Entegris, Inc. $ENTG Holdings Lessened by Hound Partners LLC

Hound Partners LLC reduced its stake in Entegris, Inc. (NASDAQ:ENTG) by 34.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 200,263 shares of the semiconductor company’s stock after selling 107,474 shares during the quarter. Entegris accounts for 2.4% of Hound Partners LLC’s investment portfolio, making the stock its 10th largest position. Hound Partners LLC’s holdings in Entegris were worth $18,516,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Truist Financial Corp lifted its position in shares of Entegris by 21.3% during the third quarter. Truist Financial Corp now owns 63,312 shares of the semiconductor company’s stock worth $5,854,000 after purchasing an additional 11,119 shares in the last quarter. Principal Financial Group Inc. grew its stake in shares of Entegris by 10.1% in the third quarter. Principal Financial Group Inc. now owns 5,876,271 shares of the semiconductor company’s stock worth $543,325,000 after acquiring an additional 540,755 shares in the last quarter. Mediolanum International Funds Ltd acquired a new stake in shares of Entegris in the third quarter valued at $12,093,000. Congress Asset Management Co. boosted its holdings in Entegris by 17.9% in the third quarter. Congress Asset Management Co. now owns 182,906 shares of the semiconductor company’s stock valued at $16,912,000 after purchasing an additional 27,813 shares during the period. Finally, iA Global Asset Management Inc. purchased a new stake in Entegris during the 3rd quarter worth about $7,619,000.

Wall Street Analyst Weigh In

Several analysts recently weighed in on ENTG shares. UBS Group reaffirmed a “buy” rating and issued a $150.00 target price on shares of Entegris in a report on Monday, February 2nd. Weiss Ratings restated a “hold (c)” rating on shares of Entegris in a report on Monday, December 29th. Zacks Research raised shares of Entegris from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 13th. KeyCorp boosted their target price on shares of Entegris from $111.00 to $156.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Finally, BMO Capital Markets restated an “outperform” rating and issued a $148.00 price target on shares of Entegris in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $133.78.

Insider Activity at Entegris

In related news, insider Bertrand Loy sold 65,250 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $119.61, for a total value of $7,804,552.50. Following the completion of the sale, the insider directly owned 306,422 shares of the company’s stock, valued at $36,651,135.42. This represents a 17.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Linda Lagorga sold 11,438 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $135.00, for a total value of $1,544,130.00. Following the transaction, the chief financial officer owned 33,810 shares in the company, valued at $4,564,350. This represents a 25.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 226,074 shares of company stock valued at $29,640,758. Corporate insiders own 0.61% of the company’s stock.

Entegris Stock Down 1.5%

ENTG stock opened at $108.28 on Monday. The stock has a market cap of $16.46 billion, a P/E ratio of 70.31, a PEG ratio of 2.03 and a beta of 1.30. The company has a current ratio of 3.35, a quick ratio of 2.04 and a debt-to-equity ratio of 0.94. Entegris, Inc. has a twelve month low of $60.75 and a twelve month high of $142.50. The company’s 50 day moving average is $119.62 and its two-hundred day moving average is $98.47.

Entegris (NASDAQ:ENTG) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $0.03. The business had revenue of $823.90 million during the quarter, compared to analysts’ expectations of $811.04 million. Entegris had a net margin of 7.37% and a return on equity of 10.87%. The company’s revenue for the quarter was down 3.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.84 EPS. Entegris has set its Q1 2026 guidance at 0.700-0.780 EPS. Research analysts expect that Entegris, Inc. will post 3.51 earnings per share for the current fiscal year.

Entegris Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, February 18th. Shareholders of record on Wednesday, January 28th were paid a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.4%. The ex-dividend date was Wednesday, January 28th. Entegris’s dividend payout ratio is currently 25.97%.

Entegris Profile

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.