Teachers Retirement System of The State of Kentucky Takes $1.34 Million Position in Qnity Electronics, Inc. $Q

Key Points

• Teachers Retirement System of the State of Kentucky bought 16,366 shares of Qnity Electronics (NYSE:Q) in Q4 — a new stake valued at about $1.34 million — while other institutions including Vanguard ($2.23 billion position) and MFS ($125.6 million) also initiated or increased large holdings.
• Qnity Electronics reported a quarterly EPS beat ($0.82 vs. $0.64 est.) and revenue of $1.19 billion (up 8.1% YoY), set FY2026 guidance of $3.55–$3.95 EPS, and trades around $137.61 with a market cap of $28.84 billion and a PE of 75.19.

Teachers Retirement System of The State of Kentucky purchased a new stake in shares of Qnity Electronics, Inc. (NYSE:Q - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 16,366 shares of the premier technology solutions leader's stock, valued at approximately $1,336,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. purchased a new position in shares of Qnity Electronics during the fourth quarter valued at $2,226,626,000. Massachusetts Financial Services Co. MA purchased a new position in shares of Qnity Electronics during the fourth quarter valued at $125,587,000. Allspring Global Investments Holdings LLC purchased a new position in shares of Qnity Electronics during the fourth quarter valued at $44,200,000. Sumitomo Mitsui Trust Group Inc. purchased a new position in shares of Qnity Electronics during the fourth quarter valued at $38,158,000. Finally, Teacher Retirement System of Texas acquired a new stake in Qnity Electronics during the fourth quarter valued at $25,550,000.

Qnity Electronics Price Performance

Shares of NYSE:Q opened at $137.61 on Wednesday. Qnity Electronics, Inc. has a fifty-two week low of $70.50 and a fifty-two week high of $146.67. The business has a 50-day moving average of $121.41. The firm has a market capitalization of $28.84 billion and a PE ratio of 75.19. The company has a quick ratio of 1.46, a current ratio of 1.95 and a debt-to-equity ratio of 0.54.

Qnity Electronics (NYSE:Q - Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The premier technology solutions leader reported $0.82 earnings per share for the quarter, topping analysts' consensus estimates of $0.64 by $0.18. The company had revenue of $1.19 billion during the quarter, compared to analyst estimates of $1.15 billion. The firm's quarterly 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. As a group, research analysts expect that Qnity Electronics, Inc. will post 3.78 EPS for the current fiscal year.

Qnity Electronics Dividend Announcement

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

Analyst Ratings Changes

A number of research firms recently issued reports on Q. KeyCorp lifted their price objective on Qnity Electronics from $117.00 to $147.00 and gave the company an "overweight" rating in a research report on Friday, February 27th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $126.00 price objective on shares of Qnity Electronics in a research report on Friday, February 20th. Royal Bank Of Canada lifted their price objective on Qnity Electronics from $139.00 to $150.00 and gave the company an "outperform" rating in a research report on Friday, April 24th. Weiss Ratings began coverage on Qnity Electronics in a research report on Thursday, January 22nd. They set a "hold (c-)" rating for the company. Finally, Mizuho set a $120.00 price objective on Qnity Electronics in a research report on Monday, February 23rd. Six research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $123.29.

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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