American Century Companies Inc. Sells 366,412 Shares of Guidewire Software, Inc. $GWRE

American Century Companies Inc. reduced its position in Guidewire Software, Inc. (NYSE:GWRE) by 42.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 503,286 shares of the technology company’s stock after selling 366,412 shares during the quarter. American Century Companies Inc. owned approximately 0.60% of Guidewire Software worth $118,499,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Advisors Asset Management Inc. acquired a new position in Guidewire Software in the first quarter valued at $25,000. Quarry LP acquired a new position in shares of Guidewire Software in the 1st quarter valued at about $28,000. Rise Advisors LLC bought a new stake in shares of Guidewire Software during the 1st quarter valued at about $31,000. Westside Investment Management Inc. bought a new stake in shares of Guidewire Software during the 2nd quarter valued at about $32,000. Finally, Brooklyn Investment Group grew its stake in Guidewire Software by 38.3% during the first quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after purchasing an additional 62 shares during the period.

Guidewire Software Price Performance

Shares of NYSE GWRE opened at $212.23 on Tuesday. The stock has a market cap of $18.04 billion, a price-to-earnings ratio of 265.28, a PEG ratio of 14.73 and a beta of 1.19. 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 fifty-two week low of $165.08 and a fifty-two week high of $272.60. The firm’s 50-day simple moving average is $233.26 and its 200 day simple moving average is $229.19.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The firm had revenue of $356.57 million during the quarter, compared to the consensus estimate of $337.82 million. During the same period in the prior year, the business posted $0.62 earnings per share. The company’s quarterly revenue 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. As a group, research analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on GWRE. DA Davidson boosted their price target on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, September 8th. The Goldman Sachs Group lifted their price objective on shares of Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, September 5th. Citigroup boosted their target price on shares of Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research report on Tuesday, September 9th. Robert W. Baird raised their price target on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Finally, Stifel Nicolaus lifted their price target on shares of Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $274.08.

Insider Activity at Guidewire Software

In other Guidewire Software news, President John P. Mullen sold 3,000 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $231.85, for a total transaction of $695,550.00. Following the transaction, the president directly owned 152,958 shares in the company, valued at approximately $35,463,312.30. This trade represents a 1.92% decrease in their position. The sale was disclosed in a legal filing 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, November 17th. The stock was sold at an average price of $222.54, for a total transaction of $311,556.00. Following the completion of the sale, the chief executive officer owned 252,358 shares of the company’s stock, valued at approximately $56,159,749.32. The trade was a 0.55% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 112,342 shares of company stock valued at $27,117,744. 0.46% 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.