Segall Bryant & Hamill LLC Buys Shares of 14,831 Qnity Electronics, Inc. $Q

Segall Bryant & Hamill LLC bought a new position in Qnity Electronics, Inc. (NYSE:Q) during the 1st quarter, HoldingsChannel.com reports. The fund bought 14,831 shares of the premier technology solutions leader’s stock, valued at approximately $1,724,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Oregon Public Employees Retirement Fund lifted its holdings in shares of Qnity Electronics by 0.3% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 24,004 shares of the premier technology solutions leader’s stock valued at $2,770,000 after buying an additional 77 shares during the last quarter. AMG National Trust Bank increased its holdings in Qnity Electronics by 3.4% in the first quarter. AMG National Trust Bank now owns 2,583 shares of the premier technology solutions leader’s stock worth $298,000 after buying an additional 84 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its holdings in Qnity Electronics by 71.8% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 213 shares of the premier technology solutions leader’s stock worth $25,000 after buying an additional 89 shares during the last quarter. First Citizens Bank & Trust Co. raised its position in Qnity Electronics by 5.5% during the first quarter. First Citizens Bank & Trust Co. now owns 2,948 shares of the premier technology solutions leader’s stock valued at $340,000 after acquiring an additional 154 shares in the last quarter. Finally, Patton Fund Management Inc. raised its position in Qnity Electronics by 7.0% during the first quarter. Patton Fund Management Inc. now owns 2,812 shares of the premier technology solutions leader’s stock valued at $324,000 after acquiring an additional 185 shares in the last quarter.

Qnity Electronics Stock Up 6.4%

Shares of Qnity Electronics stock opened at $141.87 on Wednesday. Qnity Electronics, Inc. has a 12-month low of $70.50 and a 12-month high of $177.28. The company has a quick ratio of 1.57, a current ratio of 2.12 and a debt-to-equity ratio of 0.54. The stock has a 50 day moving average price of $147.40 and a two-hundred day moving average price of $131.18. The stock has a market capitalization of $29.70 billion and a P/E ratio of 48.75.

Qnity Electronics (NYSE:Q) last released its quarterly earnings results on Tuesday, August 4th. The premier technology solutions leader reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.12. The firm had revenue of $1.43 billion during the quarter. Qnity Electronics has set its FY 2026 guidance at 4.400-4.600 EPS. Equities analysts expect that Qnity Electronics, Inc. will post 4.16 earnings per share for the current year.

Qnity Electronics Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a $0.08 dividend. The ex-dividend date is Monday, August 31st. 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 11.00%.

Key Stories Impacting Qnity Electronics

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

• Positive Sentiment: Qnity reported second-quarter EPS of $1.19, surpassing the consensus estimate of $1.07 by $0.12. Revenue reached $1.43 billion, supporting the positive market reaction. Qnity Electronics earnings report
• Positive Sentiment: The company raised its FY 2026 adjusted EPS guidance to $4.40–$4.60, above the roughly $4.11 analyst consensus. This signals management expects earnings to remain stronger than previously projected. Qnity Electronics Q2 metrics comparison
• Positive Sentiment: Qnity also raised full-year revenue guidance to $5.6 billion–$5.7 billion, compared with the prior consensus estimate of approximately $5.3 billion. The higher sales outlook was a major catalyst for the stock’s advance. Qnity Q2 results and guidance
• Neutral Sentiment: Management discussed the quarterly performance and updated outlook on its earnings call. Investors will likely focus on whether Qnity can sustain this growth and convert the stronger guidance into results, particularly with the stock trading at a relatively elevated earnings multiple. Qnity Q2 2026 earnings call transcript

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Qnity Electronics in a research report on Friday, May 8th. Mizuho raised their price target on shares of Qnity Electronics from $170.00 to $180.00 and gave the company an “outperform” rating in a report on Wednesday, July 1st. BMO Capital Markets lifted their price objective on shares of Qnity Electronics from $180.00 to $185.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. Zacks Research raised shares of Qnity Electronics from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Finally, Royal Bank Of Canada decreased their price objective on shares of Qnity Electronics from $200.00 to $189.00 and set an “outperform” rating for the company in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $151.78.

About Qnity Electronics

Qnity Electronics, Inc is a semiconductor and advanced electronics materials company listed on the New York Stock Exchange under the symbol Q. The company develops materials, components and process solutions used in the manufacture of semiconductors and other electronic devices.

Its offerings support key stages of semiconductor production, including wafer fabrication, lithography, planarization and packaging. Qnity’s products are designed to help electronics manufacturers improve device performance, reliability and production efficiency as demand grows for advanced computing, communications, automotive and consumer electronics applications.

Qnity was formed through the separation of DuPont’s Electronics business and serves customers across global semiconductor and electronics manufacturing markets.