London Co. of Virginia Cuts Stock Position in Qualys, Inc. $QLYS

London Co. of Virginia cut its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 3.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 455,554 shares of the software maker’s stock after selling 14,423 shares during the period. London Co. of Virginia’s holdings in Qualys were worth $60,285,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently bought and sold shares of QLYS. Willis Investment Counsel lifted its holdings in shares of Qualys by 68.8% in the 2nd quarter. Willis Investment Counsel now owns 23,611 shares of the software maker’s stock valued at $3,373,000 after buying an additional 9,626 shares during the period. Federated Hermes Inc. grew its holdings in Qualys by 26.3% during the third quarter. Federated Hermes Inc. now owns 87,217 shares of the software maker’s stock worth $11,541,000 after acquiring an additional 18,164 shares during the period. RWA Wealth Partners LLC purchased a new position in Qualys in the third quarter worth $80,820,000. HighTower Advisors LLC raised its position in Qualys by 748.6% in the third quarter. HighTower Advisors LLC now owns 31,346 shares of the software maker’s stock worth $4,148,000 after acquiring an additional 27,652 shares in the last quarter. Finally, Legal & General Group Plc lifted its holdings in Qualys by 6.7% in the second quarter. Legal & General Group Plc now owns 1,051,673 shares of the software maker’s stock valued at $150,253,000 after acquiring an additional 65,924 shares during the period. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on QLYS. Morgan Stanley reiterated an “underweight” rating and issued a $117.00 price target on shares of Qualys in a report on Thursday, December 18th. Berenberg Bank assumed coverage on shares of Qualys in a research report on Tuesday, November 18th. They set a “hold” rating and a $165.00 target price on the stock. Scotiabank lowered their target price on shares of Qualys from $139.00 to $135.00 and set a “sector perform” rating on the stock in a research report on Friday, February 6th. Canaccord Genuity Group set a $150.00 target price on shares of Qualys in a report on Friday, February 6th. Finally, Truist Financial reiterated a “hold” rating and set a $120.00 price target (down from $130.00) on shares of Qualys in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $140.46.

Qualys Stock Performance

Qualys stock opened at $94.99 on Tuesday. Qualys, Inc. has a fifty-two week low of $85.14 and a fifty-two week high of $155.47. The company has a market capitalization of $3.39 billion, a price-to-earnings ratio of 17.46 and a beta of 0.63. The stock has a fifty day moving average of $114.42 and a two-hundred day moving average of $128.86.

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

Insiders Place Their Bets

In related news, CEO Sumedh S. Thakar sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $133.76, for a total transaction of $668,800.00. Following the sale, the chief executive officer owned 247,800 shares in the company, valued at approximately $33,145,728. This trade represents a 1.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Joo Mi Kim sold 6,799 shares of Qualys stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the completion of the sale, the chief financial officer directly owned 88,489 shares of the company’s stock, valued at $11,367,296.94. The trade was a 7.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 22,309 shares of company stock valued at $2,942,450 in the last ninety days. Insiders own 1.00% of the company’s stock.

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.