Wilkins Investment Counsel Inc. Takes Position in Qnity Electronics, Inc. $Q

Key Points

• Wilkins Investment Counsel purchased a new stake of 93,463 shares of Qnity Electronics in the 4th quarter, valued at approximately $7.63 million.
• Qnity beat expectations for the quarter with $0.82 EPS vs. $0.64 est. and $1.19B revenue (up 8.1% YoY), and set FY2026 guidance of 3.55–3.95 EPS (sell-side consensus ~3.78).
• Shares opened at $143.41 (market cap ~$30.06B, P/E 78.37) while the consensus analyst target is $123.29 with a "Moderate Buy" rating, indicating the stock is trading above the street target.

Wilkins Investment Counsel Inc. purchased a new stake in shares of Qnity Electronics, Inc. (NYSE:Q - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 93,463 shares of the premier technology solutions leader's stock, valued at approximately $7,631,000.

Several other hedge funds also recently modified their holdings of Q. Moisand Fitzgerald Tamayo LLC acquired a new position in shares of Qnity Electronics during the 4th quarter valued at $25,000. Dunhill Financial LLC acquired a new position in shares of Qnity Electronics during the 4th quarter valued at $25,000. Armstrong Advisory Group Inc. acquired a new position in shares of Qnity Electronics during the 4th quarter valued at $26,000. Provenance Wealth Advisors LLC acquired a new position in shares of Qnity Electronics during the 4th quarter valued at $27,000. Finally, Stephens Consulting LLC acquired a new position in shares of Qnity Electronics during the 4th quarter valued at $30,000.

Qnity Electronics Trading Up 2.0%

Q opened at $143.41 on Friday. The firm has a market capitalization of $30.06 billion and a PE ratio of 78.37. Qnity Electronics, Inc. has a 1 year low of $70.50 and a 1 year high of $146.67. The company has a current ratio of 1.95, a quick ratio of 1.46 and a debt-to-equity ratio of 0.54. The company's fifty day moving average price is $122.50.

Qnity Electronics (NYSE:Q - Get Free Report) last released 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 firm had revenue of $1.19 billion for the quarter, compared to analyst estimates of $1.15 billion. Qnity Electronics's revenue for the quarter 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, sell-side analysts forecast that Qnity Electronics, Inc. will post 3.78 earnings per share for the current fiscal year.

Qnity Electronics Dividend Announcement

The company also recently disclosed 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 of this dividend 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 (DPR) is presently 17.49%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Zacks Research cut Qnity Electronics from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 21st. Royal Bank Of Canada lifted 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, April 24th. Mizuho set a $120.00 target price on Qnity Electronics in a report on Monday, February 23rd. Weiss Ratings began coverage on Qnity Electronics in a report on Thursday, January 22nd. They issued a "hold (c-)" rating on the stock. Finally, KeyCorp lifted their target price on Qnity Electronics from $117.00 to $147.00 and gave the stock an "overweight" rating in a report on Friday, February 27th. Six analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus 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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