120,000 Shares in Varonis Systems, Inc. $VRNS Bought by Raiffeisen Bank International AG

Raiffeisen Bank International AG bought a new position in Varonis Systems, Inc. (NASDAQ:VRNS) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 120,000 shares of the technology company’s stock, valued at approximately $7,116,000. Raiffeisen Bank International AG owned 0.10% of Varonis Systems at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in VRNS. Y.D. More Investments Ltd lifted its holdings in shares of Varonis Systems by 2.6% in the third quarter. Y.D. More Investments Ltd now owns 39,527 shares of the technology company’s stock valued at $2,290,000 after purchasing an additional 995 shares in the last quarter. Compass Wealth Management LLC grew its holdings in shares of Varonis Systems by 1.3% during the third quarter. Compass Wealth Management LLC now owns 95,093 shares of the technology company’s stock worth $5,465,000 after buying an additional 1,175 shares in the last quarter. Readystate Asset Management LP acquired a new stake in Varonis Systems in the 3rd quarter valued at approximately $13,731,000. Hodges Capital Management Inc. lifted its stake in Varonis Systems by 146.3% in the 3rd quarter. Hodges Capital Management Inc. now owns 126,450 shares of the technology company’s stock valued at $7,267,000 after acquiring an additional 75,120 shares in the last quarter. Finally, Vanguard Group Inc. lifted its stake in Varonis Systems by 3.6% in the 3rd quarter. Vanguard Group Inc. now owns 12,595,348 shares of the technology company’s stock valued at $723,855,000 after acquiring an additional 436,462 shares in the last quarter. Institutional investors own 95.65% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on VRNS shares. Truist Financial reduced their target price 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. Stephens began coverage on shares of Varonis Systems in a research note on Tuesday, December 30th. They set an “equal weight” rating and a $40.00 price objective for the company. Wedbush decreased their price objective on Varonis Systems from $53.00 to $35.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. DA Davidson raised Varonis Systems from a “neutral” rating to a “buy” rating and lifted their target price for the company from $25.00 to $30.00 in a research report on Thursday, February 5th. Finally, B. Riley Financial reduced their price target on Varonis Systems from $58.00 to $45.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Sixteen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $45.25.

Varonis Systems Stock Down 7.7%

Varonis Systems stock opened at $23.69 on Friday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.97 and a quick ratio of 1.97. The company’s 50-day moving average is $31.07 and its 200-day moving average is $43.23. The firm has a market capitalization of $2.78 billion, a PE ratio of -20.78 and a beta of 0.58. Varonis Systems, Inc. has a fifty-two week low of $20.06 and a fifty-two week high of $63.90.

Varonis Systems (NASDAQ:VRNS) last posted its quarterly earnings results on Tuesday, February 3rd. The technology company reported $0.08 EPS for the quarter, topping analysts’ consensus estimates of $0.03 by $0.05. The business had revenue of $173.37 million during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company posted $0.18 earnings per share. 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 anticipate that Varonis Systems, Inc. will post -0.83 earnings per share for the current year.

Insider Buying and Selling

In other Varonis Systems news, Director John J. Gavin, Jr. purchased 5,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were acquired at an average price of $22.54 per share, for a total transaction of $112,700.00. Following the purchase, the director owned 273,666 shares in the company, valued at approximately $6,168,431.64. The trade was a 1.86% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Avrohom J. Kess acquired 17,800 shares of Varonis Systems stock in a transaction on Friday, February 6th. The shares were bought at an average cost of $22.29 per share, with a total value of $396,762.00. Following the completion of the transaction, the director owned 49,403 shares of the company’s stock, valued at approximately $1,101,192.87. This trade represents a 56.32% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have acquired 25,780 shares of company stock valued at $579,403. 2.30% of the stock is owned by insiders.

Key Headlines Impacting Varonis Systems

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

• Neutral Sentiment: Multiple firms are soliciting investors and reminding holders of the March 9, 2026 lead‑plaintiff deadline, increasing press coverage and investor concern. Representative notice: Hagens Berman investor alert. Hagens Berman Investigating Varonis
• Negative Sentiment: At least one complaint (and several investor alerts) alleges Varonis misled investors about “renewal softness” in its Federal vertical and legacy on‑premises business while claiming a de‑risked SaaS transition—claims that, if proven, could lead to damages and increased legal costs. Bronstein, Gewirtz & Grossman Class Action
• Negative Sentiment: Dozens of firm notices (Rosen, Pomerantz, Berger Montague, Glancy, Levi & Korsinsky, Schall, Faruqi, Gross, Bernstein, etc.) signal coordinated litigation activity and potential competing lead‑plaintiff motions — outcomes that can prolong litigation and increase settlement/defense costs. Example notice: Berger Montague investor alert. Berger Montague Investor Alert

Varonis Systems Company 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.