Corning Incorporated $GLW Shares Sold by Generali Investments Management Co LLC

Generali Investments Management Co LLC lessened its holdings in Corning Incorporated (NYSE:GLW) by 56.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 27,555 shares of the electronics maker’s stock after selling 36,050 shares during the quarter. Generali Investments Management Co LLC’s holdings in Corning were worth $2,260,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Brighton Jones LLC increased its stake in Corning by 46.0% during the 4th quarter. Brighton Jones LLC now owns 6,705 shares of the electronics maker’s stock valued at $319,000 after purchasing an additional 2,114 shares in the last quarter. Retirement Planning Co of New England Inc. purchased a new stake in shares of Corning during the first quarter valued at $729,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Corning by 9.3% in the 1st 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 purchased a new position in Corning in the 2nd quarter worth $401,000. Finally, Schnieders Capital Management LLC. purchased a new position in Corning in the 2nd quarter worth $266,000. Hedge funds and other institutional investors own 69.80% of the company’s stock.

Insider Buying and Selling

In other Corning news, insider Eric S. Musser sold 25,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $110.00, for a total transaction of $2,750,000.00. Following the transaction, the insider owned 19,926 shares in the company, valued at approximately $2,191,860. This represents a 55.65% 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, SVP Li Fang sold 9,797 shares of Corning stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $113.51, for a total transaction of $1,112,057.47. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,687 shares of company stock worth $11,249,008 in the last ninety days. 0.40% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts have weighed in on GLW shares. Wall Street Zen upgraded Corning from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Barclays set a $100.00 target price on Corning in a report on Thursday, January 29th. Oppenheimer set a $120.00 price target on shares of Corning in a report on Thursday, January 29th. JPMorgan Chase & Co. lifted their price objective on shares of Corning from $100.00 to $115.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Finally, Zacks Research downgraded shares of Corning from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st. Eleven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $125.42.

Key Corning News

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Citigroup raised its price target to $170 and put a Buy rating on GLW, signaling continued analyst confidence and providing upside vs. prior targets. Read More.
• Positive Sentiment: Multiple broker upgrades lifted the stock into fresh highs and drew buying interest — coverage notes that Corning’s end-market exposure (optical, data center glass) underpins long-term earnings upside. Read More.
• Positive Sentiment: Sell-side momentum translated into intraday strength earlier in the week (shares traded ~4% higher after an upgrade), fueling the recent rally. Read More.
• Positive Sentiment: Feature pieces argue Corning’s 200% rally is supported by structural demand (fiber buildouts, AI/data center glass) and improving fundamentals — these narratives help justify a richer multiple to some investors. Read More. Read More.
• Neutral Sentiment: Secondary reporting (Benzinga) reiterated the Citi price-target lift and Buy call, reinforcing the market narrative but not adding new fundamental data. Read More.
• Negative Sentiment: Despite bullish coverage, valuation is stretched (elevated P/E and recent run to near-record levels) which can trigger profit-taking and larger intraday swings; that appears to be the proximate cause of today’s pullback. Read More.

Corning Price Performance

NYSE:GLW opened at $150.29 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.59 and a quick ratio of 1.04. The company has a 50 day moving average price of $107.02 and a 200-day moving average price of $89.58. Corning Incorporated has a 1-year low of $37.31 and a 1-year high of $162.10. The firm has a market cap of $128.94 billion, a price-to-earnings ratio of 81.68, a price-to-earnings-growth ratio of 2.77 and a beta of 1.13.

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

Corning Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, February 27th will be paid a $0.28 dividend. This represents a $1.12 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, February 27th. Corning’s payout ratio is currently 60.87%.

Corning 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.