Sei Investments Co. Buys 10,569 Shares of Qualys, Inc. $QLYS

Sei Investments Co. lifted its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 28.8% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 47,295 shares of the software maker’s stock after buying an additional 10,569 shares during the period. Sei Investments Co.’s holdings in Qualys were worth $4,155,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Root Financial Partners LLC lifted its holdings in 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 during the period. Strive Financial Group LLC purchased a new position in shares of Qualys during the 4th quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock worth $28,000 after acquiring an additional 143 shares during the period. Employees Retirement System of Texas bought a new position in shares of Qualys in the 4th quarter worth approximately $43,000. Finally, Richardson Financial Services Inc. raised its position in shares of Qualys by 127.0% in the 4th quarter. Richardson Financial Services Inc. now owns 345 shares of the software maker’s stock worth $46,000 after acquiring an additional 193 shares in the last quarter. 99.31% of the stock is owned by institutional investors.

Qualys News Summary

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Quarterly results exceeded expectations. Qualys reported adjusted earnings of $1.98 per share, above the $1.78 consensus estimate and up from $1.68 a year earlier. Revenue rose 11.1% year over year to $182.18 million, also beating forecasts. Channel revenue increased 22%, helping drive market-share gains and stronger current billings. Qualys Q2 Earnings Beat on Channel Strength
• Positive Sentiment: Qualys raised its 2026 outlook. Management now expects full-year revenue of $732 million to $738 million and adjusted EPS of $7.74 to $7.88. The company also issued third-quarter guidance that was generally above analyst expectations, supporting the bullish reaction. Qualys FY2026 Outlook and InstaScan
• Positive Sentiment: AI product investments could strengthen future growth. Qualys launched InstaScan, an AI-enabled capability designed to identify newly disclosed vulnerabilities within minutes using existing asset data. Management also pointed to Risk Operations Center adoption, federal demand, partner execution and QFlex engagement as additional growth catalysts.
• Positive Sentiment: Scotiabank became more constructive. The bank raised its price target to $220 from $190 and maintained a “sector outperform” rating, indicating confidence that the earnings momentum and product strategy can support further upside.
• Neutral Sentiment: Analyst opinion remains mixed. D.A. Davidson reaffirmed its Hold rating, while the broader analyst consensus remains Hold despite recent target-price increases. This may limit enthusiasm after the sharp earnings-related move.
• Negative Sentiment: CFO insider selling adds a modest cautionary signal. CFO Joo Mi Kim sold 1,627 shares for approximately $249,000 under a pre-arranged Rule 10b5-1 trading plan. The scheduled nature of the sale reduces its significance, and the CFO retained a substantial position.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on QLYS shares. DA Davidson lifted their price target on Qualys from $135.00 to $165.00 and gave the company a “neutral” rating in a research report on Wednesday. William Blair downgraded Qualys from an “outperform” rating to a “market perform” rating in a report on Tuesday, April 28th. Royal Bank Of Canada raised their price objective on Qualys from $145.00 to $180.00 and gave the company a “sector perform” rating in a research report on Wednesday. Canaccord Genuity Group set a $190.00 price objective on shares of Qualys in a research note on Wednesday. Finally, Morgan Stanley boosted their target price on Qualys from $115.00 to $130.00 and gave the stock an “underweight” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $170.53.

Qualys Trading Down 0.8%

Shares of NASDAQ QLYS opened at $181.78 on Friday. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $201.54. The firm has a market capitalization of $6.29 billion, a price-to-earnings ratio of 31.45 and a beta of 0.60. The firm has a 50 day moving average of $134.49 and a 200 day moving average of $111.67.

Qualys (NASDAQ:QLYS) last released its quarterly earnings results 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 business had revenue of $182.18 million for the quarter, compared to the consensus estimate of $178.57 million. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The company’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period last year, the firm earned $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. Sell-side analysts predict that Qualys, Inc. will post 5.47 EPS for the current year.

Insider Buying and Selling

In related news, insider Bruce K. Posey sold 882 shares of the firm’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $158.17, for a total value of $139,505.94. Following the transaction, the insider directly owned 62,689 shares of the company’s stock, valued at approximately $9,915,519.13. This trade represents a 1.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Joo Mi Kim sold 1,627 shares of Qualys stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $153.04, for a total value of $248,996.08. Following the transaction, the chief financial officer owned 75,743 shares in the company, valued at $11,591,708.72. This trade represents a 2.10% 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. Over the last quarter, insiders have sold 76,855 shares of company stock valued at $9,706,670. Company insiders own 0.72% 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.