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Qnity Electronics, Inc. (Q)

USD140.98 -2.82 (-1.96%)
US NYSE S&P 500 NASDAQ 100 Technology Semiconductors
Address Building 735 19805
Wilmington, DE, US
CEO Jon D. Kemp
IPO 2025-10-27
CIK 2058873 ISIN US74743L1008

Explore sections of this company profile

Description

Qnity Electronics, Inc. specializes in providing electronic solutions and materials essential for manufacturing semiconductor chips, alongside advanced electronic materials. Previously known as Novus SpinCo 1, Inc., the company officially adopted its current name, Qnity Electronics, Inc., in April 2025. Its operations are headquartered in Wilmington, Delaware.

News Sentiment (7d)
76 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2000-07-05 Active
NASDAQ 100 1998-08-28 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD140.98 -2.82 (-1.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.58
Float Shares
209.15M
Free Float %
99.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+9.87% +11.57% +28.86% +55.11% +83.08% +106.20% +76.66% +76.66% +76.66% +76.66% +76.66%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
140.98
Low 100.00 -29.1%
Consensus 140.80 -0.1%
Median 150.00 +6.4%
High 170.00 +20.6%
DCF (Unlevered) 29.71 -78.9%
DCF (Levered) 28.39 -79.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 1 -1
Buy 6 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
160.00
+13.5%
Last Quarter 7
140.43
-0.4%
Last Year 18
120.78
-14.3%
All Time 18
120.78
-14.3%
Quality scores
Altman Z-Score
3.72
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Semiconductors: +12.5%
    +9.7% Q1'26: +17.6% (vs Q1'25)
  • EPS growth Semiconductors: +22.5%
    -0.3% Q1'26: -21.9% (vs Q1'25)
  • FCF margin FCF growth · Semiconductors: +38.2%
    +21.8% Q1'26: +1.0% (vs Q1'25)
  • EBIT margin Semiconductors: +10.7%
    +21.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Semiconductors: +6.0%
    +6.8% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Semiconductors: +0.0%
    +0.0% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Semiconductors: -0.75×
    3.55×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.68) × ERP
WACC = 87% × Ke + 13% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 29.49 Current price: 140.98
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
5 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
4.34B
est: 4.54B (-4.5%)
4.75B
est: 4.72B (+0.7%)
5.11B
5.07B – 5.17B
+8.3% YoY
5.49B
5.35B – 5.62B
+7.4% YoY
5.76B
5.73B – 5.79B
+4.9% YoY
6.18B
6.07B – 6.28B
+7.3% YoY
6.79B
6.68B – 6.91B
+9.9% YoY
EBITDA
1.29B
est: 1.32B (-1.8%)
1.40B
est: 1.37B (+2.4%)
1.48B
1.47B – 1.50B
+8.3% YoY
1.59B
1.55B – 1.63B
+7.4% YoY
1.67B
1.66B – 1.68B
+4.9% YoY
1.79B
1.76B – 1.82B
