Q
Qnity Electronics, Inc.
$150.65
+1.03%
$31.5B
No data for this timeframe.
Vol
Market Cap$31.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$11.6B
Inst. Activity36 buys / 14 sells
Insider Activity0B / 2S
Insider Net $-$142.1K
SEC Reports5
Recent Activity
Jun 11, 2026
SEC
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) initiated new po
INST-CLUSTER — Impact 3/10
Jun 5, 2026
SEC
Steven Sterin, an officer of Qnity Electronics, filed a Form 144 notice of intent to sell 400 shares of common stock, wi
144 — Impact 2/10
Jun 5, 2026
Insider
Sterin Steven sold 400 shares
Director @ $148.35 ($59.3K)
May 29, 2026
Insider
CURTIN TERRENCE R was granted 208.333 shares
Director @ $156.00 ($32.5K)
May 29, 2026
Insider
Green Byron was granted 208.333 shares
Director @ $156.00 ($32.5K)
May 26, 2026
SEC
CFO Steven Sterin filed a Form 144 to sell 511 shares of common stock, with an estimated aggregate market value of appro
144 — Impact 2/10
Inst.
Durable Capital Partners LP — ADD
5,088,108 shares ($587.1M)
Inst.
Allspring Global Investments Holdings, — DOUBLED
4,375,735 shares ($518.8M)
Price Targets
$173.13
+14.9% upside
Buy
Current $150.65
Low $140.00
Median $175.00
High $200.00
8 analysts
$140.00
$200.00
Analyst Ratings
4Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 13, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Mar 2, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Feb 27, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.05 ▲ +17.1% | $1.00 — $1.14 | 5 | |
| Next Q | $1.04 ▲ +1.9% | $0.99 — $1.09 | 10% YoY | 5 |
| Current FY | $4.08 ▲ +7.1% | $3.85 — $4.31 | 22% YoY | 8 |
| Next FY | $4.76 ▲ +8.5% | $4.45 — $5.15 | 17% YoY | 8 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) initiated new po
Jun 11, 2026
NEUTRAL
144
2/10
Steven Sterin, an officer of Qnity Electronics, filed a Form 144 notice of intent to sell 400 shares of common stock, wi
Jun 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.8B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | — |
| STATE STREET CORP | $1.0B | — |
| Durable Capital Partners LP | $587.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Sterin Steven | SELL | $59.3K |
| May 29, 2026 | CURTIN TERRENCE | A | $32.5K |
| May 29, 2026 | Green Byron | A | $32.5K |
| May 26, 2026 | Sterin Steven | SELL | $82.8K |
| May 21, 2026 | Banerji Shumeet | A | $0.00 |
50 institutional holders with $11.6B total value (101,269,630 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15,896,249 | $1.8B | 15.7% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 13,627,072 | $1.6B | 13.5% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,654,957 | $1.2B | 10.6% | — |
| 4 | STATE STREET CORP | 9,056,058 | $1.0B | 9.0% | — |
| 5 | Durable Capital Partners LP | 5,088,108 | $587.1M | 5.0% | ADD +81.7% |
| 6 | Allspring Global Investments Holdings, LLC | 4,375,735 | $518.8M | 4.5% | DOUBLED +741.3% |
| 7 | Invesco Ltd. | 3,520,999 | $406.3M | 3.5% | TRIM -25.3% |
| 8 | MORGAN STANLEY | 3,168,681 | $365.6M | 3.1% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 2,023,288 | $233.4M | 2.0% | — |
| 10 | Nuveen, LLC | 1,928,283 | $222.5M | 1.9% | — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,661,636 | $191.6M | 1.6% | — |
| 12 | GOLDMAN SACHS GROUP INC | 1,570,294 | $181.2M | 1.6% | — |
| 13 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,492,241 | $172.2M | 1.5% | ADD +29.7% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,468,205 | $169.4M | 1.5% | — |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,515,368 | $169.0M | 1.5% | — |
| 16 | ROYAL BANK OF CANADA | 1,446,066 | $166.8M | 1.4% | — |
| 17 | TWO SIGMA INVESTMENTS, LP | 1,428,255 | $164.8M | 1.4% | — |
| 18 | DEUTSCHE BANK AG\ | 1,347,164 | $155.4M | 1.3% | — |
| 19 | Legal & General Group Plc | 1,344,518 | $155.1M | 1.3% | — |
| 20 | VANGUARD FIDUCIARY TRUST CO | 1,178,488 | $136.0M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Durable Capital Partners LP | ADD | 2,800,861 | 5,088,108 | +81.7% | $587.1M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | DOUBLED | 520,118 | 4,375,735 | +741.3% | $518.8M | 2026-Q1 |
| Invesco Ltd. | TRIM | 4,715,952 | 3,520,999 | -25.3% | $406.3M | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ADD | 1,150,857 | 1,492,241 | +29.7% | $172.2M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 413,936 | 1,168,746 | +182.3% | $134.8M | 2026-Q1 |
