Quantinno Capital Management LP Increases Stock Position in Qualys, Inc. $QLYS

Quantinno Capital Management LP raised its position in Qualys, Inc. (NASDAQ:QLYS) by 306.4% in the first quarter, Holdings Channel reports. The institutional investor owned 36,253 shares of the software maker’s stock after purchasing an additional 27,333 shares during the period. Quantinno Capital Management LP’s holdings in Qualys were worth $3,185,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Strive Financial Group LLC acquired a new position in Qualys during the fourth quarter worth $27,000. Northwestern Mutual Wealth Management Co. raised its holdings in Qualys by 204.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after acquiring an additional 143 shares during the last quarter. Root Financial Partners LLC lifted its position in Qualys by 206.2% during the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock worth $26,000 after buying an additional 200 shares in the last quarter. Employees Retirement System of Texas purchased a new position in shares of Qualys during the 4th quarter worth $43,000. Finally, Richardson Financial Services Inc. raised its stake in Qualys by 127.0% during the fourth quarter. Richardson Financial Services Inc. now owns 345 shares of the software maker’s stock worth $46,000 after purchasing an additional 193 shares during the period. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Qualys Stock Performance

QLYS opened at $183.48 on Friday. Qualys, Inc. has a one year low of $74.51 and a one year high of $201.54. The business’s 50-day simple moving average is $135.97 and its 200-day simple moving average is $112.17. The stock has a market capitalization of $6.35 billion, a P/E ratio of 31.74 and a beta of 0.60.

Qualys (NASDAQ:QLYS) last announced its earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.78 by $0.20. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The business had revenue of $182.18 million for the quarter, compared to analyst estimates of $178.57 million. During the same period last year, the firm posted $1.68 earnings per share. The company’s revenue for the quarter was up 11.1% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. On average, equities research analysts forecast that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Wall Street Analyst Weigh In

QLYS has been the topic of several recent analyst reports. Robert W. Baird set a $160.00 price target on Qualys in a research note on Wednesday. TD Cowen raised their price target on Qualys from $145.00 to $170.00 and gave the stock a “hold” rating in a research report on Wednesday. DA Davidson lifted their target price on Qualys from $135.00 to $165.00 and gave the company a “neutral” rating in a research report on Wednesday. JPMorgan Chase & Co. boosted their price target on shares of Qualys from $139.00 to $150.00 and gave the stock a “neutral” rating in a research note on Monday, July 27th. Finally, Scotiabank upped their target price on shares of Qualys from $190.00 to $220.00 and gave the stock an “outperform” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $170.53.

Insiders Place Their Bets

In related news, insider Bruce K. Posey sold 2,384 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $100.18, for a total transaction of $238,829.12. Following the completion of the transaction, the insider directly owned 66,301 shares of the company’s stock, valued at $6,642,034.18. This represents a 3.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total value of $4,050,000.00. Following the transaction, the chief executive officer directly owned 196,686 shares of the company’s stock, valued at approximately $26,552,610. This trade represents a 13.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 76,855 shares of company stock worth $9,706,670. 0.72% of the stock is owned by insiders.

About Qualys

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.