First National Bank of Omaha Invests $1.63 Million in Qualys, Inc. $QLYS

First National Bank of Omaha purchased a new stake in Qualys, Inc. (NASDAQ:QLYS) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 12,281 shares of the software maker’s stock, valued at approximately $1,625,000.

Several other institutional investors and hedge funds have also bought and sold shares of QLYS. GHP Investment Advisors Inc. bought a new position in Qualys in the 3rd quarter valued at about $29,000. Versant Capital Management Inc boosted its position in shares of Qualys by 451.0% during the 3rd quarter. Versant Capital Management Inc now owns 270 shares of the software maker’s stock worth $36,000 after acquiring an additional 221 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new position in Qualys in the second quarter valued at approximately $44,000. Abich Financial Wealth Management LLC acquired a new position in Qualys during the third quarter valued at approximately $55,000. Finally, Elevation Point Wealth Partners LLC bought a new stake in Qualys during the second quarter worth $73,000. Institutional investors own 99.31% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on QLYS. Wedbush reiterated an “outperform” rating and issued a $155.00 price target on shares of Qualys in a research note on Friday, February 6th. Scotiabank reduced their price objective on Qualys from $139.00 to $135.00 and set a “sector perform” rating on the stock in a research note on Friday, February 6th. JPMorgan Chase & Co. decreased their target price on Qualys from $117.00 to $113.00 and set an “underweight” rating on the stock in a research report on Friday, February 6th. Weiss Ratings reissued a “hold (c+)” rating on shares of Qualys in a report on Monday, December 29th. Finally, Robert W. Baird set a $150.00 price target on shares of Qualys in a research note on Wednesday, November 5th. One investment 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 issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $140.46.

Qualys Trading Up 0.5%

Shares of QLYS stock opened at $104.39 on Thursday. The business’s 50-day moving average price is $130.49 and its 200-day moving average price is $133.42. Qualys, Inc. has a 12 month low of $101.61 and a 12 month high of $155.47. The firm has a market capitalization of $3.74 billion, a price-to-earnings ratio of 19.19 and a beta of 0.53.

Qualys (NASDAQ:QLYS) last released its quarterly earnings data on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.09. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The company had revenue of $175.28 million during the quarter, compared to the consensus estimate of $173.18 million. During the same quarter in the prior year, the firm posted $1.60 earnings per share. The firm’s revenue 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, sell-side analysts predict that Qualys, Inc. will post 3.85 earnings per share for the current fiscal year.

Insider Transactions at Qualys

In other Qualys news, CFO Joo Mi Kim sold 7,506 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $146.59, for a total value of $1,100,304.54. Following the sale, the chief financial officer owned 108,074 shares in the company, valued at approximately $15,842,567.66. The trade was a 6.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Bruce K. Posey sold 3,077 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $145.99, for a total value of $449,211.23. Following the completion of the sale, the insider directly owned 71,776 shares of the company’s stock, valued at approximately $10,478,578.24. The trade was a 4.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 42,227 shares of company stock worth $5,875,962. Company insiders own 0.88% of the company’s stock.

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.