Royal Fund Management 13F: New $1.9M Stake in Q

Royal Fund Management disclosed a brand-new stake in Qnity Electronics, Inc. Q, purchasing 15,488 shares worth roughly $1.95 million in a Form 13F filed with the SEC on October 22, 2026.

Q Qnity Electronics, Inc.

$108.78 ▲ +28.23% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Royal Fund Management's Qnity Electronics, Inc. Position

The filing shows Royal Fund Management opened its position from scratch, acquiring 15,488 shares during the period. The new holding carried an estimated market value of $1.94 million as of the filing date.

Other Institutional Activity in Qnity Electronics, Inc.

Other large funds made adjustments to their own positions in the chip equipment maker. Durable Capital Partners Lp reduced its holdings by 534,768 shares to end with 4,553,414 shares worth about $495.32 million after a 10.5% decrease. Allspring Global Investments Holdings, LLC trimmed its stake by 25,380 shares, leaving it with 4,350,561 shares valued at roughly $473.25 million following a 0.6% drop. Meanwhile, Jane Street Group, LLC grew its holdings by 766,080 shares for a 44.0% increase, wrapping up the period with 2,508,359 shares worth about $272.85 million.

Qnity Electronics, Inc. Stock Down 8.2%

Shares recently traded around $108.67 as of October 23, 2026, sitting close to the $108.78 close recorded when the filing dropped on October 22, 2026. The stock trades below its 50-day moving average of $125.04 and its 200-day moving average of $128.41. It sits well above its 52-week low of $70.50 while remaining below its 52-week high of $177.28.

Recent Earnings

Qnity Electronics, Inc. generated trailing twelve month revenue of $5.21 billion along with basic earnings of $2.80 per share. The business prepares for its next financial update scheduled for November 4, 2026.

Dividend

The company distributes an annual dividend of $0.32 per share, offering a dividend yield of 0.27%.

Insider Buying and Selling at Qnity Electronics, Inc.

Company insiders executed several transactions prior to the filing. Director Steven M Sterin sold 511 shares on May 26, 2026, at an average price of $161.97 for a total value of $82,764. The same director later sold 400 shares on June 5, 2026, at an average price of $148.35 for $59,340. Additionally, Director Bondt Karin De bought 1,000 shares on August 11, 2026, at an average price of $138.14.

Analysts Set New Price Targets

Wall Street research firms updated their views on Qnity Electronics, Inc. leading up to the filing. RBC Capital maintained an Outperform rating while lowering its target from $200.00 to $189.00 on July 14, 2026. Mizuho maintained an Outperform rating and trimmed its target from $180.00 to $160.00 on October 1, 2026. Barclays initiated coverage with an Overweight rating and a $211.00 price target on October 13, 2026. Truist Securities initiated coverage with a Buy rating and a $170.00 price target on October 14, 2026. RBC Capital later maintained an Outperform rating while moving its target from $189.00 down to $160.00 on October 15, 2026. Analysts hold a consensus strong buy rating on the stock with a mean price target of $174.20.

About Qnity Electronics, Inc.

Qnity Electronics, Inc. supplies specialized materials and engineering solutions for the semiconductor and electronics manufacturing sectors across global markets. Operating through segments focused on semiconductor technologies and interconnect solutions, the company supports chipmakers worldwide.

Bottom Line

Investors will track upcoming results on November 4, 2026, for fresh details on operational performance. Institutional interest remains active as major funds adjust their stakes.