Winmill & CO. Inc. Invests $12.19 Million in Qualys, Inc. $QLYS

Winmill & CO. Inc. bought a new stake in Qualys, Inc. (NASDAQ:QLYS) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 88,641 shares of the software maker’s stock, valued at approximately $12,187,000. Qualys accounts for about 2.7% of Winmill & CO. Inc.’s portfolio, making the stock its 15th biggest position. Winmill & CO. Inc. owned 0.26% of Qualys at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in QLYS. Root Financial Partners LLC lifted its holdings in shares of Qualys by 206.2% during the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock valued at $26,000 after acquiring an additional 200 shares during the period. Strive Financial Group LLC bought a new stake in shares of Qualys in the 4th quarter worth about $27,000. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Qualys by 204.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock worth $28,000 after purchasing an additional 143 shares during the last quarter. Kilter Group LLC acquired a new stake in shares of Qualys during the 2nd quarter worth about $31,000. Finally, Employees Retirement System of Texas acquired a new stake in shares of Qualys during the 4th quarter worth about $43,000. Institutional investors and hedge funds own 99.31% of the company’s stock.

Qualys Stock Performance

NASDAQ QLYS opened at $181.98 on Monday. Qualys, Inc. has a 12 month low of $74.51 and a 12 month high of $201.54. The stock has a 50-day simple moving average of $151.02 and a 200 day simple moving average of $115.84. The company has a market capitalization of $6.30 billion, a PE ratio of 31.48 and a beta of 0.60.

Qualys (NASDAQ:QLYS) last issued its earnings results 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. The firm had revenue of $182.18 million for the quarter, compared to analysts’ expectations of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The company’s revenue was up 11.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.68 earnings per share. 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, sell-side analysts predict that Qualys, Inc. will post 5.85 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Bruce K. 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 transaction, the insider owned 63,571 shares of the company’s stock, valued at $9,853,505. This trade represents a 1.55% 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, Director Thomas Berquist sold 939 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $110.75, for a total transaction of $103,994.25. Following the transaction, the director 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 worth $9,377,536 over the last quarter. 0.72% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently commented on QLYS shares. Morgan Stanley boosted their target price on Qualys from $115.00 to $130.00 and gave the stock an “underweight” rating in a report on Wednesday, August 5th. TD Cowen raised their price target on Qualys from $145.00 to $170.00 and gave the company a “hold” rating in a report on Wednesday, August 5th. Truist Financial lifted their price objective on Qualys from $160.00 to $185.00 and gave the company a “hold” rating in a research report on Wednesday, August 5th. Piper Sandler boosted their price objective on Qualys from $100.00 to $175.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 5th. Finally, DA Davidson increased their target price on Qualys from $135.00 to $165.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. Two 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average 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.