Corning Incorporated $GLW Shares Sold by Hudson Value Partners LLC

Posted by ABMN Staff on Jan 23rd, 2026

Hudson Value Partners LLC lessened its stake in Corning Incorporated (NYSE:GLW – Free Report) by 18.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 88,548 shares of the electronics maker’s stock after selling 20,661 shares during the quarter. Corning accounts for 2.2% of Hudson Value Partners LLC’s investment portfolio, making the stock its 11th largest position. Hudson Value Partners LLC’s holdings in Corning were worth $7,264,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in GLW. Wendell David Associates Inc. purchased a new position in Corning in the third quarter valued at about $203,000. iA Global Asset Management Inc. acquired a new stake in shares of Corning in the 3rd quarter worth approximately $10,222,000. Quadrant Private Wealth Management LLC purchased a new position in Corning in the 3rd quarter valued at approximately $237,000. Heritage Financial Services LLC acquired a new position in Corning during the third quarter worth $218,000. Finally, Simplicity Wealth LLC acquired a new position in Corning during the third quarter worth $215,000. Hedge funds and other institutional investors own 69.80% of the company’s stock.

Corning Stock Performance

NYSE:GLW opened at $94.30 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.56 and a quick ratio of 1.00. The firm has a market cap of $80.85 billion, a PE ratio of 59.68, a P/E/G ratio of 1.15 and a beta of 1.13. The firm has a 50 day simple moving average of $87.40 and a 200-day simple moving average of $77.93. Corning Incorporated has a 1-year low of $37.31 and a 1-year high of $96.64.

Corning (NYSE:GLW – Get Free Report) last released its earnings results on Tuesday, October 28th. The electronics maker reported $0.67 EPS for the quarter, topping the consensus estimate of $0.66 by $0.01. Corning had a net margin of 9.16% and a return on equity of 18.12%. The firm had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the previous year, the company earned $0.54 EPS. Corning’s revenue for the quarter was up 20.9% on a year-over-year basis. Corning has set its Q4 2025 guidance at 0.680-0.72 EPS. On average, equities analysts expect that Corning Incorporated will post 2.33 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on GLW shares. Morgan Stanley raised their price target on Corning from $82.00 to $98.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 17th. JPMorgan Chase & Co. lifted their target price on shares of Corning from $85.00 to $100.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Citigroup upped their price target on shares of Corning from $99.00 to $102.00 and gave the company a “buy” rating in a report on Monday, January 12th. Oppenheimer set a $100.00 price objective on shares of Corning and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Finally, Argus increased their target price on Corning from $68.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Corning presently has a consensus rating of “Moderate Buy” and a consensus price target of $93.36.

Check Out Our Latest Stock Report on GLW

Key Stories Impacting Corning

Here are the key news stories impacting Corning this week:

Positive Sentiment: Major channel and customer momentum: coverage highlights Corning’s partnerships with Nvidia, Broadcom and Microsoft and says those relationships could drive a technical breakout as AI data‑center buildouts lift demand for Corning’s optical components. AI Enabler Sparkles And Shines. Now Comes The Main Event.
Positive Sentiment: Analysts expect earnings growth and a likely beat: previews note Corning has the right mix of revenue drivers (AI, solar, specialty materials) that set up for upside to Q4 results. Corning (GLW) Earnings Expected to Grow: Should You Buy?
Positive Sentiment: Pre‑earnings optimism on demand mix: another preview flags strong AI, solar and specialty materials momentum and suggests a surprise is possible when Q4 results hit. Is Corning Stock a Smart Buy Ahead of Q4 Earnings Release?
Positive Sentiment: Fundamental tailwinds but cautious stance: a detailed preview says Gen‑AI demand is real — optical comms growth, possible pricing power and solar (Hemlock) capacity largely sold for 2025 — though the author remains on hold pending clearer earnings durability. Corning Q4 Preview: Gen AI Tailwinds Are Real, But I Need Higher Earnings Power
Neutral Sentiment: Broker consensus: a roundup shows an average rating around “Moderate Buy,” which supports sentiment but isn’t uniformly bullish. Corning Incorporated (NYSE:GLW) Given Average Rating of “Moderate Buy” by Brokerages
Neutral Sentiment: Earnings timing: reminders that Corning will release quarterly results this week keep focus on the report as the immediate catalyst. Corning (GLW) to Release Quarterly Earnings on Wednesday
Neutral Sentiment: Market performance note: the stock has recently risen but still trails some broader market movers, indicating mixed short‑term momentum. Corning Inc. stock rises Wednesday, still underperforms market
Negative Sentiment: Valuation/case for caution: coverage asks whether it’s too late to buy after an ~83% one‑year rally, flagging valuation risk if growth expectations are already priced in. Is It Too Late To Consider Corning (GLW) After Its 1 Year 83% Rally?

Insiders Place Their Bets

In related news, insider Eric S. Musser sold 100,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $90.17, for a total transaction of $9,017,000.00. Following the completion of the transaction, the insider owned 44,926 shares of the company’s stock, valued at approximately $4,050,977.42. This represents a 69.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Edward A. Schlesinger sold 20,893 shares of the stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $91.25, for a total transaction of $1,906,486.25. Following the transaction, the chief financial officer directly owned 66,959 shares in the company, valued at approximately $6,110,008.75. This represents a 23.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 156,135 shares of company stock valued at $14,088,769. 0.40% of the stock is owned by corporate insiders.

Corning Profile

(Free Report)

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.