Intech Investment Management LLC Sells 27,052 Shares of Guidewire Software, Inc. $GWRE

Intech Investment Management LLC lessened its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 86.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,228 shares of the technology company’s stock after selling 27,052 shares during the quarter. Intech Investment Management LLC’s holdings in Guidewire Software were worth $850,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in GWRE. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software during the 1st quarter worth about $25,000. Amundi lifted its position in Guidewire Software by 703.0% in the 2nd quarter. Amundi now owns 36,093 shares of the technology company’s stock valued at $8,220,000 after acquiring an additional 31,598 shares in the last quarter. Jump Financial LLC bought a new position in Guidewire Software in the 2nd quarter valued at about $305,000. Bank of Nova Scotia lifted its position in Guidewire Software by 30.9% in the 2nd quarter. Bank of Nova Scotia now owns 2,024 shares of the technology company’s stock valued at $477,000 after acquiring an additional 478 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its position in Guidewire Software by 30.6% in the 2nd quarter. NewEdge Advisors LLC now owns 4,911 shares of the technology company’s stock valued at $1,156,000 after acquiring an additional 1,152 shares in the last quarter.

Analysts Set New Price Targets

Several equities analysts recently weighed in on GWRE shares. Wells Fargo & Company dropped their price target on shares of Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a research report on Friday. DA Davidson reaffirmed a “buy” rating and issued a $246.00 price target on shares of Guidewire Software in a research report on Tuesday, June 2nd. Zacks Research cut shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Citizens Jmp dropped their price target on shares of Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research report on Friday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Trending Headlines about Guidewire Software

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

• Positive Sentiment: GWRE beat fiscal Q3 expectations with EPS of $0.82 versus $0.79 expected and revenue of $372.54 million versus $355.92 million expected, with revenue up 26.9% year over year. Article Title
• Positive Sentiment: Management raised outlook for both the fourth quarter and full fiscal 2026, and said recurring demand remains strong as insurers continue modernizing core systems. Article Title
• Positive Sentiment: ARR grew 19%, reinforcing the company’s subscription and cloud momentum, which is typically viewed favorably by investors. Article Title
• Neutral Sentiment: Several major brokerages cut price targets, including Goldman Sachs, Stifel, RBC, Wells Fargo, and Citi JMP, but most reiterated bullish ratings and still implied meaningful upside from current levels. Article Title
• Negative Sentiment: Despite the earnings beat, the stock has been declining as the market appears to be reacting to the lowered valuation targets and broader software-sector pressure rather than the company’s operating results. Article Title

Insider Buying and Selling at Guidewire Software

In other Guidewire Software news, CFO Jeffrey Elliott Cooper sold 4,757 shares of the firm’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $158.72, for a total value of $755,031.04. Following the completion of the transaction, the chief financial officer directly owned 67,996 shares of the company’s stock, valued at $10,792,325.12. This trade represents a 6.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael George Rosenbaum sold 4,737 shares of Guidewire Software stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $163.86, for a total transaction of $776,204.82. Following the sale, the chief executive officer directly owned 221,206 shares of the company’s stock, valued at $36,246,815.16. This represents a 2.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,479 shares of company stock valued at $5,015,270 in the last three months. Company insiders own 0.46% of the company’s stock.

Guidewire Software Trading Up 0.6%

Shares of GWRE stock opened at $136.82 on Monday. The company has a 50 day moving average of $140.07 and a 200-day moving average of $160.52. The company has a quick ratio of 2.93, a current ratio of 2.44 and a debt-to-equity ratio of 0.51. Guidewire Software, Inc. has a 12-month low of $115.57 and a 12-month high of $272.60. The firm has a market cap of $11.58 billion, a P/E ratio of 73.96 and a beta of 0.93.

Guidewire Software (NYSE:GWRE) last released its quarterly earnings data on Thursday, June 4th. The technology company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.08. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The business had revenue of $372.54 million during the quarter, compared to analyst estimates of $355.92 million. During the same period in the previous year, the business earned $0.88 EPS. Guidewire Software’s revenue was up 26.9% compared to the same quarter last year. Sell-side analysts anticipate that Guidewire Software, Inc. will post 1.84 earnings per share for the current year.

Guidewire Software Company 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.