Teacher Retirement System of Texas Grows Stock Holdings in Qualys, Inc. $QLYS

Teacher Retirement System of Texas increased its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 18.6% in the 4th quarter, Holdings Channel reports. The firm owned 51,565 shares of the software maker’s stock after buying an additional 8,074 shares during the period. Teacher Retirement System of Texas’ holdings in Qualys were worth $6,853,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in shares of Qualys by 2.9% during the third quarter. Vanguard Group Inc. now owns 4,401,798 shares of the software maker’s stock valued at $582,490,000 after purchasing an additional 123,962 shares during the last quarter. Boston Trust Walden Corp raised its holdings in shares of Qualys by 0.7% during the third quarter. Boston Trust Walden Corp now owns 1,146,289 shares of the software maker’s stock valued at $151,688,000 after purchasing an additional 8,425 shares during the last quarter. Legal & General Group Plc raised its holdings in shares of Qualys by 2.8% during the third quarter. Legal & General Group Plc now owns 1,081,015 shares of the software maker’s stock valued at $143,051,000 after purchasing an additional 29,342 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of Qualys by 46.9% during 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 purchasing an additional 323,324 shares during the last quarter. Finally, Fundsmith LLP raised its holdings in shares of Qualys by 21.2% during the third quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock valued at $115,241,000 after purchasing an additional 152,257 shares during the last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

Qualys Price Performance

Shares of NASDAQ QLYS opened at $84.34 on Monday. The firm has a fifty day moving average price of $91.38 and a 200-day moving average price of $119.46. The stock has a market cap of $2.98 billion, a PE ratio of 15.50 and a beta of 0.62. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $155.47.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings data on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.78 by $0.09. The firm 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 revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period in the prior year, the company posted $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 expect that Qualys, Inc. will post 5.38 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Truist Financial decreased their price objective on shares of Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a report on Friday. Weiss Ratings cut shares of Qualys from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, April 17th. Canaccord Genuity Group set a $150.00 target price on shares of Qualys in a report on Friday, February 6th. JPMorgan Chase & Co. reduced their target price on shares of Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a report on Friday, February 6th. Finally, Zacks Research cut shares of 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 given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $137.77.

Insider Activity

In other news, CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total value of $873,399.54. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold 10,378 shares of company stock valued at $1,352,964 over the last three months. Corporate insiders own 1.00% 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.