BI Asset Management Fondsmaeglerselskab A S Takes $4.72 Million Position in Qualys, Inc. $QLYS

BI Asset Management Fondsmaeglerselskab A S acquired a new stake in Qualys, Inc. (NASDAQ:QLYS) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 35,489 shares of the software maker’s stock, valued at approximately $4,716,000.

A number of other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Qualys by 2.9% in the 3rd quarter. Vanguard Group Inc. now owns 4,401,798 shares of the software maker’s stock valued at $582,490,000 after purchasing an additional 123,962 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Qualys by 4.0% in the 4th quarter. Geode Capital Management LLC now owns 1,256,002 shares of the software maker’s stock valued at $168,380,000 after purchasing an additional 48,877 shares in the last quarter. Legal & General Group Plc boosted its stake in shares of Qualys by 7.0% in the 4th quarter. Legal & General Group Plc now owns 1,156,412 shares of the software maker’s stock valued at $153,687,000 after purchasing an additional 75,397 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of Qualys by 46.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after purchasing an additional 323,324 shares in the last quarter. Finally, Fundsmith LLP boosted its stake in shares of Qualys by 21.2% in the 3rd quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock valued at $115,241,000 after purchasing an additional 152,257 shares in the last quarter. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Qualys Stock Performance

Shares of NASDAQ QLYS opened at $109.90 on Monday. Qualys, Inc. has a 12 month low of $74.51 and a 12 month high of $155.47. The firm has a market capitalization of $3.87 billion, a PE ratio of 19.73 and a beta of 0.65. The firm has a fifty day simple moving average of $92.32 and a two-hundred day simple moving average of $112.46.

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

Analysts Set New Price Targets

QLYS has been the subject of a number of research reports. Royal Bank Of Canada upped their price objective on shares of Qualys from $85.00 to $90.00 and gave the company a “sector perform” rating in a research note on Wednesday, May 6th. Scotiabank cut their price objective on shares of Qualys from $135.00 to $100.00 and set a “sector perform” rating for the company in a research note on Wednesday, May 6th. Canaccord Genuity Group cut their price objective on shares of Qualys from $150.00 to $125.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Wall Street Zen cut shares of Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Wedbush dropped their price target on shares of Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $122.14.

Insiders Place Their Bets

In related news, CEO Sumedh S. Thakar sold 13,200 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $114.73, for a total value of $1,514,436.00. Following the completion of the transaction, the chief executive officer directly owned 249,886 shares in the company, valued at $28,669,420.78. This trade represents a 5.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 2,384 shares of the stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $100.18, for a total transaction of $238,829.12. Following the completion of the transaction, the insider owned 66,301 shares of the company’s stock, valued at approximately $6,642,034.18. The trade was a 3.47% 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. In the last ninety days, insiders sold 19,172 shares of company stock worth $2,124,751. 1.00% of the stock is currently owned by corporate 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.