+7.3% YoY
1.97B
1.94B – 2.00B
+9.9% YoY
EBIT
898.00M
est: 911.32M (-1.5%)
1.03B
est: 948.26M (+8.3%)
1.03B
1.02B – 1.04B
+8.3% YoY
1.10B
1.07B – 1.13B
+7.4% YoY
1.16B
1.15B – 1.16B
+4.9% YoY
1.24B
1.22B – 1.26B
+7.3% YoY
1.36B
1.34B – 1.39B
+9.9% YoY
Net Income
693.00M
692.00M
est: 536.86M (+28.9%)
801.27M
785.48M – 817.07M
+49.3% YoY
926.41M
905.92M – 946.90M
+15.6% YoY
1.01B
955.80M – 1.02B
+9.2% YoY
974.08M
952.67M – 995.29M
-3.7% YoY
1.10B
1.07B – 1.12B
+12.7% YoY
SGA
617.00M
est: 500.20M (+23.4%)
274.00M
est: 520.48M (-47.4%)
563.42M
559.01M – 570.04M
+8.3% YoY
604.88M
589.51M – 619.15M
+7.4% YoY
634.73M
631.41M – 638.05M
+4.9% YoY
681.02M
669.51M – 692.43M
+7.3% YoY
748.74M
736.08M – 761.28M
+9.9% YoY
EPS
3.31
3.30
est: 2.55 (+29.5%)
3.80
3.75 – 3.90
+49.1% YoY
4.41
4.32 – 4.52
+16.0% YoY
4.71
4.56 – 4.86
+6.9% YoY
4.65
4.55 – 4.75
-1.3% YoY
5.24
5.12 – 5.35
+12.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-08 B+ 3/5 3/5 4/5 4/5 1/5 3/5 4/5
2026-05-07 B+ 3/5 3/5 4/5 4/5 1/5 3/5 4/5
2026-05-06 B+ 3/5 3/5 4/5 4/5 1/5 3/5 4/5
2026-05-05 B+ 3/5 3/5 4/5 4/5 1/5 3/5 4/5
2026-05-04 B+ 3/5 3/5 4/5 4/5 1/5 3/5 4/5
2026-05-01 B 3/5 2/5 3/5 4/5 1/5 3/5 4/5
2026-04-30 B 3/5 2/5 3/5 4/5 1/5 3/5 4/5
2026-04-29 B 3/5 2/5 3/5 4/5 1/5 3/5 3/5
2026-04-28 B 3/5 2/5 3/5 4/5 1/5 3/5 3/5
2026-04-27 B 3/5 2/5 3/5 4/5 1/5 3/5 3/5
2026-04-24 B 3/5 2/5 3/5 4/5 1/5 3/5 3/5
2026-04-23 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5
2026-04-22 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5
2026-04-21 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5
2026-04-20 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5
2026-04-17 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5
2026-04-16 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5
2026-04-15 B- 3/5 2/5 3/5 4/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
799.83M
OE per share TTM
3.82
Owner's Yield
2.49%
Maintenance CapEx ratio
39.22%
Maint CapEx / Avg PPE
36.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
570
Total invested
2.62B
Insider transactions (90d)
5
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
570
-444 vs prev Q
New positions
155
Closed positions
586
Increased
284
Reduced
166
Put/Call ratio
0.00
Calls held
105.6K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 27.27M +27.3M (+100.0%) 2.23B +2.2B (+100.0%) 13.02% +13.019 pp 0.03% +0.032 pp USD81.65 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 15.93M +15.9M (+100.0%) 1.30B +1.3B (+100.0%) 7.60% +7.605 pp 0.02% +0.022 pp USD81.65 +0.0% 1 qtrs NEW
3 STATE STREET CORP 8.93M +8.9M (+100.0%) 728.89M +728.9M (+100.0%) 4.26% +4.262 pp 0.02% +0.025 pp USD81.65 +0.0% 1 qtrs NEW
4 GEODE CAPITAL MANAGEMENT, LLC 5.36M +5.4M (+100.0%) 435.79M +435.8M (+100.0%) 2.56% +2.558 pp 0.03% +0.027 pp USD81.65 +0.0% 1 qtrs NEW
