Segall Bryant & Hamill LLC Acquires Shares of 34,801 Qualys, Inc. $QLYS

Segall Bryant & Hamill LLC acquired a new position in shares of Qualys, Inc. (NASDAQ:QLYS) during the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 34,801 shares of the software maker’s stock, valued at approximately $3,057,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Verus Capital Partners LLC acquired a new stake in shares of Qualys in the 1st quarter valued at about $264,000. Argent Capital Management LLC grew its stake in Qualys by 54.5% during the 1st quarter. Argent Capital Management LLC now owns 6,767 shares of the software maker’s stock worth $594,000 after buying an additional 2,386 shares during the last quarter. Park State Asset Management increased its position in Qualys by 18.8% during the first quarter. Park State Asset Management now owns 58,123 shares of the software maker’s stock worth $5,106,000 after buying an additional 9,212 shares during the period. Janus Henderson Group PLC increased its position in Qualys by 2.8% during the first quarter. Janus Henderson Group PLC now owns 126,189 shares of the software maker’s stock worth $11,085,000 after buying an additional 3,474 shares during the period. Finally, Smith Group Asset Management LLC increased its position in Qualys by 68.3% during the first quarter. Smith Group Asset Management LLC now owns 4,819 shares of the software maker’s stock worth $423,000 after buying an additional 1,955 shares during the period. Institutional investors and hedge funds own 99.31% of the company’s stock.

Insider Buying and Selling

In other Qualys news, insider Bruce K. Posey sold 882 shares of the business’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $158.17, for a total value of $139,505.94. Following the transaction, the insider directly owned 62,689 shares of the company’s stock, valued at approximately $9,915,519.13. The trade was a 1.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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 on Monday, August 3rd. The shares were sold at an average price of $153.04, for a total transaction of $248,996.08. Following the completion of the transaction, the chief financial officer directly owned 75,743 shares in the company, valued at $11,591,708.72. This represents a 2.10% 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. Insiders have sold 76,855 shares of company stock worth $9,706,670 over the last three months. 0.72% of the stock is owned by company insiders.

Qualys Stock Up 4.0%

Shares of QLYS stock opened at $161.06 on Wednesday. The stock has a market capitalization of $5.67 billion, a PE ratio of 28.92 and a beta of 0.60. Qualys, Inc. has a 52-week low of $74.51 and a 52-week high of $167.86. The stock’s 50-day moving average price is $131.16 and its 200 day moving average price is $110.99.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 earnings per share for the quarter, topping analysts’ consensus estimates of $1.78 by $0.20. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The company had revenue of $182.18 million during the quarter, compared to analysts’ expectations of $178.57 million. During the same period last year, the firm earned $1.68 EPS. The firm’s revenue for the quarter was up 11.1% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. Analysts expect that Qualys, Inc. will post 5.47 earnings per share for the current fiscal year.

Key Headlines Impacting Qualys

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates. Qualys reported adjusted EPS of $1.98, above the $1.78 consensus estimate and up from $1.68 a year earlier. Revenue rose 11.1% year over year to $182.18 million, exceeding the $178.57 million analyst estimate. Qualys Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its full-year outlook. Qualys now expects 2026 revenue of $732 million to $738 million, up from $721 million to $727 million previously, with EPS guidance of $7.74 to $7.88 versus the $7.16 analyst consensus. Third-quarter revenue and EPS guidance also came in above expectations. Qualys Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability and growth catalysts strengthened. Adjusted EBITDA reached $83.8 million, while management cited AI-powered security offerings, Risk Operations Center adoption, federal demand, partner execution and early QFlex engagement as potential growth drivers.
• Positive Sentiment: New AI-enabled security capabilities may support future demand. Qualys launched InstaScan, which uses existing asset telemetry and AI-driven correlation to identify newly disclosed vulnerabilities more quickly, enhancing its Enterprise TruRisk Management platform. Qualys Launches InstaScan

Wall Street Analyst Weigh In

Several research firms have recently weighed in on QLYS. Piper Sandler decreased their price objective on Qualys from $135.00 to $100.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Truist Financial lifted their target price on shares of Qualys from $85.00 to $160.00 and gave the company a “hold” rating in a report on Tuesday, July 21st. Wall Street Zen cut shares of 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 target for the company from $100.00 to $190.00 in a research report on Monday, July 6th. Finally, Morgan Stanley set a $96.00 price target on shares of Qualys in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $142.53.

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.