Thornburg Investment Management Inc. Boosts Stock Holdings in Guidewire Software, Inc. $GWRE

Thornburg Investment Management Inc. lifted its stake in shares of Guidewire Software, Inc. (NYSE:GWRE) by 251.0% during the second quarter, Holdings Channel reports. The fund owned 20,677 shares of the technology company’s stock after acquiring an additional 14,786 shares during the period. Thornburg Investment Management Inc.’s holdings in Guidewire Software were worth $2,544,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Measured Wealth Private Client Group LLC purchased a new position in Guidewire Software in the third quarter valued at $29,000. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the 1st quarter worth about $25,000. Fiduciary Financial Advisors acquired a new stake in Guidewire Software in the 2nd quarter valued at about $29,000. Leonteq Securities AG purchased a new position in shares of Guidewire Software in the 1st quarter valued at about $36,000. Finally, Bogart Wealth LLC boosted its stake in shares of Guidewire Software by 127.8% in the 1st quarter. Bogart Wealth LLC now owns 246 shares of the technology company’s stock valued at $37,000 after buying an additional 138 shares during the period.

Guidewire Software News Summary

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

• Positive Sentiment: Guggenheim raised its price target for Guidewire Software (GWRE) from $180 to $210 and maintained a Buy rating. The analyst expects the company to meet or potentially exceed fourth-quarter estimates, supported by recurring-revenue growth and continued migration of insurers to Guidewire’s cloud platform. Guidewire Software gains as analyst target hike and upbeat growth expectations lift sentiment
• Positive Sentiment: Fundamental momentum remains favorable. Guidewire recently reported annual recurring revenue of approximately $1.147 billion, up 19% year over year, and raised its fiscal 2026 revenue outlook to $1.460 billion–$1.470 billion. New cloud capabilities, including AI-agent functionality, and insurer migration activity are reinforcing the long-term growth narrative.
• Neutral Sentiment: The September 3 earnings release is the next major catalyst. Wall Street expects earnings growth, although a Zacks preview said Guidewire lacks the usual combination of indicators associated with a likely earnings beat. Investors will also watch initial fiscal 2027 guidance for evidence that cloud momentum is continuing. Guidewire Software Reports Next Week
• Neutral Sentiment: Institutional activity has been mixed, with some large investors adding shares while others reduced positions. At a valuation above 100 times earnings, the stock may remain particularly sensitive to earnings execution and forward guidance.
• Negative Sentiment: Chief Accounting Officer David Franklin Peterson sold 2,500 shares for $500,000, reducing his position by about 20%. The sale was made under a pre-arranged Rule 10b5-1 plan, which makes it a weaker discretionary bearish signal. However, recent sales by other executives and the absence of reported insider purchases create an overhang. SEC Form 4 Filing

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on GWRE shares. Stifel Nicolaus cut 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 note on Friday, June 5th. Piper Sandler began coverage on shares of Guidewire Software in a research note on Monday, August 10th. They issued an “overweight” rating and a $210.00 price target for the company. Citizens Jmp lowered their price target on shares of Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating for the company in a report on Friday, June 5th. JPMorgan Chase & Co. dropped their price objective on shares of Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 14th. Finally, Wells Fargo & Company reduced their price objective on shares of Guidewire Software from $210.00 to $190.00 and set an “overweight” rating on the stock in a report on Friday, June 5th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $223.79.

Insider Transactions at Guidewire Software

In other news, insider James Winston King sold 1,684 shares of the business’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $130.64, for a total value of $219,997.76. Following the completion of the sale, the insider directly owned 30,018 shares of the company’s stock, valued at approximately $3,921,551.52. The trade was a 5.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 value of $2,664,000.00. Following the completion of the sale, the president directly owned 116,715 shares of the company’s stock, valued at approximately $21,592,275. This trade represents a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,093 shares of company stock worth $7,131,278 over the last three months. 0.46% of the stock is currently owned by company insiders.

Guidewire Software Trading Up 2.3%

NYSE GWRE opened at $205.81 on Friday. The firm’s fifty day moving average price is $152.89 and its 200 day moving average price is $144.13. Guidewire Software, Inc. has a 12 month low of $102.30 and a 12 month high of $272.60. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. The company has a market capitalization of $17.14 billion, a price-to-earnings ratio of 111.25 and a beta of 0.92.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results 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 firm had revenue of $372.54 million during the quarter, compared to analysts’ expectations of $355.92 million. During the same period in the previous year, the company earned $0.88 earnings per share. Guidewire Software’s quarterly revenue was up 26.9% compared to the same quarter last year. On average, sell-side analysts expect that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal 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.