5 INVESCO LTD. 4.72M +4.7M (+100.0%) 385.06M +385.1M (+100.0%) 2.25% +2.251 pp 0.06% +0.059 pp USD81.65 +0.0% 1 qtrs NEW
6 D. E. SHAW & CO., INC. 3.58M +3.6M (+100.0%) 292.65M +292.6M (+100.0%) 1.71% +1.711 pp 0.16% +0.160 pp USD81.65 +0.0% 1 qtrs NEW
7 FRANKLIN RESOURCES INC 3.52M +3.5M (+100.0%) 287.52M +287.5M (+100.0%) 1.68% +1.681 pp 0.07% +0.071 pp USD81.65 +0.0% 1 qtrs NEW
8 MORGAN STANLEY 3.21M +3.2M (+100.0%) 261.73M +261.7M (+100.0%) 1.53% +1.530 pp 0.02% +0.016 pp USD81.65 +0.0% 1 qtrs NEW
9 DURABLE CAPITAL PARTNERS LP 2.80M +2.8M (+100.0%) 228.69M +228.7M (+100.0%) 1.34% +1.337 pp 2.16% +2.164 pp USD81.65 +0.0% 1 qtrs NEW
10 PRICE T ROWE ASSOCIATES INC /MD/ 2.67M +2.7M (+100.0%) 217.78M +217.8M (+100.0%) 1.27% +1.273 pp 0.02% +0.024 pp USD81.65 +0.0% 1 qtrs NEW
11 SOUTHPOINT CAPITAL ADVISORS LP 2.40M +2.4M (+100.0%) 195.96M +196.0M (+100.0%) 1.15% +1.146 pp 4.56% +4.555 pp USD81.65 +0.0% 1 qtrs NEW
12 NUVEEN, LLC 2.39M +2.4M (+100.0%) 194.98M +195.0M (+100.0%) 1.14% +1.140 pp 0.05% +0.051 pp USD81.65 +0.0% 1 qtrs NEW
13 NORTHERN TRUST CORP 2.30M +2.3M (+100.0%) 187.98M +188.0M (+100.0%) 1.10% +1.099 pp 0.02% +0.024 pp USD81.65 +0.0% 1 qtrs NEW
14 NORGES BANK 2.30M +2.3M (+100.0%) 187.70M +187.7M (+100.0%) 1.10% +1.098 pp 0.02% +0.020 pp USD81.65 +0.0% 1 qtrs NEW
15 POINT72 ASSET MANAGEMENT, L.P. 2.00M +2.0M (+100.0%) 163.35M +163.4M (+100.0%) 0.96% +0.955 pp 0.18% +0.183 pp USD81.65 +0.0% 1 qtrs NEW
16 HOLOCENE ADVISORS, LP 1.96M +2.0M (+100.0%) 160.04M +160.0M (+100.0%) 0.94% +0.936 pp 0.34% +0.336 pp USD81.65 +0.0% 1 qtrs NEW
17 BANK OF AMERICA CORP /DE/ 1.95M +1.9M (+100.0%) 159.19M +159.2M (+100.0%) 0.93% +0.931 pp 0.01% +0.012 pp USD81.65 +0.0% 1 qtrs NEW
18 SLATE PATH CAPITAL LP 1.92M +1.9M (+100.0%) 156.51M +156.5M (+100.0%) 0.92% +0.915 pp 2.11% +2.111 pp USD81.65 +0.0% 1 qtrs NEW
19 DIMENSIONAL FUND ADVISORS LP 1.61M +1.6M (+100.0%) 131.74M +131.7M (+100.0%) 0.77% +0.770 pp 0.03% +0.028 pp USD81.65 +0.0% 1 qtrs NEW
20 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.54M +1.5M (+100.0%) 125.59M +125.6M (+100.0%) 0.73% +0.734 pp 0.04% +0.041 pp USD81.65 +0.0% 1 qtrs NEW
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.49M +1.5M (+100.0%) 121.62M +121.6M (+100.0%) 0.71% +0.711 pp 0.02% +0.019 pp USD81.65 +0.0% 1 qtrs NEW
22 UBS GROUP AG 1.47M +1.5M (+100.0%) 120.41M +120.4M (+100.0%) 0.70% +0.704 pp 0.02% +0.020 pp USD81.65 +0.0% 1 qtrs NEW
23 LEGAL & GENERAL GROUP PLC 1.38M +1.4M (+100.0%) 112.53M +112.5M (+100.0%) 0.66% +0.658 pp 0.03% +0.025 pp USD81.65 +0.0% 1 qtrs NEW
24 BOSTON PARTNERS 1.36M +1.4M (+100.0%) 111.09M +111.1M (+100.0%) 0.65% +0.649 pp 0.12% +0.115 pp USD81.65 +0.0% 1 qtrs NEW
