Entegris, Inc. $ENTG Shares Purchased by Capelight Capital Asset Management LP

Key Points

• Capelight Capital Asset Management LP increased its Entegris stake by 300% in the third quarter, purchasing 15,000 additional shares and bringing its total holdings to 20,000 shares valued at approximately $3.08 million.
• Entegris reported stronger-than-expected quarterly results, with earnings of $0.93 per share and revenue of $883.2 million, up 11.5% year over year. The company issued third-quarter 2026 EPS guidance of $0.96 to $1.04.
• Analyst sentiment remains positive, with a consensus “Buy” rating and an average price target of $181.67, while insiders sold 7,978 shares worth about $1.27 million during the latest quarter.

Capelight Capital Asset Management LP raised its position in Entegris, Inc. (NASDAQ:ENTG - Free Report) by 300.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 20,000 shares of the semiconductor company's stock after buying an additional 15,000 shares during the period. Entegris comprises about 1.2% of Capelight Capital Asset Management LP's portfolio, making the stock its 28th largest holding. Capelight Capital Asset Management LP's holdings in Entegris were worth $3,081,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Millstone Evans Group LLC raised its holdings in shares of Entegris by 191.3% during the first quarter. Millstone Evans Group LLC now owns 268 shares of the semiconductor company's stock valued at $31,000 after acquiring an additional 176 shares during the last quarter. Ancora Advisors LLC acquired a new stake in shares of Entegris in the second quarter worth approximately $31,000. Transamerica Financial Advisors LLC acquired a new stake in shares of Entegris in the second quarter worth approximately $32,000. First Horizon Corp boosted its stake in shares of Entegris by 147.1% in the first quarter. First Horizon Corp now owns 299 shares of the semiconductor company's stock worth $35,000 after acquiring an additional 178 shares during the last quarter. Finally, SBI Securities Co. Ltd. increased its position in shares of Entegris by 51.1% during the third quarter. SBI Securities Co. Ltd. now owns 278 shares of the semiconductor company's stock worth $43,000 after purchasing an additional 94 shares in the last quarter.

Insider Activity

In related news, SVP Susan G. Rice sold 2,062 shares of the firm's stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $149.52, for a total transaction of $308,310.24. Following the completion of the sale, the senior vice president directly owned 66,976 shares in the company, valued at approximately $10,014,251.52. This trade represents a 2.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Olivier Blachier sold 2,000 shares of Entegris stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $160.66, for a total transaction of $321,320.00. Following the transaction, the insider directly owned 34,997 shares in the company, valued at $5,622,618.02. This trade represents a 5.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 7,978 shares of company stock valued at $1,273,734. 0.53% of the stock is currently owned by insiders.

Entegris Price Performance

ENTG stock opened at $134.52 on Monday. The company has a debt-to-equity ratio of 0.83, a current ratio of 3.05 and a quick ratio of 1.85. The business has a 50 day simple moving average of $145.86 and a 200-day simple moving average of $144.56. The firm has a market capitalization of $20.51 billion, a PE ratio of 67.60, a price-to-earnings-growth ratio of 1.23 and a beta of 1.40. Entegris, Inc. has a 1 year low of $67.97 and a 1 year high of $186.94.

Entegris (NASDAQ:ENTG - Get Free Report) 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 12.25% and a net margin of 9.18%. The firm had revenue of $883.20 million during the quarter, compared to analysts' expectations of $835.79 million. During the same quarter last year, the firm earned $0.66 earnings per share. The business'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. Equities research analysts anticipate that Entegris, Inc. will post 3.93 earnings per share for the current fiscal year.

Entegris Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 18th. Stockholders of record on Wednesday, October 28th will be given a dividend of $0.10 per share. The ex-dividend date of this dividend is Wednesday, October 28th. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. Entegris's payout ratio is presently 20.10%.

Analyst Ratings Changes

Several research analysts recently commented on ENTG shares. The Goldman Sachs Group raised Entegris from a "sell" rating to a "buy" rating in a research note on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft upgraded Entegris from a "hold" rating to a "buy" rating and raised their price objective for the company from $152.00 to $200.00 in a report on Wednesday, August 12th. Barclays initiated coverage on shares of Entegris in a research note on Monday, October 12th. They set an "overweight" rating and a $212.00 target price on the stock. Mizuho upped their target price on shares of Entegris from $180.00 to $200.00 and gave the stock an "outperform" rating in a report on Wednesday, July 1st. Finally, UBS Group increased their target price on shares of Entegris from $205.00 to $215.00 and gave the company a "buy" rating in a research report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $181.67.

Entegris Company Profile

Entegris, Inc is a materials science and process technology company that supplies products and solutions used in the manufacture of semiconductors and other advanced technology products. Its offerings help chipmakers manage contamination, handle sensitive materials, and improve process control across the semiconductor production cycle.

The company's products include specialty chemicals and gases, filtration and purification systems, wafer and substrate handling products, fluid-management components, and advanced materials used in semiconductor fabrication.

Want to see what other hedge funds are holding ENTG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Entegris, Inc. (NASDAQ:ENTG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.