J.W. Cole Advisors Inc. Invests $910,000 in Rubrik, Inc. $RBRK

J.W. Cole Advisors Inc. bought a new stake in Rubrik, Inc. (NYSE:RBRK) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 12,103 shares of the company’s stock, valued at approximately $910,000.

Several other institutional investors have also recently added to or reduced their stakes in RBRK. EverSource Wealth Advisors LLC increased its holdings in Rubrik by 1,360.0% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 365 shares of the company’s stock valued at $30,000 after purchasing an additional 340 shares during the last quarter. Financial Life Planners acquired a new stake in Rubrik in the 3rd quarter valued at approximately $31,000. Atlantic Union Bankshares Corp increased its holdings in Rubrik by 100.0% in the 4th quarter. Atlantic Union Bankshares Corp now owns 400 shares of the company’s stock valued at $31,000 after purchasing an additional 200 shares during the last quarter. Banque Cantonale Vaudoise acquired a new stake in Rubrik in the 3rd quarter valued at approximately $34,000. Finally, Comerica Bank increased its holdings in Rubrik by 209.0% in the 1st quarter. Comerica Bank now owns 584 shares of the company’s stock valued at $36,000 after purchasing an additional 395 shares during the last quarter. Institutional investors and hedge funds own 49.54% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $90.00 target price on shares of Rubrik in a report on Monday, June 1st. Wolfe Research reiterated an “outperform” rating and issued a $95.00 target price on shares of Rubrik in a report on Friday, June 5th. Stephens lifted their target price on shares of Rubrik from $75.00 to $90.00 and gave the company an “overweight” rating in a report on Friday, June 5th. Jefferies Financial Group set a $90.00 target price on shares of Rubrik in a report on Friday, June 5th. Finally, BTIG Research raised their price target on shares of Rubrik from $76.00 to $91.00 and gave the company a “buy” rating in a research report on Friday, June 5th. Twenty-eight research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $93.00.

Rubrik News Roundup

Here are the key news stories impacting Rubrik this week:

• Positive Sentiment: Rubrik launched Rubrik Agent Cloud for Anthropic’s Claude Code, expanding its AI-focused security and operations offering and potentially strengthening its position in enterprise AI workflows. Rubrik Launches Rubrik Agent Cloud for Anthropic’s Claude Code
• Positive Sentiment: Rubrik announced Autonomous Business Recovery for cloud applications, reinforcing its recovery and resiliency platform and adding another product catalyst for growth investors. Rubrik Introduces Autonomous Business Recovery Solution for Cloud Applications
• Positive Sentiment: Coverage from the company’s Forward event emphasized Rubrik’s AI push, which is being viewed as improving the long-term investment case for the stock. Rubrik AI Push At Forward 2026 Reshapes Long Term Investment View
• Positive Sentiment: Several reports say analysts remain bullish on Rubrik after its recent results, with brokerage sentiment described as “Moderate Buy.” Rubrik, Inc. (NYSE:RBRK) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
• Neutral Sentiment: Rubrik also promoted its cybersecurity brand through the next season of its podcast documentary on North Korea threats, which adds visibility but is less likely to move the stock on its own. Rubrik Releases Next Season of Acclaimed “To Catch a Thief”
• Neutral Sentiment: Some recent articles are simply bullish stock commentary and reiterate that investors are debating whether RBRK is a good buy after the latest run-up. Is Rubrik, Inc. (RBRK) A Good Stock To Buy Now?

Insider Buying and Selling

In other news, Director Yvonne Wassenaar sold 2,838 shares of Rubrik stock in a transaction on Friday, May 29th. The shares were sold at an average price of $75.00, for a total transaction of $212,850.00. Following the completion of the sale, the director directly owned 2,326 shares of the company’s stock, valued at approximately $174,450. The trade was a 54.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kiran Kumar Choudary sold 122,613 shares of Rubrik stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $48.20, for a total transaction of $5,909,946.60. Following the sale, the chief financial officer directly owned 564,901 shares of the company’s stock, valued at approximately $27,228,228.20. This trade represents a 17.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 398,939 shares of company stock worth $27,628,167 over the last three months. 13.66% of the stock is owned by insiders.

Rubrik Stock Down 0.6%

Shares of RBRK stock opened at $71.33 on Thursday. Rubrik, Inc. has a 52 week low of $42.25 and a 52 week high of $99.75. The stock has a market capitalization of $14.43 billion, a PE ratio of -49.19 and a beta of 1.10. The firm has a 50 day moving average of $60.31 and a two-hundred day moving average of $62.62.

Rubrik (NYSE:RBRK) last issued its quarterly earnings results on Thursday, June 4th. The company reported $0.16 EPS for the quarter, beating the consensus estimate of ($0.03) by $0.19. The business had revenue of $387.07 million during the quarter, compared to analysts’ expectations of $366.31 million. During the same period in the prior year, the business earned ($0.15) EPS. The business’s quarterly revenue was up 39.0% on a year-over-year basis. Rubrik has set its FY 2027 guidance at 0.250-0.350 EPS and its Q2 2027 guidance at 0.030-0.050 EPS. Analysts expect that Rubrik, Inc. will post -1.42 EPS for the current fiscal year.

Rubrik Profile

Rubrik, Inc is a cloud data management and security company that delivers a unified platform for data protection, disaster recovery, compliance and intelligent data governance. Its flagship offering, the Rubrik Security Cloud, enables organizations to automate backup and recovery workflows across on-premises, edge and multi-cloud environments. By combining policy-driven orchestration with real-time threat detection, Rubrik helps clients guard against ransomware, ensure business continuity and enforce data retention requirements.

The company’s platform supports a range of services including backup and restore, long-term data archiving, replication, and disaster recovery as a service (DRaaS).