25 BANK OF NEW YORK MELLON CORP 1.30M +1.3M (+100.0%) 105.90M +105.9M (+100.0%) 0.62% +0.619 pp 0.02% +0.019 pp USD81.65 +0.0% 1 qtrs NEW
26 DEUTSCHE BANK AG\ 1.19M +1.2M (+100.0%) 96.92M +96.9M (+100.0%) 0.57% +0.567 pp 0.03% +0.032 pp USD81.65 +0.0% 1 qtrs NEW
27 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.15M +1.2M (+100.0%) 93.97M +94.0M (+100.0%) 0.55% +0.549 pp 0.31% +0.313 pp USD81.65 +0.0% 1 qtrs NEW
28 UBS ASSET MANAGEMENT AMERICAS INC 1.06M +1.1M (+100.0%) 86.43M +86.4M (+100.0%) 0.51% +0.505 pp 0.02% +0.018 pp USD81.65 +0.0% 1 qtrs NEW
29 GOLDMAN SACHS GROUP INC 1.05M +1.0M (+100.0%) 85.45M +85.4M (+100.0%) 0.50% +0.500 pp 0.01% +0.011 pp USD81.65 +0.0% 1 qtrs NEW
30 PRIMECAP MANAGEMENT CO/CA/ 973.0K +973.0K (+100.0%) 79.44M +79.4M (+100.0%) 0.46% +0.465 pp 0.06% +0.060 pp USD81.65 +0.0% 1 qtrs NEW
31 RAYMOND JAMES FINANCIAL INC 957.9K +957.9K (+100.0%) 78.22M +78.2M (+100.0%) 0.46% +0.457 pp 0.02% +0.024 pp USD81.65 +0.0% 1 qtrs NEW
32 D1 CAPITAL PARTNERS L.P. 937.1K +937.1K (+100.0%) 76.52M +76.5M (+100.0%) 0.45% +0.447 pp 0.72% +0.715 pp USD81.65 +0.0% 1 qtrs NEW
33 MEREWETHER INVESTMENT MANAGEMENT, LP 878.0K +878.0K (+100.0%) 71.69M +71.7M (+100.0%) 0.42% +0.419 pp 1.65% +1.649 pp USD81.65 +0.0% 1 qtrs NEW
34 M&T BANK CORP 800.2K +800.2K (+100.0%) 65.33M +65.3M (+100.0%) 0.38% +0.382 pp 0.21% +0.210 pp USD81.65 +0.0% 1 qtrs NEW
35 MONDRIAN INVESTMENT PARTNERS LTD 730.2K +730.2K (+100.0%) 59.62M +59.6M (+100.0%) 0.35% +0.349 pp 0.98% +0.984 pp USD81.65 +0.0% 1 qtrs NEW
36 JPMORGAN CHASE & CO 715.3K +715.3K (+100.0%) 58.41M +58.4M (+100.0%) 0.34% +0.342 pp 0.00% +0.004 pp USD81.65 +0.0% 1 qtrs NEW
37 CITADEL ADVISORS LLC 704.9K +704.9K (+100.0%) 57.55M +57.6M (+100.0%) 0.34% +0.337 pp 0.01% +0.009 pp USD81.65 +0.0% 1 qtrs NEW
38 FMR LLC 690.3K +690.3K (+100.0%) 56.36M +56.4M (+100.0%) 0.33% +0.330 pp 0.00% +0.003 pp USD81.65 +0.0% 1 qtrs NEW
39 ROYAL BANK OF CANADA 664.4K +664.4K (+100.0%) 54.25M +54.3M (+100.0%) 0.32% +0.317 pp 0.01% +0.009 pp USD81.65 +0.0% 1 qtrs NEW
40 WELLS FARGO & COMPANY/MN 660.4K +660.4K (+100.0%) 53.92M +53.9M (+100.0%) 0.32% +0.315 pp 0.01% +0.010 pp USD81.65 +0.0% 1 qtrs NEW
41 PACER ADVISORS, INC. 618.3K +618.3K (+100.0%) 50.48M +50.5M (+100.0%) 0.30% +0.295 pp 0.13% +0.129 pp USD81.65 +0.0% 1 qtrs NEW
42 TORONTO DOMINION BANK 594.4K +594.4K (+100.0%) 48.53M +48.5M (+100.0%) 0.28% +0.284 pp 0.07% +0.072 pp USD81.65 +0.0% 1 qtrs NEW
43 SWISS NATIONAL BANK 573.5K +573.5K (+100.0%) 46.83M +46.8M (+100.0%) 0.27% +0.274 pp 0.03% +0.028 pp USD81.65 +0.0% 1 qtrs NEW
44 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 520.1K +520.1K (+100.0%) 44.20M +44.2M (+100.0%) 0.25% +0.248 pp 0.07% +0.072 pp USD81.65 +0.0% 1 qtrs NEW
45 GLENVIEW CAPITAL MANAGEMENT, LLC 518.5K +518.5K (+100.0%) 42.33M +42.3M (+100.0%) 0.25% +0.248 pp 0.86% +0.861 pp USD81.65 +0.0% 1 qtrs NEW
