Janney Montgomery Scott LLC Lowers Stake in Guidewire Software, Inc. $GWRE

Janney Montgomery Scott LLC lowered its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 22.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,581 shares of the technology company’s stock after selling 2,244 shares during the period. Janney Montgomery Scott LLC’s holdings in Guidewire Software were worth $1,785,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the business. Signaturefd LLC increased its position in shares of Guidewire Software by 2.8% during the second quarter. Signaturefd LLC now owns 5,447 shares of the technology company’s stock worth $1,282,000 after purchasing an additional 148 shares in the last quarter. TD Private Client Wealth LLC increased its position in shares of Guidewire Software by 1.3% during the second quarter. TD Private Client Wealth LLC now owns 7,807 shares of the technology company’s stock worth $1,838,000 after purchasing an additional 102 shares in the last quarter. Ballentine Partners LLC increased its position in shares of Guidewire Software by 23.3% during the second quarter. Ballentine Partners LLC now owns 1,461 shares of the technology company’s stock worth $344,000 after purchasing an additional 276 shares in the last quarter. Norden Group LLC increased its position in shares of Guidewire Software by 18.6% in the 2nd quarter. Norden Group LLC now owns 5,764 shares of the technology company’s stock valued at $1,357,000 after acquiring an additional 904 shares during the period. Finally, Sheets Smith Wealth Management purchased a new position in Guidewire Software in the 2nd quarter worth $721,000.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on GWRE. Citigroup raised their target price on Guidewire Software from $247.00 to $267.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 9th. Raymond James Financial restated an “outperform” rating and issued a $275.00 target price (up previously from $255.00) on shares of Guidewire Software in a research note on Friday, September 5th. Oppenheimer increased their price target on Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday. Finally, Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, September 5th. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Guidewire Software presently has an average rating of “Moderate Buy” and a consensus price target of $274.08.

Guidewire Software Trading Up 1.3%

Shares of Guidewire Software stock opened at $239.57 on Friday. The company has a current ratio of 2.77, a quick ratio of 2.77 and a debt-to-equity ratio of 0.46. The firm’s 50-day moving average price is $229.09 and its 200 day moving average price is $220.53. Guidewire Software, Inc. has a twelve month low of $165.08 and a twelve month high of $272.60. The firm has a market capitalization of $20.25 billion, a PE ratio of 299.46 and a beta of 1.21.

Guidewire Software (NYSE:GWRE) last released its earnings results 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. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The business had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. During the same period last year, the company posted $0.62 EPS. The business’s revenue was up 22.3% on a year-over-year basis. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, sell-side analysts predict that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insider Buying and Selling at Guidewire Software

In other Guidewire Software news, President John P. Mullen sold 15,869 shares of the firm’s stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $3,854,104.03. Following the transaction, the president directly owned 158,958 shares of the company’s stock, valued at $38,606,129.46. This trade represents a 9.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jeffrey Elliott Cooper sold 14,103 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 $3,425,195.61. 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 trade represents a 14.28% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 115,427 shares of company stock valued at $27,598,586. Company insiders own 0.48% of the company’s stock.

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.