Tudor Investment Corp ET AL Decreases Holdings in Qualys, Inc. $QLYS

Tudor Investment Corp ET AL trimmed its position in shares of Qualys, Inc. (NASDAQ:QLYS) by 50.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 60,917 shares of the software maker’s stock after selling 62,265 shares during the quarter. Tudor Investment Corp ET AL’s holdings in Qualys were worth $8,061,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of QLYS. RWA Wealth Partners LLC bought a new stake in shares of Qualys in the third quarter worth $80,820,000. Alyeska Investment Group L.P. bought a new position in Qualys in the third quarter valued at 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 valued at $144,133,000 after acquiring an additional 323,324 shares during the period. Fundsmith LLP boosted its position in Qualys by 21.2% in the third quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock worth $115,241,000 after purchasing an additional 152,257 shares during the last quarter. Finally, Vanguard Group Inc. boosted 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 worth $582,490,000 after purchasing an additional 123,962 shares during the last quarter. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Qualys Trading Up 0.9%

Qualys stock opened at $97.34 on Tuesday. The firm has a 50 day moving average of $110.79 and a 200 day moving average of $127.50. The firm has a market capitalization of $3.47 billion, a price-to-earnings ratio of 17.89 and a beta of 0.63. Qualys, Inc. has a 12-month low of $85.14 and a 12-month high of $155.47.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 earnings per share for the quarter, beating the consensus estimate of $1.78 by $0.09. The business had revenue of $175.28 million for the quarter, compared to the consensus estimate of $173.18 million. Qualys had a net margin of 29.64% and a return on equity of 37.65%. The company’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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. On average, analysts predict that Qualys, Inc. will post 3.85 EPS for the current year.

Insider Activity at Qualys

In related news, CEO Sumedh S. Thakar sold 5,000 shares of Qualys stock in a transaction 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 transaction, the chief executive officer owned 247,800 shares in the company, valued at approximately $33,145,728. The trade was a 1.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Joo Mi Kim sold 6,799 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the completion of the transaction, the chief financial officer directly owned 88,489 shares of the company’s stock, valued at $11,367,296.94. This represents a 7.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 21,232 shares of company stock worth $2,789,020. 1.00% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have commented on QLYS shares. DA Davidson reduced their target price on shares of Qualys from $135.00 to $125.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Scotiabank dropped their price target on shares of Qualys from $139.00 to $135.00 and set a “sector perform” rating on the stock in a research note on Friday, February 6th. Wedbush reissued an “outperform” rating and set a $155.00 price objective on shares of Qualys in a research report on Friday, February 6th. Canaccord Genuity Group set a $150.00 price objective on Qualys in a research note on Friday, February 6th. Finally, Zacks Research cut Qualys from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $140.46.

Qualys 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.