Expressive Wealth LLC Makes New Investment in Qualys, Inc. $QLYS

Key Points

• Expressive Wealth LLC initiated a Qualys position by purchasing 6,054 shares valued at approximately $832,000. Institutional investors and hedge funds collectively own 99.31% of QLYS.
• Qualys insiders sold 72,845 shares worth about $9.38 million over the past three months, including CEO Sumedh Thakar’s sale of 30,000 shares under a pre-arranged Rule 10b5-1 plan.
• Qualys exceeded quarterly expectations with EPS of $1.98 versus the $1.78 consensus and revenue of $182.18 million, up 11.1% year over year. Analysts maintain a consensus “Hold” rating with an average price target of $170.53.

Expressive Wealth LLC purchased a new stake in Qualys, Inc. (NASDAQ:QLYS - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 6,054 shares of the software maker's stock, valued at approximately $832,000. Qualys makes up about 0.8% of Expressive Wealth LLC's investment portfolio, making the stock its 28th largest holding.

Other large investors have also modified their holdings of the company. Root Financial Partners LLC increased its stake in shares of Qualys by 206.2% during the 1st quarter. Root Financial Partners LLC now owns 297 shares of the software maker's stock worth $26,000 after purchasing an additional 200 shares in the last quarter. Strive Financial Group LLC purchased a new stake in Qualys in the 4th quarter valued at approximately $27,000. Northwestern Mutual Wealth Management Co. grew its holdings in Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker's stock valued at $28,000 after buying an additional 143 shares during the last quarter. Kilter Group LLC acquired a new stake in Qualys during the 2nd quarter valued at $31,000. Finally, Employees Retirement System of Texas purchased a new position in Qualys during the fourth quarter worth $43,000. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of Qualys stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total value of $4,050,000.00. Following the completion of the sale, the chief executive officer owned 196,686 shares in the company, valued at $26,552,610. The trade was a 13.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 1,000 shares of the company's stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $155.00, for a total transaction of $155,000.00. Following the transaction, the insider directly owned 63,571 shares of the company's stock, valued at approximately $9,853,505. This represents a 1.55% 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 three months, insiders have sold 72,845 shares of company stock valued at $9,377,536. 0.72% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Truist Financial boosted their price target on Qualys from $160.00 to $185.00 and gave the stock a "hold" rating in a report on Wednesday, August 5th. Robert W. Baird set a $160.00 price objective on Qualys in a research note on Wednesday, August 5th. Piper Sandler increased their price objective on Qualys from $100.00 to $175.00 and gave the company a "neutral" rating in a research note on Wednesday, August 5th. Weiss Ratings upgraded Qualys from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, July 16th. Finally, Wedbush cut their target price on shares of Qualys from $155.00 to $125.00 and set an "outperform" rating for the company in a research note on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $170.53.

Qualys Stock Performance

QLYS stock opened at $181.98 on Friday. The company has a 50 day moving average price of $151.02 and a two-hundred day moving average price of $115.98. The stock has a market capitalization of $6.30 billion, a P/E ratio of 31.48 and a beta of 0.60. 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 issued its quarterly earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share 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 analyst estimates of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The business's revenue for the quarter was up 11.1% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Research analysts forecast that Qualys, Inc. will post 5.85 earnings per share for the current fiscal year.

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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