California State Teachers Retirement System Has $5.65 Million Holdings in Qualys, Inc. $QLYS

Key Points

• California State Teachers Retirement System reduced its Qualys position by 2.9% in the second quarter, retaining 41,107 shares valued at approximately $5.65 million. Institutional investors collectively own 99.31% of Qualys.
• Qualys exceeded quarterly expectations, reporting $1.98 in earnings per share versus the $1.78 consensus estimate and $182.18 million in revenue, up 11.1% year over year. The company issued fiscal 2026 EPS guidance of $7.74 to $7.88.
• Qualys shares recently traded at $185.31, while analysts maintained a consensus “Hold” rating and an average price target of $173.87. Insiders sold 57,205 shares worth about $7.59 million during the last quarter.

California State Teachers Retirement System decreased its position in shares of Qualys, Inc. (NASDAQ:QLYS - Free Report) by 2.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,107 shares of the software maker's stock after selling 1,210 shares during the quarter. California State Teachers Retirement System owned about 0.12% of Qualys worth $5,651,801 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in QLYS. Root Financial Partners LLC increased its position in Qualys by 206.2% during the 1st quarter. Root Financial Partners LLC now owns 297 shares of the software maker's stock valued at $26,000 after purchasing an additional 200 shares during the period. Kilter Group LLC purchased a new stake in Qualys in the second quarter worth about $31,000. Continuum Advisory LLC purchased a new stake in shares of Qualys during the 2nd quarter valued at about $33,000. Employees Retirement System of Texas bought a new stake in shares of Qualys in the fourth quarter worth about $43,000. Finally, Caitong International Asset Management Co. Ltd grew its holdings in shares of Qualys by 37,400.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 375 shares of the software maker's stock worth $50,000 after purchasing an additional 374 shares during the last quarter. Institutional investors and hedge funds own 99.31% of the company's stock.

Qualys Stock Performance

Shares of NASDAQ QLYS traded up $12.40 during midday trading on Tuesday, hitting $185.31. 619,954 shares of the stock traded hands, compared to its average volume of 756,994. The firm has a market capitalization of $6.41 billion, a P/E ratio of 32.12 and a beta of 0.62. The firm has a 50-day moving average of $166.65 and a two-hundred day moving average of $123.33. 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 earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $178.57 million. During the same period last year, the firm earned $1.68 earnings per share. Qualys's revenue 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. Equities analysts forecast that Qualys, Inc. will post 5.85 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Royal Bank Of Canada lifted their target price on shares of Qualys from $145.00 to $180.00 and gave the stock a "sector perform" rating in a research note on Wednesday, August 5th. Northland Securities set a $208.00 price target on shares of Qualys in a research note on Wednesday, August 5th. Scotiabank increased their price target on Qualys from $190.00 to $220.00 and gave the company an "outperform" rating in a research report on Wednesday, August 5th. Robert W. Baird set a $160.00 price objective on shares of Qualys in a report on Wednesday, August 5th. Finally, TD Cowen lifted their price objective on Qualys from $145.00 to $170.00 and gave the stock a "hold" rating in a research note on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Qualys currently has an average rating of "Hold" and an average price target of $173.87.

Insider Buying and Selling at Qualys

In related news, Director Wendy Pfeiffer sold 500 shares of Qualys stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $158.19, for a total transaction of $79,095.00. Following the transaction, the director owned 12,210 shares of the company's stock, valued at $1,931,499.90. This trade represents a 3.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce Posey sold 1,000 shares of Qualys stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $155.00, for a total transaction of $155,000.00. Following the completion of the transaction, the insider directly owned 63,571 shares in the company, valued at $9,853,505. This trade represents a 1.55% 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. In the last quarter, insiders have sold 57,205 shares of company stock valued at $7,592,800. Corporate insiders own 0.72% of the company's stock.

About Qualys

Qualys, Inc is a cloud-based security and compliance company that helps organizations identify, assess and manage cyber risk across their information technology environments. Its platform is designed to provide visibility into assets, vulnerabilities, configurations and compliance requirements across networks, endpoints, applications and cloud infrastructure.

The company's offerings include vulnerability management, asset inventory, policy compliance, cloud security, web application security and endpoint detection and response.

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