Edgestream Partners L.P. Has $855,000 Holdings in Entegris, Inc. $ENTG

Edgestream Partners L.P. lessened its position in Entegris, Inc. (NASDAQ:ENTG) by 68.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 7,294 shares of the semiconductor company’s stock after selling 16,175 shares during the period. Edgestream Partners L.P.’s holdings in Entegris were worth $855,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of ENTG. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in Entegris by 0.3% during the fourth quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 31,400 shares of the semiconductor company’s stock valued at $2,645,000 after acquiring an additional 100 shares during the period. Parvin Asset Management LLC increased its stake in shares of Entegris by 19.2% in the first quarter. Parvin Asset Management LLC now owns 745 shares of the semiconductor company’s stock worth $87,000 after purchasing an additional 120 shares during the period. Lido Advisors LLC increased its stake in shares of Entegris by 1.5% in the first quarter. Lido Advisors LLC now owns 8,542 shares of the semiconductor company’s stock worth $1,002,000 after purchasing an additional 125 shares during the period. Northwestern Mutual Investment Management Company LLC lifted its position in shares of Entegris by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 33,918 shares of the semiconductor company’s stock worth $2,858,000 after purchasing an additional 127 shares during the last quarter. Finally, Resona Asset Management Co. Ltd. boosted its stake in Entegris by 0.3% during the 1st quarter. Resona Asset Management Co. Ltd. now owns 44,907 shares of the semiconductor company’s stock valued at $5,199,000 after purchasing an additional 128 shares during the period.

Analysts Set New Price Targets

ENTG has been the topic of a number of research analyst reports. Needham & Company LLC raised their target price on Entegris from $150.00 to $165.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Oppenheimer reiterated an “outperform” rating and set a $160.00 price target on shares of Entegris in a report on Friday, May 1st. Wall Street Zen raised Entegris from a “buy” rating to a “strong-buy” rating in a research report on Sunday, July 12th. UBS Group raised their price objective on shares of Entegris from $185.00 to $205.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of Entegris from $145.00 to $155.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $164.22.

More Entegris News

Here are the key news stories impacting Entegris this week:

• Positive Sentiment: Q2 results exceeded expectations: Entegris reported adjusted earnings of $0.93 per share versus the $0.82–$0.83 consensus and revenue of $883.2 million versus estimates near $836 million. Revenue increased 11.5% year over year, while earnings rose from $0.66 per share in the prior-year quarter. Entegris Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Above-consensus Q3 guidance: Management expects revenue of $905 million to $935 million and adjusted EPS of $0.96 to $1.04, ahead of analyst estimates of approximately $875.9 million and $0.92, respectively. The guidance signals that momentum is carrying into the second half of the year. Entegris Q2 Beat and Stronger Guidance
• Positive Sentiment: Improving demand and profitability: Entegris highlighted AI-driven semiconductor demand, advanced-node manufacturing activity and record liquid-filtration performance. Gross margin reached 47.6%, its highest level since early 2022, suggesting favorable product mix and operating leverage. The company also reduced debt by another $200 million. Entegris 2026 Q2 Results Earnings Call Presentation
• Positive Sentiment: Analyst sentiment improved: Freedom Capital upgraded ENTG to “strong buy.” Recent analyst targets have a reported median of $160.50, although targets vary considerably. Entegris Upgrade
• Neutral Sentiment: Institutional positioning was mixed: 357 institutional investors increased holdings in the latest quarter, while 268 reduced positions, indicating uneven conviction despite the favorable earnings news.
• Negative Sentiment: Insider selling remains a risk signal: Company insiders reported 28 open-market sales and no purchases over the past six months. This may temper enthusiasm, although the transactions do not change the stronger operating outlook.

Insiders Place Their Bets

In related news, SVP Joseph Colella sold 6,326 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $140.17, for a total value of $886,715.42. Following the completion of the transaction, the senior vice president directly owned 50,121 shares of the company’s stock, valued at $7,025,460.57. This trade represents a 11.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Clinton M. Haris sold 6,848 shares of Entegris stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $149.23, for a total transaction of $1,021,927.04. Following the sale, the senior vice president owned 54,961 shares in the company, valued at $8,201,830.03. This represents a 11.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 44,466 shares of company stock valued at $6,186,624 in the last ninety days. 0.53% of the stock is currently owned by insiders.

Entegris Stock Up 15.5%

ENTG stock opened at $144.56 on Wednesday. Entegris, Inc. has a twelve month low of $67.97 and a twelve month high of $186.94. The company has a quick ratio of 2.05, a current ratio of 3.21 and a debt-to-equity ratio of 0.91. The company has a market cap of $22.05 billion, a PE ratio of 83.56, a price-to-earnings-growth ratio of 1.46 and a beta of 1.35. The business’s 50-day simple moving average is $144.50 and its 200 day simple moving average is $134.15.

Entegris (NASDAQ:ENTG) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.82 by $0.11. Entegris had a return on equity of 11.45% and a net margin of 8.18%.The firm had revenue of $883.20 million during the quarter, compared to analysts’ expectations of $835.79 million. During the same quarter in the prior year, the firm posted $0.66 EPS. The company’s revenue for the quarter was up 11.5% on a year-over-year basis. Entegris has set its Q3 2026 guidance at 0.960-1.040 EPS. On average, research analysts anticipate that Entegris, Inc. will post 3.65 earnings per share for the current year.

Entegris Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Wednesday, July 29th. Entegris’s dividend payout ratio is presently 23.12%.

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.