Jupiter Topco LLC Makes New Investment in Guidewire Software, Inc. $GWRE

Jupiter Topco LLC bought a new position in Guidewire Software, Inc. (NYSE:GWRE) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 290,313 shares of the technology company’s stock, valued at approximately $35,728,000.

A number of other institutional investors have also recently made changes to their positions in GWRE. American Trust increased its position in shares of Guidewire Software by 3.9% during 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 in the last quarter. Vident Advisory LLC raised its holdings in Guidewire Software by 1.7% in the 3rd quarter. Vident Advisory LLC now owns 4,074 shares of the technology company’s stock worth $936,000 after acquiring an additional 70 shares during the last quarter. Castleark Management LLC lifted its position in Guidewire Software by 1.6% in the 1st quarter. Castleark Management LLC now owns 5,180 shares of the technology company’s stock valued at $775,000 after acquiring an additional 80 shares in the last quarter. Cassaday & Co Wealth Management LLC lifted its position in 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 acquiring an additional 98 shares in the last quarter. Finally, State of Michigan Retirement System boosted its stake in Guidewire Software by 0.5% during the 4th quarter. State of Michigan Retirement System now owns 20,100 shares of the technology company’s stock valued at $4,040,000 after purchasing an additional 100 shares during the last quarter.

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

Insider Transactions at Guidewire Software

In related news, President John P. Mullen sold 14,400 shares of Guidewire Software stock in a transaction on Wednesday, August 19th. The stock was 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 owned 116,715 shares of the company’s stock, valued at $21,592,275. The trade was a 10.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael George Rosenbaum sold 5,830 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total value of $692,254.20. Following the sale, the chief executive officer owned 199,776 shares of the company’s stock, valued at approximately $23,721,402.24. This trade represents a 2.84% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 47,093 shares of company stock worth $7,131,278. Company insiders own 0.46% of the company’s stock.

Guidewire Software Trading Up 2.3%

Shares of GWRE stock opened at $205.81 on Friday. Guidewire Software, Inc. has a 12-month low of $102.30 and a 12-month high of $272.60. The company has a current ratio of 2.44, a quick ratio of 2.44 and a debt-to-equity ratio of 0.51. The firm’s 50 day moving average is $152.89 and its 200 day moving average is $144.13. The stock has a market capitalization of $17.14 billion, a P/E ratio of 111.25 and a beta of 0.92.

Guidewire Software (NYSE:GWRE) last announced its 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. The business had revenue of $372.54 million during the quarter, compared to analyst estimates of $355.92 million. Guidewire Software had a net margin of 11.25% and a return on equity of 12.62%. The company’s quarterly revenue was up 26.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.88 EPS. Research analysts expect that Guidewire Software, Inc. will post 1.83 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have commented on GWRE. JPMorgan Chase & Co. reduced their target price on Guidewire Software from $300.00 to $258.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. Stifel Nicolaus lowered their price target on Guidewire Software from $225.00 to $200.00 and set a “buy” rating on the stock in a report on Friday, June 5th. Guggenheim increased their price objective on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday. Wells Fargo & Company reduced their price objective on Guidewire Software from $210.00 to $190.00 and set an “overweight” rating for the company in a report on Friday, June 5th. Finally, Zacks Research lowered Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Thirteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $223.79.

About Guidewire Software

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.