Caprock Group LLC Takes Position in Corning Incorporated $GLW

Caprock Group LLC bought a new position in Corning Incorporated (NYSE:GLW) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 40,896 shares of the electronics maker’s stock, valued at approximately $3,355,000.

Several other large investors have also added to or reduced their stakes in GLW. Krilogy Financial LLC purchased a new position in shares of Corning in the third quarter worth about $775,000. Stratos Wealth Partners LTD. increased its holdings in Corning by 34.4% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 70,631 shares of the electronics maker’s stock worth $5,794,000 after buying an additional 18,079 shares during the period. Baader Bank Aktiengesellschaft purchased a new position in Corning during the 3rd quarter worth approximately $246,000. Reaves W H & Co. Inc. acquired a new stake in Corning during the 3rd quarter valued at approximately $41,386,000. Finally, S&CO Inc. acquired a new stake in Corning during the 3rd quarter valued at approximately $209,000. Hedge funds and other institutional investors own 69.80% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Weiss Ratings cut shares of Corning from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 27th. UBS Group reaffirmed a “buy” rating and set a $125.00 price target on shares of Corning in a research report on Friday, January 30th. Fox Advisors cut Corning from an “overweight” rating to an “equal weight” rating in a report on Thursday, January 29th. Morgan Stanley raised their target price on Corning from $98.00 to $103.00 and gave the stock an “equal weight” rating in a report on Thursday, January 29th. Finally, Citigroup lifted their price target on Corning from $102.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Corning presently has a consensus rating of “Moderate Buy” and an average price target of $112.36.

Corning Stock Performance

NYSE:GLW opened at $133.03 on Thursday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.04 and a current ratio of 1.59. The stock has a market capitalization of $114.06 billion, a PE ratio of 72.30, a P/E/G ratio of 2.22 and a beta of 1.13. Corning Incorporated has a fifty-two week low of $37.31 and a fifty-two week high of $134.39. The company has a fifty day moving average of $95.80 and a two-hundred day moving average of $83.83.

Corning (NYSE:GLW) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.71 by $0.01. The business had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.35 billion. Corning had a net margin of 10.21% and a return on equity of 18.72%. The company’s revenue for the quarter was up 13.9% compared to the same quarter last year. During the same quarter last year, the business earned $0.57 earnings per share. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. As a group, research analysts forecast that Corning Incorporated will post 2.33 earnings per share for the current fiscal year.

Corning Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, February 27th will be paid a dividend of $0.28 per share. This represents a $1.12 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, February 27th. Corning’s payout ratio is 60.87%.

Insider Buying and Selling at Corning

In other Corning news, insider Eric S. Musser sold 25,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $110.00, for a total value of $2,750,000.00. Following the transaction, the insider owned 19,926 shares in the company, valued at approximately $2,191,860. This trade represents a 55.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Lewis A. Steverson sold 15,366 shares of Corning stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $130.22, for a total transaction of $2,000,960.52. Following the sale, the executive vice president directly owned 3,461 shares in the company, valued at approximately $450,691.42. This trade represents a 81.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 92,573 shares of company stock valued at $10,840,441. 0.40% of the stock is owned by insiders.

Trending Headlines about Corning

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Corning reported strong 2025 results and disclosed a roughly $6 billion Meta AI fiber deal that directly boosts demand for its optical fiber and cable business — the headline driver behind the rally. The earnings release also showed revenue growth and an EPS beat that supports the upside. Read More.
• Positive Sentiment: The Board declared a quarterly dividend of $0.28 per share (payable Mar 30; record Feb 27), which reinforces shareholder returns as the company scales sales into AI/telecom projects. Read More.
• Positive Sentiment: Market commentary highlights Corning’s “AI moment,” with inflows into funds owning GLW as investors reposition toward AI infrastructure beneficiaries. This momentum helps amplify the stock reaction to the Meta deal and earnings. Read More.
• Neutral Sentiment: Analysts have been raising targets and reiterating buy/outperform views after results (Mizuho, JPMorgan upgrades noted), but consensus price targets still vary; the stock’s valuation sits well above historical norms, reflecting future-growth expectations. Read More.
• Negative Sentiment: Multiple insiders (COO Avery Nelson III, EVP Lewis Steverson and Eric Musser) sold shares in early February. Large insider sales can be perceived negatively even if they’re routine or for diversification/liquidity. SEC filings: Nelson. Read More.
• Negative Sentiment: Steverson’s significant reduction in holdings was disclosed and may be noted by short-term traders. SEC filing: Steverson. Read More.
• Negative Sentiment: Eric Musser sold 15,000 shares; another insider sale that could draw attention despite the stronger company fundamentals. SEC filing: Musser. Read More.

About Corning

Corning Incorporated is a global manufacturer specializing in specialty glass, ceramics and related materials and technologies. Headquartered in Corning, New York, the company supplies engineered materials and components used across multiple industries, including consumer electronics, telecommunications, automotive emissions control, pharmaceutical and life sciences, and industrial and scientific applications. Corning emphasizes materials science and precision manufacturing to develop durable, high-performance glass and ceramic products.

Key product lines include specialty display glass used by television and mobile-device manufacturers, cover glass marketed under well-known trade names for smartphones and tablets, and optical fiber and cable and related hardware for telecommunications networks.