Van Hulzen Asset Management LLC Makes New Investment in Qualys, Inc. $QLYS

Key Points

• Van Hulzen Asset Management initiated a 27,342-share Qualys position worth approximately $3.76 million, joining several other institutions that recently bought shares. Institutional investors now own 99.31% of Qualys.
• Qualys exceeded quarterly expectations, reporting $1.98 in EPS versus the $1.78 consensus and revenue of $182.18 million, up 11.1% year over year. The company issued fiscal 2026 EPS guidance of $7.74–$7.88.
• Analyst sentiment remains mixed: the consensus rating is Hold with a $170.53 price target, although Scotiabank upgraded the stock to “outperform” and raised its target to $220. Shares recently opened at $178.46.

Van Hulzen Asset Management LLC bought a new stake in shares of Qualys, Inc. (NASDAQ:QLYS - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 27,342 shares of the software maker's stock, valued at approximately $3,759,000. Van Hulzen Asset Management LLC owned about 0.08% of Qualys at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of QLYS. Winmill & CO. Inc. purchased a new stake in Qualys during the second quarter valued at $12,187,000. Elevation Point Wealth Partners LLC bought a new stake in shares of Qualys during the 2nd quarter valued at about $527,000. Ieq Capital LLC purchased a new stake in shares of Qualys during the 2nd quarter valued at about $1,021,000. Heron Bay Capital Management purchased a new stake in shares of Qualys during the 2nd quarter valued at about $4,401,000. Finally, Expressive Wealth LLC purchased a new stake in shares of Qualys during the 2nd quarter valued at about $832,000. 99.31% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, Director Wendy Pfeiffer sold 500 shares of Qualys stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $158.19, for a total transaction of $79,095.00. Following the sale, the director owned 12,210 shares of the company's stock, valued at approximately $1,931,499.90. This trade represents a 3.93% decrease in their position. The sale was disclosed in a document filed 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, CFO Joo Mi Kim sold 1,627 shares of the business's stock in a transaction that occurred 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 directly owned 75,743 shares in the company, valued at approximately $11,591,708.72. This represents a 2.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 ninety days. Insiders own 0.72% of the company's stock.

Qualys Price Performance

Shares of NASDAQ:QLYS opened at $178.46 on Tuesday. The company has a market capitalization of $6.17 billion, a P/E ratio of 30.88 and a beta of 0.60. Qualys, Inc. has a 1-year low of $74.51 and a 1-year high of $201.54. The firm's 50 day simple moving average is $152.30 and its two-hundred day simple moving average is $116.20.

Qualys (NASDAQ:QLYS - Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $182.18 million during the quarter, compared to analysts' expectations of $178.57 million. During the same period in the prior year, the company posted $1.68 earnings per share. The company'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. On average, sell-side analysts anticipate that Qualys, Inc. will post 5.85 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on QLYS. William Blair downgraded shares of Qualys from an "outperform" rating to a "market perform" rating in a report on Tuesday, April 28th. Wall Street Zen raised shares of Qualys from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Jefferies Financial Group upped their price objective on Qualys from $150.00 to $185.00 and gave the stock a "hold" rating in a research note on Wednesday, August 5th. Truist Financial raised their target price on Qualys from $160.00 to $185.00 and gave the stock a "hold" rating in a report on Wednesday, August 5th. Finally, Scotiabank lifted their target price on Qualys from $190.00 to $220.00 and gave the company an "outperform" 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 assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $170.53.

Qualys 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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