Penserra Capital Management LLC Acquires 46,296 Shares of Qualys, Inc. $QLYS

Penserra Capital Management LLC grew its holdings in Qualys, Inc. (NASDAQ:QLYS) by 9.3% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 545,380 shares of the software maker’s stock after acquiring an additional 46,296 shares during the period. Qualys comprises approximately 1.1% of Penserra Capital Management LLC’s portfolio, making the stock its 19th biggest holding. Penserra Capital Management LLC’s holdings in Qualys were worth $77,918,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Boston Trust Walden Corp raised its position in shares of Qualys by 8.4% during the 2nd quarter. Boston Trust Walden Corp now owns 1,137,864 shares of the software maker’s stock valued at $162,567,000 after buying an additional 88,051 shares in the last quarter. AQR Capital Management LLC increased its stake in Qualys by 96.8% during the first quarter. AQR Capital Management LLC now owns 688,776 shares of the software maker’s stock worth $85,394,000 after acquiring an additional 338,702 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Qualys by 92.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 643,238 shares of the software maker’s stock worth $81,003,000 after acquiring an additional 308,635 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Qualys by 6.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 449,650 shares of the software maker’s stock valued at $56,628,000 after purchasing an additional 26,074 shares during the period. Finally, Invesco Ltd. lifted its stake in shares of Qualys by 2.8% in the 1st quarter. Invesco Ltd. now owns 415,582 shares of the software maker’s stock valued at $52,334,000 after purchasing an additional 11,481 shares during the last quarter. 99.31% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Qualys

In related news, CFO Joo Mi Kim sold 844 shares of the stock in a transaction that occurred on Friday, September 5th. The stock was sold at an average price of $134.80, for a total value of $113,771.20. Following the transaction, the chief financial officer owned 93,651 shares of the company’s stock, valued at $12,624,154.80. This represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bruce K. Posey sold 540 shares of the firm’s stock in a transaction on Monday, October 20th. The stock was sold at an average price of $127.12, for a total value of $68,644.80. Following the transaction, the insider owned 56,775 shares in the company, valued at $7,217,238. The trade was a 0.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 38,346 shares of company stock valued at $5,028,258. 0.88% of the stock is owned by corporate insiders.

Qualys Trading Up 1.8%

NASDAQ:QLYS opened at $149.73 on Friday. The company has a market cap of $5.37 billion, a price-to-earnings ratio of 29.89 and a beta of 0.58. Qualys, Inc. has a twelve month low of $112.61 and a twelve month high of $159.73. The stock has a fifty day simple moving average of $131.82 and a 200-day simple moving average of $134.47.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings results on Tuesday, November 4th. The software maker reported $1.86 EPS for the quarter, topping the consensus estimate of $1.56 by $0.30. Qualys had a net margin of 29.04% and a return on equity of 37.19%. The company had revenue of $169.88 million for the quarter, compared to the consensus estimate of $166.30 million. During the same quarter last year, the firm posted $1.56 EPS. The firm’s revenue was up 10.4% compared to the same quarter last year. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS. As a group, equities research analysts predict that Qualys, Inc. will post 3.85 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on QLYS shares. Zacks Research downgraded Qualys from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. Scotiabank cut their price objective on shares of Qualys from $150.00 to $139.00 and set a “sector perform” rating on the stock in a research report on Wednesday. Canaccord Genuity Group increased their target price on shares of Qualys from $158.00 to $160.00 and gave the company a “buy” rating in a research note on Wednesday. Jefferies Financial Group lifted their price target on shares of Qualys from $140.00 to $150.00 and gave the stock a “hold” rating in a research note on Wednesday, August 6th. Finally, Wall Street Zen upgraded shares of Qualys from a “hold” rating to a “buy” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $140.38.

Qualys Profile

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.