New York State Teachers Retirement System Acquires 4,536 Shares of Qualys, Inc. $QLYS

New York State Teachers Retirement System raised its holdings in Qualys, Inc. (NASDAQ:QLYS) by 21.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 25,928 shares of the software maker’s stock after buying an additional 4,536 shares during the period. New York State Teachers Retirement System’s holdings in Qualys were worth $2,278,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC boosted its stake in shares of 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 buying an additional 200 shares during the last quarter. Strive Financial Group LLC acquired a new stake in shares of Qualys in the fourth quarter valued at about $27,000. Northwestern Mutual Wealth Management Co. raised its holdings in Qualys by 204.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock worth $28,000 after acquiring an additional 143 shares in the last quarter. Allworth Financial LP raised its holdings in Qualys by 86.8% during the third quarter. Allworth Financial LP now owns 284 shares of the software maker’s stock worth $38,000 after acquiring an additional 132 shares in the last quarter. Finally, Employees Retirement System of Texas acquired a new position in Qualys during the fourth quarter valued at approximately $43,000. 99.31% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Scotiabank upgraded Qualys from a “sector perform” rating to a “sector outperform” rating and raised their price target for the company from $100.00 to $190.00 in a research note on Monday, July 6th. TD Cowen reissued a “hold” rating on shares of Qualys in a report on Tuesday, April 14th. Wedbush decreased their target price 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. Morgan Stanley set a $96.00 target price on shares of Qualys in a report on Wednesday, May 6th. Finally, Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $132.29.

Qualys Stock Down 4.2%

NASDAQ:QLYS opened at $152.69 on Friday. The stock’s 50 day moving average price is $113.14 and its two-hundred day moving average price is $109.63. The firm has a market capitalization of $5.38 billion, a price-to-earnings ratio of 27.41 and a beta of 0.61. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $164.17.

Qualys (NASDAQ:QLYS) last issued its earnings results on Tuesday, May 5th. The software maker reported $1.95 EPS for the quarter, topping the consensus estimate of $1.81 by $0.14. The company had revenue of $175.64 million during the quarter, compared to the consensus estimate of $173.63 million. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The firm’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.67 EPS. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. Equities research analysts expect that Qualys, Inc. will post 5.47 EPS for the current year.

Insider Buying and Selling at Qualys

In other news, Director Thomas Berquist sold 939 shares of the 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 transaction, the director directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 firm’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $110.55, for a total transaction 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. This represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 73,846 shares of company stock worth $9,239,073. 0.88% of the stock is currently owned by corporate insiders.

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.