Neuberger Berman Group LLC Reduces Stock Position in Qualys, Inc. $QLYS

Neuberger Berman Group LLC lessened its holdings in shares of Qualys, Inc. (NASDAQ:QLYS) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,049,573 shares of the software maker’s stock after selling 25,001 shares during the period. Neuberger Berman Group LLC owned about 2.93% of Qualys worth $138,890,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of QLYS. Barclays PLC lifted its holdings in Qualys by 2.4% in the 3rd quarter. Barclays PLC now owns 177,853 shares of the software maker’s stock worth $23,535,000 after buying an additional 4,135 shares during the period. Reyes Financial Architecture Inc. purchased a new position in shares of Qualys during the third quarter valued at approximately $62,000. Dimensional Fund Advisors LP increased its stake in shares of Qualys by 2.1% during the third quarter. Dimensional Fund Advisors LP now owns 695,732 shares of the software maker’s stock valued at $92,077,000 after buying an additional 14,380 shares during the period. Cresset Asset Management LLC raised its holdings in shares of Qualys by 5.4% during the third quarter. Cresset Asset Management LLC now owns 4,903 shares of the software maker’s stock valued at $649,000 after acquiring an additional 253 shares in the last quarter. Finally, Picton Mahoney Asset Management raised its holdings in shares of Qualys by 74.8% during the third quarter. Picton Mahoney Asset Management now owns 7,569 shares of the software maker’s stock valued at $1,002,000 after acquiring an additional 3,239 shares in the last quarter. Institutional investors own 99.31% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on QLYS. Morgan Stanley reaffirmed an “underweight” rating and issued a $117.00 price target on shares of Qualys in a research note on Thursday, December 18th. Truist Financial restated a “hold” rating and issued a $120.00 price objective (down from $130.00) on shares of Qualys in a report on Friday, February 6th. JPMorgan Chase & Co. dropped their target price on shares of Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a research report on Friday, February 6th. Wedbush reaffirmed an “outperform” rating and set a $155.00 target price on shares of Qualys in a research note on Friday, February 6th. Finally, Royal Bank Of Canada reduced their price target on shares of Qualys from $140.00 to $134.00 and set a “sector perform” rating on the stock in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Qualys presently has a consensus rating of “Hold” and an average target price of $140.46.

Qualys Stock Down 0.8%

Qualys stock opened at $98.66 on Friday. Qualys, Inc. has a twelve month low of $85.14 and a twelve month high of $155.47. The company has a market capitalization of $3.52 billion, a P/E ratio of 18.14 and a beta of 0.62. The stock’s 50 day moving average is $118.81 and its 200 day moving average is $130.43.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings data on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.09. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The business had revenue of $175.28 million during the quarter, compared to analysts’ expectations of $173.18 million. During the same quarter in the previous year, the business earned $1.60 earnings per share. The firm’s quarterly revenue was up 10.1% compared to the same quarter last year. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. As a group, equities analysts expect that Qualys, Inc. will post 3.85 EPS for the current year.

Insider Transactions at Qualys

In related news, insider Bruce K. Posey sold 1,101 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $132.34, for a total value of $145,706.34. Following the transaction, the insider owned 68,598 shares in the company, valued at $9,078,259.32. The trade was a 1.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total transaction of $873,399.54. Following the sale, the chief financial officer directly owned 88,489 shares in the company, valued at $11,367,296.94. This trade represents a 7.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 30,744 shares of company stock valued at $4,186,464 in the last quarter. 0.88% of the stock is owned by insiders.

Qualys Company Profile

Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.

The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.