Guidewire Software, Inc. $GWRE Shares Sold by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC lessened its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 8.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,981 shares of the technology company’s stock after selling 3,104 shares during the quarter. Motley Fool Asset Management LLC’s holdings in Guidewire Software were worth $4,702,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Angeles Wealth Management LLC increased its stake in Guidewire Software by 2.5% in the 3rd quarter. Angeles Wealth Management LLC now owns 2,831 shares of the technology company’s stock valued at $404,000 after buying an additional 70 shares during the last quarter. Oppenheimer & Co. Inc. acquired a new position in shares of Guidewire Software during the 3rd quarter worth about $229,000. Signaturefd LLC boosted its stake in shares of Guidewire Software by 1.4% during the 3rd quarter. Signaturefd LLC now owns 5,324 shares of the technology company’s stock worth $759,000 after buying an additional 72 shares during the last quarter. Citizens Financial Group Inc. RI acquired a new position in shares of Guidewire Software during the 3rd quarter worth about $226,000. Finally, One Wealth Capital Management LLC bought a new position in shares of Guidewire Software in the 3rd quarter valued at about $200,000.

Guidewire Software News Summary

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

• Positive Sentiment: Guidewire agreed to acquire UK-based Hyperexponential for approximately $1.7 billion upfront, with additional payments of up to $400 million. The transaction would add AI-powered pricing, risk modeling, and underwriting capabilities to Guidewire’s insurance software platform, potentially strengthening its competitive position. Guidewire To Acquire Hyperexponential
• Positive Sentiment: The company launched an “agentic insurance” platform that combines applications, data, workflows, and governance controls to help insurers deploy AI across product development, underwriting, pricing, and claims. Management is positioning the initiative as a way to move customers from experimental AI projects to broader production use. Guidewire Delivers the Open, Secure, and Complete Core Platform for Agentic Insurance
• Neutral Sentiment: Guidewire’s analyst and investor-day presentations, along with the merger call, focused on the strategic rationale for Hyperexponential and the company’s AI roadmap. Investors still need more clarity on financing, integration, timing, and the acquisition’s effect on revenue growth, margins, and earnings. Guidewire M&A Call Transcript
• Negative Sentiment: The acquisition represents a substantial capital commitment for Guidewire, raising concerns about dilution, near-term profitability, integration risk, and whether the expected AI benefits will justify the purchase price. Those concerns are amplified by GWRE’s premium valuation, with a price-to-earnings ratio above 100.
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares for approximately $224,628, and President John Mullen sold 1,800 shares for approximately $336,942. Both sales were executed under pre-arranged Rule 10b5-1 plans and represented small portions of their remaining holdings, limiting their significance but creating a modest negative sentiment signal. Guidewire President Sells Shares

Analyst Upgrades and Downgrades

GWRE has been the subject of several analyst reports. Oppenheimer raised their price objective on Guidewire Software from $200.00 to $210.00 and gave the company an “outperform” rating in a report on Friday, September 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of Guidewire Software in a report on Monday, August 31st. Royal Bank Of Canada reissued an “outperform” rating and set a $215.00 price target on shares of Guidewire Software in a research report on Friday, September 4th. Wells Fargo & Company increased their price target on Guidewire Software from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Friday, September 4th. Finally, Guggenheim raised their price target on Guidewire Software from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, August 27th. Twelve research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $216.23.

Guidewire Software Price Performance

Shares of GWRE opened at $166.92 on Thursday. The company has a market cap of $13.90 billion, a price-to-earnings ratio of 102.41 and a beta of 1.02. Guidewire Software, Inc. has a 1-year low of $102.30 and a 1-year high of $253.79. The company’s fifty day simple moving average is $167.82 and its 200 day simple moving average is $149.56. The company has a current ratio of 1.79, a quick ratio of 1.79 and a debt-to-equity ratio of 0.57.

Guidewire Software (NYSE:GWRE) last posted its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.06. The firm had revenue of $411.09 million for the quarter, compared to analyst estimates of $402.61 million. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. The company’s quarterly revenue was up 15.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.84 earnings per share. On average, research analysts forecast that Guidewire Software, Inc. will post 2.45 earnings per share for the current fiscal year.

Insider Activity at Guidewire Software

In related news, CAO David 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 completion of the sale, the chief accounting officer directly owned 9,787 shares in the company, valued at approximately $1,957,400. This trade represents a 20.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeffrey Cooper sold 23,234 shares of the firm’s stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $144.47, for a total transaction of $3,356,615.98. Following the completion of the sale, the chief financial officer owned 95,361 shares of the company’s stock, valued at $13,776,803.67. This trade represents a 19.59% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 209,135 shares of company stock worth $31,771,121 over the last ninety days. Company insiders own 0.46% of the company’s stock.

Guidewire Software Company Profile

Guidewire Software, Inc provides cloud-based software designed for the property and casualty insurance industry. Its platform helps insurers manage core operations, including policy administration, billing, claims management, underwriting, and digital customer engagement.

The company’s principal offerings include InsuranceSuite, which incorporates PolicyCenter, BillingCenter, and ClaimCenter, as well as products for insurance data management, analytics, digital experiences, and application development.