D.A. Davidson & CO. Trims Stock Holdings in Guidewire Software, Inc. $GWRE

D.A. Davidson & CO. reduced its stake in Guidewire Software, Inc. (NYSE:GWRE) by 9.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,177 shares of the technology company’s stock after selling 217 shares during the quarter. D.A. Davidson & CO.’s holdings in Guidewire Software were worth $513,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in Guidewire Software by 3.0% in the first quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock valued at $1,632,206,000 after purchasing an additional 256,070 shares during the last quarter. Massachusetts Financial Services Co. MA increased 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 purchasing an additional 720,322 shares during the last quarter. Linonia Partnership LP increased 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 purchasing an additional 1,000,709 shares during the last quarter. Wellington Management Group LLP increased its stake in Guidewire Software by 1.5% in the first 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 last quarter. Finally, Invesco Ltd. increased its stake in Guidewire Software by 70.4% in the first 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 last quarter.

Insider Buying and Selling

In other news, CEO Michael George Rosenbaum sold 1,400 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $255.40, for a total value of $357,560.00. Following the completion of the sale, the chief executive officer owned 256,558 shares in the company, valued at approximately $65,524,913.20. This trade represents a 0.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider James Winston King sold 798 shares of the firm’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $245.70, for a total value of $196,068.60. Following the sale, the insider owned 37,817 shares of the company’s stock, valued at approximately $9,291,636.90. This trade represents a 2.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 113,743 shares of company stock worth $27,350,741 in the last ninety days. 0.48% of the stock is owned by corporate insiders.

Guidewire Software Price Performance

GWRE stock opened at $239.83 on Thursday. 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 1 year low of $165.08 and a 1 year high of $272.60. The firm has a market cap of $20.27 billion, a P/E ratio of 299.79, a price-to-earnings-growth ratio of 15.57 and a beta of 1.21. The stock has a 50-day simple moving average of $237.51 and a 200-day simple moving average of $226.50.

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, beating analysts’ consensus estimates of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The business had revenue of $356.57 million during the quarter, compared to analyst estimates of $337.82 million. During the same quarter last year, the firm earned $0.62 earnings per share. The company’s revenue for the quarter 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. On average, equities analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Robert W. Baird upped their target price on Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Wells Fargo & Company upped their target price on Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a research note on Friday, September 5th. Royal Bank Of Canada upped their price target on Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, October 8th. Finally, Oppenheimer upped their price target on Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Nine research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.