Back to news

Entegris jumps after buyback, dividend hike plan and stronger long-term targets

Investivoq PriceTracker

Entegris (ENTG) is up 10.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The rally appears tied to Entegris unveiling a more shareholder-friendly capital allocation plan alongside higher long-term growth and profitability targets at its November 9, 2026 Capital Markets Day. Investors also seem to be responding to the company building on a recently strong quarterly report, which showed record revenue, margin expansion, and guidance for another sequentially higher sales quarter.

Details:

  • Entegris disclosed that its board authorized a $500 million share repurchase program, giving the market a clear new capital return catalyst.
  • The company also said it expects to raise its quarterly cash dividend by 10% starting in the first quarter of 2027, subject to board approval.
  • Management introduced an updated long-term model that targets about 15% annual revenue growth, roughly 35% adjusted operating margin, and about 30% adjusted earnings per share growth.
  • In its third-quarter 2026 release, Entegris posted record sales of $1.01 billion, improved profitability versus both the prior year and prior quarter, and fourth-quarter revenue guidance of $1.025 billion to $1.055 billion.

    • Sources:

    SEC, Entegris

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ENTG Insider Trading Activity

    ENTG Insider Trades

    $ENTG insiders have traded $ENTG stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

    Here’s a breakdown of recent trading of $ENTG stock by insiders over the last 6 months:

    • SUSAN G. RICE (SVP, Global Human Resources) has made 0 purchases and 3 sales selling 21,955 shares for an estimated $2,950,908.
    • CLINTON M. HARIS (SVP & President, APS Division) has made 0 purchases and 2 sales selling 12,678 shares for an estimated $1,864,770.
    • JOSEPH COLELLA (SVP and General Counsel) has made 0 purchases and 3 sales selling 10,242 shares for an estimated $1,530,819.
    • OLIVIER BLACHIER (President, Materials Solutions) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $601,400.
    • JAMES P LEDERER sold 3,569 shares for an estimated $512,472

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

    EARLY ACCESS
    Receive ENTG Data Alerts
    Real-time alerts on filings, insider trades, and market signals — before everyone else.
    Get Alerts →

    $ENTG Hedge Fund Activity

    We have seen 408 institutional investors add shares of $ENTG stock to their portfolio, and 328 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 5,520,399 shares (+inf%) to their portfolio in Q2 2026, for an estimated $992,898,964
    • FMR LLC added 3,305,894 shares (+144.8%) to their portfolio in Q3 2026, for an estimated $509,306,029
    • LONE PINE CAPITAL LLC removed 3,115,054 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $560,273,612
    • BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 2,770,781 shares (-50.6%) from their portfolio in Q2 2026, for an estimated $498,352,670
    • CANTILLON CAPITAL MANAGEMENT LLC removed 2,066,672 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $371,711,625
    • SELECT EQUITY GROUP, L.P. added 1,473,043 shares (+144.3%) to their portfolio in Q2 2026, for an estimated $264,941,513
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,221,521 shares (+inf%) to their portfolio in Q2 2026, for an estimated $219,702,767

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ENTG Congressional Stock Trading

    Members of Congress have traded $ENTG stock 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $ENTG stock by members of Congress over the last 6 months:

    • REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 6 times. They made 5 purchases worth up to $75,000 on 07/30, 07/08, 06/08, 06/05, 05/21 and 1 sale worth up to $250,000 on 08/25.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $ENTG Price Targets

    Multiple analysts have issued price targets for $ENTG recently. We have seen 3 analysts offer price targets for $ENTG in the last 6 months, with a median target of $167.0.

    Here are some recent targets:

    • Bhavesh Lodaya from BMO Capital set a target price of $167.0 on 07/06/2026
    • Melissa Weathers from Deutsche Bank set a target price of $155.0 on 07/06/2026
    • John Roberts from Mizuho set a target price of $200.0 on 07/01/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.