Van ECK Associates Corp Takes Position in Guidewire Software, Inc. $GWRE

Van ECK Associates Corp purchased a new position in Guidewire Software, Inc. (NYSE:GWRE) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,215,855 shares of the technology company’s stock, valued at approximately $149,611,000. Van ECK Associates Corp owned approximately 1.46% of Guidewire Software at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in GWRE. Bamco Inc. NY acquired a new stake in shares of Guidewire Software during the 2nd quarter valued at $1,106,768,000. Linonia Partnership LP purchased a new position in shares of Guidewire Software during the 2nd quarter valued at $853,165,000. Route One Investment Company L.P. acquired a new position in shares of Guidewire Software in the second quarter worth $227,564,000. Geode Capital Management LLC increased its stake in shares of Guidewire Software by 8.9% in the fourth quarter. Geode Capital Management LLC now owns 1,778,201 shares of the technology company’s stock worth $357,504,000 after acquiring an additional 145,924 shares during the last quarter. Finally, Stockbridge Partners LLC increased its stake in shares of Guidewire Software by 39.0% in the fourth quarter. Stockbridge Partners LLC now owns 1,445,206 shares of the technology company’s stock worth $290,501,000 after acquiring an additional 405,850 shares during the last quarter.

Key Guidewire Software News

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

Guidewire Software Stock Up 2.3%

GWRE stock opened at $205.81 on Friday. The firm has a market cap of $17.14 billion, a PE ratio of 111.25 and a beta of 0.92. Guidewire Software, Inc. has a 1 year low of $102.30 and a 1 year high of $272.60. The company has a fifty day simple moving average of $152.89 and a 200 day simple moving average of $144.13. The company has a current ratio of 2.44, a quick ratio of 2.44 and a debt-to-equity ratio of 0.51.

Guidewire Software (NYSE:GWRE) last posted its earnings results on Thursday, June 4th. The technology company reported $0.82 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $355.92 million. During the same period in the prior year, the business posted $0.88 earnings per share. The business’s quarterly revenue was up 26.9% on a year-over-year basis. Sell-side analysts anticipate that Guidewire Software, Inc. will post 1.83 EPS for the current fiscal year.

Insider Buying and Selling at Guidewire Software

In related news, insider James Winston King sold 1,684 shares of the business’s stock in a transaction that occurred on 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 in the company, 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 available through 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 that occurred on Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total value of $692,254.20. Following the sale, the chief executive officer directly owned 199,776 shares of the company’s stock, valued at $23,721,402.24. The trade was 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. Insiders have sold a total of 47,093 shares of company stock worth $7,131,278 in the last 90 days. Company insiders own 0.46% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on GWRE. 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 research report on Friday, June 5th. Citizens Jmp cut their price target on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating for the company in a research note on Friday, June 5th. Guggenheim lifted their price target on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group lowered their price target on Guidewire Software from $255.00 to $225.00 and set a “buy” rating for the company in a research note on Friday, June 5th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, June 3rd. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $223.79.

Guidewire Software 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.