Ethic Inc. Takes Position in Qnity Electronics, Inc. $Q

Key Points

• Ethic Inc. opened a new position in Qnity Electronics during the fourth quarter, buying 9,102 shares worth about $743,000, according to its latest 13F filing.
• Qnity reported a strong Q1 earnings beat, posting EPS of $1.08 versus $0.92 expected and revenue of $1.32 billion, up 17.6% year over year.
• Management raised its 2026 sales outlook to $5.225 billion-$5.375 billion, citing AI-related packaging demand, while analysts largely remain bullish with several recent price-target increases.

Ethic Inc. acquired a new stake in Qnity Electronics, Inc. (NYSE:Q - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,102 shares of the premier technology solutions leader's stock, valued at approximately $743,000.

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

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

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. KeyCorp increased their price objective on shares of Qnity Electronics from $117.00 to $147.00 and gave the company an "overweight" rating in a research report on Friday, February 27th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $165.00 price target on shares of Qnity Electronics in a research report on Wednesday. BMO Capital Markets reaffirmed an "outperform" rating and set a $180.00 price target on shares of Qnity Electronics in a research report on Wednesday. Deutsche Bank Aktiengesellschaft set a $180.00 price target on shares of Qnity Electronics in a research report on Wednesday. Finally, Zacks Research lowered shares of Qnity Electronics from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 21st. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $151.33.

Qnity Electronics Trading Up 1.2%

Shares of Q stock opened at $164.03 on Friday. The company has a current ratio of 2.12, a quick ratio of 1.46 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $34.34 billion and a PE ratio of 89.63. The company has a 50 day moving average of $128.14. Qnity Electronics, Inc. has a 1 year low of $70.50 and a 1 year high of $171.52.

Qnity Electronics (NYSE:Q - Get Free Report) last issued its quarterly earnings results on Tuesday, May 12th. The premier technology solutions leader reported $1.08 earnings per share (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. Qnity Electronics's revenue was up 17.6% compared to the same quarter last year. Qnity Electronics has set its FY 2026 guidance at 3.800-4.140 EPS. Analysts forecast that Qnity Electronics, Inc. will post 4 EPS for the current year.

Qnity Electronics Dividend Announcement

The business also recently declared 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. This represents a $0.32 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Friday, May 29th. Qnity Electronics's payout ratio is 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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