LGT Fund Management Co Ltd. Makes New Investment in Qualys, Inc. $QLYS

LGT Fund Management Co Ltd. purchased a new position in shares of Qualys, Inc. (NASDAQ:QLYS) in the 1st quarter, Holdings Channel reports. The firm purchased 23,490 shares of the software maker’s stock, valued at approximately $2,064,000.

A number of other large investors also recently modified their holdings of QLYS. First Trust Advisors LP boosted its holdings in shares of Qualys by 24.1% during the 4th quarter. First Trust Advisors LP now owns 1,372,587 shares of the software maker’s stock valued at $182,417,000 after acquiring an additional 266,924 shares in the last quarter. Geode Capital Management LLC increased its holdings in Qualys by 4.0% in the 4th quarter. Geode Capital Management LLC now owns 1,256,002 shares of the software maker’s stock worth $168,380,000 after purchasing an additional 48,877 shares in the last quarter. Legal & General Group Plc raised its position in Qualys by 7.0% in the fourth quarter. Legal & General Group Plc now owns 1,156,412 shares of the software maker’s stock valued at $153,687,000 after purchasing an additional 75,397 shares during the last quarter. AQR Capital Management LLC raised its position in Qualys by 46.9% in 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, Dimensional Fund Advisors LP boosted its stake in shares of Qualys by 3.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 717,381 shares of the software maker’s stock valued at $95,344,000 after purchasing an additional 21,649 shares in the last quarter. 99.31% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on QLYS. Canaccord Genuity Group reduced their price target on Qualys from $150.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Weiss Ratings upgraded shares of Qualys from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 2nd. William Blair downgraded shares of Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Truist Financial reduced their target price on shares of Qualys from $120.00 to $85.00 and set a “hold” rating on the stock in a report on Friday, April 24th. Finally, Piper Sandler decreased their price target on shares of Qualys from $135.00 to $100.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Qualys has an average rating of “Hold” and a consensus target price of $132.29.

Qualys Stock Performance

Qualys stock opened at $152.69 on Monday. The firm has a market cap of $5.38 billion, a price-to-earnings ratio of 27.41 and a beta of 0.61. Qualys, Inc. has a 52-week low of $74.51 and a 52-week high of $164.17. The firm has a 50 day moving average price of $113.14 and a two-hundred day moving average price of $109.41.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.14. Qualys had a net margin of 29.41% and a return on equity of 37.15%. The company had revenue of $175.64 million for the quarter, compared to analyst estimates of $173.63 million. During the same period in the prior year, the firm posted $1.67 EPS. The company’s quarterly revenue was up 9.8% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. As a group, equities research analysts predict that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Insider Buying and Selling at Qualys

In other Qualys news, Director Thomas Berquist sold 939 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $110.75, for a total transaction of $103,994.25. Following the completion of the sale, the director directly owned 6,781 shares in the company, valued at approximately $750,995.75. This trade represents a 12.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wendy Pfeiffer sold 500 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $110.55, for a total value of $55,275.00. Following the sale, the director owned 12,710 shares of the company’s stock, valued at approximately $1,405,090.50. The trade was a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 73,846 shares of company stock valued at $9,239,073. 0.88% of the stock is owned by corporate insiders.

About Qualys

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.