WCM Investment Management LLC Invests $4.72 Million in Rubrik, Inc. $RBRK

Key Points

• WCM Investment Management opened a new stake in Rubrik by purchasing 56,605 shares worth about $4.72 million in Q3, joining other institutional holders (institutional ownership ~49.54%) including Goldman Sachs, which owns ~940,351 shares (~$57.34M).
• Company insiders have been net sellers recently—250,387 shares valued at ~$19.2 million sold in the last 90 days (notable sales by Brian K. McCarthy and Director John W. Thompson); insiders still own ~32.38% of the stock.
• Analysts are broadly positive (consensus "Moderate Buy", 21 Buys, average price target ~$112.18), but the stock trades around ~$52 and Rubrik guided negative EPS for FY2026 despite a recent quarter that beat revenue and EPS estimates.

WCM Investment Management LLC bought a new position in shares of Rubrik, Inc. (NYSE:RBRK - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 56,605 shares of the company's stock, valued at approximately $4,717,000.

A number of other hedge funds have also recently bought and sold shares of the stock. Comerica Bank grew its position in Rubrik by 209.0% in the 1st quarter. Comerica Bank now owns 584 shares of the company's stock worth $36,000 after purchasing an additional 395 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Rubrik by 231.3% in the first quarter. Royal Bank of Canada now owns 29,320 shares of the company's stock valued at $1,789,000 after buying an additional 20,471 shares during the period. NewEdge Advisors LLC grew its position in Rubrik by 31.6% during the first quarter. NewEdge Advisors LLC now owns 1,250 shares of the company's stock worth $76,000 after buying an additional 300 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Rubrik by 33.5% during the first quarter. Goldman Sachs Group Inc. now owns 940,351 shares of the company's stock valued at $57,343,000 after acquiring an additional 236,181 shares during the period. Finally, Rhumbline Advisers increased its stake in Rubrik by 204.1% during the first quarter. Rhumbline Advisers now owns 2,980 shares of the company's stock valued at $182,000 after acquiring an additional 2,000 shares during the period. 49.54% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider Brian K. Mccarthy sold 10,000 shares of the firm's stock in a transaction on Monday, January 12th. The stock was sold at an average price of $70.88, for a total transaction of $708,800.00. Following the completion of the sale, the insider directly owned 330,772 shares of the company's stock, valued at $23,445,119.36. This trade represents a 2.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John Wendell Thompson sold 11,000 shares of the business's stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $55.29, for a total value of $608,190.00. Following the completion of the transaction, the director directly owned 3,655 shares in the company, valued at approximately $202,084.95. This represents a 75.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 250,387 shares of company stock valued at $19,195,515 in the last 90 days. Insiders own 32.38% of the company's stock.

Analyst Ratings Changes

RBRK has been the topic of several recent research reports. Mizuho raised Rubrik from a "neutral" rating to an "outperform" rating and set a $97.00 price objective on the stock in a report on Monday, November 17th. William Blair raised Rubrik from a "market perform" rating to an "outperform" rating in a research report on Friday, December 5th. Robert W. Baird boosted their price target on shares of Rubrik from $120.00 to $130.00 and gave the company an "outperform" rating in a report on Friday, December 5th. KeyCorp dropped their price objective on shares of Rubrik from $113.00 to $95.00 and set an "overweight" rating for the company in a research note on Monday, January 12th. Finally, Oppenheimer initiated coverage on shares of Rubrik in a research report on Monday, November 17th. They set a "market perform" rating on the stock. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Rubrik currently has a consensus rating of "Moderate Buy" and an average price target of $112.18.

Rubrik Stock Down 4.3%

Shares of Rubrik stock opened at $52.08 on Wednesday. Rubrik, Inc. has a 12-month low of $47.35 and a 12-month high of $103.00. The stock has a market capitalization of $10.42 billion, a P/E ratio of -26.71 and a beta of 0.31. The company has a 50-day simple moving average of $72.62 and a 200 day simple moving average of $78.34.

Rubrik (NYSE:RBRK - Get Free Report) last issued its quarterly earnings data on Thursday, December 4th. The company reported $0.10 earnings per share for the quarter, topping the consensus estimate of ($0.16) by $0.26. The firm had revenue of $350.17 million for the quarter, compared to the consensus estimate of $320.19 million. Rubrik's quarterly revenue was up 48.3% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.21) earnings per share. Rubrik has set its FY 2026 guidance at -0.200--0.160 EPS and its Q4 2026 guidance at -0.120--0.100 EPS. On average, equities analysts anticipate that Rubrik, Inc. will post -7.66 earnings per share for the current year.

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).

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