Guidewire Software, Inc. $GWRE Stock Sold by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC trimmed its position in Guidewire Software, Inc. (NYSE:GWRE) by 8.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,981 shares of the technology company’s stock after selling 3,104 shares during the period. Motley Fool Asset Management LLC’s holdings in Guidewire Software were worth $4,702,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of GWRE. Principal Financial Group Inc. raised its holdings in Guidewire Software by 547.3% in the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock worth $176,537,000 after purchasing an additional 997,992 shares during the period. Stephens Investment Management Group LLC boosted its position in shares of Guidewire Software by 3.0% during the first quarter. Stephens Investment Management Group LLC now owns 524,818 shares of the technology company’s stock worth $78,492,000 after purchasing an additional 15,260 shares in the last quarter. Weiss Asset Management LP bought a new position in shares of Guidewire Software during the first quarter worth $6,087,000. PNC Financial Services Group Inc. boosted its position in shares of Guidewire Software by 168.6% during the first quarter. PNC Financial Services Group Inc. now owns 18,719 shares of the technology company’s stock worth $2,800,000 after purchasing an additional 11,749 shares in the last quarter. Finally, Bamco Inc. NY acquired a new position in shares of Guidewire Software in the 2nd quarter valued at $1,106,768,000.

Trending Headlines about Guidewire Software

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

• Positive Sentiment: Guidewire agreed to acquire UK-based Hyperexponential for approximately $1.7 billion upfront, with additional payments of up to $400 million. The transaction would add AI-powered pricing, risk modeling, and underwriting capabilities to Guidewire’s insurance software platform, potentially strengthening its competitive position. Guidewire To Acquire Hyperexponential
• Positive Sentiment: The company launched an “agentic insurance” platform that combines applications, data, workflows, and governance controls to help insurers deploy AI across product development, underwriting, pricing, and claims. Management is positioning the initiative as a way to move customers from experimental AI projects to broader production use. Guidewire Delivers the Open, Secure, and Complete Core Platform for Agentic Insurance
• Neutral Sentiment: Guidewire’s analyst and investor-day presentations, along with the merger call, focused on the strategic rationale for Hyperexponential and the company’s AI roadmap. Investors still need more clarity on financing, integration, timing, and the acquisition’s effect on revenue growth, margins, and earnings. Guidewire M&A Call Transcript
• Negative Sentiment: The acquisition represents a substantial capital commitment for Guidewire, raising concerns about dilution, near-term profitability, integration risk, and whether the expected AI benefits will justify the purchase price. Those concerns are amplified by GWRE’s premium valuation, with a price-to-earnings ratio above 100.
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares for approximately $224,628, and President John Mullen sold 1,800 shares for approximately $336,942. Both sales were executed under pre-arranged Rule 10b5-1 plans and represented small portions of their remaining holdings, limiting their significance but creating a modest negative sentiment signal. Guidewire President Sells Shares

Insider Transactions at Guidewire Software

In other news, President John P. Mullen sold 39,683 shares of the business’s stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $144.47, for a total value of $5,733,003.01. Following the sale, the president directly owned 183,647 shares in the company, valued at $26,531,482.09. The trade was a 17.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO David Peterson sold 2,500 shares of the business’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $200.00, for a total value of $500,000.00. Following the completion of the sale, the chief accounting officer owned 9,787 shares in the company, valued at approximately $1,957,400. This trade represents a 20.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 209,135 shares of company stock worth $31,771,121. Company insiders own 0.46% of the company’s stock.

Wall Street Analysts Forecast Growth

GWRE has been the subject of a number of recent analyst reports. Guggenheim upped their price objective on shares of Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Needham & Company LLC reaffirmed a “hold” rating on shares of Guidewire Software in a research note on Friday, September 4th. Robert W. Baird lifted their target price on Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Citigroup boosted their target price on Guidewire Software from $137.00 to $181.00 and gave the company a “neutral” rating in a research note on Friday, September 4th. Finally, BTIG Research increased their price target on Guidewire Software from $175.00 to $230.00 and gave the stock a “buy” rating in a report on Wednesday, September 2nd. Twelve equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Guidewire Software has a consensus rating of “Moderate Buy” and an average target price of $216.23.

Guidewire Software Stock Performance

Shares of GWRE opened at $166.92 on Thursday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.79 and a current ratio of 1.79. Guidewire Software, Inc. has a twelve month low of $102.30 and a twelve month high of $253.79. The firm’s 50 day moving average price is $167.82 and its two-hundred day moving average price is $149.56. The firm has a market cap of $13.90 billion, a P/E ratio of 102.41 and a beta of 1.02.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.06. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. The company had revenue of $411.09 million during the quarter, compared to analysts’ expectations of $402.61 million. During the same quarter in the prior year, the company earned $0.84 earnings per share. The business’s quarterly revenue was up 15.3% compared to the same quarter last year. On average, analysts forecast that Guidewire Software, Inc. will post 2.45 EPS for the current fiscal year.

Guidewire Software Company Profile

Guidewire Software, Inc provides cloud-based software designed for the property and casualty insurance industry. Its platform helps insurers manage core operations, including policy administration, billing, claims management, underwriting, and digital customer engagement.

The company’s principal offerings include InsuranceSuite, which incorporates PolicyCenter, BillingCenter, and ClaimCenter, as well as products for insurance data management, analytics, digital experiences, and application development.