Van Hulzen Asset Management LLC Increases Stake in Qualys, Inc. $QLYS

Van Hulzen Asset Management LLC raised its holdings in shares of Qualys, Inc. (NASDAQ:QLYS) by 37.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,342 shares of the software maker’s stock after buying an additional 7,467 shares during the quarter. Van Hulzen Asset Management LLC’s holdings in Qualys were worth $3,759,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of QLYS. Root Financial Partners LLC lifted its stake in shares of Qualys by 206.2% in 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. Strive Financial Group LLC purchased a new stake in Qualys during the 4th quarter valued at about $27,000. Northwestern Mutual Wealth Management Co. grew its stake in Qualys by 204.3% during 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 in the last quarter. Kilter Group LLC acquired a new stake in Qualys in the 2nd quarter valued at about $31,000. Finally, Continuum Advisory LLC acquired a new stake in Qualys in the 2nd quarter valued at about $33,000. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Qualys

In other news, insider Bruce Posey sold 866 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $184.23, for a total transaction of $159,543.18. Following the completion of the transaction, the insider directly owned 59,554 shares in the company, valued at $10,971,633.42. This trade represents a 1.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wendy Pfeiffer sold 500 shares of Qualys stock in a transaction on Monday, July 20th. The shares were sold at an average price of $158.19, for a total value of $79,095.00. Following the completion of the sale, the director directly owned 12,210 shares of the company’s stock, valued at $1,931,499.90. The trade was a 3.93% 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 sold a total of 58,144 shares of company stock valued at $7,696,795 over the last 90 days. Insiders own 0.72% of the company’s stock.

Analysts Set New Price Targets

QLYS has been the topic of several recent research reports. Zacks Research upgraded Qualys from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 11th. DA Davidson lifted their price objective on Qualys from $135.00 to $165.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Truist Financial boosted their price objective on Qualys from $160.00 to $185.00 and gave the stock a “hold” rating in a research note on Wednesday, August 5th. Weiss Ratings upgraded Qualys from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, August 24th. Finally, Canaccord Genuity Group set a $190.00 target price on Qualys in a research note on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $170.53.

Qualys Stock Performance

QLYS stock opened at $170.17 on Thursday. Qualys, Inc. has a one year low of $74.51 and a one year high of $201.54. The firm has a market cap of $5.89 billion, a PE ratio of 29.44 and a beta of 0.62. The firm’s 50 day moving average price is $166.04 and its 200-day moving average price is $121.79.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.78 by $0.20. The company had revenue of $182.18 million during the quarter, compared to analyst estimates of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The firm’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same period in the prior year, the business posted $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 predict that Qualys, Inc. will post 5.85 EPS for the current fiscal 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.