First National Bank of Omaha Makes New $2.02 Million Investment in Qualys, Inc. $QLYS

First National Bank of Omaha purchased a new stake in Qualys, Inc. (NASDAQ:QLYS) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 14,725 shares of the software maker’s stock, valued at approximately $2,025,000.

Several other large investors have also modified their holdings of QLYS. NewEdge Advisors LLC lifted its stake in Qualys by 3,948.0% in the 1st quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock valued at $255,000 after buying an additional 1,974 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in Qualys during the 2nd quarter valued at $292,000. Northwestern Mutual Wealth Management Co. increased its position in Qualys by 3,218.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 531 shares of the software maker’s stock worth $76,000 after buying an additional 515 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in Qualys by 482.0% during the second quarter. EverSource Wealth Advisors LLC now owns 646 shares of the software maker’s stock worth $92,000 after buying an additional 535 shares in the last quarter. Finally, Amundi raised its holdings in shares of Qualys by 47.1% in the second quarter. Amundi now owns 21,365 shares of the software maker’s stock worth $3,076,000 after acquiring an additional 6,844 shares during the last quarter. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Wendy Pfeiffer sold 500 shares of the stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $158.19, for a total transaction of $79,095.00. Following the transaction, the director directly owned 12,210 shares in the company, valued at $1,931,499.90. This represents a 3.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 882 shares of the firm’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $158.17, for a total transaction of $139,505.94. Following the completion of the sale, the insider directly owned 62,689 shares in the company, valued at $9,915,519.13. This represents a 1.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,979 shares of company stock worth $9,217,993 over the last 90 days. Corporate insiders own 0.72% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Weiss Ratings upgraded Qualys from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Royal Bank Of Canada boosted their target price on shares of Qualys from $145.00 to $180.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. William Blair lowered shares of Qualys from an “outperform” rating to a “market perform” rating in a report on Tuesday, April 28th. TD Cowen upped their target price on shares of Qualys from $145.00 to $170.00 and gave the company a “hold” rating in a report on Wednesday, August 5th. Finally, Morgan Stanley raised their price target on shares of Qualys from $115.00 to $130.00 and gave the stock an “underweight” rating in a research note on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Qualys has an average rating of “Hold” and a consensus price target of $170.53.

Qualys Stock Down 0.7%

Shares of Qualys stock opened at $186.68 on Thursday. Qualys, Inc. has a fifty-two week low of $74.51 and a fifty-two week high of $201.54. The business’s fifty day moving average is $148.18 and its two-hundred day moving average is $115.16. The firm has a market cap of $6.46 billion, a PE ratio of 32.30 and a beta of 0.60.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 EPS for the quarter, beating analysts’ consensus estimates of $1.78 by $0.20. The business had revenue of $182.18 million during the quarter, compared to the consensus estimate of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The business’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.68 earnings per share. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. Equities research analysts anticipate that Qualys, Inc. will post 5.85 EPS for the current year.

Qualys 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.