Northwestern Mutual Wealth Management Co. Sells 161,348 Shares of Guidewire Software, Inc. $GWRE

Northwestern Mutual Wealth Management Co. lowered its position in Guidewire Software, Inc. (NYSE:GWRE) by 92.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,689 shares of the technology company’s stock after selling 161,348 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Guidewire Software were worth $1,561,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. American Trust lifted its stake in Guidewire Software by 3.9% in the third quarter. American Trust now owns 1,632 shares of the technology company’s stock valued at $375,000 after acquiring an additional 61 shares during the last quarter. Vident Advisory LLC raised its holdings in shares of Guidewire Software by 1.7% during the 3rd quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock valued at $936,000 after purchasing an additional 70 shares in the last quarter. Castleark Management LLC raised its holdings in shares of Guidewire Software by 1.6% during the 1st quarter. Castleark Management LLC now owns 5,180 shares of the technology company’s stock valued at $775,000 after purchasing an additional 80 shares in the last quarter. Cassaday & Co Wealth Management LLC lifted its stake in shares of Guidewire Software by 9.9% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,085 shares of the technology company’s stock valued at $218,000 after purchasing an additional 98 shares during the last quarter. Finally, Avory & Company LLC lifted its stake in shares of Guidewire Software by 10.0% in the 4th quarter. Avory & Company LLC now owns 1,187 shares of the technology company’s stock valued at $239,000 after purchasing an additional 108 shares during the last quarter.

Trending Headlines about Guidewire Software

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

• Positive Sentiment: Guidewire reported fourth-quarter adjusted earnings of $0.99 per share, above the roughly $0.93–$0.94 consensus, while revenue of $411.1 million exceeded estimates of $402.6 million and increased 15.3% year over year. Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management highlighted strong demand for its core insurance software, new pricing products and artificial-intelligence offerings. Fiscal 2027 revenue guidance of approximately $1.7 billion was broadly in line with full-year expectations, and analysts largely retained bullish views. These Analysts Revise Their Forecasts On Guidewire Software After Q4 Results
• Neutral Sentiment: Citigroup raised its price target to $181 but maintained a Neutral rating. Oppenheimer, Wells Fargo, Piper Sandler, RBC, Citizens JMP and DA Davidson reiterated positive ratings and set targets ranging from $195 to $222, while Needham maintained a Hold rating. Citigroup Adjusts Guidewire Software Price Target
• Negative Sentiment: The primary pressure came from fiscal 2027 first-quarter revenue guidance of $372 million–$378 million, below the $386.1 million analyst consensus. Reports also pointed to lower quarterly profit and a cautious outlook, causing investors to discount the earnings beat and question the pace of near-term growth. Guidewire Software Q4 Income Declines and Issues FY27 Outlook

Guidewire Software Price Performance

Shares of NYSE:GWRE opened at $162.48 on Friday. The company has a market cap of $13.53 billion, a price-to-earnings ratio of 99.68 and a beta of 0.97. The business has a 50 day moving average price of $161.05 and a 200 day moving average price of $146.37. The company has a quick ratio of 2.44, a current ratio of 2.44 and a debt-to-equity ratio of 0.51. Guidewire Software, Inc. has a twelve month low of $102.30 and a twelve month high of $272.60.

Guidewire Software (NYSE:GWRE) last issued its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 EPS for the quarter, topping the consensus estimate of $0.93 by $0.06. Guidewire Software had a return on equity of 12.09% and a net margin of 9.44%.The company had revenue of $411.09 million for the quarter, compared to the consensus estimate of $402.61 million. During the same period in the previous year, the business posted $0.84 EPS. The company’s revenue for the quarter was up 15.3% on a year-over-year basis. Research analysts predict that Guidewire Software, Inc. will post 2.15 earnings per share for the current year.

Insider Activity

In other news, CFO Jeffrey Cooper sold 2,594 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total transaction of $308,011.56. Following the transaction, the chief financial officer owned 63,467 shares in the company, valued at approximately $7,536,071.58. The trade was a 3.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President John P. Mullen sold 14,400 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $185.00, for a total transaction of $2,664,000.00. Following the transaction, the president directly owned 116,715 shares of the company’s stock, valued at $21,592,275. This represents a 10.98% decrease in their position. 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. Over the last quarter, insiders sold 47,093 shares of company stock worth $7,185,902. Corporate insiders own 0.46% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Stifel Nicolaus lowered their target price on shares of Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Guggenheim upped their price target on Guidewire Software from $180.00 to $210.00 and gave the stock a “buy” rating in a research note on Thursday, August 27th. Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a report on Monday. Citigroup raised their price objective on Guidewire Software from $137.00 to $181.00 and gave the company a “neutral” rating in a research note on Friday. Finally, DA Davidson restated a “buy” rating and issued a $222.00 target price on shares of Guidewire Software in a report on Friday. Twelve analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $216.23.

Guidewire Software Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.