Torray Investment Partners LLC Increases Stake in Qualys, Inc. $QLYS

Torray Investment Partners LLC lifted its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 29.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 18,178 shares of the software maker’s stock after buying an additional 4,106 shares during the quarter. Torray Investment Partners LLC owned approximately 0.05% of Qualys worth $1,597,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in QLYS. Azzad Asset Management Inc. ADV acquired a new stake in Qualys in the first quarter valued at approximately $533,000. Oregon Public Employees Retirement Fund grew its holdings in Qualys by 2.2% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 7,296 shares of the software maker’s stock worth $641,000 after acquiring an additional 156 shares in the last quarter. New York State Teachers Retirement System raised its holdings in shares of Qualys by 21.2% in the 1st quarter. New York State Teachers Retirement System now owns 25,928 shares of the software maker’s stock valued at $2,278,000 after purchasing an additional 4,536 shares in the last quarter. Y Intercept Hong Kong Ltd raised its holdings in shares of Qualys by 540.1% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 47,194 shares of the software maker’s stock valued at $4,146,000 after purchasing an additional 39,821 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC purchased a new stake in shares of Qualys during the 1st quarter worth $333,000. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Qualys

In other news, Director Thomas Berquist sold 939 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $110.75, for a total value of $103,994.25. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $750,995.75. This represents a 12.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the transaction, the chief executive officer owned 196,686 shares in the company, valued at approximately $26,552,610. This trade represents a 13.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 73,846 shares of company stock worth $9,239,073. 0.88% of the stock is currently owned by corporate insiders.

Qualys Stock Down 4.2%

QLYS traded down $6.70 on Friday, reaching $152.69. The company had a trading volume of 658,657 shares, compared to its average volume of 812,839. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $164.17. The stock has a market capitalization of $5.38 billion, a PE ratio of 27.41 and a beta of 0.61. The stock has a 50-day moving average price of $113.14 and a 200-day moving average price of $109.63.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.81 by $0.14. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The company had revenue of $175.64 million for the quarter, compared to analyst estimates of $173.63 million. During the same quarter last year, the company posted $1.67 earnings per share. The business’s quarterly revenue was up 9.8% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. As a group, analysts expect that Qualys, Inc. will post 5.47 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms recently commented on QLYS. JPMorgan Chase & Co. raised Qualys from an “underweight” rating to a “neutral” rating and increased their target price for the company from $87.00 to $139.00 in a report on Tuesday, June 30th. TD Cowen reaffirmed a “hold” rating on shares of Qualys in a research report on Tuesday, April 14th. Truist Financial dropped their price objective on Qualys from $120.00 to $85.00 and set a “hold” rating on the stock in a report on Friday, April 24th. Wall Street Zen lowered Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Royal Bank Of Canada boosted their target price on Qualys from $85.00 to $90.00 and gave the stock a “sector perform” rating in a research note on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Qualys currently has a consensus rating of “Hold” and an average price target of $132.29.

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.