Stablepoint Partners LLC Has $769,000 Position in Guidewire Software, Inc. $GWRE

Stablepoint Partners LLC raised its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 14.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,266 shares of the technology company’s stock after acquiring an additional 401 shares during the quarter. Stablepoint Partners LLC’s holdings in Guidewire Software were worth $769,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Brooklyn Investment Group lifted its stake in shares of Guidewire Software by 38.3% in the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock valued at $42,000 after purchasing an additional 62 shares during the period. MassMutual Private Wealth & Trust FSB increased its holdings in Guidewire Software by 40.0% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 238 shares of the technology company’s stock valued at $56,000 after purchasing an additional 68 shares during the last quarter. Poinciana Advisors Group LLC increased its holdings in Guidewire Software by 5.9% in the second quarter. Poinciana Advisors Group LLC now owns 1,247 shares of the technology company’s stock valued at $294,000 after purchasing an additional 70 shares during the last quarter. Sequoia Financial Advisors LLC lifted its stake in Guidewire Software by 4.1% in the second quarter. Sequoia Financial Advisors LLC now owns 1,835 shares of the technology company’s stock valued at $432,000 after buying an additional 73 shares during the period. Finally, Entropy Technologies LP boosted its holdings in Guidewire Software by 3.6% during the second quarter. Entropy Technologies LP now owns 2,161 shares of the technology company’s stock worth $509,000 after buying an additional 75 shares during the last quarter.

Insider Activity at Guidewire Software

In other Guidewire Software news, President John P. Mullen sold 3,000 shares of the business’s stock in a transaction that occurred 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 owned 152,958 shares in the company, valued at approximately $35,463,312.30. The trade was a 1.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Michael George Rosenbaum sold 1,400 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $222.54, for a total transaction of $311,556.00. Following the transaction, the chief executive officer directly owned 252,358 shares of the company’s stock, valued at $56,159,749.32. This represents a 0.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 112,342 shares of company stock valued at $27,117,744. 0.46% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on GWRE. Citigroup decreased their target price on Guidewire Software from $267.00 to $242.00 and set a “neutral” rating for the company in a research report on Wednesday. Oppenheimer boosted their price objective on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, October 8th. DA Davidson lifted their price target on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a research report on Monday, September 8th. 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 report on Friday, September 5th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $272.00.

Guidewire Software Trading Up 1.1%

Shares of NYSE:GWRE opened at $215.98 on Friday. The firm has a market cap of $18.36 billion, a price-to-earnings ratio of 269.98, a PEG ratio of 14.73 and a beta of 1.19. Guidewire Software, Inc. has a 12 month low of $165.08 and a 12 month high of $272.60. The company’s fifty day simple moving average is $230.72 and its 200 day simple moving average is $229.10. 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 released its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (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 analysts’ expectations of $337.82 million. Guidewire Software had a return on equity of 9.00% and a net margin of 5.81%.The company’s revenue was up 22.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, research analysts forecast that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

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.