Insider Trading February 23, 2026

Entegris General Counsel Disposes of $207K in Shares, Retains Significant Stake After PSU Settlement

Joseph Colella sold shares this week as performance-share awards vested; analysts raised targets following stronger-than-expected Q4 results

By Nina Shah ENTG
Entegris General Counsel Disposes of $207K in Shares, Retains Significant Stake After PSU Settlement
ENTG

Entegris INC (NASDAQ: ENTG) Senior Vice President and General Counsel Joseph Colella completed a series of equity transactions on February 19-20, 2026, including an open-market sale of 1,580 shares for roughly $207,754 and a separate disposition of 2,574 shares to cover tax obligations. On February 19 he also received 4,850 shares tied to the settlement of performance share units for the 2023-2025 cycle. After the trades, Colella directly holds 45,835.45 shares. The stock is trading near a 52-week high and has delivered a 62% year-to-date return. Entegris reported better-than-expected Q4 2025 results and has seen price-target increases from BMO Capital and KeyBanc.

Key Points

  • Joseph Colella, Entegris SVP and General Counsel, sold 1,580 shares on Feb. 20, 2026, for about $207,754 at $131.49 per share.
  • Colella disposed of 2,574 shares on Feb. 19, 2026, for $341,492 to satisfy tax withholding and also received 4,850 shares that day as settlement of 2023-2025 performance share units.
  • Entegris reported Q4 2025 EPS of $0.70 (vs. $0.66 forecast) and revenue of $824 million (vs. $811.04 million forecast); BMO and KeyBanc raised price targets to $148 and $156, respectively.

Transaction overview

Entegris INC (NASDAQ: ENTG) Senior Vice President and General Counsel Joseph Colella sold 1,580 shares of the company's common stock on February 20, 2026, for an aggregate amount of approximately $207,754, at a per-share price of $131.49. That disposition occurred as the stock trades close to its 52-week high of $139 and after a year-to-date price appreciation of 62%.

Related February 19 activity

A Form 4 filed with the Securities and Exchange Commission shows Colella also disposed of 2,574 shares on February 19, 2026, at a per-share price of $132.67, generating $341,492 in proceeds. That sale was carried out to satisfy tax withholding obligations. On the same February 19 filing, Colella is recorded as having acquired 4,850 shares that were issued in connection with the settlement of performance share units covering the 2023-2025 performance cycle.

Resulting ownership

Following these transactions, Colella directly owns 45,835.45 shares of Entegris common stock.

Valuation and market context

Entegris currently trades at a price-to-earnings ratio of 87.33. According to InvestingPro analysis cited in filings, the stock is considered overvalued relative to its Fair Value and is listed among equities on the Most Overvalued list. The company’s shares have been trading near their 52-week peak while delivering notable year-to-date gains.

Earnings and analyst reaction

Entegris reported fourth-quarter 2025 earnings that surpassed expectations, posting earnings per share of $0.70 versus a consensus forecast of $0.66. Revenue for the period was $824 million, above the anticipated $811.04 million. In the wake of those results, BMO Capital increased its price target on Entegris to $148, citing a robust outlook and first-quarter guidance that exceeded market expectations. KeyBanc Capital Markets also raised its price target to $156 from $111 and maintained an Overweight rating, arguing that a material recovery for Entegris is approaching even as initial growth appears modest; first-half guidance points to roughly 4% topline growth.

Analyst positioning

Both BMO and KeyBanc retained positive stances on Entegris after the quarterly results, reflecting their confidence in the company’s near-term prospects based on the available guidance and financial performance. Those upgrades and target increases underscore how the recent earnings release was received favorably by major financial firms.

What the filings show - factual limits

The SEC Form 4 entries provide the details of Colella's open-market sales, tax-related disposition, and the issuance of shares tied to performance share units. The filings, the valuation metric reported, and the analyst actions cited above are the facts available in the public disclosures referenced here.


Summary of core facts: Colella sold 1,580 shares on February 20, 2026, for $131.49 per share; sold 2,574 shares on February 19, 2026, at $132.67 to cover taxes; acquired 4,850 shares on February 19 tied to PSU settlement; now directly owns 45,835.45 shares; company P/E 87.33 and listed as Most Overvalued per InvestingPro; Q4 2025 EPS $0.70 vs $0.66 estimate; Q4 revenue $824 million vs $811.04 million estimate; BMO PT $148; KeyBanc PT $156 and Overweight; first-half guidance about 4% topline growth.

Risks

  • Valuation risk: Entegris trades at a reported P/E of 87.33 and is characterized by InvestingPro analysis as overvalued relative to Fair Value - this affects equity investors and the broader semiconductor materials segment.
  • Modest near-term growth: KeyBanc highlights that initial recovery is modest, with first-half guidance suggesting about 4% topline growth - creating uncertainty for revenue-sensitive market participants.
  • Insider selling: The reported dispositions, including shares sold to cover tax withholding, may be perceived as liquidity actions by management and could influence investor sentiment in the semiconductor supply chain and related capital markets.

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