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

J.W. Cole Advisors Inc. acquired a new position in shares of Rubrik, Inc. (NYSE:RBRK) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 12,103 shares of the company’s stock, valued at approximately $910,000.

Other institutional investors have also modified their holdings of the company. EverSource Wealth Advisors LLC lifted its position in shares of Rubrik by 1,360.0% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 365 shares of the company’s stock worth $30,000 after purchasing an additional 340 shares during the last quarter. Financial Life Planners purchased a new stake in shares of Rubrik during the 3rd quarter worth $31,000. Atlantic Union Bankshares Corp lifted its position in shares of Rubrik by 100.0% during the 4th quarter. Atlantic Union Bankshares Corp now owns 400 shares of the company’s stock worth $31,000 after purchasing an additional 200 shares during the last quarter. Banque Cantonale Vaudoise purchased a new stake in shares of Rubrik during the 3rd quarter worth $34,000. Finally, Comerica Bank raised its stake in Rubrik by 209.0% during the 1st quarter. Comerica Bank now owns 584 shares of the company’s stock worth $36,000 after acquiring an additional 395 shares in the last quarter. 49.54% of the stock is owned by hedge funds and other institutional investors.

Rubrik Price Performance

Shares of NYSE:RBRK opened at $71.33 on Thursday. The firm has a market capitalization of $14.43 billion, a P/E ratio of -49.19 and a beta of 1.10. Rubrik, Inc. has a 12 month low of $42.25 and a 12 month high of $99.75. The company’s fifty day moving average price is $60.31 and its 200 day moving average price is $62.62.

Rubrik (NYSE:RBRK) last posted its quarterly earnings data on Thursday, June 4th. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of ($0.03) by $0.19. The business had revenue of $387.07 million during the quarter, compared to analyst estimates of $366.31 million. The company’s revenue for the quarter was up 39.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted ($0.15) earnings per share. Rubrik has set its FY 2027 guidance at 0.250-0.350 EPS and its Q2 2027 guidance at 0.030-0.050 EPS. On average, sell-side analysts anticipate that Rubrik, Inc. will post -1.42 EPS for the current year.

Analysts Set New Price Targets

RBRK has been the topic of several research analyst reports. Robert W. Baird cut their price target on shares of Rubrik from $125.00 to $110.00 and set an “outperform” rating on the stock in a research note on Friday, March 6th. DA Davidson lifted their price target on shares of Rubrik from $70.00 to $90.00 and gave the stock a “buy” rating in a research note on Friday, June 5th. BTIG Research lifted their price target on shares of Rubrik from $76.00 to $91.00 and gave the stock a “buy” rating in a research note on Friday, June 5th. KeyCorp lifted their price target on shares of Rubrik from $70.00 to $88.00 and gave the stock an “overweight” rating in a research note on Friday, June 5th. Finally, Jefferies Financial Group set a $90.00 price target on shares of Rubrik in a research note on Friday, June 5th. Twenty-eight equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $93.00.

Insider Buying and Selling

In other Rubrik news, CFO Kiran Kumar Choudary sold 122,613 shares of Rubrik stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $48.20, for a total value of $5,909,946.60. Following the transaction, the chief financial officer directly owned 564,901 shares in the company, valued at approximately $27,228,228.20. The trade was a 17.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 transaction, the director owned 2,326 shares in the company, valued at approximately $174,450. This represents a 54.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 398,939 shares of company stock valued at $27,628,167 in the last quarter. Corporate insiders own 13.66% of the company’s stock.

Key Rubrik News

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?

Rubrik Company 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).