Qnity Electronics (NYSE:Q) Price Target Raised to $147.00

Qnity Electronics (NYSE:Q) had its price target boosted by KeyCorp from $117.00 to $147.00 in a report released on Friday,Benzinga reports. The firm currently has an overweight rating on the premier technology solutions leader’s stock.

Several other equities research analysts have also issued reports on Q. Wall Street Zen raised Qnity Electronics to a “hold” rating in a research note on Friday, November 28th. New Street Research set a $110.00 price target on shares of Qnity Electronics in a research report on Monday, November 3rd. Zacks Research raised shares of Qnity Electronics to a “hold” rating in a research note on Thursday, November 6th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $126.00 target price on shares of Qnity Electronics in a report on Friday, February 20th. Finally, Weiss Ratings initiated coverage on Qnity Electronics in a research note on Thursday, January 22nd. They set a “hold (c-)” rating for the company. Six research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $120.86.

Qnity Electronics Price Performance

Shares of Qnity Electronics stock opened at $126.67 on Friday. The company has a current ratio of 1.95, a quick ratio of 1.46 and a debt-to-equity ratio of 0.54. Qnity Electronics has a 1 year low of $70.50 and a 1 year high of $140.60. The company has a market capitalization of $26.56 billion and a price-to-earnings ratio of 125.42. The company’s 50 day moving average is $98.48.

Qnity Electronics (NYSE:Q) last issued its quarterly earnings results on Thursday, February 26th. The premier technology solutions leader reported $0.82 EPS 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 the consensus estimate of $1.15 billion. Qnity Electronics’s revenue for the quarter was up 8.1% on a year-over-year basis. Qnity Electronics has set its FY 2026 guidance at 3.550-3.950 EPS.

Qnity Electronics Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be given a dividend of $0.08 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.3%. Qnity Electronics’s payout ratio is 31.68%.

Insider Activity

In related news, CEO Jon D. Kemp sold 5,655 shares of the stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $85.01, for a total value of $480,731.55. Following the completion of the sale, the chief executive officer directly owned 89,177 shares of the company’s stock, valued at approximately $7,580,936.77. This represents a 5.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Michael G. Goss sold 1,895 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $84.79, for a total transaction of $160,677.05. Following the sale, the vice president owned 13,305 shares of the company’s stock, valued at approximately $1,128,130.95. This represents a 12.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information.

Institutional Investors Weigh In On Qnity Electronics

A number of hedge funds have recently bought and sold shares of the company. McMillan Office Inc. bought a new stake in Qnity Electronics in the fourth quarter valued at about $1,556,000. Colonial Trust Co SC bought a new position in shares of Qnity Electronics during the fourth quarter valued at $54,000. IFM Investors Pty Ltd acquired a new stake in shares of Qnity Electronics in the 4th quarter valued at $3,339,000. TCTC Holdings LLC bought a new stake in shares of Qnity Electronics in the 4th quarter worth about $97,000. Finally, ARK Investment Management LLC bought a new position in Qnity Electronics during the 4th quarter valued at about $36,000.

Key Headlines Impacting Qnity Electronics

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

• Positive Sentiment: Q4 beat and strong guidance — Qnity reported Q4 EPS of $0.82 (vs. $0.64 est.) and revenue $1.19B (vs. $1.15B est.), with revenue +8.1% YoY. Management set FY‑2026 EPS guidance of $3.55–$3.95, well above consensus, which supports higher forward expectations. Qnity Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Analyst upgrades / higher price target — KeyCorp raised its price target to $147 and moved to an “overweight” stance, citing upside vs. current levels; other broker commentary (RBC) expects the stock to rise. These notes amplify buying interest following the beat. Benzinga RBC / American Banking News
• Positive Sentiment: Share repurchase — Qnity announced a $500 million buyback, a direct capital‑allocation action that typically supports share prices and signals confidence from the board. MarketWatch
• Positive Sentiment: Secular AI demand tailwinds — Coverage highlights Qnity as a beneficiary of the AI/high‑performance computing buildout, underpinning revenue upside assumptions embedded in guidance and analyst upgrades. CNBC: Qnity as an AI force Reuters
• Neutral Sentiment: Transformation plan — Management targets a $100M EBITDA run‑rate improvement by 2028; this is constructive for margins but will take time to realize and relies on execution. Seeking Alpha
• Neutral Sentiment: Analyst / media coverage and transcripts — Multiple outlets published call transcripts and analysis (Zacks, Seeking Alpha) that dig into metrics and execution risk; useful for due diligence but not immediate catalysts. Zacks Earnings Call Transcript
• Negative Sentiment: High valuation — The stock trades at a rich multiple (P/E ~125 on current data), which raises sensitivity to any slowdown vs. the elevated expectations implied by guidance and analyst upgrades. MarketBeat profile

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.