Torray Investment Partners LLC Grows Stock Holdings in Qualys, Inc. $QLYS

Torray Investment Partners LLC boosted its stake in Qualys, Inc. (NASDAQ:QLYS) by 29.2% during the 1st quarter, HoldingsChannel.com reports. The fund owned 18,178 shares of the software maker’s stock after purchasing an additional 4,106 shares during the period. Torray Investment Partners LLC’s holdings in Qualys were worth $1,597,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in QLYS. Root Financial Partners LLC grew its stake in shares of Qualys by 206.2% in the 1st quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock valued at $26,000 after purchasing an additional 200 shares during the last quarter. Strive Financial Group LLC purchased a new stake in shares of Qualys during the fourth quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of 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 purchasing an additional 143 shares during the last quarter. Allworth Financial LP lifted its holdings in shares of 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 purchasing an additional 132 shares during the period. Finally, Employees Retirement System of Texas acquired a new stake in shares of Qualys during the fourth quarter worth $43,000. 99.31% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Qualys

In related news, insider Bruce K. Posey sold 2,384 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $100.18, for a total value of $238,829.12. Following the completion of the sale, the insider owned 66,301 shares in the company, valued at $6,642,034.18. This trade represents a 3.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Thomas Berquist sold 939 shares of the business’s 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 sale, the director directly owned 6,781 shares in the company, valued at approximately $750,995.75. This represents a 12.16% 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. In the last quarter, insiders sold 73,846 shares of company stock valued at $9,239,073. Company insiders own 0.88% of the company’s stock.

Qualys Trading Down 4.2%

Shares of QLYS traded down $6.70 during mid-day trading on Friday, hitting $152.69. The company’s stock had a trading volume of 658,657 shares, compared to its average volume of 812,839. Qualys, Inc. has a 1-year low of $74.51 and a 1-year high of $164.17. The firm has a market capitalization of $5.38 billion, a P/E ratio of 27.41 and a beta of 0.61. The firm has a 50-day simple moving average of $113.14 and a 200 day simple moving average of $109.63.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.14. The firm had revenue of $175.64 million for the quarter, compared to analyst estimates of $173.63 million. Qualys had a return on equity of 37.15% and a net margin of 29.41%.Qualys’s quarterly revenue was up 9.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.67 earnings per share. 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, sell-side analysts predict that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on QLYS shares. Scotiabank upgraded shares of Qualys from a “sector perform” rating to a “sector outperform” rating and lifted their price objective for the company from $100.00 to $190.00 in a research report on Monday, July 6th. Morgan Stanley set a $96.00 target price on shares of Qualys in a research note on Wednesday, May 6th. Wedbush lowered their target price on shares of Qualys from $155.00 to $125.00 and set an “outperform” rating on the stock in a report on Thursday, May 7th. Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Royal Bank Of Canada boosted their price target on shares of Qualys from $85.00 to $90.00 and gave the stock a “sector perform” rating in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, three have given 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, the stock has a consensus rating of “Hold” and a consensus target price of $132.29.

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.