CORNING INC /NY
At today's price, CORNING INC /NY (GLW) is priced for today's economics sustained for ~37.2 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The market is pricing Corning for sustained, AI-driven growth. At $195.10 (as of June 27, 2026) no valuation family reaches the price; it is rich on assets, earnings power, peers, and even forward growth. That is a high bar, even with optical communications booming. The fundamentals are genuinely accelerating. Q1 2026 sales rose 18% to $4.35 billion, EPS jumped 30%, operating margin reached 20.2%, and Optical Communications grew 36% on AI and data-center demand. The business is delivering, but
Is GLW overvalued? See what's priced in →
2,187 institutional managers reported holding GLW in 13F filings for the quarter ended 2026-03-31. Together they hold about 69% of the company; the top 10 hold 36%. 438 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 23.8M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (1.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GLW's share count grew 1.5% over the past five years even with $822.00M spent on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $1.12 a share annually. Cash returned over the past three years: $2.72B in dividends and $328.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GLW over the trailing three years. Absence is a fact about the company, not a signal. 34 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GLW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +3.6% | -9.8% |
| 2023-10-31 | -0.6% | +13.9% |
| 2024-02-13 | +4.3% | -1.1% |
| 2024-05-03 | +5.3% | +14.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GLW's latest 8-K filings: 2026-05-15 (items 7.01); 2026-05-06 (items 3.02, 7.01, 9.01); 2026-05-04 (items 7.01); 2026-05-04 (items 5.07); 2026-04-28 (items 2.02, 7.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.