ZWJ Investment Counsel Inc. Buys Shares of 1,000 Guidewire Software, Inc. $GWRE

ZWJ Investment Counsel Inc. bought a new stake in shares of Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, Holdings Channel.com reports. The fund bought 1,000 shares of the technology company’s stock, valued at approximately $235,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of GWRE. Linonia Partnership LP raised its holdings in Guidewire Software by 41.8% during the 1st quarter. Linonia Partnership LP now owns 3,396,310 shares of the technology company’s stock valued at $636,333,000 after acquiring an additional 1,000,709 shares during the period. Massachusetts Financial Services Co. MA raised its holdings in Guidewire Software by 16.2% during the 1st quarter. Massachusetts Financial Services Co. MA now owns 5,157,195 shares of the technology company’s stock valued at $966,252,000 after acquiring an additional 720,322 shares during the period. Invesco Ltd. raised its holdings in Guidewire Software by 70.4% during the 1st quarter. Invesco Ltd. now owns 1,427,104 shares of the technology company’s stock valued at $267,382,000 after acquiring an additional 589,424 shares during the period. Congress Asset Management Co. bought a new stake in Guidewire Software during the 1st quarter valued at $85,453,000. Finally, Vanguard Group Inc. raised its holdings in Guidewire Software by 3.0% during the 1st quarter. Vanguard Group Inc. now owns 8,711,604 shares of the technology company’s stock valued at $1,632,206,000 after acquiring an additional 256,070 shares during the period.

Guidewire Software Stock Down 0.5%

Shares of NYSE:GWRE opened at $229.89 on Friday. Guidewire Software, Inc. has a 52-week low of $165.08 and a 52-week high of $272.60. The firm has a fifty day moving average of $228.29 and a 200 day moving average of $219.20. The firm has a market capitalization of $19.43 billion, a PE ratio of 287.36 and a beta of 1.21. The company has a debt-to-equity ratio of 0.46, a quick ratio of 2.77 and a current ratio of 2.77.

Guidewire Software (NYSE:GWRE) last announced its earnings results on Thursday, September 4th. The technology company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.62 by $0.22. Guidewire Software had a net margin of 5.81% and a return on equity of 9.00%. The company had revenue of $356.57 million during the quarter, compared to analyst estimates of $337.82 million. During the same period in the previous year, the business earned $0.62 earnings per share. The firm’s quarterly revenue was up 22.3% compared to the same quarter last year. Guidewire Software has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, research analysts anticipate that Guidewire Software, Inc. will post 0.52 EPS for the current fiscal year.

Insider Activity at Guidewire Software

In other Guidewire Software news, CEO Michael George Rosenbaum sold 30,317 shares of the company’s stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $242.87, for a total transaction of $7,363,089.79. Following the completion of the sale, the chief executive officer directly owned 264,958 shares in the company, valued at $64,350,349.46. This represents a 10.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider James Winston King sold 7,162 shares of the company’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $248.82, for a total transaction of $1,782,048.84. Following the sale, the insider owned 38,615 shares of the company’s stock, valued at approximately $9,608,184.30. The trade was a 15.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 115,427 shares of company stock valued at $27,599,454 over the last ninety days. 0.48% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Robert W. Baird upped their price target on shares of Guidewire Software from $270.00 to $288.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Raymond James Financial reaffirmed an “outperform” rating and issued a $275.00 price target (up previously from $255.00) on shares of Guidewire Software in a report on Friday, September 5th. JPMorgan Chase & Co. upped their price target on shares of Guidewire Software from $271.00 to $288.00 and gave the stock an “overweight” rating in a report on Wednesday, June 25th. DA Davidson upped their price target on shares of Guidewire Software from $246.00 to $250.00 and gave the stock a “neutral” rating in a report on Monday, September 8th. Finally, Citigroup upped their price target on shares of Guidewire Software from $247.00 to $267.00 and gave the stock a “neutral” rating in a report on Tuesday, September 9th. Nine equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $274.08.

Guidewire Software Company Profile

Guidewire Software, Inc provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed.