Guidewire Software, Inc. $GWRE Shares Bought by Natixis Advisors LLC

Natixis Advisors LLC grew its position in Guidewire Software, Inc. (NYSE:GWRE) by 6.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 106,373 shares of the technology company’s stock after buying an additional 6,260 shares during the quarter. Natixis Advisors LLC owned 0.13% of Guidewire Software worth $24,451,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in GWRE. Root Financial Partners LLC purchased a new position in Guidewire Software during the 3rd quarter valued at about $29,000. Newbridge Financial Services Group Inc. acquired a new position in Guidewire Software during the second quarter worth about $30,000. Advisors Asset Management Inc. purchased a new stake in shares of Guidewire Software in the first quarter valued at about $25,000. Cornerstone Planning Group LLC grew its position in shares of Guidewire Software by 620.0% in the third quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company’s stock valued at $34,000 after purchasing an additional 124 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. acquired a new stake in shares of Guidewire Software in the third quarter valued at approximately $35,000.

Insider Activity at Guidewire Software

In other news, President John P. Mullen sold 7,975 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,531,838.00. Following the transaction, 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 legal filing with the SEC, which is available at this link. Also, insider James Winston King sold 1,860 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $195.00, for a total transaction of $362,700.00. Following the completion of the sale, the insider directly owned 33,702 shares in the company, valued at $6,571,890. This represents a 5.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 42,560 shares of company stock worth $7,882,898. 0.46% of the stock is owned by insiders.

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Q2 results beat and guidance lift investor sentiment — Guidewire posted a clear earnings and revenue beat and management raised outlook, which supports a higher valuation and growth narrative. A Look At Guidewire Software’s (GWRE) Valuation After Earnings Beat And Upgraded Guidance
• Positive Sentiment: Analysts reaffirming/raising targets — DA Davidson reaffirmed a Buy and set a $246 price target (a sizable upside vs. current levels), signaling continued analyst conviction. DA Davidson Reaffirms Buy
• Positive Sentiment: Share repurchase program — Management has authorized a $500M buyback, which reduces float and signals confidence from the board. MarketBeat: GWRE Overview
• Neutral Sentiment: Deep-dive coverage on international revenue — Zacks published analysis of Guidewire’s international revenue trends and how they affect forecasts; useful context but not an immediate catalyst. International Markets and Guidewire Software (GWRE): A Deep Dive for Investors
• Neutral Sentiment: Earnings presentation released — The company’s Q2 earnings deck is available for deeper review of metrics and cadence; important for modelers but not a new surprise. Guidewire Software, Inc. 2026 Q2 – Results – Earnings Call Presentation
• Negative Sentiment: Insider selling by CEO — CEO Michael Rosenbaum sold 1,200 shares (filed with the SEC), adding to a series of recent disposals; recurring insider sales can spook short-term sentiment. CEO Insider Sale
• Negative Sentiment: Two major banks trimmed price targets — Royal Bank of Canada and Stifel cut targets from prior highs to $250, a downgrade in projected upside that likely contributed to profit-taking. RBC Cuts Price Target Stifel Cuts Price Target
• Negative Sentiment: Market technical/valuation pressure — Despite positive fundamentals, the stock remains well below its 200-day average and some investors appear to be locking in gains after the recent run-up, keeping near-term pressure on the share price. Valuation Context

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. Zacks Research downgraded Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 2nd. Stifel Nicolaus lowered their target price on Guidewire Software from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Oppenheimer dropped their price target on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. BTIG Research boosted their price target on Guidewire Software from $175.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Finally, Citizens Jmp restated a “market outperform” rating and issued a $281.00 price objective on shares of Guidewire Software in a research report on Wednesday, December 10th. Eleven investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Guidewire Software currently has a consensus rating of “Moderate Buy” and an average price target of $249.85.

Guidewire Software Stock Down 2.9%

GWRE stock opened at $158.63 on Wednesday. Guidewire Software, Inc. has a one year low of $120.37 and a one year high of $272.60. The company has a 50 day moving average price of $153.03 and a two-hundred day moving average price of $199.99. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.48 and a current ratio of 2.93. The stock has a market capitalization of $13.49 billion, a P/E ratio of 72.10, a PEG ratio of 10.52 and a beta of 1.05.

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

Guidewire Software declared that its Board of Directors has authorized a share 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 buy up to 3.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

About Guidewire Software

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.