Qualys, Inc. $QLYS Shares Sold by London Co. of Virginia

Key Points

• London Co. of Virginia trimmed its Qualys stake by 3.1% to 455,554 shares (about 1.27% of the company) valued at roughly $60.3M, and institutional investors own about 99.31% of the stock.
• Insiders have been sellers recently — 22,309 shares worth $2.94M were sold in the past three months, including CFO Joo Mi Kim (6,799 shares) and CEO Sumedh S. Thakar (5,000 shares) — leaving insiders with about 1.0% ownership.
• Qualys beat the quarter (EPS $1.87 vs. $1.78 est.; revenue $175.3M vs. $173.2M) and provided Q1/FY2026 guidance, but several analysts cut targets and the consensus rating is Hold with an average target of $140.46 while the stock recently traded near $94.99.

London Co. of Virginia cut its position in Qualys, Inc. (NASDAQ:QLYS - Free Report) by 3.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 455,554 shares of the software maker's stock after selling 14,423 shares during the period. London Co. of Virginia owned 1.27% of Qualys worth $60,285,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the company. NewEdge Advisors LLC increased its holdings in Qualys by 3,948.0% in the first quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker's stock valued at $255,000 after buying an additional 1,974 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Qualys in the second quarter valued at $292,000. Bank of Montreal Can lifted its holdings in Qualys by 5.5% during the 2nd quarter. Bank of Montreal Can now owns 5,348 shares of the software maker's stock worth $764,000 after buying an additional 281 shares during the last quarter. Profund Advisors LLC purchased a new stake in Qualys during the 2nd quarter worth about $207,000. Finally, Police & Firemen s Retirement System of New Jersey boosted its position in shares of Qualys by 1.2% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 8,212 shares of the software maker's stock worth $1,173,000 after acquiring an additional 101 shares in the last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Qualys news, CFO Joo Mi Kim sold 6,799 shares of Qualys stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total value of $873,399.54. Following the transaction, the chief financial officer directly owned 88,489 shares in the company, valued at approximately $11,367,296.94. The trade was a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Sumedh S. Thakar sold 5,000 shares of the stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $133.76, for a total transaction of $668,800.00. Following the sale, the chief executive officer owned 247,800 shares of the company's stock, valued at $33,145,728. This trade represents a 1.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 22,309 shares of company stock valued at $2,942,450. Insiders own 1.00% of the company's stock.

Analyst Upgrades and Downgrades

QLYS has been the topic of a number of recent analyst reports. Royal Bank Of Canada dropped their price objective on Qualys from $140.00 to $134.00 and set a "sector perform" rating on the stock in a report on Friday, February 6th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Qualys in a report on Monday, December 29th. DA Davidson cut their price objective on shares of Qualys from $135.00 to $125.00 and set a "neutral" rating on the stock in a report on Friday, February 6th. Scotiabank lowered their target price on shares of Qualys from $139.00 to $135.00 and set a "sector perform" rating for the company in a report on Friday, February 6th. Finally, Truist Financial reaffirmed a "hold" rating and issued a $120.00 target price (down from $130.00) on shares of Qualys in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $140.46.

Qualys Trading Down 4.7%

Shares of NASDAQ QLYS opened at $94.99 on Tuesday. The stock has a market cap of $3.39 billion, a P/E ratio of 17.46 and a beta of 0.63. Qualys, Inc. has a twelve month low of $85.14 and a twelve month high of $155.47. The stock has a 50 day moving average of $114.42 and a two-hundred day moving average of $128.86.

Qualys (NASDAQ:QLYS - Get Free Report) last announced its earnings results on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.78 by $0.09. The business had revenue of $175.28 million for the quarter, compared to analyst estimates of $173.18 million. Qualys had a net margin of 29.64% and a return on equity of 37.65%. The company's revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period last year, the firm posted $1.60 earnings per share. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. As a group, research analysts predict that Qualys, Inc. will post 3.85 earnings per share for the current 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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