32,000 after purchasing an additional 70 shares during the period.

Insider Activity at Guidewire Software

In related news, President John P. Mullen sold 15,869 shares of the company’s 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 completion of the sale, the president directly owned 158,958 shares of the company’s stock, valued at approximately $38,606,129.46. This represents a 9.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Michael George Rosenbaum sold 1,400 shares of the company’s stock in a transaction on Monday, September 22nd. The stock was sold at an average price of $244.55, for a total transaction of $342,370.00. Following the sale, the chief executive officer directly owned 263,558 shares of the company’s stock, valued at approximately $64,453,108.90. This trade represents a 0.53% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 114,027 shares of company stock worth $27,287,264. 0.48% of the stock is owned by corporate insiders.

Guidewire Software Stock Down 1.7%

GWRE stock opened at $230.54 on Monday. The stock has a market capitalization of $19.49 billion, a P/E ratio of 288.17 and a beta of 1.22. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. Guidewire Software, Inc. has a one year low of $165.08 and a one year high of $272.60. The company has a 50 day moving average price of $227.60 and a two-hundred day moving average price of $218.03.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.62 by $0.22. The firm had revenue of $356.57 million during 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%. Guidewire Software’s revenue for the quarter was up 22.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, sell-side analysts expect that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Wall Street Analysts Forecast Growth

GWRE has been the subject of a number of research reports. Bank of America lifted their price target on shares of Guidewire Software from $135.00 to $160.00 and gave the company an “underperform” rating in a research report on Wednesday, June 4th. Wells Fargo & Company lifted their price target on shares of Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, September 5th. Oppenheimer lifted their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a research report on Wednesday, June 4th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Guidewire Software from $271.00 to $288.00 and gave the company an “overweight” rating in a research report on Wednesday, June 25th. Nine investment 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $274.08.

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.