Corning (NYSE:GLW) VP John Zhang Sells 1,531 Shares of Stock

Corning Incorporated (NYSE:GLW) VP John Zhang sold 1,531 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $133.75, for a total transaction of $204,771.25. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Corning Stock Down 1.0%

Corning stock opened at $131.60 on Friday. The firm has a market capitalization of $112.83 billion, a P/E ratio of 71.52, a P/E/G ratio of 2.30 and a beta of 1.13. The company has a current ratio of 1.59, a quick ratio of 1.04 and a debt-to-equity ratio of 0.62. Corning Incorporated has a twelve month low of $37.31 and a twelve month high of $136.83. The stock’s fifty day simple moving average is $96.72 and its 200-day simple moving average is $84.16.

Corning (NYSE:GLW) last announced its quarterly earnings data 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 during 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 business’s quarterly revenue was up 13.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.57 EPS. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. As a group, equities analysts expect that Corning Incorporated will post 2.33 earnings per share for the current fiscal year.

Corning Dividend Announcement

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. The ex-dividend date is Friday, February 27th. This represents a $1.12 dividend on an annualized basis and a dividend yield of 0.9%. Corning’s dividend payout ratio is presently 60.87%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on GLW shares. Mizuho lifted their price target on shares of Corning from $97.00 to $120.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Zacks Research lowered shares of Corning from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 21st. Oppenheimer set a $120.00 target price on shares of Corning in a report on Thursday, January 29th. Fox Advisors lowered Corning from an “overweight” rating to an “equal weight” rating in a report on Thursday, January 29th. Finally, Susquehanna upped their price objective on Corning from $100.00 to $125.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $112.36.

Key Corning News

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Corning reported stronger-than-expected 2025 results and disclosed a roughly $6 billion Meta AI fiber contract, which materially increases near‑term demand for its optical fiber & cable business and was the main catalyst for the recent rally. Corning (GLW) Is Up 13.6% After Strong 2025 Results And $6 Billion Meta AI Fiber Deal
• Positive Sentiment: The board declared a quarterly dividend of $0.28 per share (payable Mar 30; record Feb 27), reinforcing shareholder returns as revenue ramps from AI/telecom projects. Corning Announces Quarterly Dividend
• Positive Sentiment: Market commentary notes an “AI moment” for Corning, with fund inflows into AI‑infrastructure beneficiaries boosting demand for GLW stock beyond the fundamental news. Corning Having Its AI Moment, Drawing Inflows
• Neutral Sentiment: Analysts have raised targets and issued upgrades after results (consensus remains a “Moderate Buy”), but the stock’s valuation now reflects significant growth expectations — important for investors weighing risk/reward. GLW Profile & Analyst Coverage
• Negative Sentiment: Several senior executives sold shares in early February (COO Avery Nelson III executed multiple sales totaling thousands of shares). These high‑profile Form 4 filings have triggered headlines and contributed to near‑term selling pressure. SEC filing (Nelson sale of 6,262): Nelson Form 4
• Negative Sentiment: Other insider sales include EVP Lewis Steverson (15,366 shares) and VP John Z. Zhang (1,531 shares). Multiple filings amplify concerns among short‑term traders about insider timing, even if sales are for diversification or liquidity. Steverson SEC filing: Steverson Form 4 • Zhang SEC filing: Zhang Form 4
• Negative Sentiment: Financial press highlighted the insider selling as a reason for intraday weakness and profit‑taking after the earlier surge. Corning Trading Down 2.5% After Insider Selling

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in GLW. Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in shares of Corning during the 3rd quarter worth $25,000. Berbice Capital Management LLC purchased a new position in shares of Corning during the 4th quarter worth approximately $26,000. Basepoint Wealth LLC acquired a new position in shares of Corning in the fourth quarter worth $26,000. Strengthening Families & Communities LLC purchased a new stake in shares of Corning in the third quarter valued at $27,000. Finally, Total Investment Management Inc. purchased a new stake in Corning during the 2nd quarter worth about $28,000. 69.80% of the stock is owned by hedge funds and other institutional investors.

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.