Swiss Life Asset Management Ltd Acquires Shares of 35,524 Qnity Electronics, Inc. $Q

Swiss Life Asset Management Ltd acquired a new stake in Qnity Electronics, Inc. (NYSE:Q) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 35,524 shares of the premier technology solutions leader’s stock, valued at approximately $2,901,000.

Other large investors have also modified their holdings of the company. Moisand Fitzgerald Tamayo LLC acquired a new position in shares of Qnity Electronics in the 4th quarter valued at $25,000. Dunhill Financial LLC acquired a new stake in Qnity Electronics during the 4th quarter worth $25,000. Armstrong Advisory Group Inc. acquired a new stake in Qnity Electronics during the 4th quarter worth $26,000. Provenance Wealth Advisors LLC acquired a new stake in Qnity Electronics during the 4th quarter worth $27,000. Finally, Stephens Consulting LLC acquired a new stake in Qnity Electronics during the 4th quarter worth $30,000.

Qnity Electronics Stock Up 1.2%

Shares of NYSE Q opened at $164.03 on Friday. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.12 and a quick ratio of 1.46. Qnity Electronics, Inc. has a 52 week low of $70.50 and a 52 week high of $171.52. The company has a 50-day moving average of $128.14. The firm has a market capitalization of $34.34 billion and a PE ratio of 89.63.

Qnity Electronics (NYSE:Q) last announced its quarterly earnings data on Tuesday, May 12th. The premier technology solutions leader reported $1.08 EPS for the quarter, beating the consensus estimate of $0.92 by $0.16. The company had revenue of $1.32 billion during the quarter. The firm’s 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. Equities research analysts expect that Qnity Electronics, Inc. will post 4 EPS for the current fiscal year.

Qnity Electronics Dividend Announcement

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

Trending Headlines about Qnity Electronics

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

Analyst Upgrades and Downgrades

Q has been the subject of several recent analyst reports. BMO Capital Markets restated an “outperform” rating and issued a $180.00 target price on shares of Qnity Electronics in a research note on Wednesday. Zacks Research cut shares of Qnity Electronics from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 21st. Royal Bank Of Canada raised their target price on shares of Qnity Electronics from $150.00 to $200.00 and gave the stock an “outperform” rating in a research note on Wednesday. The Goldman Sachs Group restated a “buy” rating and issued a $165.00 target price on shares of Qnity Electronics in a research note on Wednesday. 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 research note on Wednesday. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Qnity Electronics currently has an average rating of “Moderate Buy” and an average target price of $151.33.

Qnity Electronics Profile

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