Ashton Thomas Private Wealth LLC Cuts Stock Position in Guidewire Software, Inc. $GWRE

Ashton Thomas Private Wealth LLC lowered its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE) by 12.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,147 shares of the technology company’s stock after selling 159 shares during the quarter. Ashton Thomas Private Wealth LLC’s holdings in Guidewire Software were worth $270,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in GWRE. Linonia Partnership LP grew its position in shares of Guidewire Software by 41.8% during the first quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock worth $636,333,000 after purchasing an additional 1,000,709 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Guidewire Software by 16.2% during the 1st quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock valued at $966,252,000 after buying an additional 720,322 shares in the last quarter. Invesco Ltd. grew its holdings in Guidewire Software by 70.4% during the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock valued at $267,382,000 after buying an additional 589,424 shares in the last quarter. Vanguard Group Inc. grew its holdings in Guidewire Software by 3.0% during the 1st quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock valued at $1,632,206,000 after buying an additional 256,070 shares in the last quarter. Finally, Fiera Capital Corp purchased a new stake in Guidewire Software during the 1st quarter valued at approximately $44,577,000.

Guidewire Software Stock Performance

Shares of NYSE:GWRE opened at $233.69 on Friday. Guidewire Software, Inc. has a 52 week low of $165.08 and a 52 week high of $272.60. The stock has a market capitalization of $19.75 billion, a P/E ratio of 292.11, a PEG ratio of 14.73 and a beta of 1.21. The firm has a fifty day simple moving average of $238.37 and a two-hundred day simple moving average of $226.86. 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 issued 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 business had revenue of $356.57 million during the quarter, compared to analysts’ expectations of $337.82 million. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The business’s revenue was up 22.3% on a year-over-year basis. During the same period last year, the company posted $0.62 EPS. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. On average, analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

GWRE has been the subject of several research analyst reports. Wells Fargo & Company raised their target price on shares of Guidewire Software from $265.00 to $275.00 and gave the company an “overweight” rating in a research note on Friday, September 5th. Raymond James Financial reissued an “outperform” rating and set a $275.00 price objective (up previously from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. Stifel Nicolaus raised their price objective on Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, September 5th. DA Davidson raised their price objective on Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a research report on Monday, September 8th. Finally, The Goldman Sachs Group raised their price objective on Guidewire Software from $270.00 to $305.00 and gave the company a “buy” rating in a research report on Friday, September 5th. Nine analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $274.08.

Insider Transactions at Guidewire Software

In other news, CAO David Franklin Peterson sold 1,811 shares of Guidewire Software stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total value of $439,837.57. Following the completion of the transaction, the chief accounting officer owned 14,164 shares in the company, valued at approximately $3,440,010.68. The trade was a 11.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider James Winston King sold 7,162 shares of Guidewire Software stock in a transaction that occurred 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 completion of the transaction, the insider owned 38,615 shares of the company’s stock, valued at approximately $9,608,184.30. This trade represents a 15.65% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 110,743 shares of company stock worth $26,680,901. 0.48% of the stock is currently owned by corporate insiders.

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.