Charles Schwab Investment Management Inc. Has $128.45 Million Stake in Guidewire Software, Inc. $GWRE

Charles Schwab Investment Management Inc. raised its stake in Guidewire Software, Inc. (NYSE:GWRE) by 2.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 545,551 shares of the technology company’s stock after purchasing an additional 14,957 shares during the quarter. Charles Schwab Investment Management Inc. owned 0.65% of Guidewire Software worth $128,450,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Stevens Capital Management LP bought a new stake in Guidewire Software during the second quarter worth $308,000. Rhumbline Advisers boosted its holdings in Guidewire Software by 21.9% during the 2nd quarter. Rhumbline Advisers now owns 277,950 shares of the technology company’s stock worth $65,443,000 after acquiring an additional 49,989 shares during the last quarter. Franklin Resources Inc. grew its stake in shares of Guidewire Software by 4.7% in the 2nd quarter. Franklin Resources Inc. now owns 780,532 shares of the technology company’s stock worth $183,776,000 after acquiring an additional 35,394 shares in the last quarter. MAI Capital Management raised its holdings in shares of Guidewire Software by 188.0% in the second quarter. MAI Capital Management now owns 599 shares of the technology company’s stock valued at $141,000 after purchasing an additional 391 shares during the last quarter. Finally, Seeds Investor LLC bought a new position in shares of Guidewire Software during the second quarter valued at about $312,000.

Insiders Place Their Bets

In other news, CAO David Franklin Peterson sold 1,811 shares of the firm’s stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $439,837.57. Following the completion of the transaction, the chief accounting officer directly owned 14,164 shares of the company’s stock, valued at $3,440,010.68. This trade represents a 11.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Michael George Rosenbaum sold 30,317 shares of the business’s stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $7,363,089.79. Following the sale, the chief executive officer owned 264,958 shares in the company, valued at approximately $64,350,349.46. The trade was a 10.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 112,342 shares of company stock worth $27,117,744 in the last three months. Insiders own 0.46% of the company’s stock.

Guidewire Software Trading Down 0.2%

Shares of Guidewire Software stock opened at $213.89 on Friday. The stock has a market capitalization of $18.19 billion, a P/E ratio of 267.37, a P/E/G ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a 52-week low of $165.08 and a 52-week high of $272.60. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. The stock’s 50-day simple moving average is $231.30 and its 200 day simple moving average is $228.98.

Guidewire Software (NYSE:GWRE) last issued 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. The firm had revenue of $356.57 million during the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The company’s quarterly revenue was up 22.3% on a year-over-year basis. During the same quarter 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. As a group, research analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group upped their price objective on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, September 5th. Wells Fargo & Company boosted their target price on Guidewire Software from $265.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday, September 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $275.00 price target (up from $255.00) on shares of Guidewire Software in a research report on Friday, September 5th. Finally, DA Davidson boosted their price objective on Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a research report on Monday, September 8th. One investment 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 given a Sell rating to the company. According to data from MarketBeat.com, Guidewire Software currently has an average rating of “Moderate Buy” and an average target price of $272.00.

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.