Entegris (NASDAQ:ENTG) Sets New 12-Month High After Better-Than-Expected Earnings

Entegris, Inc. (NASDAQ:ENTG)’s share price hit a new 52-week high during trading on Tuesday following a better than expected earnings announcement. The company traded as high as $129.50 and last traded at $128.0450, with a volume of 1180710 shares changing hands. The stock had previously closed at $122.39.

The semiconductor company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.03. Entegris had a net margin of 7.37% and a return on equity of 10.87%. The firm had revenue of $823.90 million during the quarter, compared to the consensus estimate of $811.04 million. During the same quarter in the previous year, the firm posted $0.84 earnings per share. The company’s revenue was down 3.0% on a year-over-year basis. Entegris has set its Q1 2026 guidance at 0.700-0.780 EPS.

Entegris Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 18th. Shareholders of record on Wednesday, January 28th will be given a dividend of $0.10 per share. The ex-dividend date of this dividend is Wednesday, January 28th. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. Entegris’s dividend payout ratio (DPR) is 25.97%.

Entegris News Summary

Here are the key news stories impacting Entegris this week:

• Positive Sentiment: Q4 results and upbeat Q1 guidance — Entegris reported Q4 revenue of $823.9M and GAAP EPS of $0.70 (beat consensus). Management set Q1 FY2026 EPS guidance of $0.70–$0.78 and revenue guidance roughly in line-to-above consensus, which the market interpreted as a constructive early‑cycle read on advanced nodes and fab activity. BusinessWire: Entegris Reports Results for Fourth Quarter of 2025
• Positive Sentiment: Analyst price‑target increases and buy/overweight actions — KeyCorp raised its PT to $156 (overweight), Citigroup lifted its PT to $155 (buy), and Needham reaffirmed a buy with a $150 target. These upward revisions add analyst support and signal increased upside expectations. Street Insider: PT Raised to $156 from $111 at KeyBanc Benzinga coverage
• Positive Sentiment: Financial discipline & capex plan — Management outlined a target to reduce net leverage to below 3.5x and set 2026 capex at ~$250M, signaling improved balance‑sheet focus as demand recovers from fab construction and advanced‑node spending. Seeking Alpha: Entegris outlines net leverage target and $250M CapEx
• Positive Sentiment: Bullish options flow — Unusually large call buying (6,577 calls, ~+261% vs. normal volume) suggests short‑term bullish positioning by some investors, which can amplify intraday upside. (Market data entry)
• Neutral Sentiment: Deep‑dive and investor commentary — Coverage pieces and transcripts (earnings call and analysis) provide detail on advanced‑node momentum and facility optimization; useful for validating the demand narrative but not new catalysts by themselves. ENTG Q4 Deep Dive: Advanced Node Momentum and Facility Optimization Shape Outlook Seeking Alpha feature
• Neutral Sentiment: Short‑interest reporting anomalies — Recent short‑interest entries show zero shares and NaN changes (likely reporting/format anomalies); data currently provides no clear signal about bearish positioning. (Market data entry)
• Negative Sentiment: Underlying growth still mixed — Revenue was down ~3% year‑over‑year and Q4 EPS ($0.70) is below last year’s $0.84, highlighting that profitability and top‑line recovery are still in progress; some coverage noted a “soft” element to the Q1 outlook despite the beat. Yahoo: ENTG Is Up After Soft Q1 Outlook Tempers Solid 2025 Results

Wall Street Analysts Forecast Growth

ENTG has been the subject of a number of recent research reports. Citigroup boosted their price objective on shares of Entegris from $145.00 to $155.00 and gave the stock a “buy” rating in a research note on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Entegris in a research report on Monday, December 29th. UBS Group reaffirmed a “buy” rating and set a $150.00 price objective on shares of Entegris in a research report on Monday, February 2nd. Deutsche Bank Aktiengesellschaft lowered Entegris from a “buy” rating to a “hold” rating and set a $105.00 target price on the stock. in a research note on Tuesday, February 3rd. Finally, Needham & Company LLC reissued a “buy” rating and set a $150.00 price target on shares of Entegris in a research report on Tuesday. Six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $133.78.

Insider Transactions at Entegris

In related news, SVP Clinton M. Haris sold 5,830 shares of the firm’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $120.00, for a total transaction of $699,600.00. Following the completion of the transaction, the senior vice president owned 37,743 shares of the company’s stock, valued at $4,529,160. This trade represents a 13.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Olivier Blachier sold 488 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $77.43, for a total value of $37,785.84. Following the completion of the transaction, the senior vice president directly owned 14,124 shares of the company’s stock, valued at approximately $1,093,621.32. This trade represents a 3.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 131,146 shares of company stock worth $13,154,343. 0.67% of the stock is owned by company insiders.

Hedge Funds Weigh In On Entegris

Large investors have recently made changes to their positions in the company. Allspring Global Investments Holdings LLC raised its position in shares of Entegris by 16.6% in the second quarter. Allspring Global Investments Holdings LLC now owns 303,760 shares of the semiconductor company’s stock worth $25,012,000 after acquiring an additional 43,294 shares during the period. Sequoia Financial Advisors LLC lifted its position in Entegris by 56.1% during the second quarter. Sequoia Financial Advisors LLC now owns 4,319 shares of the semiconductor company’s stock worth $348,000 after buying an additional 1,552 shares in the last quarter. Verdence Capital Advisors LLC raised its holdings in shares of Entegris by 40.8% during the 2nd quarter. Verdence Capital Advisors LLC now owns 4,691 shares of the semiconductor company’s stock worth $378,000 after acquiring an additional 1,360 shares during the period. TD Asset Management Inc increased its position in Entegris by 25.7% during the second quarter. TD Asset Management Inc now owns 291,058 shares of the semiconductor company’s stock worth $23,474,000 after purchasing an additional 59,534 shares during the last quarter. Finally, Nordea Investment Management AB increased its position in Entegris by 3.6% during the second quarter. Nordea Investment Management AB now owns 12,487 shares of the semiconductor company’s stock worth $1,006,000 after purchasing an additional 433 shares during the last quarter.

Entegris Stock Up 3.3%

The company has a debt-to-equity ratio of 0.94, a current ratio of 3.35 and a quick ratio of 2.13. The company has a market capitalization of $20.89 billion, a PE ratio of 89.47 and a beta of 1.33. The business’s 50 day simple moving average is $102.38 and its 200 day simple moving average is $91.06.

About Entegris

Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.

Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.