Windward Capital Management Co. CA Acquires Shares of 37,494 Qnity Electronics, Inc. $Q

Key Points

• Windward Capital Management purchased a new 37,494‑share stake in Qnity (about $3.06M) in Q4, and several other institutions also initiated or increased positions during the quarter.
• Q4 results beat expectations: EPS $0.82 vs. $0.64 est. and revenue $1.19B vs. $1.15B (revenue +8.1% year‑over‑year); the company set FY2026 guidance of $3.55–$3.95 EPS and analysts forecast ~3.78 EPS for the year.
• Analysts hold a consensus "Moderate Buy" with a target of $120.86, though some firms raised targets (KeyCorp $147, RBC $133); the stock was trading near $140.25 with a market cap around $29.4B.

Windward Capital Management Co. CA purchased a new stake in Qnity Electronics, Inc. (NYSE:Q - Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 37,494 shares of the premier technology solutions leader's stock, valued at approximately $3,061,000.

Several other institutional investors also recently bought and sold shares of the company. GAMMA Investing LLC acquired a new stake in shares of Qnity Electronics during the fourth quarter worth $461,000. Neville Rodie & Shaw Inc. purchased a new position in Qnity Electronics during the 4th quarter worth approximately $526,000. Investors Research Corp acquired a new stake in Qnity Electronics during the 4th quarter valued at approximately $102,000. Board of the Pension Protection Fund purchased a new stake in shares of Qnity Electronics in the 4th quarter valued at $73,000. Finally, Canal Capital Management LLC acquired a new position in Qnity Electronics during the fourth quarter valued at $331,000.

Analysts Set New Price Targets

Several brokerages recently weighed in on Q. KeyCorp lifted their price target 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 lifted their price objective on Qnity Electronics from $118.00 to $133.00 and gave the stock an "outperform" rating in a report on Wednesday, February 25th. Zacks Research lowered Qnity Electronics from a "strong-buy" rating to a "hold" rating in a research note on Tuesday. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $126.00 target price on shares of Qnity Electronics in a research report on Friday, February 20th. Finally, Weiss Ratings started coverage on Qnity Electronics in a 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 company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $120.86.

Qnity Electronics Trading Up 0.7%

NYSE:Q opened at $140.25 on Friday. The firm has a market capitalization of $29.39 billion and a price-to-earnings ratio of 76.64. 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, Inc. has a 12-month low of $70.50 and a 12-month high of $146.00. The company has a 50 day moving average of $119.60.

Qnity Electronics (NYSE:Q - Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The premier technology solutions leader reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.18. The business had revenue of $1.19 billion for the quarter, compared to analyst estimates of $1.15 billion. The business'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. Research analysts forecast that Qnity Electronics, Inc. will post 3.78 EPS for the current fiscal year.

Qnity Electronics Dividend Announcement

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