Acadian Asset Management LLC Lowers Stake in Guidewire Software, Inc. $GWRE

Acadian Asset Management LLC cut its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 70.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 29,987 shares of the technology company’s stock after selling 71,047 shares during the quarter. Acadian Asset Management LLC’s holdings in Guidewire Software were worth $7,054,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of GWRE. SBI Securities Co. Ltd. increased its position in Guidewire Software by 403.8% during the 1st quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock worth $25,000 after purchasing an additional 105 shares in the last quarter. Advisors Asset Management Inc. acquired a new stake in shares of Guidewire Software in the first quarter worth $25,000. Westside Investment Management Inc. purchased a new position in shares of Guidewire Software in the 2nd quarter valued at $32,000. Quarry LP purchased a new position in shares of Guidewire Software in the 1st quarter valued at $28,000. Finally, Rise Advisors LLC acquired a new position in shares of Guidewire Software during the 1st quarter valued at $31,000.

Analysts Set New Price Targets

Several brokerages recently issued reports on GWRE. Citigroup increased their price target on Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a report on Tuesday, September 9th. Oppenheimer increased their target price on Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. Stifel Nicolaus upped their price target on Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Finally, Zacks Research raised shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Guidewire Software presently has a consensus rating of “Moderate Buy” and an average target price of $274.08.

Guidewire Software Stock Up 0.5%

GWRE stock opened at $220.73 on Thursday. 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 has a 50 day simple moving average of $239.01 and a 200-day simple moving average of $228.65. The company has a market capitalization of $18.77 billion, a P/E ratio of 275.91, a PEG ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a twelve month low of $165.08 and a twelve month high of $272.60.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, beating analysts’ consensus estimates of $0.62 by $0.22. The firm had revenue of $356.57 million for the quarter, compared to the consensus estimate of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The firm’s revenue was up 22.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, equities research analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Insider Activity at Guidewire Software

In other news, CEO Michael George Rosenbaum sold 1,400 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $218.53, for a total value of $305,942.00. Following the completion of the sale, the chief executive officer directly owned 253,758 shares in the company, valued at approximately $55,453,735.74. The trade was a 0.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President John P. Mullen sold 3,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $231.85, for a total value of $695,550.00. Following the sale, the president directly owned 152,958 shares in the company, valued at approximately $35,463,312.30. This represents a 1.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 113,743 shares of company stock valued at $27,394,511 over the last three months. 0.48% of the stock is owned by insiders.

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.