Cassaday & Co Wealth Management LLC Acquires Shares of 1,019 Guidewire Software, Inc. $GWRE

Cassaday & Co Wealth Management LLC acquired a new stake in Guidewire Software, Inc. (NYSE:GWRE) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 1,019 shares of the technology company’s stock, valued at approximately $240,000.

Several other large investors also recently bought and sold shares of the company. Optivise Advisory Services LLC acquired a new stake in Guidewire Software in the second quarter valued at approximately $232,000. Bank of New York Mellon Corp grew its position in Guidewire Software by 2.8% in the second quarter. Bank of New York Mellon Corp now owns 575,845 shares of the technology company’s stock valued at $135,583,000 after acquiring an additional 15,544 shares in the last quarter. Machina Capital S.A.S. acquired a new stake in Guidewire Software in the second quarter valued at approximately $1,206,000. Westside Investment Management Inc. acquired a new stake in Guidewire Software in the second quarter valued at approximately $32,000. Finally, Sigma Planning Corp acquired a new stake in Guidewire Software in the second quarter valued at approximately $593,000.

Insider Buying and Selling at Guidewire Software

In other Guidewire Software news, President John P. Mullen sold 3,000 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $231.85, for a total value of $695,550.00. Following the sale, the president directly owned 152,958 shares in the company, valued at approximately $35,463,312.30. This trade represents a 1.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Michael George Rosenbaum sold 1,400 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $231.85, for a total value of $324,590.00. Following the completion of the sale, the chief executive officer owned 255,158 shares in the company, valued at $59,158,382.30. The trade was a 0.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 113,743 shares of company stock worth $27,385,985. 0.48% of the stock is owned by insiders.

Guidewire Software Stock Performance

Guidewire Software stock opened at $223.19 on Wednesday. The company has a market cap of $18.87 billion, a PE ratio of 278.99, a P/E/G ratio of 14.73 and a beta of 1.21. The company has a fifty day moving average price of $238.92 and a two-hundred day moving average price of $227.82. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. Guidewire Software, Inc. has a 12 month low of $165.08 and a 12 month high of $272.60.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, September 4th. The technology company reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.62 by $0.22. The firm had revenue of $356.57 million during the quarter, compared to the consensus estimate of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The firm’s revenue was up 22.3% on a year-over-year basis. 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. Research analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts have issued reports on GWRE shares. Raymond James Financial reaffirmed an “outperform” rating and issued a $275.00 price objective (up previously from $255.00) on shares of Guidewire Software in a research report on Friday, September 5th. Royal Bank Of Canada raised their price target 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. Oppenheimer raised their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday, October 8th. Finally, The Goldman Sachs Group raised their price target on shares of Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, September 5th. Nine equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $274.08.

About Guidewire Software

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.