BLI Banque de Luxembourg Investments Sells 47,000 Shares of Qualys, Inc. $QLYS

BLI Banque de Luxembourg Investments reduced its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 74.6% in the 4th quarter, Holdings Channel reports. The firm owned 16,000 shares of the software maker’s stock after selling 47,000 shares during the quarter. BLI Banque de Luxembourg Investments’ holdings in Qualys were worth $2,152,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of QLYS. RWA Wealth Partners LLC bought a new position in Qualys during the 3rd quarter worth $80,820,000. Alyeska Investment Group L.P. bought a new position in Qualys during the 3rd quarter worth $45,854,000. AQR Capital Management LLC raised its position in Qualys by 46.9% during the 2nd quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock worth $144,133,000 after purchasing an additional 323,324 shares during the last quarter. Norges Bank bought a new position in Qualys during the 4th quarter worth $29,158,000. Finally, Fundsmith LLP grew its holdings in Qualys by 21.2% during the 3rd quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock worth $115,241,000 after acquiring an additional 152,257 shares during the period. 99.31% of the stock is owned by institutional investors.

Qualys Trading Down 0.5%

Shares of Qualys stock opened at $109.71 on Wednesday. The business has a 50-day moving average price of $93.19 and a two-hundred day moving average price of $112.06. Qualys, Inc. has a 1-year low of $74.51 and a 1-year high of $155.47. The company has a market cap of $3.86 billion, a P/E ratio of 19.70 and a beta of 0.66.

Qualys (NASDAQ:QLYS) last issued its earnings results on Tuesday, May 5th. The software maker reported $1.95 EPS for the quarter, beating the consensus estimate of $1.81 by $0.14. The company had revenue of $175.64 million during the quarter, compared to the consensus estimate of $173.63 million. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The firm’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same period last year, the business posted $1.67 EPS. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. Equities research analysts forecast that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on QLYS. TD Cowen reiterated a “hold” rating on shares of Qualys in a report on Tuesday, April 14th. William Blair downgraded Qualys from an “outperform” rating to a “market perform” rating in a report on Tuesday, April 28th. Royal Bank Of Canada increased their price target on Qualys from $85.00 to $90.00 and gave the stock a “sector perform” rating in a report on Wednesday, May 6th. Scotiabank decreased their price target on Qualys from $135.00 to $100.00 and set a “sector perform” rating for the company in a report on Wednesday, May 6th. Finally, 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. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $122.14.

Insider Activity

In other news, CEO Sumedh S. Thakar sold 13,200 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $114.73, for a total value of $1,514,436.00. Following the completion of the sale, the chief executive officer directly owned 249,886 shares in the company, valued at $28,669,420.78. This trade represents a 5.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 865 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $100.43, for a total value of $86,871.95. Following the completion of the sale, the insider owned 65,436 shares of the company’s stock, valued at approximately $6,571,737.48. This represents a 1.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 19,172 shares of company stock worth $2,124,751 in the last three months. Company insiders own 1.00% of the company’s stock.

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.