Stratos Wealth Partners LTD. Boosts Position in Corning Incorporated $GLW

Stratos Wealth Partners LTD. boosted its holdings in Corning Incorporated (NYSE:GLW) by 34.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,631 shares of the electronics maker’s stock after purchasing an additional 18,079 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Corning were worth $5,794,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hartline Investment Corp increased its position in Corning by 113.2% during the third quarter. Hartline Investment Corp now owns 295,362 shares of the electronics maker’s stock worth $24,229,000 after buying an additional 156,843 shares during the period. Vanguard Group Inc. grew its position in shares of 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 acquiring an additional 1,582,895 shares during the last quarter. Schroder Investment Management Group increased its holdings in shares of Corning by 638.0% in the 2nd quarter. Schroder Investment Management Group now owns 546,407 shares of the electronics maker’s stock valued at $28,736,000 after acquiring an additional 472,365 shares during the period. Motley Fool Asset Management LLC raised its position in Corning by 10.5% in the 2nd quarter. Motley Fool Asset Management LLC now owns 44,037 shares of the electronics maker’s stock valued at $2,316,000 after purchasing an additional 4,183 shares during the last quarter. Finally, Jefferies Financial Group Inc. boosted its stake in Corning by 33.2% during the 2nd quarter. Jefferies Financial Group Inc. now owns 180,606 shares of the electronics maker’s stock worth $9,498,000 after purchasing an additional 44,994 shares during the period. Institutional investors and hedge funds own 69.80% of the company’s stock.

More 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

Analysts Set New Price Targets

A number of research firms have commented on GLW. Oppenheimer set a $120.00 price objective on shares of Corning in a research note on Thursday, January 29th. Wall Street Zen upgraded Corning from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Morgan Stanley upped their price objective on Corning from $98.00 to $103.00 and gave the company an “equal weight” rating in a research note on Thursday, January 29th. Susquehanna lifted their target price on Corning from $100.00 to $125.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Finally, Citigroup boosted their target price on Corning from $102.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $112.36.

Insider Buying and Selling at Corning

In other news, SVP Li Fang sold 9,797 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $113.51, for a total value of $1,112,057.47. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Edward A. Schlesinger sold 21,104 shares of the firm’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $104.55, for a total transaction 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 $5,727,249. This trade represents a 27.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 95,687 shares of company stock worth $11,249,008. Company insiders own 0.40% of the company’s stock.

Corning Stock Performance

NYSE GLW opened at $131.60 on Friday. The stock has a market capitalization of $112.83 billion, a price-to-earnings ratio of 71.52, a PEG ratio of 2.30 and a beta of 1.13. The business’s 50 day moving average is $96.72 and its two-hundred day moving average is $84.16. Corning Incorporated has a 12-month low of $37.31 and a 12-month high of $136.83. 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 (NYSE:GLW) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $0.01. Corning had a return on equity of 18.72% and a net margin of 10.21%.The firm had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.35 billion. During the same period in the previous year, the business earned $0.57 earnings per share. The company’s revenue for the quarter was up 13.9% compared to the same quarter last year. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. Research analysts expect that Corning Incorporated will post 2.33 EPS for the current year.

Corning Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, February 27th will be given a dividend of $0.28 per share. This represents a $1.12 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, February 27th. Corning’s payout ratio is presently 60.87%.

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.