RNC Capital Management LLC Invests $1.15 Million in Qnity Electronics, Inc. $Q

Key Points

• RNC Capital Management opened a new position of 14,110 shares in Qnity Electronics (~$1.15M) during Q4, and several other institutions also initiated large stakes — notably Vanguard with an estimated $2.23B position.
• Qnity beat Q4 estimates with $0.82 EPS (vs. $0.64 expected) and $1.19B revenue, and set FY2026 guidance of 3.55–3.95 EPS.
• Analysts have been raising targets (KeyCorp $147, RBC $150), leaving a consensus "Moderate Buy" and an average price target of $123.29, while the stock trades near $141 with a market cap around $29.6B.

RNC Capital Management LLC acquired a new position in shares of Qnity Electronics, Inc. (NYSE:Q - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 14,110 shares of the premier technology solutions leader's stock, valued at approximately $1,152,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in Q. Vanguard Group Inc. acquired a new stake in shares of Qnity Electronics during the 4th quarter worth approximately $2,226,626,000. Massachusetts Financial Services Co. MA acquired a new stake in shares of Qnity Electronics during the 4th quarter worth approximately $125,587,000. UBS Group AG acquired a new stake in shares of Qnity Electronics during the 4th quarter worth approximately $120,414,000. M&T Bank Corp acquired a new stake in shares of Qnity Electronics during the 4th quarter worth approximately $65,334,000. Finally, Allspring Global Investments Holdings LLC acquired a new stake in shares of Qnity Electronics during the 4th quarter worth approximately $44,200,000.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on Q shares. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $126.00 target price on shares of Qnity Electronics in a research report on Friday, February 20th. KeyCorp increased their target price on Qnity Electronics from $117.00 to $147.00 and gave the company an "overweight" rating in a research report on Friday, February 27th. Royal Bank Of Canada increased their target price on Qnity Electronics from $139.00 to $150.00 and gave the company an "outperform" rating in a research report on Friday, April 24th. Zacks Research lowered Qnity Electronics from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 21st. Finally, Weiss Ratings started coverage on Qnity Electronics in a research report on Thursday, January 22nd. They set a "hold (c-)" rating on the stock. Six analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $123.29.

Qnity Electronics Stock Down 1.6%

NYSE Q opened at $141.02 on Tuesday. 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. The business's fifty day moving average is $122.50. The stock has a market cap of $29.56 billion and a price-to-earnings ratio of 77.06.

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 the consensus estimate of $0.64 by $0.18. The company had revenue of $1.19 billion during the quarter, compared to analysts' expectations of $1.15 billion. The business's quarterly 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. Research analysts expect that Qnity Electronics, Inc. will post 3.78 EPS for the current year.

Qnity Electronics Dividend Announcement

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

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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