40,006 Shares in Varonis Systems, Inc. $VRNS Acquired by Eurizon Capital SGR S.p.A.

Eurizon Capital SGR S.p.A. bought a new position in Varonis Systems, Inc. (NASDAQ:VRNS) in the 4th quarter, Holdings Channel reports. The fund bought 40,006 shares of the technology company’s stock, valued at approximately $1,312,000.

A number of other institutional investors have also added to or reduced their stakes in VRNS. Pictet Asset Management Holding SA grew its holdings in Varonis Systems by 99.1% during the 4th quarter. Pictet Asset Management Holding SA now owns 2,178,380 shares of the technology company’s stock valued at $71,480,000 after buying an additional 1,084,267 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd grew its holdings in Varonis Systems by 166.7% during the 3rd quarter. Clal Insurance Enterprises Holdings Ltd now owns 1,360,000 shares of the technology company’s stock valued at $78,159,000 after buying an additional 850,000 shares in the last quarter. Vanguard Group Inc. grew its holdings in Varonis Systems by 6.5% during the 4th quarter. Vanguard Group Inc. now owns 13,418,273 shares of the technology company’s stock valued at $440,119,000 after buying an additional 822,925 shares in the last quarter. Atreides Management LP purchased a new stake in Varonis Systems during the 3rd quarter valued at approximately $37,839,000. Finally, Jennison Associates LLC grew its stake in Varonis Systems by 92.6% during the fourth quarter. Jennison Associates LLC now owns 1,036,934 shares of the technology company’s stock valued at $34,011,000 after acquiring an additional 498,413 shares in the last quarter. 95.65% of the stock is owned by hedge funds and other institutional investors.

Varonis Systems Stock Down 0.6%

NASDAQ VRNS opened at $35.88 on Wednesday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.69 and a current ratio of 1.69. The company has a market capitalization of $4.12 billion, a P/E ratio of -31.47 and a beta of 0.89. Varonis Systems, Inc. has a one year low of $19.70 and a one year high of $63.90. The stock has a 50 day moving average price of $25.85 and a 200-day moving average price of $28.46.

Varonis Systems (NASDAQ:VRNS) last posted its earnings results on Tuesday, April 28th. The technology company reported $0.06 EPS for the quarter, beating analysts’ consensus estimates of ($0.05) by $0.11. The firm had revenue of $173.13 million during the quarter, compared to the consensus estimate of $165.52 million. Varonis Systems had a negative return on equity of 20.27% and a negative net margin of 19.75%.The firm’s quarterly revenue was up 26.9% compared to the same quarter last year. Varonis Systems has set its FY 2026 guidance at 0.110-0.120 EPS and its Q2 2026 guidance at 0.000-0.010 EPS. As a group, equities analysts predict that Varonis Systems, Inc. will post -1.04 EPS for the current fiscal year.

Analysts Set New Price Targets

VRNS has been the topic of a number of research reports. UBS Group lifted their price target on shares of Varonis Systems from $30.00 to $37.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Wells Fargo & Company lifted their price target on shares of Varonis Systems from $28.00 to $35.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Barclays lifted their price target on shares of Varonis Systems from $28.00 to $33.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. B. Riley Financial reduced their price target on shares of Varonis Systems from $58.00 to $45.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Finally, Susquehanna lifted their price target on shares of Varonis Systems from $30.00 to $36.00 and gave the company a “positive” rating in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Varonis Systems presently has a consensus rating of “Moderate Buy” and an average target price of $41.35.

Varonis Systems Profile

Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company’s flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.

Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.