London Co. of Virginia Grows Stock Holdings in Qualys, Inc. $QLYS

London Co. of Virginia grew its position in Qualys, Inc. (NASDAQ:QLYS) by 19.8% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 466,342 shares of the software maker’s stock after buying an additional 77,088 shares during the period. London Co. of Virginia’s holdings in Qualys were worth $40,969,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the company. Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in Qualys in the first quarter valued at approximately $1,857,000. Renaissance Technologies LLC grew its holdings in Qualys by 3.6% in the first quarter. Renaissance Technologies LLC now owns 497,600 shares of the software maker’s stock worth $43,714,000 after purchasing an additional 17,300 shares during the last quarter. Keebeck Wealth Management increased its position in shares of Qualys by 11.6% during the first quarter. Keebeck Wealth Management now owns 2,988 shares of the software maker’s stock worth $262,000 after purchasing an additional 310 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Qualys by 127.0% during the first quarter. Arrowstreet Capital Limited Partnership now owns 832,796 shares of the software maker’s stock worth $73,161,000 after purchasing an additional 465,952 shares in the last quarter. Finally, Caxton Associates LLP purchased a new stake in shares of Qualys during the 1st quarter valued at $1,275,000. Institutional investors own 99.31% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on QLYS shares. TD Cowen boosted their target price on Qualys from $90.00 to $145.00 and gave the stock a “hold” rating in a research note on Monday, July 13th. Wall Street Zen downgraded Qualys from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Scotiabank upgraded shares of Qualys from a “sector perform” rating to a “sector outperform” rating and upped their price objective for the company from $100.00 to $190.00 in a report on Monday, July 6th. William Blair lowered shares of Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Finally, Wedbush decreased their price objective on shares of Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $141.80.

Qualys Price Performance

NASDAQ QLYS opened at $137.48 on Friday. The stock’s fifty day moving average price is $125.13 and its 200 day moving average price is $110.59. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $167.86. The company has a market cap of $4.84 billion, a price-to-earnings ratio of 24.68 and a beta of 0.61.

Qualys (NASDAQ:QLYS) last issued its earnings results on Tuesday, May 5th. The software maker reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.14. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The company had revenue of $175.64 million during the quarter, compared to analyst estimates of $173.63 million. During the same quarter last year, the business posted $1.67 EPS. The firm’s quarterly revenue was up 9.8% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. Research analysts expect that Qualys, Inc. will post 5.47 earnings per share for the current year.

Insider Transactions at Qualys

In related news, 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 transaction of $103,994.25. Following the completion of the sale, the director owned 6,781 shares of the company’s stock, valued at $750,995.75. The trade was a 12.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Joo Mi Kim sold 1,627 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $100.17, for a total value of $162,976.59. Following the completion of the sale, the chief financial officer owned 83,211 shares in the company, valued at approximately $8,335,245.87. This represents a 1.92% decrease in their position. 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 a total of 73,846 shares of company stock valued at $9,239,073 over the last three months. Company insiders own 0.72% of the company’s stock.

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.