The Manufacturers Life Insurance Company Buys Shares of 58,256 Guidewire Software, Inc. $GWRE

The Manufacturers Life Insurance Company purchased a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) during the second quarter, Holdings Channel reports. The fund purchased 58,256 shares of the technology company’s stock, valued at approximately $7,168,000.

A number of other institutional investors have also modified their holdings of GWRE. Capital World Investors acquired a new position in Guidewire Software during the 4th quarter worth about $202,405,000. Principal Financial Group Inc. increased its stake in Guidewire Software by 547.3% during the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock worth $176,537,000 after purchasing an additional 997,992 shares during the period. Stockbridge Partners LLC acquired a new stake in shares of Guidewire Software during the second quarter worth about $93,497,000. William Blair Investment Management LLC purchased a new position in shares of Guidewire Software in the second quarter valued at approximately $74,989,000. Finally, Alliancebernstein L.P. boosted its stake in shares of Guidewire Software by 405.1% in the second quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock valued at $126,743,000 after purchasing an additional 431,725 shares during the period.

Guidewire Software News Summary

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on GWRE shares. Oppenheimer upped 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. Stifel Nicolaus dropped their price target on shares of Guidewire Software from $225.00 to $200.00 and set a “buy” rating for the company in a research note on Friday, June 5th. The Goldman Sachs Group cut their price objective on Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Citizens Jmp reduced their price objective on Guidewire Software from $300.00 to $220.00 and set a “market outperform” rating on the stock in a research note on Friday, June 5th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, June 3rd. Thirteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Guidewire Software has an average rating of “Moderate Buy” and an average target price of $223.79.

Insiders Place Their Bets

In other Guidewire Software news, insider James Winston King sold 1,684 shares of the firm’s stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $130.64, for a total transaction of $219,997.76. Following the sale, the insider owned 30,018 shares of the company’s stock, valued at approximately $3,921,551.52. This trade represents a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President John P. Mullen sold 14,400 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $185.00, for a total transaction of $2,664,000.00. Following the sale, the president owned 116,715 shares of the company’s stock, valued at $21,592,275. This represents a 10.98% decrease in their position. 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. Insiders have sold 45,893 shares of company stock worth $6,940,574 in the last three months. 0.46% of the stock is owned by company insiders.

Guidewire Software Stock Performance

Shares of GWRE stock opened at $205.81 on Monday. The company has a market cap of $17.14 billion, a P/E ratio of 111.25 and a beta of 0.92. The firm has a fifty day moving average price of $152.89 and a 200 day moving average price of $144.26. 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, Inc. has a 12 month low of $102.30 and a 12 month high of $272.60.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings results on Thursday, June 4th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.08. The company had revenue of $372.54 million during the quarter, compared to the consensus estimate of $355.92 million. Guidewire Software had a return on equity of 12.62% and a net margin of 11.25%.Guidewire Software’s revenue for the quarter was up 26.9% on a year-over-year basis. During the same period in the previous year, the business earned $0.88 EPS. Sell-side analysts predict that Guidewire Software, Inc. will post 1.83 earnings per share for the current fiscal year.

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.