| Amundi | NEW | — | 990,517 | — | $114.3M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 1,538,115 | 876,617 | -43.0% | $101.1M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 44,883 | 796,188 | +1673.9% | $91.9M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 1,960,104 | 725,324 | -63.0% | $83.7M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 574,487 | — | $66.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 2,000,626 | 541,238 | -72.9% | $62.4M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 191,514 | 483,514 | +152.5% | $55.8M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 141,134 | 405,958 | +187.6% | $46.8M | 2026-Q1 |
| FIL Ltd | DOUBLED | 115,053 | 352,249 | +206.2% | $40.6M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 237,189 | 351,193 | +48.1% | $40.5M | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO | NEW | — | 340,705 | — | $39.3M | 2026-Q1 |
| TCW GROUP INC | DOUBLED | 52,027 | 328,785 | +532.0% | $37.9M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 97,594 | 221,172 | +126.6% | $25.5M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 92,411 | 213,587 | +131.1% | $24.6M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | ADD | 156,114 | 211,390 | +35.4% | $24.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 28,450 | 195,972 | +588.8% | $22.6M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 189,600 | — | $21.9M | 2026-Q1 |
| FRANKLIN RESOURCES INC | NEAR_EXIT | 3,521,358 | 164,802 | -95.3% | $19.0M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 160,495 | — | $18.5M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 477,373 | 145,576 | -69.5% | $16.8M | 2026-Q1 |
14 unique insiders with 34 transactions. Net insider value: -$142.1K ($0.00 bought, $142.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Sterin Steven | Director | SELL | 400 | $148.35 | $59.3K |
| May 29, 2026 | CURTIN TERRENCE R | Director | AWARD | 208.333 | $156.00 | $32.5K |
| May 29, 2026 | Green Byron | Director | AWARD | 208.333 | $156.00 | $32.5K |
| May 26, 2026 | Sterin Steven | Director | SELL | 511 | $161.97 | $82.8K |
| May 21, 2026 | Banerji Shumeet | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | BLINN MARK A | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | CURTIN TERRENCE R | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | De Bondt Karin | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | Green Byron | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | JOHNSON KRISTINA M | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | Sterin Steven | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | Noonan Anne P | Director | AWARD | 1,278 | — | — |
| May 21, 2026 | PAIK YI HYON | Director | AWARD | 1,278 | — | — |
| May 4, 2026 | Xu Chuck | President, Interconnect | TAX W/H | 98.049 | $141.76 | $13.9K |
| May 4, 2026 | Kemp Jon D. | Chief Executive Officer | TAX W/H | 842.934 | $141.76 | $119.5K |
| May 4, 2026 | Fortebuono Kathleen M. | Chief People Officer | TAX W/H | 101.343 | $141.76 | $14.4K |
| May 4, 2026 | Goss Michael G. | VP & Interim CFO | TAX W/H | 146.59 | $141.76 | $20.8K |
| May 4, 2026 | Hennessey Peter W | General Counsel | TAX W/H | 73.299 | $141.76 | $10.4K |
| Feb 27, 2026 | Hennessey Peter W | General Counsel | AWARD | 4,578 | — | — |
| Feb 27, 2026 | Xu Chuck | President, Interconnect | AWARD | 7,324 | — | — |
| Feb 27, 2026 | CURTIN TERRENCE R | Director | AWARD | 256.39 | $126.76 | $32.5K |
| Feb 27, 2026 | Green Byron | Director | AWARD | 256.39 | $126.76 | $32.5K |
| Feb 27, 2026 | Kemp Jon D. | Chief Executive Officer | AWARD | 32,957 | — | — |
| Feb 27, 2026 | Goss Michael G. | VP & Interim CFO | AWARD | 7,324 | — | — |
| Feb 27, 2026 | Fortebuono Kathleen M. | Chief People Officer | AWARD | 2,564 | — | — |
| Feb 21, 2026 | Kemp Jon D. | Chief Executive Officer | TAX W/H | 4,555.227 | $113.72 | $518.0K |
| Feb 21, 2026 | Xu Chuck | President, Interconnect | TAX W/H | 343.625 | $113.72 | $39.1K |
| Feb 21, 2026 | Fortebuono Kathleen M. | Chief People Officer | TAX W/H | 308.266 | $113.72 | $35.1K |
| Feb 21, 2026 | Goss Michael G. | VP & Interim CFO | TAX W/H | 274.899 | $113.72 | $31.3K |
| Feb 21, 2026 | Hennessey Peter W | General Counsel | TAX W/H | 309.266 | $113.72 | $35.2K |
| Jan 30, 2026 | CURTIN TERRENCE R | Director | AWARD | 112.636 | $96.18 | $10.8K |
| Jan 30, 2026 | Green Byron | Director | AWARD | 112.636 | $96.18 | $10.8K |
| Nov 26, 2025 | CURTIN TERRENCE R | Director | AWARD | 273.465 | $79.23 | $21.7K |
| Nov 6, 2025 | CURTIN TERRENCE R | Director | GIFT | 500 | — | — |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.6/10.
