DLD Asset Management LP Has $3.54 Million Stock Position in Guidewire Software, Inc. $GWRE

DLD Asset Management LP cut its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 49.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,400 shares of the technology company’s stock after selling 15,300 shares during the period. DLD Asset Management LP’s holdings in Guidewire Software were worth $3,540,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Advisors Asset Management Inc. bought a new stake in Guidewire Software during the 1st quarter worth approximately $25,000. First Horizon Advisors Inc. boosted its position in shares of Guidewire Software by 16.3% during the second quarter. First Horizon Advisors Inc. now owns 679 shares of the technology company’s stock valued at $160,000 after buying an additional 95 shares during the last quarter. Penserra Capital Management LLC boosted its position in shares of Guidewire Software by 271.1% during the second quarter. Penserra Capital Management LLC now owns 1,399 shares of the technology company’s stock valued at $328,000 after buying an additional 1,022 shares during the last quarter. Fox Run Management L.L.C. bought a new stake in Guidewire Software during the second quarter worth $954,000. Finally, Summit Investment Advisors Inc. bought a new stake in Guidewire Software during the first quarter worth $3,079,000.

Insider Activity at Guidewire Software

In other Guidewire Software news, CFO Jeffrey Elliott Cooper sold 2,872 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total transaction of $551,653.76. Following the completion of the transaction, the chief financial officer directly owned 74,201 shares of the company’s stock, valued at approximately $14,252,528.08. This represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, President John P. Mullen sold 7,975 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total value of $1,531,838.00. Following the completion of the sale, the president directly owned 141,983 shares of the company’s stock, valued at $27,272,094.64. This represents a 5.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 41,360 shares of company stock valued at $7,683,290 over the last quarter. 0.46% of the stock is currently owned by insiders.

Guidewire Software News Summary

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

• Positive Sentiment: Q2 results beat and company raised fiscal‑2026 outlook — Guidewire reported revenue of $359.1M (up 24% YoY), non‑GAAP EPS of $1.17 (vs. $0.77 estimate) and raised full‑year revenue and profit targets; management cited durable demand for large, multi‑year deals. Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Cloud & AI tailwinds highlighted as growth drivers — Coverage and management commentary point to accelerating cloud migrations and AI‑driven modernization that are lifting ARR, subscription revenue and multi‑year deal activity. GWRE Q4 deep dive: Cloud momentum and AI tailwinds shape upbeat outlook
• Positive Sentiment: Key metrics show strong subscription traction — Subscription & support revenue grew ~33% and commentary stressed 22% ARR growth, supporting a recurring‑revenue story that investors favor. Guidewire Q2 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Rises
• Positive Sentiment: Capital return boost — Company disclosed a new $500M share repurchase authorization, which can support near‑term stock demand and EPS accretion. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised
• Neutral Sentiment: Analysts revise models and targets — Several firms updated forecasts after the quarter; some raised targets while others trimmed their price targets (mix of upgrades and cuts leaves consensus view mixed). These Analysts Revise Their Forecasts On Guidewire Software Following Q2 Results
• Negative Sentiment: Significant insider selling noted — Reports show extensive insider sales over recent months, which investors may view as a cautionary signal despite strong operating results. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised

Wall Street Analysts Forecast Growth

GWRE has been the topic of several recent analyst reports. Royal Bank Of Canada dropped their price objective on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research note on Friday. Citigroup increased their target price on shares of Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Citizens Jmp restated a “market outperform” rating and set a $281.00 price target on shares of Guidewire Software in a report on Wednesday, December 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. Finally, DA Davidson upgraded shares of Guidewire Software from a “neutral” rating to a “buy” rating and increased their price objective for the company from $246.00 to $250.00 in a research note on Wednesday, December 17th. Eleven research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $250.15.

Guidewire Software Trading Up 5.1%

Shares of Guidewire Software stock opened at $169.01 on Monday. The firm has a market cap of $14.37 billion, a PE ratio of 76.82, a P/E/G ratio of 10.88 and a beta of 1.05. Guidewire Software, Inc. has a 1 year low of $120.37 and a 1 year high of $272.60. The company has a debt-to-equity ratio of 0.45, a current ratio of 2.93 and a quick ratio of 3.48. The stock has a fifty day moving average price of $154.71 and a 200-day moving average price of $200.73.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $0.77 by $0.40. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The company had revenue of $359.10 million during the quarter, compared to analyst estimates of $342.88 million. During the same quarter in the prior year, the business earned $0.51 earnings per share. The firm’s revenue for the quarter was up 24.0% on a year-over-year basis. Equities research analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current year.

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

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.