Legal & General Group Plc Purchases Shares of 108,602 Guidewire Software, Inc. $GWRE

Legal & General Group Plc acquired a new stake in shares of Guidewire Software, Inc. (NYSE:GWRE) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 108,602 shares of the technology company’s stock, valued at approximately $13,363,000. Legal & General Group Plc owned about 0.13% of Guidewire Software as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. Advisors Asset Management Inc. acquired a new stake in Guidewire Software during the first quarter worth about $25,000. Fiduciary Financial Advisors acquired a new position in Guidewire Software in the second quarter valued at approximately $29,000. Measured Wealth Private Client Group LLC purchased a new stake in Guidewire Software in the 3rd quarter worth approximately $29,000. Silvant Capital Management LLC purchased a new stake in Guidewire Software in the 2nd quarter worth approximately $33,000. Finally, Leonteq Securities AG acquired a new stake in shares of Guidewire Software during the 1st quarter worth approximately $36,000.

Guidewire Software News Roundup

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 Activity

In related news, CAO David Franklin Peterson sold 2,500 shares of the firm’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $200.00, for a total value of $500,000.00. Following the transaction, the chief accounting officer directly owned 9,787 shares of the company’s stock, valued at approximately $1,957,400. This trade represents a 20.35% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President John P. Mullen sold 14,400 shares of Guidewire Software stock in a transaction dated 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 in the company, valued at approximately $21,592,275. The trade was a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 45,893 shares of company stock worth $6,940,574. Company insiders own 0.46% of the company’s stock.

Guidewire Software Trading Down 0.0%

Shares of NYSE:GWRE opened at $205.81 on Monday. The business’s 50 day moving average price is $152.89 and its 200-day moving average price is $144.26. Guidewire Software, Inc. has a 1 year low of $102.30 and a 1 year high of $272.60. The firm has a market capitalization of $17.13 billion, a price-to-earnings ratio of 111.25 and a beta of 0.92. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44.

Guidewire Software (NYSE:GWRE) last issued its quarterly 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 company had revenue of $372.54 million during the quarter, compared to analyst estimates of $355.92 million. During the same quarter in the previous year, the firm earned $0.88 EPS. The firm’s revenue was up 26.9% compared to the same quarter last year. On average, equities research analysts forecast that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on GWRE. DA Davidson cut their target price on shares of Guidewire Software from $246.00 to $222.00 and set a “buy” rating for the company in a report on Monday, June 8th. Zacks Research lowered shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. BTIG Research reaffirmed a “buy” rating and issued a $175.00 price objective on shares of Guidewire Software in a report on Thursday, July 2nd. Piper Sandler initiated coverage on shares of Guidewire Software in a research report on Monday, August 10th. They issued an “overweight” rating and a $210.00 price objective for the company. Finally, Oppenheimer increased their target price on shares of Guidewire Software from $180.00 to $200.00 and gave the stock an “outperform” rating in a research note on Monday, August 17th. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Guidewire Software presently has a consensus rating of “Moderate Buy” and a consensus 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.