Valeo Financial Advisors LLC Acquires New Position in Qnity Electronics, Inc. $Q

Valeo Financial Advisors LLC acquired a new stake in shares of Qnity Electronics, Inc. (NYSE:Q) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,407 shares of the premier technology solutions leader’s stock, valued at approximately $278,000.

Several other institutional investors also recently bought and sold shares of Q. GAMMA Investing LLC purchased a new stake in Qnity Electronics during the 4th quarter valued at about $461,000. Neville Rodie & Shaw Inc. purchased a new stake in Qnity Electronics during the 4th quarter valued at about $526,000. Investors Research Corp purchased a new stake in Qnity Electronics during the 4th quarter valued at about $102,000. Board of the Pension Protection Fund purchased a new stake in Qnity Electronics during the 4th quarter valued at about $73,000. Finally, Canal Capital Management LLC purchased a new stake in Qnity Electronics during the 4th quarter valued at about $331,000.

Qnity Electronics Trading Up 1.2%

Q opened at $164.03 on Friday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.46 and a current ratio of 2.12. The stock has a market capitalization of $34.34 billion and a P/E ratio of 89.63. The business has a 50 day simple moving average of $128.14. Qnity Electronics, Inc. has a 12-month low of $70.50 and a 12-month high of $171.52.

Qnity Electronics (NYSE:Q) last posted its quarterly earnings data on Tuesday, May 12th. The premier technology solutions leader reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.92 by $0.16. The business had revenue of $1.32 billion during the quarter. The company’s quarterly revenue was up 17.6% on a year-over-year basis. Qnity Electronics has set its FY 2026 guidance at 3.800-4.140 EPS. As a group, analysts predict that Qnity Electronics, Inc. will post 4 EPS for the current fiscal year.

Qnity Electronics Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 29th will be issued a $0.08 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.2%. Qnity Electronics’s dividend payout ratio (DPR) is presently 17.49%.

Analyst Upgrades and Downgrades

Q has been the topic of a number of recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $165.00 price target on shares of Qnity Electronics in a report on Wednesday. KeyCorp raised their target price on shares of Qnity Electronics from $117.00 to $147.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Zacks Research cut shares of Qnity Electronics from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 21st. Weiss Ratings restated a “hold (c)” rating on shares of Qnity Electronics in a report on Friday, May 8th. Finally, Mizuho raised their target price on shares of Qnity Electronics from $150.00 to $170.00 and gave the stock an “outperform” rating in a report on Wednesday. Eight research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Qnity Electronics has an average rating of “Moderate Buy” and an average target price of $151.33.

Qnity Electronics News Roundup

Here are the key news stories impacting Qnity Electronics this week:

• Positive Sentiment: Qnity beat Q1 earnings estimates, with EPS of $1.08 topping consensus and revenue rising 17.6% year over year to $1.32 billion, signaling solid demand across its semiconductor and interconnect businesses. Qnity Earnings Surpass Estimates in Q1, Revenues Increase Y/Y
• Positive Sentiment: The company raised its 2026 sales outlook to $5.225 billion-$5.375 billion and said AI-related packaging demand is helping drive growth, reinforcing the view that spending tied to AI infrastructure remains a major tailwind. Qnity forecasts $5.225B-$5.375B 2026 net sales while targeting ~$100M EBITDA run-rate benefit by end of 2028
• Positive Sentiment: Management also pointed to a future ~$100 million EBITDA run-rate benefit by the end of 2028, suggesting margin improvement opportunities beyond the current year. Qnity forecasts $5.225B-$5.375B 2026 net sales while targeting ~$100M EBITDA run-rate benefit by end of 2028
• Positive Sentiment: Mizuho raised its price target on Qnity to $170 from $150 and kept an outperform rating, reflecting increased confidence in the stock’s earnings and growth trajectory. Qnity Electronics (NYSE:Q) Given New $170.00 Price Target at Mizuho
• Positive Sentiment: Additional coverage highlighted that Wall Street remains constructive on Qnity after the earnings beat, with commentary emphasizing strong semiconductor demand and AI infrastructure spending. This low-profile stock in the semiconductor supply chain has doubled this year. Wall Street still loves it
• Neutral Sentiment: Several follow-up articles and an earnings call transcript mainly reiterated the same upbeat themes from the report, so they are less likely to be a separate driver of the stock. Qnity Electronics Q1 2026 Earnings Call Transcript

About Qnity Electronics

Qnity Electronics Inc is a premier technology solution provider across the semiconductor value chain. Qnity Electronics Inc is based in WILMINGTON, Del.