First National Bank of Omaha Makes New Investment in Qualys, Inc. $QLYS

First National Bank of Omaha acquired a new stake in Qualys, Inc. (NASDAQ:QLYS) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 12,281 shares of the software maker’s stock, valued at approximately $1,625,000.

Other large investors also recently modified their holdings of the company. GHP Investment Advisors Inc. acquired a new position in Qualys in the third quarter valued at $29,000. Versant Capital Management Inc lifted its stake in shares of Qualys by 451.0% in the 3rd quarter. Versant Capital Management Inc now owns 270 shares of the software maker’s stock valued at $36,000 after purchasing an additional 221 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new stake in shares of Qualys during the 2nd quarter valued at about $44,000. Abich Financial Wealth Management LLC acquired a new stake in Qualys during the third quarter worth approximately $55,000. Finally, Elevation Point Wealth Partners LLC bought a new stake in Qualys in the second quarter worth approximately $73,000. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total value of $873,399.54. Following the completion of the sale, the chief financial officer owned 88,489 shares in the company, valued at $11,367,296.94. This represents a 7.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Sumedh S. Thakar sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $133.76, for a total transaction of $668,800.00. Following the transaction, the chief executive officer directly owned 247,800 shares in the company, valued at $33,145,728. The trade was a 1.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 42,227 shares of company stock worth $5,875,962. 0.88% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on QLYS shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Qualys in a research report on Monday, December 29th. Northland Securities set a $162.00 price target on shares of Qualys in a research note on Wednesday, November 5th. Royal Bank Of Canada dropped their price objective on shares of Qualys from $140.00 to $134.00 and set a “sector perform” rating on the stock in a report on Friday, February 6th. Wedbush restated an “outperform” rating and issued a $155.00 target price on shares of Qualys in a research note on Friday, February 6th. Finally, Scotiabank decreased their target price on Qualys from $139.00 to $135.00 and set a “sector perform” rating for the company in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Qualys presently has a consensus rating of “Hold” and a consensus target price of $140.46.

Qualys Price Performance

NASDAQ:QLYS opened at $104.39 on Thursday. Qualys, Inc. has a one year low of $101.61 and a one year high of $155.47. The company has a market cap of $3.74 billion, a PE ratio of 19.19 and a beta of 0.53. The firm has a 50-day moving average of $130.49 and a 200-day moving average of $133.42.

Qualys (NASDAQ:QLYS) last released its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.09. The business had revenue of $175.28 million during the quarter, compared to the consensus estimate of $173.18 million. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The company’s quarterly revenue was up 10.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $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, equities research analysts expect that Qualys, Inc. will post 3.85 earnings per share for the current fiscal year.

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.