35,398 Qnity Electronics, Inc. $Q Shares Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. lifted its position in Qnity Electronics, Inc. (NYSE:Q) by 102.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 69,884 shares of the premier technology solutions leader’s stock after acquiring an additional 35,398 shares during the period. Rakuten Investment Management Inc.’s holdings in Qnity Electronics were worth $8,778,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Allspring Global Investments Holdings LLC increased its holdings in Qnity Electronics by 741.3% during the first quarter. Allspring Global Investments Holdings LLC now owns 4,375,735 shares of the premier technology solutions leader’s stock worth $518,787,000 after buying an additional 3,855,617 shares during the last quarter. Bank of America Corp DE lifted its stake in Qnity Electronics by 3.8% in the first quarter. Bank of America Corp DE now owns 2,023,288 shares of the premier technology solutions leader’s stock valued at $233,447,000 after acquiring an additional 73,662 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in Qnity Electronics by 3.0% in the first quarter. Dimensional Fund Advisors LP now owns 1,661,636 shares of the premier technology solutions leader’s stock valued at $191,569,000 after acquiring an additional 48,629 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in Qnity Electronics by 2.9% in the first quarter. Bank of New York Mellon Corp now owns 1,334,852 shares of the premier technology solutions leader’s stock valued at $154,015,000 after acquiring an additional 37,842 shares during the last quarter. Finally, The Manufacturers Life Insurance Company grew its position in shares of Qnity Electronics by 182.3% in the 1st quarter. The Manufacturers Life Insurance Company now owns 1,168,746 shares of the premier technology solutions leader’s stock valued at $134,850,000 after acquiring an additional 754,810 shares during the period.

Qnity Electronics News Roundup

Here are the key news stories impacting Qnity Electronics this week:

• Positive Sentiment: Qnity reported adjusted earnings of $1.46 per share, beating the $1.18 consensus estimate, on $1.56 billion in revenue. The company also raised its 2026 outlook, citing demand for AI-related semiconductor materials, advanced packaging and interconnect products, along with margin improvement. Qnity’s Q3 Earnings Beat Estimates on AI Demand, Outlook Raised
• Neutral Sentiment: Deutsche Bank lowered its price target to $165 from $170 but maintained a Buy rating. The reduced target could temper near-term enthusiasm, though the continued Buy rating signals the analyst remains positive on Qnity’s prospects. Deutsche Bank Adjusts Qnity Electronics Price Target
• Negative Sentiment: Valuation may be a headwind: commentary noted Qnity could be trading at a premium to earnings. That concern may be weighing on shares even after the earnings beat and guidance increase. Qnity Electronics Stock May Be Trading at a Premium to Earnings

Qnity Electronics Trading Down 7.5%

Shares of Qnity Electronics stock opened at $109.93 on Friday. The business has a fifty day simple moving average of $121.22 and a two-hundred day simple moving average of $129.26. Qnity Electronics, Inc. has a 1 year low of $72.81 and a 1 year high of $177.28. The company has a market capitalization of $23.00 billion and a price-to-earnings ratio of 41.33. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.09 and a quick ratio of 1.50.

Qnity Electronics (NYSE:Q) last released its quarterly earnings data on Wednesday, November 4th. The premier technology solutions leader reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.18 by $0.28. Qnity Electronics had a net margin of 10.16% and a return on equity of 12.63%. The firm had revenue of $1.56 billion during the quarter. Research analysts forecast that Qnity Electronics, Inc. will post 4.49 EPS for the current year.

Qnity Electronics Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be paid a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, November 30th. Qnity Electronics’s dividend payout ratio (DPR) is currently 12.03%.

Analysts Set New Price Targets

Q has been the topic of several recent analyst reports. Mizuho lowered their price objective on shares of Qnity Electronics from $180.00 to $160.00 and set an “outperform” rating on the stock in a research note on Thursday, October 1st. Barclays initiated coverage on shares of Qnity Electronics in a report on Monday, October 12th. They issued an “overweight” rating and a $211.00 target price on the stock. Zacks Research downgraded shares of Qnity Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 5th. Weiss Ratings cut Qnity Electronics from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, October 28th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Qnity Electronics in a report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Qnity Electronics has a consensus rating of “Moderate Buy” and an average price target of $164.22.

Insider Activity

In related news, Director Bondt De bought 1,000 shares of Qnity Electronics stock in a transaction that occurred on Tuesday, August 11th. The stock was acquired at an average price of $138.14 per share, with a total value of $138,140.00. Following the acquisition, the director owned 6,647 shares of the company’s stock, valued at approximately $918,216.58. This represents a 17.71% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.15% of the company’s stock.

Qnity Electronics Company Profile

Qnity Electronics, Inc is a global materials and solutions company serving the semiconductor and advanced electronics industries. The company develops and supplies materials used throughout the manufacturing process for integrated circuits, including wafer fabrication, lithography, cleaning, chemical mechanical planarization and advanced packaging.

Its product portfolio includes semiconductor-grade materials such as photoresists, dielectric materials, CMP pads and slurries, cleaners, removers and other process-enabling technologies.