Analog Century Management LP Has $112.26 Million Holdings in Corning Incorporated $GLW

Analog Century Management LP boosted its position in shares of Corning Incorporated (NYSE:GLW) by 3.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,368,477 shares of the electronics maker’s stock after acquiring an additional 39,288 shares during the period. Corning accounts for about 6.0% of Analog Century Management LP’s holdings, making the stock its 3rd biggest position. Analog Century Management LP owned 0.16% of Corning worth $112,256,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Corning by 46.0% in the fourth quarter. Brighton Jones LLC now owns 6,705 shares of the electronics maker’s stock worth $319,000 after buying an additional 2,114 shares in the last quarter. Retirement Planning Co of New England Inc. bought a new stake in Corning during the 1st quarter valued at $729,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Corning by 9.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 64,704 shares of the electronics maker’s stock valued at $2,962,000 after acquiring an additional 5,522 shares during the period. Sivia Capital Partners LLC bought a new position in Corning during the 2nd quarter valued at approximately $401,000. Finally, Schnieders Capital Management LLC. bought a new position in shares of Corning during the second quarter valued at approximately $266,000. Institutional investors own 69.80% of the company’s stock.

More Corning News

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Bank of America raised its price target to $144 and reiterated a “buy” rating, citing a potential ~$10.3B scale-out revenue opportunity that could drive meaningful upside. BofA price target raise
• Positive Sentiment: Corning expanded its AI data-center connectivity portfolio by licensing PRIZM TMT ferrule technology from US Conec, improving high-density optical connectivity for AI/GenAI networks — a direct catalyst for optical revenue growth. Zacks: Corning expands AI data center portfolio
• Positive Sentiment: Coverage consensus is supportive: analysts on aggregate have a “moderate buy” recommendation, which can sustain investor demand and limit downside. Analyst consensus: Moderate Buy
• Positive Sentiment: Zacks highlighted GLW as a top-ranked growth stock under its style scores, reinforcing the growth narrative for momentum investors. Zacks: Top-ranked growth stock
• Positive Sentiment: Market coverage notes strong GenAI-driven demand for optical communications, supporting near-term revenue momentum in Corning’s Optical Communications segment. Yahoo: GenAI-driven optical demand
• Neutral Sentiment: Some outlets present mixed analyst views and valuation questions despite recent gains; these pieces underscore investor caution around stretched multiples after a large run-up. Globe and Mail: Mixed analyst opinions
• Neutral Sentiment: An investor-focused article lists two bullish reasons and one skepticism point — useful for watchlist investors but highlights the need to weigh growth vs. valuation. Yahoo: 2 reasons to like, 1 to be skeptical

Insider Buying and Selling

In other Corning news, insider Eric S. Musser sold 15,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $130.25, for a total transaction of $1,953,750.00. Following the transaction, the insider owned 4,926 shares in the company, valued at approximately $641,611.50. This represents a 75.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Wendell P. Weeks sold 137,514 shares of Corning stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $155.37, for a total transaction of $21,365,550.18. Following the completion of the sale, the chief executive officer owned 750,585 shares in the company, valued at approximately $116,618,391.45. This trade represents a 15.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 233,201 shares of company stock valued at $32,614,558 in the last 90 days. 0.40% of the stock is currently owned by insiders.

Corning Trading Down 0.5%

NYSE:GLW opened at $129.19 on Friday. The firm has a 50-day simple moving average of $117.74 and a 200-day simple moving average of $95.09. 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 firm has a market cap of $110.84 billion, a P/E ratio of 70.21, a P/E/G ratio of 2.24 and a beta of 1.05. Corning Incorporated has a one year low of $37.31 and a one year high of $162.10.

Corning (NYSE:GLW) last posted 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. Corning had a return on equity of 18.72% and a net margin of 10.21%.The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.35 billion. During the same quarter in the previous year, the firm earned $0.57 earnings per share. The firm’s quarterly revenue was up 13.9% compared to the same quarter last year. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. Equities analysts anticipate that Corning Incorporated will post 2.33 EPS for the current fiscal year.

Corning Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, February 27th will be issued a $0.28 dividend. This represents a $1.12 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, February 27th. Corning’s dividend payout ratio is 60.87%.

Analyst Ratings Changes

GLW has been the subject of a number of research analyst reports. UBS Group raised their target price on Corning from $125.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, February 20th. Oppenheimer set a $120.00 price objective on Corning in a research report on Thursday, January 29th. Susquehanna increased their target price on Corning from $100.00 to $125.00 and gave the stock a “positive” rating in a research note on Thursday, January 29th. Wall Street Zen raised Corning from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Finally, HSBC reaffirmed a “buy” rating and set a $135.00 price target on shares of Corning in a report on Friday, February 13th. Eleven investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $131.75.

Corning Company Profile

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.