Cullen Frost Bankers Inc. Acquires Shares of 245 Guidewire Software, Inc. $GWRE

Cullen Frost Bankers Inc. acquired a new stake in shares of Guidewire Software, Inc. (NYSE:GWRE) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 245 shares of the technology company’s stock, valued at approximately $58,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. SBI Securities Co. Ltd. boosted its holdings in shares of Guidewire Software by 403.8% during the 1st quarter. SBI Securities Co. Ltd. now owns 131 shares of the technology company’s stock valued at $25,000 after purchasing an additional 105 shares during the last quarter. Advisors Asset Management Inc. bought a new position in shares of Guidewire Software in the 1st quarter valued at about $25,000. Quarry LP bought a new position in shares of Guidewire Software in the 1st quarter valued at about $28,000. Rise Advisors LLC bought a new position in shares of Guidewire Software in the 1st quarter valued at about $31,000. Finally, Brooklyn Investment Group lifted its holdings in shares of Guidewire Software by 38.3% in the 1st quarter. Brooklyn Investment Group now owns 224 shares of the technology company’s stock valued at $42,000 after acquiring an additional 62 shares during the last quarter.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. DA Davidson increased their price target on shares of Guidewire Software from $246.00 to $250.00 and gave the company a “neutral” rating in a report on Monday, September 8th. Royal Bank Of Canada increased their price target on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Wall Street Zen downgraded shares of Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, September 5th. Stifel Nicolaus increased their price target on shares of Guidewire Software from $270.00 to $300.00 and gave the company a “buy” rating in a report on Friday, September 5th. Finally, Citigroup increased their price target on shares of Guidewire Software from $247.00 to $267.00 and gave the company a “neutral” rating in a report on Tuesday, September 9th. Nine research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Guidewire Software currently has an average rating of “Moderate Buy” and an average price target of $274.08.

Guidewire Software Stock Down 1.0%

Shares of NYSE GWRE opened at $249.99 on Monday. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.77 and a quick ratio of 2.77. The company has a market cap of $21.13 billion, a P/E ratio of 312.49, a PEG ratio of 15.41 and a beta of 1.21. Guidewire Software, Inc. has a 1 year low of $165.08 and a 1 year high of $272.60. The firm has a 50-day simple moving average of $235.48 and a two-hundred day simple moving average of $225.25.

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

Insider Buying and Selling at Guidewire Software

In other news, insider James Winston King sold 7,162 shares of the firm’s stock in a transaction that occurred on 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 transaction, the insider directly owned 38,615 shares of the company’s stock, valued at approximately $9,608,184.30. This trade represents a 15.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO David Franklin Peterson sold 1,811 shares of the firm’s stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $242.87, for a total transaction of $439,837.57. Following the transaction, the chief accounting officer directly owned 14,164 shares in the company, valued at approximately $3,440,010.68. This trade represents a 11.34% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 112,343 shares of company stock valued at $26,993,181. 0.48% of the stock is owned by corporate insiders.

About Guidewire Software

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.