46 GREAT LAKES ADVISORS, LLC 495.3K +495.3K (+100.0%) 40.44M +40.4M (+100.0%) 0.24% +0.236 pp 0.33% +0.330 pp USD81.65 +0.0% 1 qtrs NEW
47 CANADA PENSION PLAN INVESTMENT BOARD 477.4K +477.4K (+100.0%) 38.98M +39.0M (+100.0%) 0.23% +0.228 pp 0.03% +0.026 pp USD81.65 +0.0% 1 qtrs NEW
48 SUMITOMO MITSUI TRUST HOLDINGS, INC. 467.3K +467.3K (+100.0%) 38.16M +38.2M (+100.0%) 0.22% +0.223 pp 0.02% +0.022 pp USD81.65 +0.0% 1 qtrs NEW
49 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 442.8K +442.8K (+100.0%) 37.63M +37.6M (+100.0%) 0.21% +0.211 pp 0.03% +0.026 pp USD81.65 +0.0% 1 qtrs NEW
50 BNP PARIBAS ARBITRAGE, SNC 448.0K +448.0K (+100.0%) 36.58M +36.6M (+100.0%) 0.21% +0.214 pp 0.02% +0.017 pp USD81.65 +0.0% 1 qtrs NEW
51 ANCHOR CAPITAL ADVISORS LLC 437.3K +437.3K (+100.0%) 35.71M +35.7M (+100.0%) 0.21% +0.209 pp 1.03% +1.035 pp USD81.65 +0.0% 1 qtrs NEW
52 MILLENNIUM MANAGEMENT LLC 430.5K +430.5K (+100.0%) 35.15M +35.2M (+100.0%) 0.21% +0.206 pp 0.01% +0.015 pp USD81.65 +0.0% 1 qtrs NEW
53 HSBC HOLDINGS PLC 426.2K +426.2K (+100.0%) 34.89M +34.9M (+100.0%) 0.20% +0.204 pp 0.02% +0.018 pp USD81.65 +0.0% 1 qtrs NEW
54 MANUFACTURERS LIFE INSURANCE COMPANY, THE 413.9K +413.9K (+100.0%) 33.80M +33.8M (+100.0%) 0.20% +0.198 pp 0.03% +0.028 pp USD81.65 +0.0% 1 qtrs NEW
55 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 406.2K +406.2K (+100.0%) 33.17M +33.2M (+100.0%) 0.19% +0.194 pp 3.40% +3.401 pp USD81.65 +0.0% 1 qtrs NEW
56 RHUMBLINE ADVISERS 399.1K +399.1K (+100.0%) 32.59M +32.6M (+100.0%) 0.19% +0.191 pp 0.03% +0.026 pp USD81.65 +0.0% 1 qtrs NEW
57 BARCLAYS PLC 391.5K +391.5K (+100.0%) 31.96M +32.0M (+100.0%) 0.19% +0.187 pp 0.01% +0.008 pp USD81.65 +0.0% 1 qtrs NEW
58 STALEY CAPITAL ADVISERS INC 373.6K +373.6K (+100.0%) 30.50M +30.5M (+100.0%) 0.18% +0.178 pp 1.26% +1.258 pp USD81.65 +0.0% 1 qtrs NEW
59 HOMESTEAD ADVISERS CORP 366.1K +366.1K (+100.0%) 29.89M +29.9M (+100.0%) 0.17% +0.175 pp 0.79% +0.792 pp USD81.65 +0.0% 1 qtrs NEW
60 BANK OF MONTREAL /CAN/ 351.9K +351.9K (+100.0%) 29.56M +29.6M (+100.0%) 0.17% +0.168 pp 0.01% +0.010 pp USD81.65 +0.0% 1 qtrs NEW
61 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 358.6K +358.6K (+100.0%) 29.28M +29.3M (+100.0%) 0.17% +0.171 pp 0.02% +0.017 pp USD81.65 +0.0% 1 qtrs NEW
62 ALLIANCEBERNSTEIN L.P. 351.1K +351.1K (+100.0%) 28.66M +28.7M (+100.0%) 0.17% +0.168 pp 0.01% +0.009 pp USD81.65 +0.0% 1 qtrs NEW
63 JANUS HENDERSON GROUP PLC 348.4K +348.4K (+100.0%) 28.45M +28.4M (+100.0%) 0.17% +0.166 pp 0.01% +0.013 pp USD81.65 +0.0% 1 qtrs NEW
64 WOODLINE PARTNERS LP 338.6K +338.6K (+100.0%) 27.64M +27.6M (+100.0%) 0.16% +0.162 pp 0.11% +0.107 pp USD81.65 +0.0% 1 qtrs NEW
