Optivise Advisory Services LLC Takes $232,000 Position in Guidewire Software, Inc. $GWRE

Optivise Advisory Services LLC acquired a new position in Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 984 shares of the technology company’s stock, valued at approximately $232,000.

Several other large investors have also added to or reduced their stakes in the business. Bank of New York Mellon Corp boosted its holdings in Guidewire Software by 2.8% during the second quarter. Bank of New York Mellon Corp now owns 575,845 shares of the technology company’s stock worth $135,583,000 after purchasing an additional 15,544 shares during the last quarter. Machina Capital S.A.S. acquired a new position in Guidewire Software during the second quarter worth $1,206,000. Westside Investment Management Inc. acquired a new position in Guidewire Software during the second quarter worth $32,000. Sigma Planning Corp acquired a new position in Guidewire Software during the second quarter worth $593,000. Finally, State of Michigan Retirement System boosted its holdings in Guidewire Software by 1.0% during the second quarter. State of Michigan Retirement System now owns 20,200 shares of the technology company’s stock worth $4,756,000 after purchasing an additional 200 shares during the last quarter.

Insider Transactions at Guidewire Software

In other news, President John P. Mullen sold 3,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $231.85, for a total transaction of $695,550.00. Following the completion of the sale, the president owned 152,958 shares in the company, valued at approximately $35,463,312.30. This trade represents a 1.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider James Winston King sold 798 shares of the firm’s stock in a transaction dated Monday, October 20th. The stock was sold at an average price of $245.70, for a total transaction of $196,068.60. Following the sale, the insider owned 37,817 shares of the company’s stock, valued at approximately $9,291,636.90. This represents a 2.07% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 113,743 shares of company stock worth $27,385,985. 0.48% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Stifel Nicolaus increased their target price on shares of Guidewire Software from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. Royal Bank Of Canada increased their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Oppenheimer increased their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Finally, Citigroup increased their price target on shares of Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a research note on Tuesday, September 9th. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Guidewire Software presently has a consensus rating of “Moderate Buy” and a consensus price target of $274.08.

Guidewire Software Stock Performance

NYSE GWRE opened at $223.19 on Wednesday. The firm has a 50-day moving average of $238.92 and a 200-day moving average of $227.82. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77. The stock 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. Guidewire Software, Inc. has a 52-week low of $165.08 and a 52-week high of $272.60.

Guidewire Software (NYSE:GWRE) last posted 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 company 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%. Guidewire Software’s quarterly revenue was up 22.3% compared to the same quarter last year. During the same quarter 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, sell-side analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current year.

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.