Vanguard Group Inc. Purchases 436,462 Shares of Varonis Systems, Inc. $VRNS

Vanguard Group Inc. raised its position in shares of Varonis Systems, Inc. (NASDAQ:VRNS) by 3.6% in the 3rd quarter, Holdings Channel reports. The firm owned 12,595,348 shares of the technology company’s stock after acquiring an additional 436,462 shares during the period. Vanguard Group Inc. owned 0.11% of Varonis Systems worth $723,855,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Bessemer Group Inc. increased its stake in shares of Varonis Systems by 179.1% in the 2nd quarter. Bessemer Group Inc. now owns 494 shares of the technology company’s stock valued at $25,000 after purchasing an additional 317 shares during the last quarter. First Horizon Corp acquired a new stake in Varonis Systems in the third quarter valued at about $45,000. Westside Investment Management Inc. grew its position in Varonis Systems by 100.0% in the third quarter. Westside Investment Management Inc. now owns 844 shares of the technology company’s stock valued at $49,000 after acquiring an additional 422 shares during the last quarter. Farther Finance Advisors LLC raised its stake in Varonis Systems by 1,062.6% during the third quarter. Farther Finance Advisors LLC now owns 1,058 shares of the technology company’s stock worth $61,000 after acquiring an additional 967 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of Varonis Systems by 344.3% in the second quarter. EverSource Wealth Advisors LLC now owns 1,213 shares of the technology company’s stock worth $62,000 after acquiring an additional 940 shares during the last quarter. Institutional investors and hedge funds own 95.65% of the company’s stock.

Key Varonis Systems News

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

• Positive Sentiment: Some analysts remain constructive — the investment narrative still cites revenue growth and the potential long‑term upside of Varonis’ SaaS transition, keeping parts of the analyst community on the buy/hold side. Read More.
• Neutral Sentiment: Multiple law firms and counsel are issuing procedural reminders about a March 9, 2026 lead‑plaintiff deadline — these notices are common after a complaint is filed and primarily prompt investors to consider joining or leading the case. Read More.
• Negative Sentiment: A securities class action has been filed alleging Varonis concealed renewal softness in its Federal/legacy on‑prem business and overstated the de‑risking of its SaaS transition — the suit and subsequent firm notices raise the prospect of legal costs, settlement risk and executive distraction. Read More.
• Negative Sentiment: Multiple plaintiff firms (Hagens Berman, Faruqi & Faruqi, Rosen, Schall, Levi & Korsinsky, Berger Montague, et al.) are actively soliciting lead‑plaintiff roles and investigating claims — intensified legal activity increases headline risk and could drive further analyst downgrades or downward pressure on the stock. Read More.

Insider Buying and Selling

In other news, Director John J. Gavin, Jr. purchased 5,000 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were purchased at an average price of $22.54 per share, for a total transaction of $112,700.00. Following the transaction, the director owned 273,666 shares of the company’s stock, valued at approximately $6,168,431.64. This trade represents a 1.86% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP David Bass acquired 2,980 shares of Varonis Systems stock in a transaction dated Monday, February 9th. The stock was purchased at an average cost of $23.47 per share, for a total transaction of $69,940.60. Following the completion of the purchase, the executive vice president owned 1,042,924 shares in the company, valued at approximately $24,477,426.28. The trade was a 0.29% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased a total of 25,780 shares of company stock valued at $579,403 over the last ninety days. 2.30% of the stock is owned by company insiders.

Varonis Systems Price Performance

Shares of NASDAQ:VRNS opened at $21.08 on Tuesday. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.97 and a current ratio of 1.97. Varonis Systems, Inc. has a 52 week low of $20.06 and a 52 week high of $63.90. The firm has a market cap of $2.48 billion, a PE ratio of -18.49 and a beta of 0.58. The firm’s fifty day moving average is $30.83 and its 200-day moving average is $42.83.

Varonis Systems (NASDAQ:VRNS) last announced its earnings results on Tuesday, February 3rd. The technology company reported $0.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.03 by $0.05. The business had revenue of $173.37 million during the quarter, compared to analyst estimates of $168.66 million. Varonis Systems had a negative return on equity of 22.95% and a negative net margin of 20.74%.Varonis Systems’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period last year, the company earned $0.18 EPS. Varonis Systems has set its FY 2026 guidance at 0.060-0.100 EPS and its Q1 2026 guidance at -0.060–0.050 EPS. Sell-side analysts predict that Varonis Systems, Inc. will post -0.83 earnings per share for the current year.

Analysts Set New Price Targets

VRNS has been the topic of a number of research analyst reports. UBS Group set a $50.00 price target on shares of Varonis Systems in a research note on Monday, January 26th. Piper Sandler raised shares of Varonis Systems from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $45.00 to $47.00 in a research note on Monday, January 5th. Needham & Company LLC decreased their target price on shares of Varonis Systems from $55.00 to $30.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Truist Financial lowered their price target on shares of Varonis Systems from $42.00 to $34.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Finally, Robert W. Baird cut Varonis Systems from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 29th. Sixteen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $45.25.

About Varonis Systems

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.