Mesirow Financial Investment Management Inc. Buys 1,351 Shares of Guidewire Software, Inc. $GWRE

Mesirow Financial Investment Management Inc. lifted its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 60.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,603 shares of the technology company’s stock after purchasing an additional 1,351 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in Guidewire Software were worth $848,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Empower Advisory Group LLC bought a new stake in Guidewire Software in the first quarter worth about $692,000. Principal Financial Group Inc. raised its holdings in shares of Guidewire Software by 3,320.4% in the 1st quarter. Principal Financial Group Inc. now owns 192,843 shares of the technology company’s stock worth $36,131,000 after purchasing an additional 187,205 shares during the period. OMNI 360 Wealth Inc. bought a new stake in shares of Guidewire Software in the 1st quarter worth approximately $211,000. Crossmark Global Holdings Inc. bought a new stake in shares of Guidewire Software in the 1st quarter worth approximately $1,255,000. Finally, Bank of New York Mellon Corp raised its stake in shares of Guidewire Software by 12.5% in the first quarter. Bank of New York Mellon Corp now owns 560,301 shares of the technology company’s stock valued at $104,978,000 after buying an additional 62,107 shares during the period.

Insider Transactions at Guidewire Software

In related news, CEO Michael George Rosenbaum sold 30,317 shares of the business’s stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction 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 $64,350,349.46. The trade was a 10.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO David Franklin Peterson sold 1,811 shares of the business’s stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $439,837.57. Following the transaction, the chief accounting officer owned 14,164 shares of the company’s stock, valued at approximately $3,440,010.68. The trade was a 11.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 110,743 shares of company stock valued at $26,680,901. Corporate insiders own 0.48% of the company’s stock.

Guidewire Software Trading Down 1.2%

Shares of GWRE opened at $233.69 on Friday. The business’s 50-day moving average price is $238.37 and its 200-day moving average price is $227.09. 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 $19.75 billion, a PE ratio of 292.11, a P/E/G ratio of 14.73 and a beta of 1.21. The company has a quick ratio of 2.77, a current ratio of 2.77 and a debt-to-equity ratio of 0.46.

Guidewire Software (NYSE:GWRE) last posted its earnings results 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 business had revenue of $356.57 million for the quarter, compared to analyst estimates of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. Guidewire Software’s revenue was up 22.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, equities analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have issued reports on GWRE. Raymond James Financial restated an “outperform” rating and issued a $275.00 target price (up from $255.00) on shares of Guidewire Software in a research note on Friday, September 5th. Citigroup boosted their price objective on Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research note on Tuesday, September 9th. The Goldman Sachs Group boosted their price objective on Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, September 5th. Robert W. Baird boosted their price target on shares of Guidewire Software from $270.00 to $288.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Finally, Royal Bank Of Canada boosted their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Nine investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Guidewire Software has a consensus rating of “Moderate Buy” and a consensus price target of $274.08.

Guidewire Software Company 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.