Winmill & CO. Inc. Buys Shares of 88,641 Qualys, Inc. $QLYS

Winmill & CO. Inc. purchased a new position in Qualys, Inc. (NASDAQ:QLYS) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 88,641 shares of the software maker’s stock, valued at approximately $12,187,000. Qualys makes up approximately 2.7% of Winmill & CO. Inc.’s portfolio, making the stock its 15th biggest holding.

Several other institutional investors and hedge funds have also modified their holdings of QLYS. Sei Investments Co. boosted its holdings in shares of Qualys by 28.8% in the first quarter. Sei Investments Co. now owns 47,295 shares of the software maker’s stock valued at $4,155,000 after buying an additional 10,569 shares during the period. Quantinno Capital Management LP lifted its position in Qualys by 306.4% in the 1st quarter. Quantinno Capital Management LP now owns 36,253 shares of the software maker’s stock valued at $3,185,000 after acquiring an additional 27,333 shares in the last quarter. Handelsbanken Fonder AB boosted its stake in Qualys by 63.5% in the 2nd quarter. Handelsbanken Fonder AB now owns 17,251 shares of the software maker’s stock worth $2,372,000 after purchasing an additional 6,700 shares during the period. Chase Investment Counsel Corp bought a new position in Qualys during the 2nd quarter worth about $2,749,000. Finally, Park State Asset Management acquired a new stake in shares of Qualys in the 2nd quarter valued at about $5,942,000. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on QLYS shares. Wedbush dropped their target price on Qualys from $155.00 to $125.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Piper Sandler upped their price target on Qualys from $100.00 to $175.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Canaccord Genuity Group set a $190.00 price target on shares of Qualys in a research note on Wednesday, August 5th. Wall Street Zen upgraded shares of Qualys from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Robert W. Baird set a $160.00 target price on shares of Qualys in a report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $170.53.

Qualys Stock Performance

Shares of QLYS opened at $181.98 on Monday. The company has a market cap of $6.30 billion, a price-to-earnings ratio of 31.48 and a beta of 0.60. Qualys, Inc. has a 1-year low of $74.51 and a 1-year high of $201.54. The company’s fifty day simple moving average is $151.02 and its 200 day simple moving average is $115.84.

Qualys (NASDAQ:QLYS) last released its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.20. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The firm had revenue of $182.18 million for the quarter, compared to analyst estimates of $178.57 million. During the same quarter in the prior year, the company earned $1.68 earnings per share. The business’s revenue for the quarter was up 11.1% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. As a group, research analysts forecast that Qualys, Inc. will post 5.85 earnings per share for the current year.

Insider Activity at Qualys

In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the completion of the sale, the chief executive officer directly owned 196,686 shares in the company, valued at $26,552,610. This trade represents a 13.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Joo Mi Kim sold 1,627 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $153.04, for a total value of $248,996.08. Following the sale, the chief financial officer owned 75,743 shares of the company’s stock, valued at approximately $11,591,708.72. This represents a 2.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 72,845 shares of company stock worth $9,377,536. 0.72% of the stock is currently owned by corporate insiders.

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.