Los Angeles Capital Management LLC Boosts Stake in Guidewire Software, Inc. $GWRE

Los Angeles Capital Management LLC increased its position in Guidewire Software, Inc. (NYSE:GWRE) by 6.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 128,447 shares of the technology company’s stock after purchasing an additional 7,459 shares during the period. Los Angeles Capital Management LLC’s holdings in Guidewire Software were worth $25,819,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GWRE. Advisors Asset Management Inc. purchased a new stake in Guidewire Software during the 1st quarter valued at approximately $25,000. Amundi raised its stake in Guidewire Software by 703.0% during 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 during the last quarter. Jump Financial LLC purchased a new stake in Guidewire Software during the 2nd quarter valued at approximately $305,000. Bank of Nova Scotia raised its stake in Guidewire Software by 30.9% during 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 during the last quarter. Finally, NewEdge Advisors LLC raised its stake in Guidewire Software by 30.6% during 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 during the last quarter.

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. DA Davidson reaffirmed a “buy” rating and set a $246.00 price objective on shares of Guidewire Software in a research note on Tuesday, June 2nd. Oppenheimer reduced their price objective on Guidewire Software from $250.00 to $180.00 and set an “outperform” rating for the company in a research note on Monday, May 18th. Zacks Research downgraded Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Stifel Nicolaus reduced their price objective on Guidewire Software from $225.00 to $200.00 and set a “buy” rating for the company in a research note on Friday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Guidewire Software Stock Performance

NYSE GWRE opened at $136.82 on Monday. The company has a current ratio of 2.44, a quick ratio of 2.93 and a debt-to-equity ratio of 0.51. The business’s 50 day moving average is $140.07 and its two-hundred day moving average is $160.52. Guidewire Software, Inc. has a 12-month low of $115.57 and a 12-month high of $272.60. The stock has a market capitalization of $11.58 billion, a price-to-earnings ratio of 73.96 and a beta of 0.93.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.08. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.The company had revenue of $372.54 million for the quarter, compared to analysts’ expectations of $355.92 million. During the same quarter in the previous year, the firm posted $0.88 EPS. The firm’s quarterly revenue was up 26.9% on a year-over-year basis. Research analysts expect that Guidewire Software, Inc. will post 1.84 EPS for the current year.

Key Guidewire Software News

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

Insiders Place Their Bets

In other Guidewire Software news, CEO Michael George Rosenbaum sold 4,737 shares of the business’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 221,206 shares in the company, valued at approximately $36,246,815.16. The trade was a 2.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Jeffrey Elliott Cooper sold 4,757 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $158.72, for a total value of $755,031.04. Following the transaction, the chief financial officer owned 67,996 shares in the company, valued at $10,792,325.12. The trade was a 6.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 32,479 shares of company stock worth $5,015,270. Company insiders own 0.46% of the company’s stock.

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.