Qualys, Inc. $QLYS Shares Purchased by Burney Co.

Burney Co. boosted its position in Qualys, Inc. (NASDAQ:QLYS) by 76.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,521 shares of the software maker’s stock after purchasing an additional 10,608 shares during the period. Burney Co. owned about 0.07% of Qualys worth $3,259,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Qualys by 2.9% in the third quarter. Vanguard Group Inc. now owns 4,401,798 shares of the software maker’s stock valued at $582,490,000 after purchasing an additional 123,962 shares during the period. Boston Trust Walden Corp lifted its position in Qualys by 0.7% in the third quarter. Boston Trust Walden Corp now owns 1,146,289 shares of the software maker’s stock valued at $151,688,000 after purchasing an additional 8,425 shares during the period. Legal & General Group Plc lifted its position in Qualys by 2.8% in the third quarter. Legal & General Group Plc now owns 1,081,015 shares of the software maker’s stock valued at $143,051,000 after purchasing an additional 29,342 shares during the period. AQR Capital Management LLC lifted its position 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 valued at $144,133,000 after purchasing an additional 323,324 shares during the period. Finally, Fundsmith LLP lifted its position in Qualys by 21.2% in the third quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock valued at $115,241,000 after purchasing an additional 152,257 shares during the period. Institutional investors and hedge funds own 99.31% of the company’s stock.

Qualys Stock Performance

QLYS stock opened at $76.20 on Monday. The firm has a 50 day moving average of $97.99 and a 200-day moving average of $122.83. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $155.47. The company has a market cap of $2.72 billion, a price-to-earnings ratio of 14.01 and a beta of 0.62.

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

Insider Transactions at Qualys

In other news, CEO Sumedh S. Thakar sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $133.76, for a total transaction 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 $33,145,728. This trade represents a 1.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bruce K. Posey sold 1,101 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $132.34, for a total transaction of $145,706.34. Following the transaction, the insider directly owned 68,598 shares of the company’s stock, valued at approximately $9,078,259.32. This trade represents a 1.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 16,479 shares of company stock valued at $2,167,471 in the last ninety days. Corporate insiders own 1.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on QLYS. JPMorgan Chase & Co. reduced their price objective on shares of Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a research report on Friday, February 6th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Qualys in a report on Monday, December 29th. Royal Bank Of Canada reduced their price target on shares of Qualys from $140.00 to $134.00 and set a “sector perform” rating for the company in a research report on Friday, February 6th. Morgan Stanley reiterated an “underweight” rating and set a $117.00 price target on shares of Qualys in a research report on Thursday, December 18th. Finally, Canaccord Genuity Group set a $150.00 price target on shares of Qualys in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Qualys currently has an average rating of “Hold” and an average price target of $140.46.

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.