Fiera Capital Corp Has $65.51 Million Stock Holdings in Guidewire Software, Inc. $GWRE

Fiera Capital Corp trimmed its stake in Guidewire Software, Inc. (NYSE:GWRE) by 3.1% in the third quarter, HoldingsChannel.com reports. The firm owned 285,014 shares of the technology company’s stock after selling 9,208 shares during the period. Fiera Capital Corp’s holdings in Guidewire Software were worth $65,513,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Advisors Asset Management Inc. acquired a new position in shares of Guidewire Software in the first quarter worth approximately $25,000. Root Financial Partners LLC bought a new position in Guidewire Software during the 3rd quarter worth approximately $29,000. Newbridge Financial Services Group Inc. acquired a new position in shares of Guidewire Software in the 2nd quarter worth approximately $30,000. Westside Investment Management Inc. bought a new stake in shares of Guidewire Software in the 2nd quarter valued at $32,000. Finally, Cornerstone Planning Group LLC boosted its stake in shares of Guidewire Software by 620.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 144 shares of the technology company’s stock valued at $34,000 after purchasing an additional 124 shares during the last quarter.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on GWRE shares. Zacks Research downgraded shares of Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 2nd. Wall Street Zen lowered Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. BTIG Research dropped their price objective on Guidewire Software from $225.00 to $175.00 and set a “buy” rating on the stock in a research note on Wednesday. Wells Fargo & Company cut their target price on Guidewire Software from $250.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Finally, DA Davidson raised Guidewire Software from a “neutral” rating to a “buy” rating and raised their target price for the stock from $246.00 to $250.00 in a research note on Wednesday, December 17th. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Guidewire Software has a consensus rating of “Moderate Buy” and a consensus price target of $259.77.

Guidewire Software News Summary

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

• Positive Sentiment: Sompo Group signed a long-term agreement to adopt Guidewire Cloud, a meaningful enterprise customer win that expands Guidewire’s global footprint and recurring cloud revenue visibility. Sompo Group and Guidewire Enter Long-Term Agreement
• Positive Sentiment: Guidewire released the London Market Tech Barometer showing brokers favor digitally advanced insurers — evidence that demand for Guidewire’s digital/cloud capabilities remains strong in key commercial insurance markets. London Market Tech Barometer
• Positive Sentiment: Unusual options activity—large call buying (1,297 calls, ~1,563% above average)—suggests some traders are positioned for upside into near-term news or catalysts. (Trade alert reported in market feeds.)
• Positive Sentiment: Guidewire has a $500M share repurchase authorization (announced earlier), which supports buy-side demand and signals management confidence in long-term value. (Referenced in recent MarketBeat coverage.)
• Neutral Sentiment: The company scheduled its Q2 FY2026 earnings release for March 5 (audio webcast), creating a near-term catalyst that can swing sentiment depending on guidance and execution. Earnings Release Announcement
• Neutral Sentiment: Market commentary and explainers (e.g., “Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?”) are helping investors parse the Sompo deal’s strategic value versus valuation — useful context but not an immediate price driver. Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?
• Negative Sentiment: BTIG cut its price target from $225 to $175 (still a “buy”), signaling some analyst concern on near-term valuation and adding downward pressure. BTIG Research Price Target Cut
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares (and has been selling periodically), which can weigh on sentiment even if sales are small relative to total holdings. SEC filing available for review. SEC Form 4 – Insider Sale

Insider Activity at Guidewire Software

In other Guidewire Software news, insider James Winston King sold 1,860 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $195.00, for a total transaction of $362,700.00. Following the transaction, the insider owned 33,702 shares in the company, valued at approximately $6,571,890. This represents a 5.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Michael George Rosenbaum sold 1,200 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $127.00, for a total transaction of $152,400.00. Following the completion of the transaction, the chief executive officer directly owned 230,743 shares in the company, valued at $29,304,361. This trade represents a 0.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 45,960 shares of company stock valued at $8,767,044. 0.46% of the stock is owned by company insiders.

Guidewire Software Stock Performance

Shares of Guidewire Software stock opened at $128.73 on Friday. The business has a 50-day simple moving average of $167.22 and a 200 day simple moving average of $206.33. Guidewire Software, Inc. has a one year low of $120.37 and a one year high of $272.60. The company has a debt-to-equity ratio of 0.44, a current ratio of 3.48 and a quick ratio of 3.48. The firm has a market capitalization of $10.94 billion, a price-to-earnings ratio of 122.60, a PEG ratio of 8.30 and a beta of 1.06.

Guidewire Software (NYSE:GWRE) last announced its quarterly earnings data on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $332.64 million during the quarter, compared to analysts’ expectations of $316.62 million. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.The company’s revenue for the quarter was up 26.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 earnings per share. On average, research analysts anticipate that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software announced that its Board of Directors has approved a stock repurchase program on Thursday, January 8th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the technology company to purchase up to 3.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

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.