Corning Incorporated $GLW Shares Acquired by National Pension Service

National Pension Service increased its stake in shares of Corning Incorporated (NYSE:GLW) by 5.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,525,836 shares of the electronics maker’s stock after acquiring an additional 76,557 shares during the quarter. National Pension Service owned about 0.18% of Corning worth $125,164,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of GLW. Norges Bank acquired a new stake in shares of Corning during the second quarter worth about $534,936,000. Voya Investment Management LLC grew its stake in Corning by 748.0% during the 3rd quarter. Voya Investment Management LLC now owns 3,169,741 shares of the electronics maker’s stock worth $260,014,000 after buying an additional 2,795,948 shares during the last quarter. Raymond James Financial Inc. increased its position in Corning by 93.0% during the second quarter. Raymond James Financial Inc. now owns 3,407,608 shares of the electronics maker’s stock worth $179,206,000 after buying an additional 1,641,558 shares during the period. Vanguard Group Inc. increased its position in Corning by 1.6% during the second quarter. Vanguard Group Inc. now owns 97,952,109 shares of the electronics maker’s stock worth $5,151,301,000 after buying an additional 1,582,895 shares during the period. Finally, Assenagon Asset Management S.A. lifted its stake in Corning by 125.8% in the third quarter. Assenagon Asset Management S.A. now owns 2,683,497 shares of the electronics maker’s stock valued at $220,127,000 after buying an additional 1,495,277 shares during the last quarter. 69.80% of the stock is owned by hedge funds and other institutional investors.

Corning Price Performance

Shares of NYSE:GLW opened at $103.22 on Friday. Corning Incorporated has a 52 week low of $37.31 and a 52 week high of $113.99. The company has a 50-day moving average price of $89.93 and a 200 day moving average price of $80.17. The company has a market cap of $88.50 billion, a P/E ratio of 56.10, a PEG ratio of 1.78 and a beta of 1.13. The company has a quick ratio of 1.00, a current ratio of 1.59 and a debt-to-equity ratio of 0.62.

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

Insider Transactions at Corning

In other Corning news, CFO Edward A. Schlesinger sold 21,104 shares of the firm’s stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $104.55, for a total value of $2,206,423.20. Following the completion of the sale, the chief financial officer owned 54,780 shares of the company’s stock, valued at approximately $5,727,249. This trade represents a 27.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.40% of the company’s stock.

Key Headlines Impacting Corning

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Multiyear Meta agreement (up to $6 billion) boosts revenue visibility for Corning’s optical/data‑center business and underpins planned U.S. manufacturing expansion — a major structural catalyst for demand tied to AI data‑center builds. Can Corning’s Multi-Year AI-Focused Deal With Meta Boost Its Shares?
• Positive Sentiment: Q4 beat and constructive guidance: Corning topped estimates on revenue and EPS, reported strong optical communications growth, and set Q1 EPS guidance that implies continued strength — supports the thesis Corning is an AI/data‑center beneficiary. GLW Q4 earnings beat estimates on strength in optical communication
• Positive Sentiment: Analyst upgrades/target raises (Susquehanna, Citi and others) pushed upside expectations and provided fresh buy‑side ammunition after the earnings/Meta news. These broker actions can sustain buying momentum. GLW price target raised by Susquehanna
• Neutral Sentiment: Positive media/analyst narrative (Zacks, Jim Cramer, others) is reinforcing investor interest in GLW as an AI/momentum trade — helpful context but much of this is now reflected in the rally. Why Corning (GLW) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Company guidance (Q1 EPS range) was generally inline-to-slightly constructive — supportive but not a surprise after the Meta deal and Q4 beat. Corning forecasts first-quarter sales above estimates
• Negative Sentiment: Large insider sale by CFO Edward Schlesinger (21,104 shares, ~ $2.2M) — a sizeable reduction in his stake that some investors view as a near‑term bearish signal (though insiders sell for many reasons). Edward Schlesinger Sells 21,104 Shares of Corning
• Negative Sentiment: Smaller insider sale by SVP Michelle Gullo and broader post‑announcement profit‑taking after the stock ran to record highs — explains short‑term pullback/liquidity-driven selling. Form 4 – Michelle L. Gullo
• Negative Sentiment: Coverage noting the stock “slips” after earnings/guidance updates — signals short‑term volatility as traders lock in gains; could keep pressure until momentum stabilizes. Corning slips after Q4 results, guidance updates Springboard plan

Analyst Ratings Changes

A number of equities analysts have recently issued reports on GLW shares. Morgan Stanley raised their target price on shares of Corning from $98.00 to $103.00 and gave the stock an “equal weight” rating in a research report on Thursday. Wolfe Research set a $130.00 price objective on shares of Corning and gave the stock an “outperform” rating in a research report on Tuesday. Argus upped their target price on shares of Corning from $68.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Weiss Ratings downgraded shares of Corning from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. Finally, Mizuho boosted their price target on Corning from $97.00 to $120.00 and gave the company an “outperform” rating in a research report on Thursday. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $112.36.

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.