Fort Washington Investment Advisors Inc. OH Raises Stock Position in Qualys, Inc. $QLYS

Fort Washington Investment Advisors Inc. OH grew its stake in Qualys, Inc. (NASDAQ:QLYS) by 9.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 208,832 shares of the software maker’s stock after purchasing an additional 18,711 shares during the quarter. Fort Washington Investment Advisors Inc. OH owned about 0.58% of Qualys worth $27,754,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of QLYS. RWA Wealth Partners LLC purchased a new position in shares of Qualys during the third quarter valued at about $80,820,000. Alyeska Investment Group L.P. purchased a new stake in Qualys in the third quarter worth about $45,854,000. AQR Capital Management LLC lifted its holdings in Qualys by 46.9% in the second quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock worth $144,133,000 after buying an additional 323,324 shares during the period. Fundsmith LLP boosted its position in Qualys by 21.2% during the 3rd quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock valued at $115,241,000 after acquiring an additional 152,257 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Qualys by 2.9% during the 3rd quarter. Vanguard Group Inc. now owns 4,401,798 shares of the software maker’s stock valued at $582,490,000 after acquiring an additional 123,962 shares in the last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on QLYS. JPMorgan Chase & Co. decreased their target price on Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a research report on Friday, February 6th. Morgan Stanley restated an “underweight” rating and set a $117.00 price target on shares of Qualys in a research report on Thursday, December 18th. Canaccord Genuity Group set a $150.00 price target on Qualys in a research note on Friday, February 6th. Scotiabank decreased their price objective on Qualys from $139.00 to $135.00 and set a “sector perform” rating for the company in a report on Friday, February 6th. Finally, DA Davidson lowered their price objective on Qualys from $135.00 to $125.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Qualys has an average rating of “Hold” and a consensus price target of $140.46.

Insider Transactions at Qualys

In other news, CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total value of $873,399.54. Following the sale, the chief financial officer directly 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 legal filing with the SEC, which is accessible through this link. Also, CEO Sumedh S. Thakar sold 5,000 shares of Qualys stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $133.76, for a total value of $668,800.00. Following the completion of the transaction, the chief executive officer directly owned 247,800 shares of the company’s stock, valued at approximately $33,145,728. This represents a 1.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 21,232 shares of company stock valued at $2,789,020. Insiders own 0.88% of the company’s stock.

Qualys Stock Performance

Shares of NASDAQ QLYS opened at $85.63 on Friday. The company has a 50 day simple moving average of $107.26 and a two-hundred day simple moving average of $126.34. Qualys, Inc. has a fifty-two week low of $82.06 and a fifty-two week high of $155.47. The company has a market capitalization of $3.05 billion, a price-to-earnings ratio of 15.74 and a beta of 0.62.

Qualys (NASDAQ:QLYS) last issued 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. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The firm had revenue of $175.28 million for the quarter, compared to analysts’ expectations of $173.18 million. During the same period in the previous year, the firm posted $1.60 EPS. The business’s revenue for the quarter was up 10.1% compared to the same quarter last year. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. On average, analysts forecast that Qualys, Inc. will post 3.85 earnings per share for the current fiscal year.

About Qualys

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.