Capital Research Global Investors Makes New $29.33 Million Investment in CommVault Systems, Inc. $CVLT

Capital Research Global Investors bought a new position in CommVault Systems, Inc. (NASDAQ:CVLT) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 233,956 shares of the software maker’s stock, valued at approximately $29,329,000.

Other institutional investors also recently made changes to their positions in the company. Boston Trust Walden Corp acquired a new stake in shares of CommVault Systems in the 4th quarter worth approximately $30,830,000. JPMorgan Chase & Co. lifted its stake in shares of CommVault Systems by 131.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 382,778 shares of the software maker’s stock worth $72,261,000 after acquiring an additional 217,557 shares during the period. Victory Capital Management Inc. lifted its stake in shares of CommVault Systems by 19.4% in the 3rd quarter. Victory Capital Management Inc. now owns 118,284 shares of the software maker’s stock worth $22,330,000 after acquiring an additional 19,218 shares during the period. Intech Investment Management LLC lifted its stake in shares of CommVault Systems by 52.4% in the 4th quarter. Intech Investment Management LLC now owns 86,634 shares of the software maker’s stock worth $10,860,000 after acquiring an additional 29,796 shares during the period. Finally, BNP Paribas Financial Markets lifted its stake in shares of CommVault Systems by 410.8% in the 4th quarter. BNP Paribas Financial Markets now owns 320,468 shares of the software maker’s stock worth $40,174,000 after acquiring an additional 257,729 shares during the period. 93.50% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CAO Danielle Nicole Abrahamsen sold 277 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $106.70, for a total transaction of $29,555.90. Following the sale, the chief accounting officer owned 13,166 shares in the company, valued at $1,404,812.20. The trade was a 2.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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, CEO Sanjay Mirchandani sold 8,450 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $99.13, for a total transaction of $837,648.50. Following the sale, the chief executive officer owned 306,927 shares in the company, valued at $30,425,673.51. This represents a 2.68% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Insiders have sold 75,415 shares of company stock worth $7,369,811 over the last 90 days. 1.00% of the stock is owned by company insiders.

Key Headlines Impacting CommVault Systems

Here are the key news stories impacting CommVault Systems this week:

• Positive Sentiment: Commvault also highlighted its business at HPE Discover 2026, announcing its unified hybrid cloud resilience platform and showing solutions aimed at protecting AI workloads and speeding recovery from cyber disruptions, which supports the company’s product story. Commvault Delivers Unified Hybrid Cloud Resilience at HPE Discover 2026
• Neutral Sentiment: Multiple firms, including Rosen, Schall, Pomerantz, Bragar Eagel & Squire, Robbins Geller, and others, issued reminders that investors have until July 17, 2026 to seek lead-plaintiff status in the pending class action. These updates mostly reinforce the same legal overhang rather than add new facts. Rosen deadline reminder
• Neutral Sentiment: Short-interest data showed no meaningful change, with reported short interest at zero shares, offering little new signal for trading direction.
• Negative Sentiment: The biggest drag on the stock is the securities fraud lawsuit covering purchases from April 29, 2025 to January 26, 2026, with allegations tied to alleged ARR guidance failures and inconsistencies in the company’s prior growth narrative. Hagens Berman class action release
• Negative Sentiment: Several law firms also emphasized the stock’s sharp decline after the January 27, 2026 Q3 results, underscoring investor concerns that the earlier guidance miss may have caused significant losses and could keep pressure on CVLT shares. Levi & Korsinsky shareholder alert

CommVault Systems Stock Down 0.3%

CVLT stock opened at $121.77 on Wednesday. CommVault Systems, Inc. has a 12 month low of $71.75 and a 12 month high of $200.68. The firm has a market cap of $5.02 billion, a PE ratio of 76.58 and a beta of 0.82. The firm has a 50 day simple moving average of $99.35 and a 200 day simple moving average of $103.12. The company has a debt-to-equity ratio of 117.54, a current ratio of 1.95 and a quick ratio of 1.95.

CommVault Systems (NASDAQ:CVLT) last released its earnings results on Tuesday, April 28th. The software maker reported $1.28 EPS for the quarter, beating the consensus estimate of $1.09 by $0.19. CommVault Systems had a net margin of 5.97% and a return on equity of 51.64%. The business had revenue of $311.69 million during the quarter, compared to analyst estimates of $306.71 million. During the same period in the prior year, the business earned $1.03 earnings per share. The business’s quarterly revenue was up 13.3% on a year-over-year basis. Equities research analysts forecast that CommVault Systems, Inc. will post 2.86 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Robert W. Baird reduced their price target on shares of CommVault Systems from $185.00 to $160.00 and set an “outperform” rating for the company in a research note on Monday, April 13th. Zacks Research lowered shares of CommVault Systems from a “strong-buy” rating to a “hold” rating in a research note on Friday, May 1st. Wall Street Zen lowered shares of CommVault Systems from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. DA Davidson reaffirmed a “buy” rating and issued a $125.00 price target on shares of CommVault Systems in a research note on Monday, April 13th. Finally, Scotiabank increased their target price on shares of CommVault Systems from $105.00 to $110.00 and gave the company a “sector perform” rating in a research note on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, CommVault Systems has a consensus rating of “Moderate Buy” and a consensus price target of $135.00.

About CommVault Systems

Commvault Systems, Inc is a global provider of data protection and information management software designed to help organizations manage, protect, and activate data across on-premises and cloud environments. Founded in 1996 and headquartered in Tinton Falls, New Jersey, Commvault offers a suite of integrated products and services that enable enterprises to back up, recover, archive, and analyze data. Its flagship solutions include Commvault Complete Data Protection, Commvault HyperScale, and the SaaS-based Metallic portfolio, which deliver scalable and automated data management capabilities across hybrid infrastructure environments.

Commvault’s platform is built on a unified architecture that allows customers to streamline operations, reduce complexity, and ensure data resiliency.