Hsbc Holdings PLC Sells 20,112 Shares of Guidewire Software, Inc. $GWRE

Hsbc Holdings PLC decreased its holdings in Guidewire Software, Inc. (NYSE:GWRE) by 73.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,237 shares of the technology company’s stock after selling 20,112 shares during the quarter. Hsbc Holdings PLC’s holdings in Guidewire Software were worth $1,460,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Dynamic Technology Lab Private Ltd lifted its holdings in Guidewire Software by 901.1% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 9,110 shares of the technology company’s stock worth $2,094,000 after buying an additional 8,200 shares during the period. Comerica Bank increased its stake in shares of Guidewire Software by 52.0% in the fourth quarter. Comerica Bank now owns 78,659 shares of the technology company’s stock valued at $15,811,000 after buying an additional 26,912 shares during the period. BDF Gestion bought a new position in shares of Guidewire Software during the fourth quarter worth about $1,803,000. American Century Companies Inc. raised its position in shares of Guidewire Software by 3.4% during the third quarter. American Century Companies Inc. now owns 520,390 shares of the technology company’s stock worth $119,617,000 after acquiring an additional 17,104 shares during the last quarter. Finally, Fieldview Capital Management LLC acquired a new position in shares of Guidewire Software in the third quarter worth approximately $2,862,000.

Key Headlines Impacting Guidewire Software

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

• Positive Sentiment: Guidewire was highlighted as benefiting from broader S&P 500 strength, suggesting the stock is being lifted by improving risk sentiment and index momentum. Why Is Guidewire (NYSE:GWRE) Benefiting From S&P 500 Gains?
• Positive Sentiment: Guidewire Software joined multiple Russell value indexes, which can increase visibility and attract incremental institutional/index-tracking demand. Guidewire Software (GWRE) Stock Joins Multiple Russell Value Indexes
• Positive Sentiment: One recent article argued that AI is a tailwind rather than a threat for Guidewire, reinforcing the bullish long-term software narrative. Guidewire: AI Is A Tailwind, Not A Threat
• Neutral Sentiment: Zacks Research maintained a Hold rating but cut several near- and medium-term EPS estimates for fiscal 2027 and 2028, including Q1 2027, Q2 2027, Q3 2027, FY2027, Q1 2028, Q2 2028, Q3 2028 and FY2028. The lower earnings forecasts could temper enthusiasm, but the unchanged stance keeps the signal mixed.
• Neutral Sentiment: Brokerage commentary still points to a Moderate Buy consensus, indicating analysts remain generally constructive despite the lowered estimates. Guidewire Software, Inc. (NYSE:GWRE) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Analysts Set New Price Targets

Several brokerages recently commented on GWRE. Oppenheimer reduced their target price on Guidewire Software from $250.00 to $180.00 and set an “outperform” rating on the stock in a report on Monday, May 18th. The Goldman Sachs Group dropped their price target on shares of Guidewire Software from $255.00 to $225.00 and set a “buy” rating on the stock in a research report on Friday, June 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, June 3rd. Royal Bank Of Canada decreased their price objective on shares of Guidewire Software from $250.00 to $215.00 and set an “outperform” rating for the company in a research report on Friday, June 5th. Finally, Stifel Nicolaus lowered their target price 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. Ten analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Guidewire Software presently has a consensus rating of “Moderate Buy” and a consensus target price of $221.36.

Guidewire Software Trading Up 1.8%

NYSE GWRE opened at $123.05 on Wednesday. The stock has a market capitalization of $10.24 billion, a P/E ratio of 66.51 and a beta of 0.93. The business has a 50 day simple moving average of $131.91 and a 200 day simple moving average of $149.16. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.44 and a quick ratio of 2.44. Guidewire Software, Inc. has a one year low of $102.30 and a one year high of $272.60.

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

Insider Activity at Guidewire Software

In other Guidewire Software news, CEO Michael George Rosenbaum sold 5,830 shares of Guidewire Software stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total value of $692,254.20. Following the completion of the sale, the chief executive officer directly owned 199,776 shares of the company’s stock, valued at approximately $23,721,402.24. The trade was a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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. Also, President John P. Mullen sold 4,292 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $118.74, for a total transaction of $509,632.08. Following the transaction, the president directly owned 131,115 shares in the company, valued at $15,568,595.10. This trade represents a 3.17% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 29,709 shares of company stock worth $3,740,332 in the last quarter. Company insiders own 0.46% of the company’s stock.

About Guidewire Software

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.