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 329.8K +329.8K (+100.0%) 26.93M +26.9M (+100.0%) 0.16% +0.158 pp 0.00% +0.003 pp USD81.65 +0.0% 1 qtrs NEW
66 PNC FINANCIAL SERVICES GROUP, INC. 329.6K +329.6K (+100.0%) 26.91M +26.9M (+100.0%) 0.16% +0.157 pp 0.01% +0.015 pp USD81.65 +0.0% 1 qtrs NEW
67 MARSHALL WACE, LLP 321.4K +321.4K (+100.0%) 26.25M +26.2M (+100.0%) 0.15% +0.154 pp 0.02% +0.024 pp USD81.65 +0.0% 1 qtrs NEW
68 VOYA INVESTMENT MANAGEMENT LLC 319.5K +319.5K (+100.0%) 26.09M +26.1M (+100.0%) 0.15% +0.153 pp 0.03% +0.026 pp USD81.65 +0.0% 1 qtrs NEW
69 TEACHER RETIREMENT SYSTEM OF TEXAS 312.9K +312.9K (+100.0%) 25.55M +25.6M (+100.0%) 0.15% +0.149 pp 0.09% +0.088 pp USD81.65 +0.0% 1 qtrs NEW
70 GATES CAPITAL MANAGEMENT, INC. 305.5K +305.5K (+100.0%) 24.94M +24.9M (+100.0%) 0.15% +0.146 pp 0.66% +0.657 pp USD81.65 +0.0% 1 qtrs NEW
71 TWO SIGMA INVESTMENTS, LP 303.2K +303.2K (+100.0%) 24.75M +24.8M (+100.0%) 0.14% +0.145 pp 0.03% +0.035 pp USD81.65 +0.0% 1 qtrs NEW
72 WESTWOOD HOLDINGS GROUP INC 301.3K +301.3K (+100.0%) 24.60M +24.6M (+100.0%) 0.14% +0.144 pp 0.20% +0.200 pp USD81.65 +0.0% 1 qtrs NEW
73 SILVERCREST ASSET MANAGEMENT GROUP LLC 299.2K +299.2K (+100.0%) 24.43M +24.4M (+100.0%) 0.14% +0.143 pp 0.17% +0.168 pp USD81.65 +0.0% 1 qtrs NEW
74 SCOPUS ASSET MANAGEMENT, L.P. 295.4K +295.4K (+100.0%) 24.12M +24.1M (+100.0%) 0.14% +0.141 pp 0.39% +0.394 pp USD81.65 +0.0% 1 qtrs NEW
75 CITIGROUP INC 291.3K +291.3K (+100.0%) 23.78M +23.8M (+100.0%) 0.14% +0.139 pp 0.01% +0.011 pp USD81.65 +0.0% 1 qtrs NEW
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 272.2K +272.2K (+100.0%) 22.22M +22.2M (+100.0%) 0.13% +0.130 pp 0.02% +0.022 pp USD81.65 +0.0% 1 qtrs NEW
77 AQR CAPITAL MANAGEMENT LLC 267.3K +267.3K (+100.0%) 21.83M +21.8M (+100.0%) 0.13% +0.128 pp 0.01% +0.012 pp USD81.65 +0.0% 1 qtrs NEW
78 STRS OHIO 267.3K +267.3K (+100.0%) 21.83M +21.8M (+100.0%) 0.13% +0.128 pp 0.08% +0.081 pp USD81.65 +0.0% 1 qtrs NEW
79 NOMURA ASSET MANAGEMENT CO LTD 255.8K +255.8K (+100.0%) 20.89M +20.9M (+100.0%) 0.12% +0.122 pp 0.05% +0.053 pp USD81.65 +0.0% 1 qtrs NEW
80 PANAGORA ASSET MANAGEMENT INC 249.3K +249.3K (+100.0%) 20.36M +20.4M (+100.0%) 0.12% +0.119 pp 0.07% +0.072 pp USD81.65 +0.0% 1 qtrs NEW
81 JANE STREET GROUP, LLC 239.2K +239.2K (+100.0%) 19.53M +19.5M (+100.0%) 0.11% +0.114 pp 0.00% +0.003 pp USD81.65 +0.0% 1 qtrs NEW
82 RUSSELL INVESTMENTS GROUP, LTD. 237.2K +237.2K (+100.0%) 19.37M +19.4M (+100.0%) 0.11% +0.113 pp 0.02% +0.021 pp USD81.65 +0.0% 1 qtrs NEW
83 ABRDN PLC 236.8K +236.8K (+100.0%) 19.34M +19.3M (+100.0%) 0.11% +0.113 pp 0.03% +0.030 pp USD81.65 +0.0% 1 qtrs NEW
84 SG AMERICAS SECURITIES, LLC 233.5K +233.5K (+100.0%) 19.07M +19.1M (+100.0%) 0.11% +0.112 pp 0.02% +0.024 pp USD81.65 +0.0% 1 qtrs NEW
