49,640 Shares in CommVault Systems, Inc. $CVLT Bought by Lisanti Capital Growth LLC

Lisanti Capital Growth LLC acquired a new stake in shares of CommVault Systems, Inc. (NASDAQ:CVLT) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 49,640 shares of the software maker’s stock, valued at approximately $7,035,000. CommVault Systems comprises 1.5% of Lisanti Capital Growth LLC’s portfolio, making the stock its 13th biggest holding. Lisanti Capital Growth LLC owned 0.12% of CommVault Systems at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Boston Trust Walden Corp purchased a new stake in shares of CommVault Systems during the 4th quarter valued at about $30,830,000. Intech Investment Management LLC lifted its stake in shares of CommVault Systems by 52.4% in the 4th quarter. Intech Investment Management LLC now owns 86,634 shares of the software maker’s stock worth $10,860,000 after purchasing an additional 29,796 shares during the period. Epoch Investment Partners Inc. purchased a new position in shares of CommVault Systems in the fourth quarter worth approximately $27,278,000. Madison Asset Management LLC boosted its holdings in shares of CommVault Systems by 39.7% in the first quarter. Madison Asset Management LLC now owns 33,459 shares of the software maker’s stock worth $2,606,000 after buying an additional 9,512 shares during the last quarter. Finally, BNP Paribas Financial Markets grew its position in CommVault Systems by 410.8% during the fourth quarter. BNP Paribas Financial Markets now owns 320,468 shares of the software maker’s stock valued at $40,174,000 after buying an additional 257,729 shares during the period. Institutional investors own 93.50% of the company’s stock.

Analyst Upgrades and Downgrades

CVLT has been the topic of several recent research reports. Oppenheimer increased their price target on shares of CommVault Systems from $150.00 to $175.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Mizuho boosted their price objective on shares of CommVault Systems from $140.00 to $175.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Stephens upped their price objective on CommVault Systems from $135.00 to $155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 16th. Guggenheim reaffirmed a “buy” rating on shares of CommVault Systems in a report on Tuesday, July 28th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and set a $132.00 target price on shares of CommVault Systems in a research report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $152.47.

Insider Activity at CommVault Systems

In other news, Director A Shane Sanders sold 476 shares of CommVault Systems stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $134.19, for a total transaction of $63,874.44. Following the sale, the director owned 8,696 shares in the company, valued at $1,166,916.24. This trade represents a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sanjay Mirchandani sold 6,857 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $142.80, for a total transaction of $979,179.60. Following the completion of the transaction, the chief executive officer directly owned 257,676 shares in the company, valued at $36,796,132.80. This trade represents a 2.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 38,311 shares of company stock worth $5,172,467 in the last three months. Corporate insiders own 0.86% of the company’s stock.

CommVault Systems Stock Down 3.8%

CVLT opened at $137.32 on Thursday. The stock has a market cap of $5.69 billion, a price-to-earnings ratio of 87.46 and a beta of 0.81. The company has a debt-to-equity ratio of 16.94, a quick ratio of 2.04 and a current ratio of 2.04. The firm’s fifty day moving average is $138.40 and its 200 day moving average is $108.99. CommVault Systems, Inc. has a fifty-two week low of $71.75 and a fifty-two week high of $198.18.

CommVault Systems (NASDAQ:CVLT) last issued its quarterly earnings results on Tuesday, July 28th. The software maker reported $1.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.26. CommVault Systems had a return on equity of 88.75% and a net margin of 5.62%.The business had revenue of $314.13 million during the quarter, compared to analyst estimates of $310.43 million. During the same quarter in the prior year, the business posted $1.01 EPS. CommVault Systems’s revenue for the quarter was up 11.4% compared to the same quarter last year. On average, sell-side analysts forecast that CommVault Systems, Inc. will post 2.84 earnings per share for the current fiscal year.

Key Headlines Impacting CommVault Systems

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

• Positive Sentiment: Commvault expanded its Cloud Rewind offering with broader Microsoft Azure resource coverage, aiming to help customers protect and recover cloud-native and AI-driven applications after cyberattacks or outages. The announcement supports the company’s positioning in the growing data resilience, cloud protection and AI infrastructure markets. Commvault Advances AI and Cloud Application Resilience with Expanded Cloud Rewind Coverage
• Positive Sentiment: Analysts assign Commvault a consensus rating of “Moderate Buy,” indicating that overall Wall Street sentiment remains favorable despite recent selling pressure. CommVault Systems Given Consensus Rating of Moderate Buy
• Neutral Sentiment: CEO Sanjay Mirchandani, CFO Gary Merrill and Chief Accounting Officer Danielle Abrahamsen reported sales of company stock during August 17–19. The transactions were executed under pre-arranged Rule 10b5-1 plans and were specifically described as sales to cover tax-withholding obligations from vested equity awards, reducing their significance as a discretionary bearish signal. Executives continue to own substantial positions.
• Negative Sentiment: Bernstein Liebhard announced an investigation into potential breaches of fiduciary duty by certain Commvault directors and officers. The investigation is at an early stage and does not establish wrongdoing, but it introduces legal and governance uncertainty that could weigh on investor sentiment. CommVault Shareholder Investigation Alert

CommVault Systems Company Profile

Commvault Systems, Inc is a global provider of data protection and information management software designed to help organizations manage, protect, and activate data across on-premises and cloud environments. Founded in 1996 and headquartered in Tinton Falls, New Jersey, Commvault offers a suite of integrated products and services that enable enterprises to back up, recover, archive, and analyze data. Its flagship solutions include Commvault Complete Data Protection, Commvault HyperScale, and the SaaS-based Metallic portfolio, which deliver scalable and automated data management capabilities across hybrid infrastructure environments.

Commvault’s platform is built on a unified architecture that allows customers to streamline operations, reduce complexity, and ensure data resiliency.