Seizert Capital Partners LLC Invests $1.70 Million in Qualys, Inc. $QLYS

Seizert Capital Partners LLC acquired a new stake in shares of Qualys, Inc. (NASDAQ:QLYS) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 11,929 shares of the software maker’s stock, valued at approximately $1,704,000.

Other institutional investors also recently made changes to their positions in the company. Cerity Partners LLC increased its stake in shares of Qualys by 80.6% in the first quarter. Cerity Partners LLC now owns 4,438 shares of the software maker’s stock worth $559,000 after buying an additional 1,981 shares during the last quarter. CWM LLC grew its holdings in Qualys by 64.1% during the 1st quarter. CWM LLC now owns 2,232 shares of the software maker’s stock worth $281,000 after acquiring an additional 872 shares in the last quarter. Signaturefd LLC increased its position in shares of Qualys by 96.4% in the 1st quarter. Signaturefd LLC now owns 601 shares of the software maker’s stock worth $76,000 after purchasing an additional 295 shares during the last quarter. Victory Capital Management Inc. raised its stake in shares of Qualys by 34.2% in the 1st quarter. Victory Capital Management Inc. now owns 31,622 shares of the software maker’s stock valued at $3,982,000 after purchasing an additional 8,051 shares in the last quarter. Finally, Kestra Private Wealth Services LLC raised its stake in shares of Qualys by 10.1% in the 1st quarter. Kestra Private Wealth Services LLC now owns 4,681 shares of the software maker’s stock valued at $589,000 after purchasing an additional 428 shares in the last quarter. 99.31% of the stock is owned by institutional investors and hedge funds.

Qualys Price Performance

NASDAQ:QLYS opened at $138.55 on Wednesday. The firm has a market capitalization of $4.97 billion, a P/E ratio of 27.65 and a beta of 0.58. The business has a 50 day simple moving average of $133.38 and a 200 day simple moving average of $135.61. Qualys, Inc. has a 12-month low of $112.61 and a 12-month high of $159.73.

Qualys (NASDAQ:QLYS) last issued its earnings results on Tuesday, November 4th. The software maker reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.56 by $0.30. Qualys had a return on equity of 37.19% and a net margin of 29.04%.The firm had revenue of $169.88 million for the quarter, compared to analyst estimates of $166.30 million. During the same period last year, the company earned $1.56 earnings per share. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS. Research analysts anticipate that Qualys, Inc. will post 3.85 EPS for the current fiscal year.

Insider Transactions at Qualys

In other Qualys news, CFO Joo Mi Kim sold 787 shares of the company’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $129.17, for a total value of $101,656.79. Following the completion of the transaction, the chief financial officer owned 92,864 shares in the company, valued at approximately $11,995,242.88. This represents a 0.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Sumedh S. Thakar sold 2,200 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $155.04, for a total transaction of $341,088.00. Following the completion of the sale, the chief executive officer owned 256,800 shares in the company, valued at $39,814,272. The trade was a 0.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,559 shares of company stock worth $4,068,904 over the last 90 days. Corporate insiders own 0.88% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on QLYS shares. Berenberg Bank initiated coverage on Qualys in a research note on Tuesday. They issued a “hold” rating and a $165.00 price target for the company. Northland Securities set a $162.00 target price on Qualys in a research report on Wednesday, November 5th. Wall Street Zen upgraded Qualys from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. JPMorgan Chase & Co. raised their price objective on Qualys from $115.00 to $117.00 and gave the stock an “underweight” rating in a research note on Wednesday, November 5th. Finally, Truist Financial reaffirmed a “hold” rating and issued a $130.00 price objective (down previously from $145.00) on shares of Qualys in a report on Wednesday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $142.14.

Qualys Profile

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.