Expressive Wealth LLC Takes Position in Qualys, Inc. $QLYS

Expressive Wealth LLC bought a new position in Qualys, Inc. (NASDAQ:QLYS) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 6,054 shares of the software maker’s stock, valued at approximately $832,000. Qualys accounts for approximately 0.8% of Expressive Wealth LLC’s holdings, making the stock its 28th biggest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Strive Financial Group LLC acquired a new position in shares of Qualys in the 4th quarter valued at about $27,000. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock worth $28,000 after purchasing an additional 143 shares during the period. Kilter Group LLC purchased a new stake in shares of Qualys during the 2nd quarter worth about $31,000. Root Financial Partners LLC increased its position in Qualys by 206.2% during the 1st quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock worth $26,000 after purchasing an additional 200 shares in the last quarter. Finally, Employees Retirement System of Texas acquired a new stake in Qualys during the 4th quarter worth approximately $43,000. Institutional investors and hedge funds own 99.31% of the company’s stock.

Insider Activity

In other news, CFO Joo Mi Kim sold 1,627 shares of Qualys stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $153.04, for a total transaction of $248,996.08. Following the sale, the chief financial officer owned 75,743 shares in the company, valued at $11,591,708.72. This trade represents a 2.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 866 shares of the business’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $184.23, for a total transaction of $159,543.18. Following the transaction, the insider directly owned 59,554 shares in the company, valued at approximately $10,971,633.42. The trade was a 1.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 72,845 shares of company stock worth $9,377,536 over the last three months. Insiders own 0.72% of the company’s stock.

Qualys Stock Performance

QLYS stock opened at $181.98 on Friday. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $201.54. The firm has a market cap of $6.30 billion, a P/E ratio of 31.48 and a beta of 0.60. The stock has a 50-day simple moving average of $151.02 and a 200-day simple moving average of $115.98.

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

Analyst Ratings Changes

A number of brokerages have weighed in on QLYS. DA Davidson lifted their price target on shares of Qualys from $135.00 to $165.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Wedbush decreased their price objective on shares of Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. William Blair lowered shares of Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Canaccord Genuity Group set a $190.00 target price on shares of Qualys in a research note on Wednesday, August 5th. Finally, TD Cowen lifted their target price on shares of Qualys from $145.00 to $170.00 and gave the company a “hold” rating in a report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Qualys presently has a consensus rating of “Hold” and an average price target of $170.53.

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.