Market Cap
$26.3B
Q
Qnity Electronics, Inc.
$131.84 ▲ +2.64%
Prev close $128.45Market cap$26.3B
ConsensusStrong Buy
12-mo target$174.25 (+32.2%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)41 New Institutional Positions9 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on Q right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$18.7B
Inst. Activity
41 buys / 9 sells
Insider Activity
$138.1K buy / $142.1K sell
Insider Net $
-$4.0K
Social Sentiment
75° Bullish
SEC Reports
8
Congressional
2 trades
Price chart 30d +12.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Sep 10, 2026 SEC Short Volume: Q — 58.8% short (0.4M / 0.6M)
Short: 353,779 | Exempt: 216 | TRF Vol: 601,181 | Short Ratio: 58.8% | Off-exchange volume (dark poo
Qnity Electronics disclosed a $43 million indemnification liability related to a PFAS settlement agreement entered into
8-K — Impact 4/10
Aug 31, 2026 Insider
Green Byron was granted 272.126 shares
Director @ $119.43 ($32.5K)
Aug 31, 2026 Insider
Aug 21, 2026 SEC CURTIN TERRENCE R was granted 272.126 shares
Director @ $119.43 ($32.5K)
Qnity Electronics appointed Ken Rizvi as permanent CFO, effective October 1, 2026, replacing interim CFO Michael Goss wh
8-K — Impact 3/10
Aug 11, 2026 Insider
De Bondt Karin bought 1,000 shares
Director @ $138.14 ($138.1K)
Aug 10, 2026 Congress
Aug 4, 2026 SEC Ro Khanna buy
$1,001 - $15,000 — House
Qnity Electronics reported Q2 2026 adjusted EPS of $1.19, a 12.3% beat vs $1.06 consensus, on revenue of $1.429B (+22% Y
8-K — Impact 7/10
Analyst ratings buy % -1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 14, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 6, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 13, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 13, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 4 | 9 | 1 | 0 | 0 | 93% | |
| 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% |
Price targets
Where 8 covering analysts think Q trades over the next 12 months.
$174.25 +32.2% upside Strong Buy
Current$131.84 Low$150.00 Median$177.50 High$189.00 8 analysts
$150.00$189.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 6 neutral · avg impact 4.0/10.
NEUTRAL8-K4/10
Qnity Electronics disclosed a $43 million indemnification liability related to a PFAS settlement agr
Sep 10, 2026
NEUTRAL8-K3/10
Qnity Electronics appointed Ken Rizvi as permanent CFO, effective October 1, 2026, replacing interim
Aug 21, 2026
BULLISH8-K7/10
Qnity Electronics reported Q2 2026 adjusted EPS of $1.19, a 12.3% beat vs $1.06 consensus, on revenu
Aug 4, 2026
NEUTRALINST-CLUSTER3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanl
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: Q — 58.8% short (0.4M / 0.6M)
Short: 353,779 | Exempt: 216 | TRF Vol: 601,181 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: Q — 62.2% short (0.4M / 0.6M)
Short: 363,296 | Exempt: 364 | TRF Vol: 583,955 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: Q — 1.5M shares, 37,237 trades
Week starting 2026-09-07. Total ATS volume: 1,538,626 shares across 37,237 trades.
Aug 31, 2026
dark_pool
Dark Pool: Q — 3.5M shares, 56,105 trades
Week starting 2026-08-31. Total ATS volume: 3,473,222 shares across 56,105 trades.
Aug 24, 2026
dark_pool
Dark Pool: Q — 2.1M shares, 50,225 trades
Week starting 2026-08-24. Total ATS volume: 2,123,670 shares across 50,225 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.20 | $1.16–$1.23 | 26.2% | +0.0% | 5↑ 0↓ | $1.5B | 5 |
| Next Q | $1.08 | $1.02–$1.17 | 31.9% | -2.2% | 5↑ 0↓ | $1.4B | 5 |
| Current FY | $4.59 | $4.46–$4.84 | 36.9% | +0.0% | 7↑ 0↓ | $5.6B | 8 |
| Next FY | $5.38 | $4.97–$6.00 | 17.3% | +0.3% | 8↑ 0↓ | $6.3B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.200 | — |
| 7d ago | $1.200 | — |
| 30d ago | $1.200 | — |
| 60d ago | $1.068 | +0.132 |
| 90d ago | $1.056 | +0.144 |
Institutional ownership
Which big funds own Q (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $18.7B total value (114,851,209 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 41 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,055,318 | $2.6B | 14.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,674,813 | $2.2B | 12.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,213,503 | $1.7B | 8.9% | — |
| STATE STREET CORP | 9,364,085 | $1.5B | 8.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,594,185 | $910.0M | 4.9% | — |
| Allspring Global Investments Holdings, LLC | 4,350,561 | $667.2M | 3.6% | — |
| Invesco Ltd. | 4,059,842 | $663.0M | 3.6% | — |
| MORGAN STANLEY | 3,367,542 | $550.0M | 2.9% | — |
| JANE STREET GROUP, LLC | 2,508,359 | $409.6M | 2.2% | ADD +44.0% |
| NORTHERN TRUST CORP | 2,096,653 | $342.4M | 1.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | ADD | 1,742,261 | 2,508,359 | +44.0% | $409.6M |
| GOLDMAN SACHS GROUP INC | ADD | 1,570,294 | 2,076,950 | +32.3% | $339.2M |
| Amundi | ADD | 990,517 | 1,748,007 | +76.5% | $285.5M |
| NORGES BANK | NEW | — | 1,671,610 | — | $273.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 723,641 | 1,356,618 | +87.5% | $221.5M |
| Nuveen, LLC | TRIM | 1,928,283 | 1,254,586 | -34.9% | $204.9M |
| Holocene Advisors, LP | ADD | 725,324 | 945,505 | +30.4% | $154.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 574,487 | 906,422 | +57.8% | $148.0M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | DOUBLED | 249,988 | 880,404 | +252.2% | $143.8M |
| D1 Capital Partners L.P. | NEW | — | 833,996 | — | $136.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 39 transactions. Net -$4.0K — $138.1K bought, $142.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Green Byron | Director | AWARD | 272.126 | $119.43 | $32.5K |
| Aug 31, 2026 | CURTIN TERRENCE R | Director | AWARD | 272.126 | $119.43 | $32.5K |
| Aug 11, 2026 | De Bondt Karin | Director | BUY | 1,000 | $138.14 | $138.1K |
| Aug 5, 2026 | Dei Cas Katherine | President, Semiconductor | AWARD | 2,937 | — | — |
| Jun 12, 2026 | Fortebuono Kathleen M. | Chief People Officer | TAX W/H | 418.02 | $149.76 | $62.6K |
| 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 | — | — |
Congressional trades
Q trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | QNITY ELECTRONICS INC | Sep 7, 2026(29d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | QNITY ELECTRONICS INC | Jul 22, 2026(117d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for Q.
Shares short
4,459,546
Settlement Sep 15, 2026
Change vs prior
-2.0%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All Q filing & press-release reports (8)
- 8-K reportSep 10, 2026
- 8-K reportAug 21, 2026
- 8-K reportAug 4, 2026
- INST-CLUSTER reportJun 11, 2026
- 144 reportJun 5, 2026
- 144 reportMay 26, 2026
- DEFA14A reportApr 8, 2026
- 8-K reportFeb 26, 2026