Madison Asset Management LLC Has $5.77 Million Position in Entegris, Inc. $ENTG

Madison Asset Management LLC grew its stake in Entegris, Inc. (NASDAQ:ENTG) by 11.2% in the third quarter, HoldingsChannel.com reports. The fund owned 62,353 shares of the semiconductor company’s stock after acquiring an additional 6,267 shares during the period. Madison Asset Management LLC’s holdings in Entegris were worth $5,765,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new stake in Entegris in the second quarter worth $211,786,000. Duquesne Family Office LLC acquired a new stake in Entegris during the 2nd quarter worth $132,741,000. Holocene Advisors LP grew its stake in Entegris by 79.4% in the second quarter. Holocene Advisors LP now owns 1,859,828 shares of the semiconductor company’s stock valued at $149,995,000 after acquiring an additional 823,015 shares during the period. Rafferty Asset Management LLC increased its holdings in shares of Entegris by 64.4% in the second quarter. Rafferty Asset Management LLC now owns 1,970,734 shares of the semiconductor company’s stock worth $158,940,000 after acquiring an additional 771,650 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in shares of Entegris by 221.7% in the second quarter. Invesco Ltd. now owns 1,117,384 shares of the semiconductor company’s stock worth $90,117,000 after acquiring an additional 770,069 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on ENTG. 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 report on Wednesday. UBS Group reaffirmed a “buy” rating and issued a $150.00 target price on shares of Entegris in a report on Monday, February 2nd. KeyCorp lifted their price target on Entegris from $111.00 to $156.00 and gave the stock an “overweight” rating in a report on Wednesday. Needham & Company LLC reiterated a “buy” rating and issued a $150.00 price objective on shares of Entegris in a report on Tuesday. Finally, The Goldman Sachs Group increased their target price on shares of Entegris from $75.00 to $95.00 and gave the stock a “sell” rating in a research report on Wednesday. Six analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Entegris presently has a consensus rating of “Hold” and a consensus target price of $133.78.

Insider Activity

In other news, SVP Clinton M. Haris sold 5,830 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $120.00, for a total value of $699,600.00. Following the transaction, the senior vice president owned 37,743 shares in the company, valued at approximately $4,529,160. The trade was a 13.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Bertrand Loy sold 65,250 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $119.61, for a total transaction of $7,804,552.50. Following the sale, the insider owned 306,422 shares of the company’s stock, valued at approximately $36,651,135.42. This trade represents a 17.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 131,146 shares of company stock worth $13,154,343 in the last 90 days. 0.67% of the stock is owned by company insiders.

Key Headlines Impacting Entegris

Here are the key news stories impacting Entegris this week:

• Positive Sentiment: Q4 beat and management commentary — Entegris reported Q4 results above expectations and management highlighted improving demand drivers on the earnings call, which helped lift sentiment. Entegris Q4 Earnings Call Highlights
• Positive Sentiment: Q1 guidance above consensus — Management set Q1 FY2026 EPS guidance (0.70–0.78) and revenue guidance slightly above consensus, providing a clearer recovery path for fab-build and advanced-node demand drivers.
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple brokerages raised targets and reiterated buys (KeyCorp, Citigroup, Needham), which supports investor conviction and likely contributed to buying interest. KeyBanc PT Raised to $156
• Positive Sentiment: Advanced-node momentum & facility optimization — Deep-dive coverage highlights strengthening orders tied to advanced nodes and efficiency gains from facility optimization, supporting a more favorable multi-quarter outlook. ENTG Q4 Deep Dive
• Positive Sentiment: Capital allocation and leverage targets — Management outlined a plan for roughly $250M CapEx in 2026 and a goal to bring net leverage below 3.5x, reducing balance-sheet risk as revenue recovers. Entegris outlines sub-3.5x net leverage target
• Positive Sentiment: Unusually large call buying — Elevated call-option activity suggests speculative bullish positioning by traders, which can amplify short-term upside.
• Neutral Sentiment: Bullish investor write-ups — Several commentaries argue the company is attractively priced for secular exposure to semicap equipment, offering long-term interest but not immediate catalysts for everyone. Entegris: Great Company, Gold Medal Price
• Neutral Sentiment: Short-interest data appears unreliable — Reported short-interest entries show 0 shares/NaN changes, so short-interest signals are not meaningful right now and should be treated cautiously.
• Negative Sentiment: Year-over-year profit and revenue comparisons — Q4 EPS declined versus the prior year and revenue was down ~3% YoY, highlighting that recovery is still in early stages and the company must show sustained revenue improvement to justify high multiples. ENTG Is Up 7.6% After Soft Q1 Outlook

Entegris Price Performance

Shares of NASDAQ:ENTG opened at $137.79 on Thursday. Entegris, Inc. has a one year low of $60.75 and a one year high of $138.99. The firm has a 50 day simple moving average of $102.38 and a 200 day simple moving average of $91.06. 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 cap of $20.89 billion, a price-to-earnings ratio of 89.47 and a beta of 1.33.

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

Entegris Dividend Announcement

The company 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. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Wednesday, January 28th. Entegris’s dividend payout ratio is currently 25.97%.

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.