Neuberger Berman Group LLC Sells 25,001 Shares of Qualys, Inc. $QLYS

Neuberger Berman Group LLC trimmed its holdings in shares of Qualys, Inc. (NASDAQ:QLYS) by 2.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,049,573 shares of the software maker’s stock after selling 25,001 shares during the quarter. Neuberger Berman Group LLC’s holdings in Qualys were worth $138,890,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Illinois Municipal Retirement Fund boosted its position in shares of Qualys by 0.7% during the third quarter. Illinois Municipal Retirement Fund now owns 12,868 shares of the software maker’s stock valued at $1,703,000 after buying an additional 90 shares during the last quarter. Captrust Financial Advisors raised its position in Qualys by 4.6% in the 2nd quarter. Captrust Financial Advisors now owns 2,038 shares of the software maker’s stock worth $291,000 after buying an additional 90 shares during the last quarter. New York State Common Retirement Fund lifted its stake in Qualys by 0.6% during the 2nd quarter. New York State Common Retirement Fund now owns 16,904 shares of the software maker’s stock valued at $2,415,000 after acquiring an additional 100 shares during the period. New York State Teachers Retirement System boosted its holdings in shares of Qualys by 0.5% during the 3rd quarter. New York State Teachers Retirement System now owns 21,192 shares of the software maker’s stock valued at $2,804,000 after acquiring an additional 100 shares during the last quarter. Finally, Police & Firemen s Retirement System of New Jersey grew its stake in shares of Qualys by 1.2% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 8,212 shares of the software maker’s stock worth $1,173,000 after acquiring an additional 101 shares during the period. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Qualys Trading Down 0.8%

Qualys stock opened at $98.66 on Friday. Qualys, Inc. has a 12-month low of $85.14 and a 12-month high of $155.47. The firm has a market capitalization of $3.52 billion, a price-to-earnings ratio of 18.14 and a beta of 0.62. The firm has a 50 day moving average of $118.81 and a 200 day moving average of $130.43.

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

In other Qualys news, CEO Sumedh S. Thakar sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $133.76, for a total transaction of $668,800.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Joo Mi Kim sold 6,799 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total value of $873,399.54. Following the sale, the chief financial officer directly owned 88,489 shares in the company, valued at approximately $11,367,296.94. This represents a 7.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 30,744 shares of company stock worth $4,186,464 in the last three months. Company insiders own 0.88% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Morgan Stanley restated an “underweight” rating and set a $117.00 price objective on shares of Qualys in a research report on Thursday, December 18th. Wall Street Zen raised Qualys from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Zacks Research downgraded Qualys from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Truist Financial reaffirmed a “hold” rating and issued a $120.00 price objective (down from $130.00) on shares of Qualys in a report on Friday, February 6th. Finally, DA Davidson lowered their target price on Qualys from $135.00 to $125.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $140.46.

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.