Obermeyer Wealth Partners Buys New Holdings in Qnity Electronics, Inc. $Q

Key Points

• Obermeyer Wealth Partners bought a new stake of 16,651 shares in Qnity Electronics in Q4 (~$1.36M), and several other institutions (including Massachusetts Financial Services ~$125.6M, Allspring ~$44.2M, Sumitomo Mitsui ~$38.2M) also initiated large positions, signaling notable institutional interest.
• Qnity beat Q4 estimates with $0.82 EPS vs. $0.64 expected and $1.19B revenue (up 8.1% YoY), and set FY2026 guidance of $3.55–$3.95 EPS (analysts expect ~3.78).
• The stock is trading near its 52-week high (opened $144.48, high $146.67) with a PE of 78.95 and a market cap of $30.28B, while the consensus target is $123.29 and the dividend yield is just 0.2%, suggesting a rich valuation relative to analyst targets and income return.

Obermeyer Wealth Partners bought a new stake in Qnity Electronics, Inc. (NYSE:Q - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,651 shares of the premier technology solutions leader's stock, valued at approximately $1,360,000.

A number of other large investors have also modified their holdings of the company. Massachusetts Financial Services Co. MA acquired a new position in shares of Qnity Electronics in the fourth quarter valued at $125,587,000. Allspring Global Investments Holdings LLC acquired a new position in shares of Qnity Electronics in the fourth quarter valued at $44,200,000. Sumitomo Mitsui Trust Group Inc. acquired a new position in shares of Qnity Electronics in the fourth quarter valued at $38,158,000. Teacher Retirement System of Texas acquired a new position in shares of Qnity Electronics in the fourth quarter valued at $25,550,000. Finally, Aberdeen Group plc acquired a new position in shares of Qnity Electronics in the fourth quarter valued at $19,338,000.

Qnity Electronics Stock Performance

Shares of NYSE Q opened at $144.48 on Friday. The company has a market capitalization of $30.28 billion and a PE ratio of 78.95. The firm's fifty day moving average is $120.26. Qnity Electronics, Inc. has a 52-week low of $70.50 and a 52-week high of $146.67. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.46 and a current ratio of 1.95.

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 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.64 by $0.18. The company had revenue of $1.19 billion for the quarter, compared to the consensus estimate of $1.15 billion. Qnity Electronics's revenue was up 8.1% compared to the same quarter last year. Qnity Electronics has set its FY 2026 guidance at 3.550-3.950 EPS. Analysts predict that Qnity Electronics, Inc. will post 3.78 earnings per share for the current year.

Qnity Electronics Announces Dividend

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

Analyst Ratings Changes

Q has been the subject of a number of recent research reports. Weiss Ratings initiated coverage on Qnity Electronics in a research note on Thursday, January 22nd. They issued a "hold (c-)" rating for the company. Mizuho set a $120.00 target price on Qnity Electronics in a research note on Monday, February 23rd. Zacks Research lowered Qnity Electronics from a "strong-buy" rating to a "hold" rating in a research note on Tuesday. Royal Bank Of Canada upped their price target on Qnity Electronics from $139.00 to $150.00 and gave the company an "outperform" rating in a research report on Friday. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $126.00 price target 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $123.29.

Qnity Electronics Company 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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