Vanguard Group Inc. Has $1.33 Billion Stock Position in Entegris, Inc. $ENTG

Key Points

• Vanguard trimmed its position by 1.7% to 15,748,669 shares but still holds about 10.39% of Entegris, valued at roughly $1.33 billion.
• Entegris beat Q1 estimates with $0.86 EPS and $811.9M revenue (up 5% YoY) and management flagged upbeat AI‑driven demand, but gave mixed Q2 guidance and reported an inventory build that could pressure near‑term cash conversion.
• Analyst sentiment is mixed—several firms raised targets (UBS to $185, Needham to $165) yet the consensus is a Hold with an average price target of $139.33.

Vanguard Group Inc. lessened its position in shares of Entegris, Inc. (NASDAQ:ENTG - Free Report) by 1.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,748,669 shares of the semiconductor company's stock after selling 269,047 shares during the quarter. Vanguard Group Inc. owned about 10.39% of Entegris worth $1,326,825,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Truist Financial Corp grew its holdings in 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 acquiring an additional 11,119 shares during the period. Freedom Financial Partners LLC lifted its holdings in Entegris by 105.8% in the fourth quarter. Freedom Financial Partners LLC now owns 34,051 shares of the semiconductor company's stock valued at $2,869,000 after acquiring an additional 17,509 shares during the period. Principal Financial Group Inc. boosted its position in shares of Entegris by 10.1% during the 3rd quarter. Principal Financial Group Inc. now owns 5,876,271 shares of the semiconductor company's stock worth $543,325,000 after purchasing an additional 540,755 shares in the last quarter. Mediolanum International Funds Ltd acquired a new position in shares of Entegris during the 3rd quarter worth $12,093,000. Finally, iA Global Asset Management Inc. acquired a new position in shares of Entegris during the 3rd quarter worth $7,619,000.

Insider Buying and Selling

In other Entegris news, SVP Daniel D. Woodland sold 30,474 shares of the firm's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $130.65, for a total transaction of $3,981,428.10. Following the sale, the senior vice president directly owned 46,904 shares of the company's stock, valued at $6,128,007.60. This trade represents a 39.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Olivier Blachier sold 1,664 shares of Entegris stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $131.49, for a total transaction of $218,799.36. Following the sale, the senior vice president owned 29,497 shares of the company's stock, valued at approximately $3,878,560.53. This trade represents a 5.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 283,645 shares of company stock worth $37,970,163 in the last 90 days. 0.53% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

ENTG has been the subject of a number of research analyst reports. UBS Group increased their target price on shares of Entegris from $150.00 to $185.00 and gave the company a "buy" rating in a report on Tuesday, April 21st. Needham & Company LLC boosted their target price on Entegris from $150.00 to $165.00 and gave the stock a "buy" rating in a research report on Thursday. Mizuho set a $150.00 price target on Entegris in a research report on Wednesday, February 11th. The Goldman Sachs Group boosted their price objective on shares of Entegris from $75.00 to $95.00 and gave the stock a "sell" rating in a research report on Wednesday, February 11th. Finally, Citigroup reissued a "buy" rating on shares of Entegris in a research note on Thursday. Six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $139.33.

Key Headlines Impacting Entegris

Here are the key news stories impacting Entegris this week:

• Positive Sentiment: Q1 results beat expectations — Entegris reported $0.86 EPS vs. $0.75 consensus and revenue of $811.9M (up 5% YoY), showing demand strength and margin stability. Read More.
• Positive Sentiment: Earnings call tone upbeat — Management struck an optimistic tone on the conference call about AI‑driven demand and profitable momentum, supporting medium‑term growth expectations. Read More.
• Positive Sentiment: Analyst upgrade — Needham raised its price target from $150 to $165 and kept a Buy rating, signaling ~16.7% upside from the referenced price level and reinforcing positive analyst conviction. Read More.
• Neutral Sentiment: New CFO named — Sukhi Nagesh will become CFO on May 18; his semiconductor and finance background should support investor relations and strategy execution. Read More.
• Neutral Sentiment: Debt and liquidity update — Entegris amended its credit agreement and added a revolving facility, improving financing flexibility but increasing disclosure around leverage. Read More.
• Negative Sentiment: Inventory build concern — Coverage notes that inventories increased in the quarter, which can pressure near‑term cash conversion and raises questions about demand vs. stocking dynamics. Read More.
• Negative Sentiment: Q2 guidance mixed — Company set Q2 EPS at $0.760–0.840 (around consensus) and revenue $815–845M (range includes slightly below consensus), creating uncertainty and likely contributing to profit‑taking. Read More.

Entegris Price Performance

Shares of NASDAQ:ENTG opened at $141.38 on Friday. The company has a debt-to-equity ratio of 0.94, a quick ratio of 2.04 and a current ratio of 3.35. The business's fifty day moving average price is $128.28 and its two-hundred day moving average price is $107.84. The stock has a market cap of $21.49 billion, a PE ratio of 91.81, a price-to-earnings-growth ratio of 2.80 and a beta of 1.32. Entegris, Inc. has a one year low of $66.32 and a one year high of $159.15.

Entegris (NASDAQ:ENTG - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $0.86 earnings per share for the quarter, topping analysts' consensus estimates of $0.75 by $0.11. Entegris had a return on equity of 10.87% and a net margin of 7.37%.The company had revenue of $811.90 million during the quarter, compared to analysts' expectations of $808.72 million. During the same period in the previous year, the firm posted $0.67 earnings per share. The business's revenue for the quarter was up 5.0% compared to the same quarter last year. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. On average, analysts forecast that Entegris, Inc. will post 3.4 EPS for the current fiscal year.

Entegris Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Wednesday, April 29th will be paid a $0.10 dividend. The ex-dividend date of this dividend is Wednesday, April 29th. This represents a $0.40 annualized dividend and a yield of 0.3%. Entegris's payout ratio is presently 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.

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