43,215 Shares in Qualys, Inc. $QLYS Acquired by Park State Asset Management

Key Points

• Park State Asset Management acquired 43,215 Qualys shares worth approximately $5.94 million, making Qualys 5.8% of its portfolio and its sixth-largest holding. Institutional investors and hedge funds collectively own 99.31% of the stock.
• Qualys reported quarterly earnings of $1.98 per share, exceeding 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 to $7.88.
• Analyst sentiment remains mixed, with Qualys carrying an average “Hold” rating and a consensus price target of $170.53. Meanwhile, insiders have sold 71,979 shares worth about $9.2 million over the past 90 days.

Park State Asset Management bought a new stake in Qualys, Inc. (NASDAQ:QLYS - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 43,215 shares of the software maker's stock, valued at approximately $5,942,000. Qualys makes up 5.8% of Park State Asset Management's holdings, making the stock its 6th largest position. Park State Asset Management owned 0.12% of Qualys at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of Qualys during the 2nd quarter valued at $792,316,000. Fuller & Thaler Asset Management Inc. acquired a new position in Qualys in the 4th quarter worth about $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 purchasing an additional 465,952 shares in the last quarter. Alyeska Investment Group L.P. bought a new position in Qualys in the third quarter valued at about $45,854,000. Finally, AQR Capital Management LLC raised its position in Qualys by 46.9% in the second 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 during the last quarter. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Qualys Stock Performance

Qualys stock opened at $187.98 on Wednesday. The firm has a market cap of $6.50 billion, a price-to-earnings ratio of 32.52 and a beta of 0.60. Qualys, Inc. has a 52-week low of $74.51 and a 52-week high of $201.54. The firm has a 50 day moving average price of $146.65 and a two-hundred day moving average price of $114.78.

Qualys (NASDAQ:QLYS - Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 EPS for the quarter, beating analysts' consensus estimates of $1.78 by $0.20. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The company had revenue of $182.18 million for the quarter, compared to analyst estimates of $178.57 million. During the same period in the prior year, the firm posted $1.68 EPS. The company's quarterly revenue was up 11.1% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. As a group, equities research analysts predict that Qualys, Inc. will post 5.85 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Wendy Pfeiffer sold 500 shares of the company's stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $158.19, for a total transaction of $79,095.00. Following the sale, the director owned 12,210 shares in the company, valued at $1,931,499.90. This represents a 3.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 882 shares of the firm's stock in a transaction that occurred 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 sale, the insider directly owned 62,689 shares of the company's stock, valued at $9,915,519.13. This represents a 1.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 71,979 shares of company stock valued at $9,217,993. 0.72% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. TD Cowen boosted their price target on Qualys from $145.00 to $170.00 and gave the stock a "hold" rating in a report on Wednesday, August 5th. Royal Bank Of Canada raised their price objective on shares of Qualys from $145.00 to $180.00 and gave the company a "sector perform" rating in a report on Wednesday, August 5th. Morgan Stanley lifted their target price on shares of Qualys from $115.00 to $130.00 and gave the stock an "underweight" rating in a research report on Wednesday, August 5th. William Blair lowered shares of Qualys from an "outperform" rating to a "market perform" rating in a report on Tuesday, April 28th. Finally, Wedbush decreased 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. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Qualys presently has an average rating of "Hold" and an average price target of $170.53.

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.

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