First National Bank of Omaha Makes New Investment in Qualys, Inc. $QLYS

First National Bank of Omaha acquired a new position in Qualys, Inc. (NASDAQ:QLYS) during the second quarter, HoldingsChannel reports. The firm acquired 14,725 shares of the software maker’s stock, valued at approximately $2,025,000.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Strive Financial Group LLC acquired a new stake in Qualys during the 4th quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. lifted its position in Qualys by 204.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after buying an additional 143 shares in the last quarter. Root Financial Partners LLC lifted its position in Qualys by 206.2% during the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock valued at $26,000 after buying an additional 200 shares in the last quarter. Employees Retirement System of Texas purchased a new stake in Qualys during the fourth quarter worth approximately $43,000. Finally, Caitong International Asset Management Co. Ltd grew its stake in Qualys by 37,400.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 375 shares of the software maker’s stock worth $50,000 after buying an additional 374 shares during the period. 99.31% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on QLYS shares. William Blair lowered shares of Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Morgan Stanley lifted their target price on shares of Qualys from $115.00 to $130.00 and gave the company an “underweight” rating in a report on Wednesday, August 5th. DA Davidson upped their price target on shares of Qualys from $135.00 to $165.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Wedbush cut their price objective on Qualys from $155.00 to $125.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Finally, Zacks Research upgraded Qualys from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 11th. Two equities research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $170.53.

Insider Activity

In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $135.00, for a total value of $4,050,000.00. Following the completion of the transaction, the chief executive officer directly owned 196,686 shares of the company’s stock, valued at $26,552,610. This represents a 13.23% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Thomas Berquist sold 939 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $110.75, for a total value of $103,994.25. Following the sale, the director owned 6,781 shares of the company’s stock, valued at $750,995.75. This represents a 12.16% decrease in their ownership of the stock. 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 have sold 71,979 shares of company stock worth $9,217,993. 0.72% of the stock is owned by corporate insiders.

Qualys Stock Down 0.7%

QLYS opened at $186.68 on Thursday. The firm’s 50 day moving average is $148.18 and its 200-day moving average is $115.16. Qualys, Inc. has a 52-week low of $74.51 and a 52-week high of $201.54. The firm has a market capitalization of $6.46 billion, a P/E ratio of 32.30 and a beta of 0.60.

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

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.