Allianz Asset Management GmbH Makes New Investment in Qualys, Inc. $QLYS

Key Points

• Allianz Asset Management initiated a Qualys position by purchasing 21,240 shares worth approximately $2.92 million. Institutional investors collectively own 99.31% of the company.
• Qualys reported quarterly EPS of $1.98, exceeding the $1.78 consensus estimate, 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.
• Qualys shares opened at $170.32, near the analyst consensus price target of $170.53. Ratings remain mixed, with an overall “Hold” consensus, while insiders have sold $7.75 million of stock over the past three months.

Allianz Asset Management GmbH bought a new position in Qualys, Inc. (NASDAQ:QLYS - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 21,240 shares of the software maker's stock, valued at approximately $2,920,000. Allianz Asset Management GmbH owned about 0.06% of Qualys at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Corient Private Wealth LP raised its holdings in shares of Qualys by 79.6% during the second quarter. Corient Private Wealth LP now owns 45,513 shares of the software maker's stock valued at $6,258,000 after acquiring an additional 20,175 shares in the last quarter. HighTower Advisors LLC boosted its holdings in Qualys by 21.7% in the second quarter. HighTower Advisors LLC now owns 38,408 shares of the software maker's stock valued at $5,281,000 after acquiring an additional 6,844 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Qualys in the second quarter valued at $2,852,000. California State Teachers Retirement System increased its position in Qualys by 13,255.9% during the 2nd quarter. California State Teachers Retirement System now owns 5,651,801 shares of the software maker's stock valued at $777,066,000 after purchasing an additional 5,609,484 shares during the period. Finally, AlphaGrep UK Ltd purchased a new position in Qualys during the 2nd quarter valued at $301,000. Hedge funds and other institutional investors own 99.31% of the company's stock.

Insider Activity at Qualys

In related news, Director Wendy Pfeiffer sold 500 shares of the company's stock in a transaction on Monday, July 20th. The stock was sold at an average price of $158.19, for a total transaction of $79,095.00. Following the completion of the sale, the director owned 12,210 shares in the company, valued at approximately $1,931,499.90. This represents a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 866 shares of the business's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $184.23, for a total value of $159,543.18. Following the sale, the insider owned 59,554 shares of the company's stock, valued at approximately $10,971,633.42. This represents a 1.43% 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. Over the last three months, insiders have sold 58,614 shares of company stock valued at $7,747,968. Insiders own 0.72% of the company's stock.

Qualys Price Performance

Shares of NASDAQ:QLYS opened at $170.32 on Wednesday. The business has a fifty day moving average price of $165.51 and a 200-day moving average price of $121.32. The company has a market capitalization of $5.89 billion, a PE ratio of 29.47 and a beta of 0.62. Qualys, Inc. has a 1-year low of $74.51 and a 1-year high of $201.54.

Qualys (NASDAQ:QLYS - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.78 by $0.20. The company had revenue of $182.18 million for the quarter, compared to analysts' expectations of $178.57 million. Qualys had a net margin of 29.38% and a return on equity of 37.52%. Qualys's revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.68 EPS. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. On average, sell-side analysts anticipate that Qualys, Inc. will post 5.85 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings raised shares of Qualys from a "hold (c)" rating to a "hold (c+)" rating in a research note on Monday, August 24th. Zacks Research raised shares of Qualys from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, August 11th. Piper Sandler raised their price objective on shares of Qualys from $100.00 to $175.00 and gave the stock a "neutral" rating in a report on Wednesday, August 5th. Wall Street Zen raised Qualys from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, Royal Bank Of Canada upped their target price on Qualys from $145.00 to $180.00 and gave the stock a "sector perform" rating in a report on Wednesday, August 5th. Two equities research 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 company. According to 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.

Want to see what other hedge funds are holding QLYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Qualys, Inc. (NASDAQ:QLYS - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.