Focus Partners Advisor Solutions LLC Acquires 3,427 Shares of Guidewire Software, Inc. $GWRE

Focus Partners Advisor Solutions LLC boosted its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 84.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,501 shares of the technology company’s stock after buying an additional 3,427 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Guidewire Software were worth $1,653,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Earned Wealth Advisors LLC grew its position in shares of Guidewire Software by 5.4% during the 3rd quarter. Earned Wealth Advisors LLC now owns 989 shares of the technology company’s stock valued at $227,000 after acquiring an additional 51 shares during the period. Smartleaf Asset Management LLC lifted its position in Guidewire Software by 9.3% during the third quarter. Smartleaf Asset Management LLC now owns 624 shares of the technology company’s stock valued at $145,000 after purchasing an additional 53 shares in the last quarter. PDS Planning Inc grew its holdings in Guidewire Software by 6.4% during the third quarter. PDS Planning Inc now owns 911 shares of the technology company’s stock valued at $209,000 after purchasing an additional 55 shares during the period. Arkadios Wealth Advisors increased its position in Guidewire Software by 1.7% in the third quarter. Arkadios Wealth Advisors now owns 3,739 shares of the technology company’s stock worth $859,000 after buying an additional 62 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in Guidewire Software by 7.5% in the third quarter. Parkside Financial Bank & Trust now owns 963 shares of the technology company’s stock worth $221,000 after buying an additional 67 shares in the last quarter.

Guidewire Software Stock Up 5.1%

Shares of GWRE opened at $161.62 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 3.48 and a quick ratio of 3.48. The stock has a market capitalization of $13.74 billion, a price-to-earnings ratio of 153.93, a price-to-earnings-growth ratio of 9.91 and a beta of 1.06. Guidewire Software, Inc. has a 1 year low of $120.37 and a 1 year high of $272.60. The business’s 50 day simple moving average is $155.43 and its 200-day simple moving average is $201.24.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $0.77 by $0.40. Guidewire Software had a net margin of 7.23% and a return on equity of 10.15%. The company had revenue of $359.10 million for the quarter, compared to analysts’ expectations of $342.88 million. During the same quarter in the previous year, the business posted $0.51 earnings per share. Guidewire Software’s quarterly revenue was up 24.0% on a year-over-year basis. As a group, equities analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software declared that its board has approved a stock repurchase program on Thursday, January 8th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the technology company to repurchase up to 3.1% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Insider Transactions at Guidewire Software

In other news, insider James Winston King sold 1,860 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $195.00, for a total transaction of $362,700.00. Following the sale, the insider directly owned 33,702 shares in the company, valued at approximately $6,571,890. This represents a 5.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael George Rosenbaum sold 1,200 shares of Guidewire Software stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $125.50, for a total value of $150,600.00. Following the completion of the transaction, the chief executive officer owned 229,543 shares of the company’s stock, valued at approximately $28,807,646.50. This represents a 0.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,760 shares of company stock worth $7,978,508 in the last three months. Insiders own 0.46% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on GWRE. Citigroup boosted their price objective on Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Wells Fargo & Company dropped their price target 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. Zacks Research downgraded shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 2nd. Wall Street Zen cut shares of Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Finally, BTIG Research dropped their target price on shares of Guidewire Software from $225.00 to $175.00 and set a “buy” rating for the company in a report on Wednesday, February 18th. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Guidewire Software presently has an average rating of “Moderate Buy” and a consensus price target of $255.92.

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Q2 beat — Guidewire reported $1.17 EPS vs. consensus $0.77 and revenue of $359.1M vs. $342.9M, showing stronger topline and profit momentum. Zacks: Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Upgraded near-term revenue guide — Guidewire issued Q3 revenue guidance of $352M–$358M versus a $340M consensus, signaling stronger demand and helping lift the stock. BusinessWire: Q2 Financial Results
• Positive Sentiment: Management tone bullish — CEO emphasized durable demand, large multi-year deals and AI-driven modernization as drivers of momentum, supporting forward growth expectations. BusinessWire: CEO comments
• Positive Sentiment: Unusual call buying — Traders bought ~1,297 calls (up ~1,563% vs. typical volume), which can indicate speculative or institutional bullish positioning ahead/after the print.
• Neutral Sentiment: FY revenue guidance roughly in line with consensus (~$1.4B); the company’s EPS guidance entry was unclear in filings, leaving some modeling uncertainty. Press Release / Full Report
• Neutral Sentiment: Market reaction / coverage — News outlets noted a multi-percent share surge following the beat, reinforcing momentum but potentially bringing short-term profit-taking risk. Investing.com: Shares Surge

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.