ABN Amro Investment Solutions Takes $2.06 Million Position in Guidewire Software, Inc. $GWRE

ABN Amro Investment Solutions bought a new position in Guidewire Software, Inc. (NYSE:GWRE) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 8,732 shares of the technology company’s stock, valued at approximately $2,056,000.

Other institutional investors have also added to or reduced their stakes in the company. Linonia Partnership LP increased its holdings in Guidewire Software by 41.8% in the 1st quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock worth $636,333,000 after acquiring an additional 1,000,709 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Guidewire Software by 70.4% in the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock worth $267,382,000 after buying an additional 589,424 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of Guidewire Software by 3.0% in the 1st 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. Fiera Capital Corp bought a new position in Guidewire Software during the first quarter valued at $44,577,000. Finally, Northern Trust Corp raised its position in Guidewire Software by 38.1% in the 1st quarter. Northern Trust Corp now owns 744,183 shares of the technology company’s stock worth $139,430,000 after purchasing an additional 205,127 shares during the period.

Guidewire Software Price Performance

GWRE stock opened at $222.02 on Friday. 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, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60. The business has a 50 day simple moving average of $238.24 and a 200-day simple moving average of $228.74. The firm has a market capitalization of $18.88 billion, a PE ratio of 277.52, a price-to-earnings-growth ratio of 14.73 and a beta of 1.19.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share (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 was up 22.3% compared to the same quarter last year. During the same period last year, the business earned $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Equities research analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Royal Bank Of Canada upped their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. DA Davidson increased their price objective on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a report on Monday, September 8th. Zacks Research raised shares of Guidewire Software from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Finally, Oppenheimer lifted their price target on Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Guidewire Software has an average rating of “Moderate Buy” and an average price target of $274.08.

Insider Buying and Selling

In related news, CFO Jeffrey Elliott Cooper sold 14,103 shares of the stock in a transaction dated 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 transaction, the chief financial officer owned 84,646 shares of the company’s stock, valued at approximately $20,557,974.02. This represents a 14.28% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider James Winston King sold 7,162 shares of Guidewire Software stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the completion of the transaction, the insider owned 38,615 shares of the company’s stock, valued at $9,608,184.30. This trade represents a 15.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 113,743 shares of company stock valued at $27,394,511 over the last three months. Company insiders own 0.46% of the company’s stock.

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.