Robeco Institutional Asset Management B.V. Cuts Stock Position in Guidewire Software, Inc. $GWRE

Robeco Institutional Asset Management B.V. cut its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 4.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 127,016 shares of the technology company’s stock after selling 5,919 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Guidewire Software were worth $29,906,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Portside Wealth Group LLC increased its position in shares of Guidewire Software by 148.1% in the first quarter. Portside Wealth Group LLC now owns 2,724 shares of the technology company’s stock valued at $510,000 after buying an additional 1,626 shares in the last quarter. Empower Advisory Group LLC purchased a new stake in shares of Guidewire Software in the first quarter valued at approximately $692,000. Praxis Investment Management Inc. purchased a new stake in shares of Guidewire Software in the first quarter valued at approximately $347,000. Principal Financial Group Inc. boosted its stake in shares of Guidewire Software by 3,320.4% in the first quarter. Principal Financial Group Inc. now owns 192,843 shares of the technology company’s stock worth $36,131,000 after acquiring an additional 187,205 shares during the last quarter. Finally, OMNI 360 Wealth Inc. acquired a new stake in shares of Guidewire Software in the first quarter worth approximately $211,000.

Insiders Place Their Bets

In other news, insider James Winston King sold 7,162 shares of the company’s stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $248.82, for a total value of $1,782,048.84. Following the transaction, the insider owned 38,615 shares of the company’s stock, valued at $9,608,184.30. This represents a 15.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Michael George Rosenbaum sold 30,317 shares of the company’s stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total value of $7,363,089.79. Following the completion of the transaction, the chief executive officer directly owned 264,958 shares in the company, valued at approximately $64,350,349.46. This trade represents a 10.27% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 115,427 shares of company stock worth $27,599,454. Company insiders own 0.48% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on GWRE. The Goldman Sachs Group lifted their price target on Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday, September 5th. DA Davidson lifted their price target on Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, September 8th. Oppenheimer lifted their price target on Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. JPMorgan Chase & Co. lifted their price target on Guidewire Software from $271.00 to $288.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 25th. Finally, Wells Fargo & Company lifted their price target on Guidewire Software from $265.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $274.08.

Guidewire Software Stock Performance

NYSE GWRE opened at $229.89 on Friday. The stock’s fifty day moving average is $228.29 and its two-hundred day moving average is $219.04. The firm has a market capitalization of $19.43 billion, a P/E ratio of 287.36 and a beta of 1.21. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. Guidewire Software, Inc. has a fifty-two week low of $165.08 and a fifty-two week high of $272.60.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.62 by $0.22. The company had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The firm’s revenue for the quarter was up 22.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.62 earnings per share. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, research analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Guidewire Software Profile

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.