36,279 Shares in Qualys, Inc. $QLYS Bought by Caisse de depot et placement du Quebec

Key Points

• Caisse de dépôt et placement du Québec purchased 36,279 Qualys shares worth approximately $4.99 million, representing about 0.10% of the company. Institutional investors collectively own 99.31% of Qualys.
• Qualys reported quarterly EPS of $1.98, beating estimates of $1.78, while revenue rose 11.1% year over year to $182.18 million. The company issued fiscal 2026 EPS guidance of $7.74–$7.88.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $170.53, despite several recent target increases. Meanwhile, insiders sold 72,845 shares worth approximately $9.38 million over the past three months.

Caisse de depot et placement du Quebec bought a new stake in shares of Qualys, Inc. (NASDAQ:QLYS - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 36,279 shares of the software maker's stock, valued at approximately $4,988,000. Caisse de depot et placement du Quebec owned approximately 0.10% of Qualys as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also bought and sold shares of the company. BlackRock Inc. bought a new position in shares of Qualys in the second quarter worth about $792,316,000. Legal & General Group Plc bought a new position in shares of Qualys during the 2nd quarter valued at approximately $197,624,000. Fuller & Thaler Asset Management Inc. bought a new position in shares of Qualys during the 4th quarter valued at approximately $78,591,000. Arrowstreet Capital Limited Partnership increased its holdings in Qualys by 127.0% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 832,796 shares of the software maker's stock worth $73,161,000 after acquiring an additional 465,952 shares in the last quarter. Finally, Alyeska Investment Group L.P. purchased a new stake in Qualys in the 3rd quarter worth approximately $45,854,000. Institutional investors own 99.31% of the company's stock.

Insider Activity

In other news, CEO Sumedh S. Thakar sold 30,000 shares of the company's stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the transaction, the chief executive officer owned 196,686 shares of the company's stock, valued at approximately $26,552,610. This represents a 13.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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 the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $153.04, for a total value of $248,996.08. Following the completion of the sale, the chief financial officer owned 75,743 shares in the company, valued at approximately $11,591,708.72. The trade was 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 three months, insiders have sold 72,845 shares of company stock worth $9,377,536. 0.72% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on QLYS shares. Scotiabank lifted their price target on shares of Qualys from $190.00 to $220.00 and gave the company an "outperform" rating in a report on Wednesday, August 5th. TD Cowen increased their price objective on shares of Qualys from $145.00 to $170.00 and gave the stock a "hold" rating in a research note on Wednesday, August 5th. Northland Securities set a $208.00 price target on Qualys in a research note on Wednesday, August 5th. Wall Street Zen raised Qualys from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Finally, DA Davidson boosted their price objective on Qualys from $135.00 to $165.00 and gave the company a "neutral" rating in a research report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Qualys has an average rating of "Hold" and a consensus target price of $170.53.

Qualys Price Performance

Shares of QLYS stock opened at $187.05 on Friday. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $201.54. The stock's 50 day simple moving average is $157.90 and its two-hundred day simple moving average is $117.91. The company has a market cap of $6.47 billion, a PE ratio of 32.36 and a beta of 0.60.

Qualys (NASDAQ:QLYS - Get Free Report) last released its earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share for the quarter, beating the consensus estimate of $1.78 by $0.20. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The firm had revenue of $182.18 million for the quarter, compared to the consensus estimate of $178.57 million. During the same quarter in the previous year, the company posted $1.68 EPS. 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. Equities research analysts expect that Qualys, Inc. will post 5.85 EPS for the current year.

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.

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