NEUTRAL
INST-CLUSTER
3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanl
Jun 11, 2026
NEUTRAL
144
2/10
Steven Sterin, an officer of Qnity Electronics, filed a Form 144 notice of intent to sell 400 shares
Jun 5, 2026
NEUTRAL
144
2/10
CFO Steven Sterin filed a Form 144 to sell 511 shares of common stock, with an estimated aggregate m
May 26, 2026
NEUTRAL
DEFA14A
3/10
Qnity Electronics, Inc. filed a definitive proxy statement (DEFA14A) for its upcoming annual shareho
Apr 8, 2026
BULLISH
8-K
8/10
Qnity Electronics reported strong full-year 2025 results with $4.75 billion in revenue (up 10% YoY)
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (93% buy). Based on 14 analysts: 4 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$173.13 mean target
+14.9% upside
Buy (3.00)
$140.00 Low
$200.00 High
| Metric | Value |
|---|---|
| Current Price | $150.65 |
| Target Low | $140.00 |
| Target Mean | $173.13 |
| Target Median | $175.00 |
| Target High | $200.00 |
| # Analysts | 8 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.05 | $1.00 | $1.14 | — | +17.1% | 4↑ 0↓ | $1.4B | — | 5 |
| Next Q 2026-09-30 |
$1.04 | $0.99 | $1.09 | 9.8% | +1.9% | 2↑ 2↓ | $1.4B | 8.3% | 5 |
| Current FY 2026-12-31 |
$4.08 | $3.85 | $4.31 | 21.9% | +7.1% | 6↑ 0↓ | $5.4B | 12.6% | 8 |
| Next FY 2027-12-31 |
$4.76 | $4.45 | $5.15 | 16.5% | +8.5% | 7↑ 0↓ | $5.9B | 9.3% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.054 | |
| 7d ago | $0.910 | +0.144 |
| 30d ago | $0.900 | +0.154 |
| 60d ago | $0.918 | +0.136 |
| 90d ago | $0.745 | +0.309 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 13, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 2, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 27, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: Q — 2.3M shares, 58,917 trades
Week starting 2026-05-18. Total ATS volume: 2,275,355 shares across 58,917 trades.
May 13, 2026
short_interest
FTD: Q — 131,126 shares ($22.1M) failed to deliver
Settlement: 20260513, Price: $168.36, FTD Value: $22,076,373.36, QNITY ELECTRONICS INC COM
May 12, 2026
earnings_calendar
Q Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
dark_pool
Dark Pool: Q — 3.9M shares, 84,508 trades
Week starting 2026-05-11. Total ATS volume: 3,912,226 shares across 84,508 trades.
May 4, 2026
dark_pool
Dark Pool: Q — 2.1M shares, 48,062 trades
Week starting 2026-05-04. Total ATS volume: 2,140,790 shares across 48,062 trades.
Apr 27, 2026
dark_pool
Dark Pool: Q — 2.5M shares, 64,978 trades
Week starting 2026-04-27. Total ATS volume: 2,519,807 shares across 64,978 trades.
Apr 20, 2026
dark_pool
Dark Pool: Q — 2.5M shares, 54,565 trades
Week starting 2026-04-20. Total ATS volume: 2,532,430 shares across 54,565 trades.
Apr 13, 2026
dark_pool
Dark Pool: Q — 1.9M shares, 50,414 trades
Week starting 2026-04-13. Total ATS volume: 1,857,781 shares across 50,414 trades.
Apr 7, 2026
short_volume
Short Volume: Q — 62.2% short (0.4M / 0.6M)
Short: 359,809 | Exempt: 200 | TRF Vol: 578,224 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: Q — 2.2M shares, 46,759 trades
Week starting 2026-04-06. Total ATS volume: 2,188,129 shares across 46,759 trades.
Apr 2, 2026
short_interest
FTD: Q — 5,047 shares ($0.6M) failed to deliver
Settlement: 20260402, Price: $118.56, FTD Value: $598,372.32, QNITY ELECTRONICS INC COM
Mar 30, 2026
dark_pool
Dark Pool: Q — 1.2M shares, 32,109 trades
Week starting 2026-03-30. Total ATS volume: 1,184,072 shares across 32,109 trades.
Mar 23, 2026
dark_pool
Dark Pool: Q — 2.2M shares, 50,715 trades
Week starting 2026-03-23. Total ATS volume: 2,248,557 shares across 50,715 trades.
Mar 16, 2026
dark_pool
Dark Pool: Q — 2.4M shares, 55,267 trades
Week starting 2026-03-16. Total ATS volume: 2,442,978 shares across 55,267 trades.
Mar 9, 2026
dark_pool
Dark Pool: Q — 2.8M shares, 53,910 trades
Week starting 2026-03-09. Total ATS volume: 2,776,584 shares across 53,910 trades.