Fieldview Capital Management LLC Acquires New Holdings in Guidewire Software, Inc. $GWRE

Fieldview Capital Management LLC bought a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 12,453 shares of the technology company’s stock, valued at approximately $2,862,000.

A number of other institutional investors have also made changes to their positions in the stock. Qube Research & Technologies Ltd raised its stake in shares of Guidewire Software by 3,636.9% in the 2nd quarter. Qube Research & Technologies Ltd now owns 731,467 shares of the technology company’s stock valued at $172,224,000 after acquiring an additional 711,893 shares during the period. Groupama Asset Managment lifted its holdings in shares of Guidewire Software by 240.0% in the 2nd quarter. Groupama Asset Managment now owns 850,000 shares of the technology company’s stock worth $200,132,000 after acquiring an additional 600,000 shares during the last quarter. Alliancebernstein L.P. boosted its position in shares of Guidewire Software by 405.1% during the 2nd quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock worth $126,743,000 after purchasing an additional 431,725 shares during the period. Allspring Global Investments Holdings LLC acquired a new stake in Guidewire Software in the 3rd quarter valued at approximately $51,967,000. Finally, Vanguard Group Inc. raised its position 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 purchasing an additional 211,047 shares during the period.

Wall Street Analysts Forecast Growth

A number of research firms have commented on GWRE. Citizens Jmp restated a “market outperform” rating and set a $281.00 price target on shares of Guidewire Software in a research note on Wednesday, December 10th. Wells Fargo & Company cut their price objective on Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Citigroup increased their target price on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. DA Davidson upgraded Guidewire Software from a “neutral” rating to a “buy” rating and raised their target price for the company from $246.00 to $250.00 in a report on Wednesday, December 17th. Finally, BTIG Research lifted their target price on Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a research report on Friday. Eleven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $250.15.

Insiders Place Their Bets

In other news, CFO Jeffrey Elliott Cooper sold 2,872 shares of the company’s stock in a transaction dated 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider James Winston King sold 1,860 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $195.00, for a total value of $362,700.00. Following the completion of the transaction, the insider owned 33,702 shares in the company, valued at approximately $6,571,890. The trade was a 5.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 41,360 shares of company stock worth $7,683,290. 0.46% of the stock is owned by corporate insiders.

Guidewire Software Trading Up 5.1%

Shares of NYSE:GWRE opened at $169.01 on Monday. Guidewire Software, Inc. has a 52 week low of $120.37 and a 52 week high of $272.60. The company’s 50 day moving average is $154.71 and its two-hundred day moving average is $200.73. The company has a current ratio of 2.93, a quick ratio of 3.48 and a debt-to-equity ratio of 0.45. The company 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 (NYSE:GWRE) last announced its quarterly earnings data on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $0.77 by $0.40. The business had revenue of $359.10 million for the quarter, compared to analyst estimates of $342.88 million. Guidewire Software had a net margin of 14.11% and a return on equity of 13.44%. The company’s revenue was up 24.0% on a year-over-year basis. During the same period last year, the business earned $0.51 EPS. Equities analysts predict that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

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

Key Guidewire Software News

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

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.