BNP Paribas Financial Markets Increases Stock Position in Qualys, Inc. $QLYS

BNP Paribas Financial Markets lifted its stake in Qualys, Inc. (NASDAQ:QLYS) by 41.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 234,108 shares of the software maker’s stock after acquiring an additional 69,185 shares during the quarter. BNP Paribas Financial Markets’ holdings in Qualys were worth $31,113,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in QLYS. Northwestern Mutual Wealth Management Co. lifted its position in Qualys by 204.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after purchasing an additional 143 shares during the period. Allworth Financial LP grew its position in Qualys by 86.8% in the 3rd quarter. Allworth Financial LP now owns 284 shares of the software maker’s stock worth $38,000 after purchasing an additional 132 shares during the period. Employees Retirement System of Texas purchased a new stake in Qualys during the 4th quarter valued at $43,000. Richardson Financial Services Inc. raised its stake in Qualys by 127.0% during the 4th quarter. Richardson Financial Services Inc. now owns 345 shares of the software maker’s stock valued at $46,000 after buying an additional 193 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new position in shares of Qualys during the 3rd quarter valued at $55,000. 99.31% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Qualys news, CFO Joo Mi Kim sold 1,627 shares of Qualys stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $100.17, for a total value of $162,976.59. Following the sale, the chief financial officer directly owned 83,211 shares in the company, valued at approximately $8,335,245.87. The trade was a 1.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 2,384 shares of the business’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $100.18, for a total value of $238,829.12. Following the completion of the sale, the insider owned 66,301 shares in the company, valued at $6,642,034.18. This represents a 3.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 19,172 shares of company stock valued at $2,124,751. Company insiders own 0.88% of the company’s stock.

Qualys Stock Performance

Shares of Qualys stock opened at $111.53 on Friday. The stock has a market cap of $3.93 billion, a P/E ratio of 20.02 and a beta of 0.66. The stock’s fifty day moving average is $91.92 and its 200 day moving average is $112.67. Qualys, Inc. has a one year low of $74.51 and a one year high of $155.47.

Qualys (NASDAQ:QLYS) last released its quarterly earnings results on Tuesday, May 5th. The software maker reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.81 by $0.14. The business had revenue of $175.64 million during the quarter, compared to analyst estimates of $173.63 million. Qualys had a return on equity of 37.15% and a net margin of 29.41%.Qualys’s revenue for the quarter was up 9.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.67 earnings per share. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. Analysts predict that Qualys, Inc. will post 5.47 EPS for the current year.

Wall Street Analysts Forecast Growth

QLYS has been the topic of a number of research reports. JPMorgan Chase & Co. dropped their price target on Qualys from $113.00 to $87.00 and set an “underweight” rating on the stock in a research note on Wednesday, May 6th. Wall Street Zen cut Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Wedbush dropped their target price on Qualys from $155.00 to $125.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Morgan Stanley set a $96.00 price target on Qualys in a research note on Wednesday, May 6th. Finally, Truist Financial reduced their price target on shares of Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $122.14.

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.