Qualys, Inc. $QLYS Shares Purchased by JPMorgan Chase & Co.

JPMorgan Chase & Co. boosted its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 530,822 shares of the software maker’s stock after acquiring an additional 8,947 shares during the quarter. JPMorgan Chase & Co. owned 1.48% of Qualys worth $70,244,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. GHP Investment Advisors Inc. acquired a new stake in shares of Qualys during the 3rd quarter worth approximately $29,000. Versant Capital Management Inc lifted its stake in shares of Qualys by 451.0% in the 3rd quarter. Versant Capital Management Inc now owns 270 shares of the software maker’s stock valued at $36,000 after purchasing an additional 221 shares during the period. Abich Financial Wealth Management LLC purchased a new stake in Qualys during the third quarter worth $55,000. Horizon Investments LLC purchased a new stake in Qualys during the third quarter worth $57,000. Finally, Reyes Financial Architecture Inc. acquired a new stake in Qualys during the third quarter valued at $62,000. 99.31% of the stock is owned by institutional investors and hedge funds.

Qualys Stock Up 1.6%

QLYS opened at $96.64 on Thursday. The firm’s fifty day simple moving average is $113.01 and its two-hundred day simple moving average is $128.35. Qualys, Inc. has a 52-week low of $85.14 and a 52-week high of $155.47. The company has a market cap of $3.45 billion, a price-to-earnings ratio of 17.76 and a beta of 0.62.

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

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Wedbush reiterated an “outperform” rating and issued a $155.00 price objective on shares of Qualys in a research report on Friday, February 6th. Truist Financial restated a “hold” rating and set a $120.00 target price (down from $130.00) on shares of Qualys in a research report on Friday, February 6th. JPMorgan Chase & Co. cut their price target on Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a research note on Friday, February 6th. Canaccord Genuity Group set a $150.00 price target on Qualys in a report on Friday, February 6th. Finally, Zacks Research downgraded Qualys from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $140.46.

Insiders Place Their Bets

In other news, CEO Sumedh S. Thakar sold 5,000 shares of Qualys stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $133.76, for a total value 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. The trade was a 1.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Joo Mi Kim sold 6,799 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total value of $873,399.54. Following the sale, the chief financial officer owned 88,489 shares of the company’s stock, valued at $11,367,296.94. The trade was a 7.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 22,309 shares of company stock worth $2,942,450. Corporate insiders own 0.88% of the company’s stock.

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.