85 PRINCIPAL FINANCIAL GROUP INC 232.8K +232.8K (+100.0%) 19.01M +19.0M (+100.0%) 0.11% +0.111 pp 0.01% +0.010 pp USD81.65 +0.0% 1 qtrs NEW
86 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 229.6K +229.6K (+100.0%) 18.74M +18.7M (+100.0%) 0.11% +0.110 pp 0.10% +0.100 pp USD81.65 +0.0% 1 qtrs NEW
87 COLONY GROUP, LLC 227.5K +227.5K (+100.0%) 18.58M +18.6M (+100.0%) 0.11% +0.109 pp 0.02% +0.021 pp USD81.65 +0.0% 1 qtrs NEW
88 HITE HEDGE ASSET MANAGEMENT LLC 217.4K +217.4K (+100.0%) 17.75M +17.7M (+100.0%) 0.10% +0.104 pp 1.13% +1.132 pp USD81.65 +0.0% 1 qtrs NEW
89 CEREDEX VALUE ADVISORS LLC 213.9K +213.9K (+100.0%) 17.46M +17.5M (+100.0%) 0.10% +0.102 pp 0.53% +0.525 pp USD81.65 +0.0% 1 qtrs NEW
90 QUANTINNO CAPITAL MANAGEMENT LP 211.7K +211.7K (+100.0%) 17.29M +17.3M (+100.0%) 0.10% +0.101 pp 0.03% +0.035 pp USD81.65 +0.0% 1 qtrs NEW
91 ELEMENT CAPITAL MANAGEMENT LLC 205.1K +205.1K (+100.0%) 16.75M +16.7M (+100.0%) 0.10% +0.098 pp 8.01% +8.008 pp USD81.65 +0.0% 1 qtrs NEW
92 204.3K +204.3K (+100.0%) 16.68M +16.7M (+100.0%) 0.10% +0.098 pp 1.95% +1.946 pp USD81.65 +0.0% 1 qtrs NEW
93 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 204.1K +204.1K (+100.0%) 16.66M +16.7M (+100.0%) 0.10% +0.097 pp 0.03% +0.030 pp USD81.65 +0.0% 1 qtrs NEW
94 NEWPORT TRUST CO 197.3K +197.3K (+100.0%) 16.11M +16.1M (+100.0%) 0.09% +0.094 pp 0.04% +0.039 pp USD81.65 +0.0% 1 qtrs NEW
95 BALYASNY ASSET MANAGEMENT L.P. 191.5K +191.5K (+100.0%) 15.64M +15.6M (+100.0%) 0.09% +0.091 pp 0.02% +0.020 pp USD81.65 +0.0% 1 qtrs NEW
96 AMERIPRISE FINANCIAL INC 189.0K +189.0K (+100.0%) 15.43M +15.4M (+100.0%) 0.09% +0.090 pp 0.00% +0.004 pp USD81.65 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
5
Shares acquired
Shares disposed
1.3K
Cash buys
Cash sales
Net activity
-1,262
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-04 Xu Chuck Officer F-InKind D Common Stock 98 141.76 13.9K 21,967 D
2026-05-04 Kemp Jon D. Director / Officer F-InKind D Common Stock 843 141.76 119.5K 114,967 D
2026-05-04 Hennessey Peter W Officer F-InKind D Common Stock 73 141.76 10.4K 9,621 D
2026-05-04 Goss Michael G. Officer F-InKind D Common Stock 147 141.76 20.8K 19,744 D
2026-05-04 Fortebuono Kathleen M. Officer F-InKind D Common Stock 101 141.76 14.4K 8,878 D
2026-02-27 Xu Chuck Officer A-Award A Common Stock 7,324 0.00 22,057 D
2026-02-27 Kemp Jon D. Director / Officer A-Award A Common Stock 32,957 0.00 115,762 D
2026-02-27 Hennessey Peter W Officer A-Award A Common Stock 4,578 0.00 9,688 D
2026-02-27 Green Byron Director A-Award A Common Stock 256 126.76 32.5K 6,370 D
2026-02-27 Goss Michael G. Officer A-Award A Common Stock 7,324 0.00 19,882 D
2026-02-27 Fortebuono Kathleen M. Officer A-Award A Common Stock 2,564 0.00 8,973 D
