Atria Investments Inc Has $6.81 Million Stock Position in Corning Incorporated $GLW

Atria Investments Inc trimmed its stake in Corning Incorporated (NYSE:GLW) by 14.5% during the third quarter, Holdings Channel reports. The fund owned 82,972 shares of the electronics maker’s stock after selling 14,078 shares during the quarter. Atria Investments Inc’s holdings in Corning were worth $6,806,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. CVA Family Office LLC raised its holdings in Corning by 10.3% in the 3rd quarter. CVA Family Office LLC now owns 1,190 shares of the electronics maker’s stock valued at $98,000 after acquiring an additional 111 shares in the last quarter. Vista Investment Partners LLC increased its stake in shares of Corning by 1.3% in the 3rd quarter. Vista Investment Partners LLC now owns 9,496 shares of the electronics maker’s stock valued at $779,000 after buying an additional 119 shares during the period. Sapient Capital LLC grew its position in shares of Corning by 2.2% during the 3rd quarter. Sapient Capital LLC now owns 5,626 shares of the electronics maker’s stock worth $452,000 after buying an additional 120 shares during the period. Sivia Capital Partners LLC lifted its holdings in Corning by 1.6% in the third quarter. Sivia Capital Partners LLC now owns 7,740 shares of the electronics maker’s stock valued at $635,000 after buying an additional 124 shares during the period. Finally, Cornerstone Planning Group LLC boosted its stake in Corning by 58.5% in the third quarter. Cornerstone Planning Group LLC now owns 336 shares of the electronics maker’s stock valued at $30,000 after acquiring an additional 124 shares during the last quarter. Institutional investors own 69.80% of the company’s stock.

Analysts Set New Price Targets

Several analysts have commented on GLW shares. Wolfe Research set a $130.00 target price on shares of Corning and gave the company an “outperform” rating in a research report on Tuesday, January 27th. Morgan Stanley increased their price objective on Corning from $98.00 to $103.00 and gave the stock an “equal weight” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. raised their target price on shares of Corning from $100.00 to $115.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. UBS Group reissued a “buy” rating and set a $125.00 price target on shares of Corning in a research report on Friday, January 30th. Finally, HSBC reiterated a “buy” rating and issued a $135.00 price target on shares of Corning in a research note on Friday. Ten investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.25.

Insider Activity at Corning

In other Corning news, COO Avery H. Nelson III sold 1,583 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $128.74, for a total transaction of $203,795.42. Following the sale, the chief operating officer directly owned 59,788 shares of the company’s stock, valued at $7,697,107.12. The trade was a 2.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Eric S. Musser sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $130.25, for a total transaction of $1,953,750.00. Following the completion of the transaction, the insider owned 4,926 shares of the company’s stock, valued at approximately $641,611.50. This trade represents a 75.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,687 shares of company stock worth $11,249,008 in the last ninety days. Insiders own 0.40% of the company’s stock.

More Corning News

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Optical Communications strength: Corning generated roughly $6.3B in revenue from Optical Communications in 2025, up ~35% year‑over‑year — a core driver of revenue and margin upside. GLW Rides on Solid Traction in Optical Communication
• Positive Sentiment: Major commercial win with Meta: Disclosure of a multi‑billion dollar (reported ~ $6B) Meta AI fiber contract and stronger 2025 results are the headline catalysts lifting demand expectations for Corning’s fiber business. Corning Is Up After Strong 2025 Results And $6 Billion Meta AI Fiber Deal
• Positive Sentiment: AI infrastructure momentum and analyst support: Market commentators and fund flows into AI‑infrastructure names have amplified GLW’s rally; several analysts have raised targets or reiterated buy/outperform views. AI Deals Drives Corning (GLW) Shares Up 50% In 2026
• Positive Sentiment: Dividend affirmed: Corning declared a quarterly dividend of $0.28 (payable Mar 30; record Feb 27), which supports cash-return expectations as AI/telecom revenues ramp. Corning Announces Quarterly Dividend
• Neutral Sentiment: Valuation and consensus: Analyst coverage is constructive (consensus = Moderate Buy), but GLW’s PE and forward multiples now price significant growth — important when sizing positions. GLW Profile & Analyst Coverage
• Negative Sentiment: Insider selling flagged: Multiple Form 4 filings show sizable sales by senior executives (COO Avery Nelson III, EVP Lewis Steverson, VP John Zhang). Those transactions have triggered short‑term selling headlines. Nelson Form 4 Steverson Form 4 Zhang Form 4
• Negative Sentiment: Short‑term profit‑taking: Financial press pointed to insider sales as a reason for intraday weakness following the rally, even as fundamentals remain strong. Corning Trading Down After Insider Selling

Corning Stock Performance

NYSE:GLW opened at $133.52 on Friday. The company has a market cap of $114.47 billion, a price-to-earnings ratio of 72.56, a PEG ratio of 2.28 and a beta of 1.13. Corning Incorporated has a fifty-two week low of $37.31 and a fifty-two week high of $136.82. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.04 and a current ratio of 1.59. The stock has a fifty day moving average price of $97.68 and a 200-day moving average price of $84.71.

Corning (NYSE:GLW) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.72 EPS for the quarter, topping analysts’ consensus estimates 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%.Corning’s revenue was up 13.9% on a year-over-year basis. During the same quarter last year, the business earned $0.57 earnings per share. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. As a group, equities analysts anticipate that Corning Incorporated will post 2.33 EPS for the current fiscal year.

Corning Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, February 27th will be issued a dividend of $0.28 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $1.12 annualized dividend and a dividend yield of 0.8%. Corning’s payout ratio is 60.87%.

About Corning

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.