Qnity Electronics, Inc.

NYSE · Semiconductors & Related Devices · Inc. DE · CIK 0002058873

$150.65 +1.03% $31.5B

High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits

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

Exchange NYSE·Sector Semiconductors & Related Devices·Inc. DE·CIK 0002058873·Prev Close $149.12

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

Strong Buy93% buy · 14 analysts

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	Buy %
Jun 1, 2026	4	9	1	93%
May 1, 2026	4	9	1	93%
Apr 1, 2026	4	9	1	93%
Mar 1, 2026	4	9	1	93%
Feb 1, 2026	4	9	1	93%
Jan 1, 2026	4	9	1	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.