Guidewire Software, Inc. $GWRE Shares Sold by Riverbridge Partners LLC

Riverbridge Partners LLC trimmed its stake in Guidewire Software, Inc. (NYSE:GWRE) by 5.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 283,520 shares of the technology company’s stock after selling 14,991 shares during the quarter. Guidewire Software makes up 1.1% of Riverbridge Partners LLC’s portfolio, making the stock its 28th biggest holding. Riverbridge Partners LLC owned approximately 0.34% of Guidewire Software worth $65,170,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Brooklyn Investment Group boosted its stake in shares of Guidewire Software by 38.3% during the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock worth $42,000 after purchasing an additional 62 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in Guidewire Software by 40.0% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 238 shares of the technology company’s stock valued at $56,000 after acquiring an additional 68 shares during the last quarter. Poinciana Advisors Group LLC increased its stake in Guidewire Software by 5.9% in the second quarter. Poinciana Advisors Group LLC now owns 1,247 shares of the technology company’s stock valued at $294,000 after purchasing an additional 70 shares during the last quarter. Sequoia Financial Advisors LLC grew its holdings in Guidewire Software by 4.1% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,835 shares of the technology company’s stock valued at $432,000 after buying an additional 73 shares during the period. Finally, Entropy Technologies LP increased its stake in shares of Guidewire Software by 3.6% during the 2nd quarter. Entropy Technologies LP now owns 2,161 shares of the technology company’s stock valued at $509,000 after acquiring an additional 75 shares during the last quarter.

Analyst Ratings Changes

GWRE has been the topic of several research analyst reports. Royal Bank Of Canada raised their target price on shares of Guidewire Software from $290.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Wells Fargo & Company lifted their price target on shares of Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, September 5th. Raymond James Financial reissued an “outperform” rating and set a $275.00 price objective (up from $255.00) on shares of Guidewire Software in a research note on Friday, September 5th. Zacks Research lowered Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 2nd. Finally, Citizens Jmp reissued a “market outperform” rating and set a $281.00 price target on shares of Guidewire Software in a research report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Guidewire Software presently has an average rating of “Moderate Buy” and an average price target of $271.29.

Guidewire Software Stock Up 1.3%

Shares of Guidewire Software stock opened at $199.96 on Monday. Guidewire Software, Inc. has a twelve month low of $165.08 and a twelve month high of $272.60. The stock has a market cap of $17.00 billion, a price-to-earnings ratio of 190.44, a price-to-earnings-growth ratio of 13.09 and a beta of 1.08. The company has a current ratio of 3.48, a quick ratio of 3.48 and a debt-to-equity ratio of 0.44. The company has a fifty day moving average price of $221.60 and a 200 day moving average price of $227.95.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings data on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.The company had revenue of $332.64 million for the quarter, compared to analysts’ expectations of $316.62 million. During the same quarter in the previous year, the firm posted $0.43 earnings per share. The firm’s quarterly revenue was up 26.5% on a year-over-year basis. Equities research analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software News Roundup

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

• Positive Sentiment: DA Davidson upgraded Guidewire, which typically supports buying interest and headline-driven flows into the name. Read More.
• Positive Sentiment: BTIG Research issued a bullish rating (reported as a “Buy”/”Strong‑Buy” in coverage), adding to the recent cluster of upward analyst moves that can push momentum. Read More.
• Neutral Sentiment: Shareholders approved the company’s slate of directors, executive compensation and auditor at the annual meeting — removes a governance overhang but is unlikely to move fundamentals. Read More.
• Neutral Sentiment: Recent quarterly results showed revenue beat and EPS in line, supporting the bull case for recurring cloud revenue, but the market reaction is being driven more by analyst commentary than new fundamental surprises. Read More.
• Negative Sentiment: Clustered insider selling this week: CEO, President, CFO and CAO executed sales across Dec. 16–18 (notable transactions include the CEO and President selling multi‑thousand share blocks). Large insider sales can signal liquidity-taking and add short-term downward pressure. Read More.
• Negative Sentiment: CFO Jeffrey Elliott Cooper sold 1,232 shares on Dec. 18 (and previously sold additional lots), underscoring management-level selling amid the recent run‑up. Investors often view repeated exec sales as a mild red flag. Read More.

Insider Activity at Guidewire Software

In other news, CAO David Franklin Peterson sold 358 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $68,764.64. Following the transaction, the chief accounting officer directly owned 12,806 shares of the company’s stock, valued at approximately $2,459,776.48. The trade was a 2.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Michael George Rosenbaum sold 6,015 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,155,361.20. Following the sale, the chief executive officer directly owned 240,743 shares of the company’s stock, valued at approximately $46,241,915.44. The trade was a 2.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 55,740 shares of company stock valued at $11,630,566. 0.46% of the stock is currently owned by corporate insiders.

Guidewire Software Company 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.