Hussman Strategic Advisors Inc. Decreases Stake in Qualys, Inc. $QLYS

Hussman Strategic Advisors Inc. lowered its position in shares of Qualys, Inc. (NASDAQ:QLYS) by 33.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 16,800 shares of the software maker’s stock after selling 8,400 shares during the quarter. Hussman Strategic Advisors Inc.’s holdings in Qualys were worth $2,233,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. GHP Investment Advisors Inc. purchased a new stake in shares of Qualys during the 3rd quarter worth about $29,000. Versant Capital Management Inc grew its holdings in shares of Qualys by 451.0% during the 3rd quarter. Versant Capital Management Inc now owns 270 shares of the software maker’s stock worth $36,000 after purchasing an additional 221 shares during the period. Allworth Financial LP grew its holdings in shares of Qualys by 86.8% during the 3rd 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. Richardson Financial Services Inc. grew its holdings in shares of Qualys by 127.0% during the 4th quarter. Richardson Financial Services Inc. now owns 345 shares of the software maker’s stock worth $46,000 after purchasing an additional 193 shares during the period. Finally, Abich Financial Wealth Management LLC purchased a new stake in shares of Qualys during the 3rd quarter worth about $55,000. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Qualys Stock Performance

Qualys stock opened at $88.53 on Friday. The stock’s 50 day moving average price is $90.00 and its 200 day moving average price is $118.35. The firm has a market capitalization of $3.12 billion, a PE ratio of 16.27 and a beta of 0.58. Qualys, Inc. has a one year low of $74.51 and a one year high of $155.47.

Qualys (NASDAQ:QLYS) last released its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, topping the consensus estimate of $1.78 by $0.09. The firm had revenue of $175.28 million for the quarter, compared to analyst estimates of $173.18 million. Qualys had a return on equity of 37.65% and a net margin of 29.64%.Qualys’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.60 EPS. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. On average, analysts forecast that Qualys, Inc. will post 5.38 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CFO Joo Mi Kim sold 6,799 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the transaction, the chief financial officer directly owned 88,489 shares of the company’s stock, valued at approximately $11,367,296.94. The trade was a 7.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Over the last quarter, insiders sold 10,378 shares of company stock worth $1,352,964. Insiders own 0.88% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on QLYS shares. William Blair cut Qualys from an “outperform” rating to a “market perform” rating in a report on Tuesday. JPMorgan Chase & Co. decreased their target price on Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a report on Friday, February 6th. Scotiabank decreased their target price on Qualys from $139.00 to $135.00 and set a “sector perform” rating for the company in a report on Friday, February 6th. Zacks Research cut Qualys from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, Truist Financial decreased their target price on Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $137.77.

About Qualys

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.