Cwm LLC Purchases New Shares in Qnity Electronics, Inc. $Q

Key Points

• Cwm LLC bought a new stake of 26,711 shares in Qnity Electronics in Q4 valued at about $2.18 million, joining other institutional buyers (notably KBC Group NV's ~$12.19M position), signaling rising institutional interest.
• Qnity beat expectations with Q EPS of $0.82 versus $0.64 and revenue of $1.19B, issued FY2026 guidance of 3.55–3.95 EPS, and carries an analyst consensus of "Moderate Buy" with an average target of $123.29.
• The stock opened at $144.48 (near its 12‑month high), has a $30.28B market cap and a P/E of 78.95, and pays a quarterly dividend of $0.08 (annualized yield ~0.2%).

Cwm LLC purchased a new stake in shares of Qnity Electronics, Inc. (NYSE:Q - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 26,711 shares of the premier technology solutions leader's stock, valued at approximately $2,181,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Peoples Financial Services CORP. bought a new position in Qnity Electronics in the 4th quarter valued at $256,000. KBC Group NV bought a new position in Qnity Electronics in the 4th quarter valued at $12,189,000. PFG Investments LLC bought a new position in Qnity Electronics in the 4th quarter valued at $831,000. Red Mountain Financial LLC bought a new position in Qnity Electronics in the 4th quarter valued at $521,000. Finally, Freestone Capital Holdings LLC bought a new position in Qnity Electronics in the 4th quarter valued at $257,000.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Weiss Ratings assumed coverage on Qnity Electronics in a research report on Thursday, January 22nd. They issued a "hold (c-)" rating on the stock. Mizuho set a $120.00 price objective on Qnity Electronics in a research report on Monday, February 23rd. Zacks Research lowered Qnity Electronics from a "strong-buy" rating to a "hold" rating in a research report on Tuesday. KeyCorp increased their price objective on Qnity Electronics from $117.00 to $147.00 and gave the company an "overweight" rating in a research report on Friday, February 27th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $126.00 price objective on shares of Qnity Electronics in a research report on Friday, February 20th. Six equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $123.29.

Qnity Electronics Trading Up 3.1%

Shares of Qnity Electronics stock opened at $144.48 on Friday. The firm has a market cap of $30.28 billion and a P/E ratio of 78.95. Qnity Electronics, Inc. has a 12 month low of $70.50 and a 12 month high of $146.67. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.95 and a quick ratio of 1.46. The business's fifty day simple moving average is $120.26.

Qnity Electronics (NYSE:Q - Get Free Report) last issued its quarterly earnings data on Thursday, February 26th. The premier technology solutions leader reported $0.82 EPS for the quarter, topping the consensus estimate of $0.64 by $0.18. The business had revenue of $1.19 billion for the quarter, compared to analyst estimates of $1.15 billion. The firm's revenue was up 8.1% on a year-over-year basis. Qnity Electronics has set its FY 2026 guidance at 3.550-3.950 EPS. Analysts predict that Qnity Electronics, Inc. will post 3.78 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 paid a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Friday, May 29th. Qnity Electronics's dividend payout ratio (DPR) is presently 17.49%.

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.

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