Insider Selling: Qualys (NASDAQ:QLYS) CFO Sells $873,399.54 in Stock

Qualys, Inc. (NASDAQ:QLYS) CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the sale, the chief financial officer owned 88,489 shares of the company’s stock, valued at approximately $11,367,296.94. This represents a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Joo Mi Kim also recently made the following trade(s):

• On Monday, February 2nd, Joo Mi Kim sold 3,414 shares of Qualys stock. The shares were sold at an average price of $135.63, for a total value of $463,040.82.
• On Friday, January 2nd, Joo Mi Kim sold 4,753 shares of Qualys stock. The stock was sold at an average price of $130.77, for a total value of $621,549.81.
• On Tuesday, December 2nd, Joo Mi Kim sold 7,506 shares of Qualys stock. The stock was sold at an average price of $146.59, for a total value of $1,100,304.54.

Qualys Stock Performance

QLYS opened at $110.80 on Monday. The stock has a market capitalization of $3.97 billion, a PE ratio of 20.37 and a beta of 0.53. The stock’s 50 day moving average price is $137.08 and its 200-day moving average price is $135.03. Qualys, Inc. has a 52-week low of $109.72 and a 52-week high of $155.47.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, topping analysts’ consensus estimates of $1.78 by $0.09. The company had revenue of $175.28 million during the quarter, compared to analyst estimates of $173.18 million. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The firm’s revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.60 earnings per share. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. Research analysts forecast that Qualys, Inc. will post 3.85 EPS for the current fiscal year.

Institutional Investors Weigh In On Qualys

Several hedge funds have recently added to or reduced their stakes in the stock. Envestnet Portfolio Solutions Inc. increased its holdings in shares of Qualys by 4.3% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,985 shares of the software maker’s stock valued at $264,000 after acquiring an additional 81 shares in the last quarter. Quadrant Capital Group LLC increased its stake in Qualys by 1.8% during the 3rd quarter. Quadrant Capital Group LLC now owns 5,027 shares of the software maker’s stock valued at $665,000 after purchasing an additional 88 shares in the last quarter. Illinois Municipal Retirement Fund increased its stake in Qualys by 0.7% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 12,868 shares of the software maker’s stock valued at $1,703,000 after purchasing an additional 90 shares in the last quarter. Captrust Financial Advisors raised its holdings in Qualys by 4.6% in the second quarter. Captrust Financial Advisors now owns 2,038 shares of the software maker’s stock worth $291,000 after buying an additional 90 shares during the last quarter. Finally, Arkadios Wealth Advisors lifted its stake in shares of Qualys by 2.4% in the second quarter. Arkadios Wealth Advisors now owns 4,006 shares of the software maker’s stock worth $572,000 after buying an additional 93 shares in the last quarter. 99.31% of the stock is owned by institutional investors.

Qualys News Summary

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.87 vs. $1.78 est; revenue $175.3M vs. $173.2M and revenue +10.1% YoY, showing steady growth and margin expansion. Qualys Q4 Earnings Surpass Expectations, Revenues Increase Y/Y
• Positive Sentiment: Management raised forward guidance: FY2026 EPS 7.170–7.450 (vs. consensus ~6.59) and Q1 EPS 1.760–1.830 (vs. ~1.57), which signals confidence in underlying business momentum. Qualys Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Board authorized a $200M increase to the share repurchase program — a capital return that reduces float and supports EPS. Qualys Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support: Wedbush reaffirmed an Outperform rating and $155 price target, implying substantial upside versus current levels. Wedbush Reaffirms Outperform, $155 PT
• Neutral Sentiment: Earnings call and presentation emphasize strategic initiatives, stronger channel sales and expanding margins — useful for longer-term thesis but less immediately market-moving than headline beats/guidance. Qualys Q4 2025 Earnings Call Transcript
• Negative Sentiment: Despite the beat and upgraded guidance, the stock is down today on heavy volume and sits below its 50- and 200-day moving averages — suggesting short-term profit-taking, broader sector pressure or a market re-rating. (Trading stats and moving averages from market data released with the earnings updates.)

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Wedbush reaffirmed an “outperform” rating and set a $155.00 price objective on shares of Qualys in a research report on Friday. Scotiabank dropped their price target on Qualys from $139.00 to $135.00 and set a “sector perform” rating on the stock in a research report on Friday. JPMorgan Chase & Co. reduced their price target on Qualys from $117.00 to $113.00 and set an “underweight” rating on the stock in a research note on Friday. Canaccord Genuity Group set a $150.00 price objective on Qualys in a report on Friday. Finally, Morgan Stanley reissued an “underweight” rating and set a $117.00 price objective on shares of Qualys in a research report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $140.46.

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.