Cwm LLC Boosts Stock Holdings in Qualys, Inc. $QLYS

Cwm LLC boosted its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 25.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,796 shares of the software maker’s stock after acquiring an additional 564 shares during the period. Cwm LLC’s holdings in Qualys were worth $399,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. SBI Securities Co. Ltd. lifted its position in Qualys by 82.7% during the first quarter. SBI Securities Co. Ltd. now owns 369 shares of the software maker’s stock valued at $46,000 after purchasing an additional 167 shares during the last quarter. Manchester Capital Management LLC lifted its position in Qualys by 52.4% during the first quarter. Manchester Capital Management LLC now owns 436 shares of the software maker’s stock valued at $55,000 after purchasing an additional 150 shares during the last quarter. Parallel Advisors LLC lifted its position in Qualys by 82.0% during the second quarter. Parallel Advisors LLC now owns 484 shares of the software maker’s stock valued at $69,000 after purchasing an additional 218 shares during the last quarter. Quarry LP lifted its position in Qualys by 154.9% during the first quarter. Quarry LP now owns 576 shares of the software maker’s stock valued at $73,000 after purchasing an additional 350 shares during the last quarter. Finally, Signaturefd LLC lifted its position in Qualys by 96.4% during the first quarter. Signaturefd LLC now owns 601 shares of the software maker’s stock valued at $76,000 after purchasing an additional 295 shares during the last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

Qualys Stock Up 0.1%

Shares of Qualys stock opened at $128.05 on Friday. The firm’s 50 day moving average price is $132.20 and its 200-day moving average price is $133.87. Qualys, Inc. has a 52-week low of $112.61 and a 52-week high of $170.00. The company has a market cap of $4.62 billion, a P/E ratio of 25.56 and a beta of 0.62.

Qualys (NASDAQ:QLYS) last released its earnings results on Tuesday, August 5th. The software maker reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.21. The company had revenue of $164.06 million for the quarter, compared to the consensus estimate of $161.25 million. Qualys had a net margin of 29.04% and a return on equity of 37.19%. Qualys’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.52 EPS. Qualys has set its FY 2025 guidance at 6.200-6.5 EPS. Q3 2025 guidance at 1.500-1.6 EPS. As a group, equities research analysts forecast that Qualys, Inc. will post 3.85 EPS for the current fiscal year.

Insider Activity

In related news, CFO Joo Mi Kim sold 1,018 shares of the business’s stock in a transaction on Tuesday, August 5th. The shares were sold at an average price of $132.26, for a total value of $134,640.68. Following the completion of the transaction, the chief financial officer directly owned 94,468 shares in the company, valued at $12,494,337.68. The trade was a 1.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John A. Zangardi sold 3,860 shares of the company’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $134.82, for a total transaction of $520,405.20. Following the transaction, the director owned 7,174 shares of the company’s stock, valued at $967,198.68. This represents a 34.98% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 39,364 shares of company stock valued at $5,162,899. 0.88% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

QLYS has been the subject of several analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Qualys in a report on Saturday. Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a report on Saturday, August 30th. Jefferies Financial Group raised their target price on shares of Qualys from $140.00 to $150.00 and gave the stock a “hold” rating in a report on Wednesday, August 6th. Wedbush raised their target price on shares of Qualys from $145.00 to $155.00 and gave the stock an “outperform” rating in a report on Wednesday, August 6th. Finally, Zacks Research lowered shares of Qualys from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Two analysts have rated the stock with a Buy rating, fourteen 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 a consensus price target of $140.62.

Qualys Profile

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.