Steigerwald Gordon & Koch Inc. Buys New Position in Qnity Electronics, Inc. $Q

Key Points

• Steigerwald Gordon & Koch initiated a new position in Qnity Electronics in Q4, buying 85,099 shares valued at about $6.95 million, while several other institutions (including Robeco and Elevate Capital) also opened new stakes, signaling increased institutional interest.
• Qnity beat Q4 expectations with $0.82 EPS versus $0.64 forecast and $1.19B in revenue (up 8.1% year-over-year), and set FY 2026 guidance of $3.55–$3.95 EPS.
• The stock trades at about $130.65 with a $27.38B market cap and a 71.4 PE; analyst coverage is largely positive (average rating: Buy, average target: $120.86) with KeyCorp raising its target to $147.

Steigerwald Gordon & Koch Inc. bought a new stake in shares of Qnity Electronics, Inc. (NYSE:Q - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 85,099 shares of the premier technology solutions leader's stock, valued at approximately $6,948,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Robeco Institutional Asset Management B.V. purchased a new position in Qnity Electronics during the 4th quarter valued at about $5,224,000. Elevate Capital Advisors LLC purchased a new position in Qnity Electronics during the 4th quarter valued at about $648,000. TI Trust Inc. purchased a new position in Qnity Electronics during the 4th quarter valued at about $339,000. Diligent Investors LLC purchased a new position in Qnity Electronics during the 4th quarter valued at about $262,000. Finally, Aljian Capital Management LLC purchased a new position in Qnity Electronics during the 4th quarter valued at about $451,000.

Qnity Electronics Stock Performance

Shares of Q opened at $130.65 on Friday. The firm has a 50-day moving average of $113.70. The company has a quick ratio of 1.46, a current ratio of 1.95 and a debt-to-equity ratio of 0.54. The stock has a market cap of $27.38 billion and a PE ratio of 71.39. Qnity Electronics, Inc. has a 1 year low of $70.50 and a 1 year high of $140.60.

Qnity Electronics (NYSE:Q - Get Free Report) last announced 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 company'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.

Analyst Ratings Changes

A number of equities analysts recently commented on Q shares. Mizuho set a $120.00 target price on Qnity Electronics in a report on Monday, February 23rd. Oppenheimer assumed coverage on Qnity Electronics in a report on Tuesday, December 16th. They set an "outperform" rating and a $100.00 target price for the company. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $126.00 price objective on shares of Qnity Electronics in a research note on Friday, February 20th. Weiss Ratings assumed coverage on Qnity Electronics in a research note on Thursday, January 22nd. They issued a "hold (c-)" rating for the company. Finally, KeyCorp lifted their price objective on Qnity Electronics from $117.00 to $147.00 and gave the company an "overweight" rating in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Buy" and an average price target of $120.86.

About Qnity Electronics

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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