California State Teachers Retirement System Purchases 8,199 Shares of Qualys, Inc. $QLYS

Key Points

• California State Teachers Retirement System increased its Qualys position by 24% in the first quarter, buying 8,199 shares and bringing its holdings to 42,317 shares valued at approximately $3.7 million. Institutional investors collectively own 99.31% of QLYS.
• Qualys exceeded quarterly expectations, reporting adjusted EPS of $1.98 versus the $1.78 consensus and revenue of $182.18 million versus $178.57 million. Revenue rose 11.1% year over year, while the company issued fiscal 2026 EPS guidance of $7.74 to $7.88.
• Analyst sentiment remains cautious, with a consensus “Hold” rating and an average price target of $170.53. Meanwhile, insiders sold 76,855 shares worth about $9.7 million over the past 90 days, including sales by the CEO under a pre-arranged trading plan.

California State Teachers Retirement System raised its position in Qualys, Inc. (NASDAQ:QLYS - Free Report) by 24.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,317 shares of the software maker's stock after purchasing an additional 8,199 shares during the quarter. California State Teachers Retirement System owned 0.12% of Qualys worth $3,718,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. First Trust Advisors LP lifted its stake in Qualys by 24.1% in the 4th quarter. First Trust Advisors LP now owns 1,372,587 shares of the software maker's stock valued at $182,417,000 after acquiring an additional 266,924 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Qualys by 4.0% in the fourth quarter. Geode Capital Management LLC now owns 1,256,002 shares of the software maker's stock valued at $168,380,000 after purchasing an additional 48,877 shares during the last quarter. Legal & General Group Plc lifted its position in shares of Qualys by 7.0% in the fourth quarter. Legal & General Group Plc now owns 1,156,412 shares of the software maker's stock worth $153,687,000 after purchasing an additional 75,397 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Qualys by 46.9% in the second quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker's stock worth $144,133,000 after purchasing an additional 323,324 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Qualys by 127.0% during the first 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 during the last quarter. 99.31% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of the business'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 $26,552,610. The trade was a 13.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 2,384 shares of the company's stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $100.18, for a total value of $238,829.12. Following the completion of the sale, the insider owned 66,301 shares in the company, valued at $6,642,034.18. This represents a 3.47% decrease in their position. 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 90 days, insiders sold 76,855 shares of company stock worth $9,706,670. Company insiders own 0.72% of the company's stock.

Qualys Price Performance

Shares of QLYS stock opened at $183.48 on Friday. The stock has a market cap of $6.35 billion, a P/E ratio of 31.74 and a beta of 0.60. The company has a fifty day moving average price of $135.97 and a two-hundred day moving average price of $112.17. Qualys, Inc. has a one year low of $74.51 and a one year high of $201.54.

Qualys (NASDAQ:QLYS - Get Free Report) last announced 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. The company had revenue of $182.18 million during 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 quarter last year, the firm 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. As a group, equities research analysts anticipate that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have issued reports on QLYS. Wedbush lowered their price target on shares of Qualys from $155.00 to $125.00 and set an "outperform" rating on the stock in a research note on Thursday, May 7th. Truist Financial raised their price objective on Qualys from $160.00 to $185.00 and gave the company a "hold" rating in a report on Wednesday. Weiss Ratings raised Qualys from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, July 16th. William Blair lowered Qualys from an "outperform" rating to a "market perform" rating in a report on Tuesday, April 28th. Finally, Canaccord Genuity Group set a $190.00 price target on Qualys in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $170.53.

About Qualys

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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