Janus Henderson Group PLC Has $11.09 Million Stock Holdings in Qualys, Inc. $QLYS

Janus Henderson Group PLC raised its holdings in Qualys, Inc. (NASDAQ:QLYS) by 2.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 126,189 shares of the software maker’s stock after buying an additional 3,474 shares during the period. Janus Henderson Group PLC owned about 0.36% of Qualys worth $11,085,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in QLYS. Root Financial Partners LLC increased its position in shares of Qualys by 206.2% during the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock worth $26,000 after acquiring an additional 200 shares in the last quarter. Strive Financial Group LLC acquired a new position in Qualys during the 4th quarter valued at about $27,000. Northwestern Mutual Wealth Management Co. boosted its stake in Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after purchasing an additional 143 shares during the last quarter. Employees Retirement System of Texas bought a new stake in Qualys during the 4th quarter worth approximately $43,000. Finally, Richardson Financial Services Inc. raised its stake in shares of Qualys by 127.0% in the fourth 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 last quarter. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Key Qualys News

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates. Qualys reported adjusted EPS of $1.98, above the $1.78 consensus estimate and up from $1.68 a year earlier. Revenue rose 11.1% year over year to $182.18 million, exceeding the $178.57 million analyst estimate. Qualys Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its full-year outlook. Qualys now expects 2026 revenue of $732 million to $738 million, up from $721 million to $727 million previously, with EPS guidance of $7.74 to $7.88 versus the $7.16 analyst consensus. Third-quarter revenue and EPS guidance also came in above expectations. Qualys Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability and growth catalysts strengthened. Adjusted EBITDA reached $83.8 million, while management cited AI-powered security offerings, Risk Operations Center adoption, federal demand, partner execution and early QFlex engagement as potential growth drivers.
• Positive Sentiment: New AI-enabled security capabilities may support future demand. Qualys launched InstaScan, which uses existing asset telemetry and AI-driven correlation to identify newly disclosed vulnerabilities more quickly, enhancing its Enterprise TruRisk Management platform. Qualys Launches InstaScan

Qualys Stock Up 4.0%

Qualys stock opened at $161.06 on Wednesday. Qualys, Inc. has a 52 week low of $74.51 and a 52 week high of $167.86. The company’s 50 day moving average price is $131.16 and its two-hundred day moving average price is $110.99. The stock has a market cap of $5.67 billion, a P/E ratio of 28.92 and a beta of 0.60.

Qualys (NASDAQ:QLYS) last released its earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.20. The company had revenue of $182.18 million during the quarter, compared to analyst estimates of $178.57 million. Qualys had a return on equity of 37.15% and a net margin of 29.41%.Qualys’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.68 earnings per share. 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 analysts anticipate that Qualys, Inc. will post 5.47 EPS for the current year.

Insider Buying and Selling at Qualys

In related news, CFO Joo Mi Kim sold 1,627 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $100.17, for a total transaction of $162,976.59. Following the completion of the transaction, the chief financial officer owned 83,211 shares in the company, valued at approximately $8,335,245.87. This represents a 1.92% decrease in their ownership of the stock. The transaction was disclosed in a filing 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, insider Bruce K. Posey sold 2,384 shares of Qualys stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $100.18, for a total transaction of $238,829.12. Following the completion of the sale, the insider directly owned 66,301 shares in the company, valued at approximately $6,642,034.18. This represents a 3.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 76,855 shares of company stock worth $9,706,670 in the last quarter. 0.72% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on QLYS shares. Royal Bank Of Canada restated a “sector perform” rating and issued a $145.00 target price on shares of Qualys in a report on Thursday, July 16th. Wedbush decreased their price target on Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a report on Thursday, May 7th. Weiss Ratings raised Qualys from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Scotiabank upgraded Qualys from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the company from $100.00 to $190.00 in a research note on Monday, July 6th. Finally, Wall Street Zen downgraded shares of Qualys from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $142.53.

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.