Jupiter Topco LLC Takes Position in Qualys, Inc. $QLYS

Key Points

• Jupiter Topco LLC acquired 134,922 Qualys shares worth approximately $18.5 million, representing a 0.39% stake. Institutional investors collectively own 99.31% of the company.
• Qualys exceeded quarterly expectations, reporting $1.98 EPS versus the $1.78 consensus and revenue of $182.18 million, up 11.1% year over year. Shares recently traded at $187.05, near their 52-week high of $201.54.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $170.53; targets range from $130 to $220. Insiders sold 72,845 shares valued at roughly $9.4 million during the last quarter.

Jupiter Topco LLC purchased a new position in Qualys, Inc. (NASDAQ:QLYS - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 134,922 shares of the software maker's stock, valued at approximately $18,549,000. Jupiter Topco LLC owned 0.39% of Qualys as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of QLYS. Root Financial Partners LLC raised its stake in Qualys by 206.2% in the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker's stock worth $26,000 after buying an additional 200 shares in the last quarter. Strive Financial Group LLC bought a new stake in Qualys during the 4th quarter valued at $27,000. Northwestern Mutual Wealth Management Co. boosted its position 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 acquiring an additional 143 shares in the last quarter. Kilter Group LLC purchased a new position in shares of Qualys in the 2nd quarter valued at $31,000. Finally, Employees Retirement System of Texas bought a new position in shares of Qualys in the 4th quarter worth $43,000. 99.31% of the stock is currently owned by institutional investors.

Qualys Stock Performance

Shares of QLYS stock opened at $187.05 on Friday. Qualys, Inc. has a fifty-two week low of $74.51 and a fifty-two week high of $201.54. The firm has a market capitalization of $6.47 billion, a price-to-earnings ratio of 32.36 and a beta of 0.60. The stock's 50-day simple moving average is $157.90 and its 200-day simple moving average is $117.91.

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 (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 business had revenue of $182.18 million for the quarter, compared to analyst estimates of $178.57 million. During the same quarter in the prior year, the business posted $1.68 EPS. Qualys'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. As a group, equities analysts forecast that Qualys, Inc. will post 5.85 earnings per share for the current year.

Insider Transactions at Qualys

In related news, CFO Joo Mi Kim sold 1,627 shares of the firm's stock in a transaction 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 transaction, the chief financial officer owned 75,743 shares in the company, valued at $11,591,708.72. This trade represents a 2.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Thomas Berquist sold 939 shares of Qualys stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $110.75, for a total value of $103,994.25. Following the sale, the director directly owned 6,781 shares of the company's stock, valued at approximately $750,995.75. This represents a 12.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 72,845 shares of company stock valued at $9,377,536 in the last quarter. Insiders own 0.72% of the company's stock.

Analyst Ratings Changes

QLYS has been the topic of a number of recent research reports. Royal Bank Of Canada raised their price objective on Qualys from $145.00 to $180.00 and gave the company a "sector perform" rating in a research report on Wednesday, August 5th. JPMorgan Chase & Co. increased their price target on shares of Qualys from $139.00 to $150.00 and gave the company a "neutral" rating in a research report on Monday, July 27th. Scotiabank lifted their price objective on shares of Qualys from $190.00 to $220.00 and gave the stock an "outperform" rating in a research report on Wednesday, August 5th. Canaccord Genuity Group set a $190.00 price objective on shares of Qualys in a research note on Wednesday, August 5th. Finally, Morgan Stanley increased their target price on shares of Qualys from $115.00 to $130.00 and gave the company an "underweight" rating in a research report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $170.53.

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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