Corning Incorporated $GLW Shares Acquired by Nordea Investment Management AB

Nordea Investment Management AB lifted its stake in shares of Corning Incorporated (NYSE:GLW) by 201.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 235,899 shares of the electronics maker’s stock after buying an additional 157,761 shares during the quarter. Nordea Investment Management AB’s holdings in Corning were worth $20,879,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC lifted its stake in shares of Corning by 46.0% in the 4th quarter. Brighton Jones LLC now owns 6,705 shares of the electronics maker’s stock worth $319,000 after acquiring an additional 2,114 shares during the period. Retirement Planning Co of New England Inc. acquired a new position in shares of Corning during the first quarter worth about $729,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Corning by 9.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 64,704 shares of the electronics maker’s stock worth $2,962,000 after acquiring an additional 5,522 shares during the period. Sivia Capital Partners LLC purchased a new position in Corning during the second quarter worth about $401,000. Finally, Schnieders Capital Management LLC. acquired a new stake in Corning in the second quarter valued at about $266,000. 69.80% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Corning

In other Corning news, COO Avery H. Nelson III sold 1,583 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $128.74, for a total value of $203,795.42. Following the sale, the chief operating officer owned 59,788 shares of the company’s stock, valued at approximately $7,697,107.12. This represents a 2.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP John Z. Zhang sold 1,531 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $133.75, for a total value of $204,771.25. The disclosure for this sale is available in the SEC filing. Insiders sold 233,201 shares of company stock valued at $32,614,558 in the last 90 days. 0.32% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on GLW shares. Weiss Ratings raised Corning from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, February 17th. Wall Street Zen raised Corning from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Bank of America raised their price target on Corning from $144.00 to $155.00 and gave the company a “buy” rating in a report on Monday. Mizuho set a $145.00 price objective on Corning in a report on Monday, February 23rd. Finally, Oppenheimer set a $120.00 price objective on Corning in a research report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $132.67.

Corning Trading Up 8.5%

Shares of GLW opened at $142.13 on Wednesday. Corning Incorporated has a twelve month low of $37.31 and a twelve month high of $162.10. The company has a current ratio of 1.59, a quick ratio of 1.04 and a debt-to-equity ratio of 0.62. The firm has a market capitalization of $122.09 billion, a P/E ratio of 77.24, a PEG ratio of 2.07 and a beta of 1.05. The firm’s 50-day moving average is $123.91 and its two-hundred day moving average is $98.59.

Corning (NYSE:GLW) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.71 by $0.01. The company had revenue of $4.41 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the firm earned $0.57 EPS. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. On average, research analysts predict that Corning Incorporated will post 2.33 earnings per share for the current fiscal year.

Corning Announces Dividend

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

Key Stories Impacting Corning

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Bank of America upgraded GLW to a “buy” and raised its price target to $155, citing stronger optics demand tied to AI infrastructure, which supports tighter near‑term earnings and multiple expansion. Corning (GLW) Stock Surges 5%+ as BofA Upgrades Target Amid AI Optical Expansion
• Positive Sentiment: Analyst notes and market commentary flagged rising AI demand for Corning’s specialty glass and optical components, prompting a fresh bullish view on near‑term revenue and margin outlook. That analyst-driven optimism helped lift sentiment across the tape. Corning stock jumps 9% as AI demand, analyst boost lift outlook
• Positive Sentiment: Company announcements and analyst commentary highlighted new AI‑focused optical innovations, reinforcing Corning’s positioning in data‑center and optical interconnect markets — a key growth narrative investors are buying into. Why Are Corning (GLW) Shares Soaring Today
• Neutral Sentiment: Jim Cramer mentioned GLW as a name the show’s team owns but advised buying after any pullback rather than adding immediately — a cautious endorsement that may limit immediate retail buying but supports medium‑term interest. Jim Cramer on Corning Incorporated: “We’ll Pick Some Up After the Sell, Not Before”
• Neutral Sentiment: Several retail/independent bull writeups (summarized by financial sites) are circulating a thesis that GLW’s AI exposure could drive multi‑year upside; these posts increase retail interest but are speculative and depend on sustained AI capex. Is Corning Incorporated (GLW) A Good Stock To Buy Now?
• Negative Sentiment: Valuation remains a concern—GLW’s trailing/forward P/E ratios are elevated versus historical levels, which could cap near‑term upside if AI demand disappoints or macro conditions tighten. Investors should weigh growth expectations against the stretched multiple. Is Corning Incorporated (GLW) a good stock to buy now?

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.