44,148 Qnity Electronics, Inc. $Q Shares Acquired by QRG Capital Management Inc.

Key Points

• QRG Capital Management increased its Qnity Electronics stake by 1,050.9% in the second quarter, acquiring 44,148 additional shares and bringing its holdings to 48,349 shares valued at approximately $7.9 million.
• Institutional interest expanded broadly, with Allspring Global Investments increasing its stake by 741.3% and several major firms—including Geode, Franklin Resources and Norges Bank—initiating positions.
• Analysts maintain a generally positive view, with a consensus “Buy” rating and average price target of $151.78. Qnity recently exceeded quarterly earnings expectations, reporting $1.19 EPS versus the $1.07 consensus, while shares opened at $122.26.

QRG Capital Management Inc. boosted its position in Qnity Electronics, Inc. (NYSE:Q - Free Report) by 1,050.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 48,349 shares of the premier technology solutions leader's stock after acquiring an additional 44,148 shares during the period. QRG Capital Management Inc.'s holdings in Qnity Electronics were worth $7,896,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Geode Capital Management LLC bought a new stake in Qnity Electronics during the 4th quarter valued at $435,786,000. Allspring Global Investments Holdings LLC lifted its stake in shares of Qnity Electronics by 741.3% in the first quarter. Allspring Global Investments Holdings LLC now owns 4,375,735 shares of the premier technology solutions leader's stock valued at $518,787,000 after buying an additional 3,855,617 shares in the last quarter. Franklin Resources Inc. acquired a new position in shares of Qnity Electronics during the fourth quarter valued at about $287,519,000. Norges Bank acquired a new position in shares of Qnity Electronics during the fourth quarter valued at about $187,700,000. Finally, Legal & General Group Plc bought a new stake in shares of Qnity Electronics during the fourth quarter worth about $112,534,000.

Insider Buying and Selling

In related news, Director Bondt De bought 1,000 shares of Qnity Electronics stock in a transaction on Tuesday, August 11th. The stock was acquired at an average price of $138.14 per share, with a total value of $138,140.00. Following the acquisition, the director directly owned 6,647 shares of the company's stock, valued at $918,216.58. This represents a 17.71% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.15% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on Q shares. BMO Capital Markets upped their target price on shares of Qnity Electronics from $180.00 to $185.00 and gave the stock an "outperform" rating in a report on Monday, July 6th. Royal Bank Of Canada decreased their price objective on Qnity Electronics from $200.00 to $189.00 and set an "outperform" rating for the company in a report on Tuesday, July 14th. Mizuho increased their price objective on Qnity Electronics from $170.00 to $180.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 1st. Weiss Ratings upgraded Qnity Electronics from a "hold (c-)" rating to a "hold (c)" rating in a report on Wednesday, September 9th. Finally, Zacks Research raised Qnity Electronics from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $151.78.

Qnity Electronics Trading Down 1.8%

Shares of Q stock opened at $122.26 on Friday. The stock has a market capitalization of $25.58 billion and a price-to-earnings ratio of 43.66. The company's fifty day simple moving average is $128.56 and its two-hundred day simple moving average is $136.27. Qnity Electronics, Inc. has a 1 year low of $70.50 and a 1 year high of $177.28. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.01 and a quick ratio of 1.50.

Qnity Electronics (NYSE:Q - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The premier technology solutions leader reported $1.19 EPS for the quarter, topping analysts' consensus estimates of $1.07 by $0.12. Qnity Electronics had a return on equity of 10.83% and a net margin of 11.25%.The firm had revenue of $1.43 billion during the quarter. Qnity Electronics has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, analysts anticipate that Qnity Electronics, Inc. will post 4.52 earnings per share for the current year.

About Qnity Electronics

Qnity Electronics, Inc is a global materials and solutions provider serving the semiconductor and broader electronics industries. The company develops specialized materials and technologies used in the manufacture, packaging and performance of advanced electronic devices.

Its offerings include semiconductor fabrication materials, electronic and interconnect materials, advanced packaging solutions, and other products designed to support chip production and high-performance electronics. These products are used across applications such as computing, communications, automotive electronics and other technology markets.

Qnity was formed from DuPont's former Electronics business as part of DuPont's separation of the unit.

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