National Pension Service Has $69.51 Million Stake in Qnity Electronics, Inc. $Q

Key Points

• National Pension Service increased its Qnity Electronics stake by 431.2% in the second quarter, adding 345,493 shares to hold 425,609 shares worth approximately $69.5 million, or 0.20% of the company.
• Analysts maintain a broadly positive view, with a consensus “Buy” rating and a $151.78 target price; several firms recently raised targets, including BMO Capital Markets to $185 and Mizuho to $180.
• Qnity exceeded quarterly earnings expectations, reporting $1.19 in EPS versus the $1.07 consensus on $1.43 billion in revenue. The company reaffirmed fiscal 2026 EPS guidance of $4.40–$4.60 and announced a quarterly dividend of $0.08 per share.

National Pension Service increased its stake in shares of Qnity Electronics, Inc. (NYSE:Q - Free Report) by 431.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 425,609 shares of the premier technology solutions leader's stock after purchasing an additional 345,493 shares during the quarter. National Pension Service owned about 0.20% of Qnity Electronics worth $69,506,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Ethic Inc. bought a new position in Qnity Electronics in the 4th quarter worth approximately $743,000. NewEdge Wealth LLC bought a new position in Qnity Electronics in the 4th quarter valued at $252,000. Swiss Life Asset Management Ltd bought a new position in Qnity Electronics in the 4th quarter valued at $2,901,000. Valeo Financial Advisors LLC acquired a new stake in shares of Qnity Electronics in the 4th quarter valued at $278,000. Finally, Meridian Wealth Management LLC acquired a new stake in shares of Qnity Electronics in the 4th quarter valued at $326,000.

Insiders Place Their Bets

In related news, Director Bondt De bought 1,000 shares of the firm's stock in a transaction dated Tuesday, August 11th. The stock was bought at an average cost of $138.14 per share, for a total transaction of $138,140.00. Following the transaction, the director 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.15% of the company's stock.

Wall Street Analyst Weigh In

Q has been the subject of a number of recent research reports. Weiss Ratings upgraded Qnity Electronics from a "hold (c-)" rating to a "hold (c)" rating in a research report on Wednesday. Mizuho raised their price target on Qnity Electronics from $170.00 to $180.00 and gave the company an "outperform" rating in a report on Wednesday, July 1st. Zacks Research upgraded Qnity Electronics from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, June 30th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Qnity Electronics in a report on Wednesday, August 5th. Finally, BMO Capital Markets upped their target price on shares of Qnity Electronics from $180.00 to $185.00 and gave the company an "outperform" rating in a research report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus target price of $151.78.

Qnity Electronics Price Performance

Q opened at $126.40 on Friday. The company has a fifty day moving average price of $132.49 and a two-hundred day moving average price of $136.06. The firm has a market capitalization of $26.44 billion and a PE ratio of 45.14. Qnity Electronics, Inc. has a 52 week low of $70.50 and a 52 week high of $177.28. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.50 and a current ratio of 2.01.

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 earnings per share for the quarter, beating 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 company had revenue of $1.43 billion for 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.

Qnity Electronics Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a $0.08 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $0.32 annualized dividend and a yield of 0.3%. Qnity Electronics's dividend payout ratio is presently 11.43%.

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.

Want to see what other hedge funds are holding Q? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Qnity Electronics, Inc. (NYSE:Q - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.