2026-02-27 CURTIN TERRENCE R Director A-Award A Common Stock 256 126.76 32.5K 20,545 D
2026-02-21 Xu Chuck Officer F-InKind D Common Stock 344 113.72 39.1K 14,733 D
2026-02-21 Kemp Jon D. Director / Officer F-InKind D Common Stock 4,555 113.72 518.0K 82,805 D
2026-02-21 Hennessey Peter W Officer F-InKind D Common Stock 309 113.72 35.2K 5,110 D
2026-02-21 Goss Michael G. Officer F-InKind D Common Stock 275 113.72 31.3K 12,558 D
2026-02-21 Fortebuono Kathleen M. Officer F-InKind D Common Stock 308 113.72 35.1K 6,409 D
2025-11-01 DuPont de Nemours, Inc. 10% Owner J-Other D Common stock 209,443,778 0.00 0 D

Executive team

Top executives
EBIT / Employee
102.7K
Shares Outstanding
209.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jon Kemp Chief Executive Officer 808.3K 12.55M 6.11M 996.8K 176.3K 20.65M 90.40%
2 2025 Matthew Harbaugh Former Chief Financial Officer 466.7K 3.47M 1.80M 459.7K 72.3K 6.26M 84.06%
3 2025 Chuck Xu President, Interconnect Solutions 496.2K 2.39M 1.52M 343.2K 76.7K 4.83M 81.02%
4 2025 Peter Hennessey General Counsel 441.7K 1.63M 946.2K 267.3K 56.0K 3.34M 77.11%
5 2025 Kathleen Fortebuono Chief People Officer 422.5K 1.11M 540.4K 307.1K 75.8K 2.46M 67.22%
6 2024 Jon Kemp Chief Executive Officer 650.0K 1.78M 733.2K 92.5K 3.25M 54.61%
7 2024 Chuck Xu President, Interconnect Solutions 400.0K 355.1K 311.3K 43.7K 1.11M 31.99%
8 2024 Kathleen Fortebuono Chief People Officer 400.0K 279.1K 283.1K 46.2K 1.01M 27.67%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-08 ARS

Executive team

NameTitleCompensationGender
Jon D. Kemp Chief Executive Officer & Director 2M male
Chuck Xu President of Interconnect Solutions 916.0K male
Kathleen Fortebuono Chief People Officer 805.5K female
Peter W. Hennessey General Counsel 765.0K male
Randy King Chief Technology & Sustainability Officer male
Bruce Mathews Chief Information Officer male
Sam Ponzo Interim President of the Semiconductor Technologies male
John Francis Singer Chief Operations & Engineering Officer male
Michael G. Goss Interim CFO, VP, Principal Accounting Officer & Controller male
Nahla A. Azmy Vice President of Investor Relations female
ESG Rating
B
SEMICONDUCTORS
Rank: 54 out of 107
2025
E (Environmental)
58.3 / 64.5
Company / Sector avg.
S (Social)
66.0 / 67.5
Company / Sector avg.
G (Governance)
67.2 / 66.5
Company / Sector avg.
ESG Total
63.8 / 66.1
Company / Sector avg.
ESG Score History SEMICONDUCTORS
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2017-09-18 2017-09-19 John Reed RI Self Purchase $1,001 - $15,000
2017-06-22 2017-06-27 John Reed RI Self Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-11-03 2025-12-15 Gilbert Cisneros CA31 Exchange $1,001 - $15,000
2025-11-03 2025-12-06 Debbie Dingell MI06 Exchange $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits