Natixis Advisors LLC Boosts Stake in Guidewire Software, Inc. $GWRE

Natixis Advisors LLC grew its position in shares of Guidewire Software, Inc. (NYSE:GWRE) by 6.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 106,373 shares of the technology company’s stock after acquiring an additional 6,260 shares during the period. Natixis Advisors LLC’s holdings in Guidewire Software were worth $24,451,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Qube Research & Technologies Ltd increased its position in shares of Guidewire Software by 3,636.9% in the 2nd quarter. Qube Research & Technologies Ltd now owns 731,467 shares of the technology company’s stock worth $172,224,000 after purchasing an additional 711,893 shares during the last quarter. Groupama Asset Managment raised its stake in shares of Guidewire Software by 240.0% in the 2nd quarter. Groupama Asset Managment now owns 850,000 shares of the technology company’s stock valued at $200,132,000 after purchasing an additional 600,000 shares in the last quarter. Alliancebernstein L.P. lifted its position in shares of Guidewire Software by 405.1% during the second quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock worth $126,743,000 after purchasing an additional 431,725 shares during the last quarter. Allspring Global Investments Holdings LLC acquired a new position in Guidewire Software in the third quarter worth about $51,967,000. Finally, Vanguard Group Inc. grew its stake in Guidewire Software by 2.4% in the second quarter. Vanguard Group Inc. now owns 8,922,651 shares of the technology company’s stock worth $2,100,838,000 after purchasing an additional 211,047 shares in the last quarter.

Guidewire Software Price Performance

GWRE opened at $158.63 on Wednesday. The company has a quick ratio of 3.48, a current ratio of 2.93 and a debt-to-equity ratio of 0.45. The company’s 50-day moving average price is $153.03 and its 200 day moving average price is $199.99. Guidewire Software, Inc. has a fifty-two week low of $120.37 and a fifty-two week high of $272.60. The firm has a market cap of $13.49 billion, a price-to-earnings ratio of 72.10, a price-to-earnings-growth ratio of 10.52 and a beta of 1.05.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Thursday, March 5th. The technology company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $0.77 by $0.40. The company had revenue of $359.10 million during the quarter, compared to the consensus estimate of $342.88 million. Guidewire Software had a return on equity of 13.44% and a net margin of 14.11%.Guidewire Software’s quarterly revenue was up 24.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.51 earnings per share. As a group, sell-side analysts expect that Guidewire Software, Inc. will post 0.52 earnings per share for the current year.

Guidewire Software declared that its board has initiated a share repurchase plan on Thursday, January 8th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the technology company to purchase up to 3.1% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Guidewire Software

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

• Positive Sentiment: Q2 results beat and guidance lift investor sentiment — Guidewire posted a clear earnings and revenue beat and management raised outlook, which supports a higher valuation and growth narrative. A Look At Guidewire Software’s (GWRE) Valuation After Earnings Beat And Upgraded Guidance
• Positive Sentiment: Analysts reaffirming/raising targets — DA Davidson reaffirmed a Buy and set a $246 price target (a sizable upside vs. current levels), signaling continued analyst conviction. DA Davidson Reaffirms Buy
• Positive Sentiment: Share repurchase program — Management has authorized a $500M buyback, which reduces float and signals confidence from the board. MarketBeat: GWRE Overview
• Neutral Sentiment: Deep-dive coverage on international revenue — Zacks published analysis of Guidewire’s international revenue trends and how they affect forecasts; useful context but not an immediate catalyst. International Markets and Guidewire Software (GWRE): A Deep Dive for Investors
• Neutral Sentiment: Earnings presentation released — The company’s Q2 earnings deck is available for deeper review of metrics and cadence; important for modelers but not a new surprise. Guidewire Software, Inc. 2026 Q2 – Results – Earnings Call Presentation
• Negative Sentiment: Insider selling by CEO — CEO Michael Rosenbaum sold 1,200 shares (filed with the SEC), adding to a series of recent disposals; recurring insider sales can spook short-term sentiment. CEO Insider Sale
• Negative Sentiment: Two major banks trimmed price targets — Royal Bank of Canada and Stifel cut targets from prior highs to $250, a downgrade in projected upside that likely contributed to profit-taking. RBC Cuts Price Target Stifel Cuts Price Target
• Negative Sentiment: Market technical/valuation pressure — Despite positive fundamentals, the stock remains well below its 200-day average and some investors appear to be locking in gains after the recent run-up, keeping near-term pressure on the share price. Valuation Context

Analyst Upgrades and Downgrades

Several brokerages have issued reports on GWRE. Wall Street Zen cut Guidewire Software from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. DA Davidson reiterated a “buy” rating and issued a $246.00 target price on shares of Guidewire Software in a research report on Tuesday. Citigroup boosted their price target on Guidewire Software from $242.00 to $245.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Royal Bank Of Canada dropped their price target on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating on the stock in a research report on Friday, March 6th. Finally, Zacks Research cut Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 2nd. Eleven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $249.85.

Insider Buying and Selling

In other news, CEO Michael George Rosenbaum sold 6,015 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,155,361.20. Following the completion of the transaction, the chief executive officer owned 240,743 shares of the company’s stock, valued at approximately $46,241,915.44. The trade was a 2.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Jeffrey Elliott Cooper sold 2,872 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $192.08, for a total transaction of $551,653.76. Following the transaction, the chief financial officer owned 74,201 shares of the company’s stock, valued at $14,252,528.08. This represents a 3.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,560 shares of company stock valued at $7,882,898 in the last 90 days. Corporate insiders own 0.46% of the company’s stock.

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.