Fiera Capital Corp Has $65.51 Million Stock Position in Guidewire Software, Inc. $GWRE

Fiera Capital Corp lessened its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 3.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 285,014 shares of the technology company’s stock after selling 9,208 shares during the period. Fiera Capital Corp owned about 0.34% of Guidewire Software worth $65,513,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of GWRE. Qube Research & Technologies Ltd increased its position in shares of Guidewire Software by 3,636.9% during the 2nd quarter. Qube Research & Technologies Ltd now owns 731,467 shares of the technology company’s stock worth $172,224,000 after purchasing an additional 711,893 shares during the last quarter. Groupama Asset Managment increased its holdings in Guidewire Software by 240.0% during the second quarter. Groupama Asset Managment now owns 850,000 shares of the technology company’s stock worth $200,132,000 after buying an additional 600,000 shares during the last quarter. Alliancebernstein L.P. raised its position in Guidewire Software by 405.1% during the second quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock worth $126,743,000 after acquiring an additional 431,725 shares in the last quarter. Allspring Global Investments Holdings LLC bought a new stake in Guidewire Software during the third quarter worth $51,967,000. Finally, Vanguard Group Inc. lifted its stake in Guidewire Software by 2.4% in the second quarter. Vanguard Group Inc. now owns 8,922,651 shares of the technology company’s stock valued at $2,100,838,000 after acquiring an additional 211,047 shares during the last quarter.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Zacks Research cut shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 2nd. Wall Street Zen lowered Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Thursday, January 22nd. Wells Fargo & Company reduced their price objective on shares of Guidewire Software from $250.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, BTIG Research dropped their price objective on shares of Guidewire Software from $225.00 to $175.00 and set a “buy” rating on the stock in a research report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $259.77.

Guidewire Software Price Performance

NYSE:GWRE opened at $128.73 on Friday. Guidewire Software, Inc. has a 52 week low of $120.37 and a 52 week high of $272.60. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48. The firm’s 50-day simple moving average is $167.22 and its 200 day simple moving average is $206.33. The firm has a market cap of $10.94 billion, a price-to-earnings ratio of 122.60, a P/E/G ratio of 8.30 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last announced its earnings results on Wednesday, December 3rd. The technology company reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. The firm had revenue of $332.64 million for the quarter, compared to analyst estimates of $316.62 million. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The business’s revenue was up 26.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.43 EPS. As a group, sell-side analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Guidewire Software announced that its Board of Directors has approved a share buyback plan on Thursday, January 8th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the technology company to repurchase up to 3.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.

Guidewire Software News Roundup

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Sompo Group signed a long-term agreement to adopt Guidewire Cloud, a meaningful enterprise customer win that expands Guidewire’s global footprint and recurring cloud revenue visibility. Sompo Group and Guidewire Enter Long-Term Agreement
• Positive Sentiment: Guidewire released the London Market Tech Barometer showing brokers favor digitally advanced insurers — evidence that demand for Guidewire’s digital/cloud capabilities remains strong in key commercial insurance markets. London Market Tech Barometer
• Positive Sentiment: Unusual options activity—large call buying (1,297 calls, ~1,563% above average)—suggests some traders are positioned for upside into near-term news or catalysts. (Trade alert reported in market feeds.)
• Positive Sentiment: Guidewire has a $500M share repurchase authorization (announced earlier), which supports buy-side demand and signals management confidence in long-term value. (Referenced in recent MarketBeat coverage.)
• Neutral Sentiment: The company scheduled its Q2 FY2026 earnings release for March 5 (audio webcast), creating a near-term catalyst that can swing sentiment depending on guidance and execution. Earnings Release Announcement
• Neutral Sentiment: Market commentary and explainers (e.g., “Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?”) are helping investors parse the Sompo deal’s strategic value versus valuation — useful context but not an immediate price driver. Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?
• Negative Sentiment: BTIG cut its price target from $225 to $175 (still a “buy”), signaling some analyst concern on near-term valuation and adding downward pressure. BTIG Research Price Target Cut
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares (and has been selling periodically), which can weigh on sentiment even if sales are small relative to total holdings. SEC filing available for review. SEC Form 4 – Insider Sale

Insider Activity

In related news, President John P. Mullen sold 7,975 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total transaction of $1,531,838.00. Following the completion of the sale, the president directly owned 141,983 shares in the company, valued at $27,272,094.64. This represents a 5.32% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael George Rosenbaum sold 6,015 shares of the stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total transaction of $1,155,361.20. Following the completion of the transaction, the chief executive officer directly owned 240,743 shares of the company’s stock, valued at $46,241,915.44. This trade represents a 2.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 45,960 shares of company stock valued at $8,767,044 in the last 90 days. 0.46% of the stock is owned by corporate insiders.

Guidewire Software Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.