Insider Trading February 23, 2026

Entegris Strategy Chief Sells Shares as Stock Nears 52-Week Peak

Olivier Blachier executes prearranged plan and tax-related disposals amid recent strong results and lofty valuation metrics

By Priya Menon ENTG
Entegris Strategy Chief Sells Shares as Stock Nears 52-Week Peak
ENTG

Olivier Blachier, Entegris' senior vice president and chief strategy officer, executed planned and tax-related sales of company stock in mid-February 2026 while also receiving performance-settled shares. The transactions occurred as Entegris traded close to its 52-week high and after the company reported a fourth-quarter earnings beat that prompted analysts to raise price targets.

Key Points

  • Blachier sold 1,664 shares on February 20, 2026 under a Rule 10b5-1 plan at $131.49 per share, totaling approximately $218,799.
  • He also sold 1,384 shares on February 19, 2026 to cover tax liabilities at $132.67 per share, and was awarded 3,011 shares on February 19, 2026 related to the settlement of 2023-2025 performance share units.
  • Entegris reported Q4 2025 EPS of $0.70 and revenue of $824 million, both ahead of expectations, prompting price-target increases from BMO Capital and KeyBanc, while valuation metrics show a P/E of 87.33 and commentary indicates the stock appears overvalued relative to Fair Value.

Olivier Blachier, who serves as senior vice president and chief strategy officer at Entegris Inc. (NASDAQ: ENTG), completed a sale of 1,664 shares of the company's common stock on February 20, 2026, generating roughly $218,799. Each share in that transaction was priced at $131.49. The sale was carried out under a Rule 10b5-1 trading plan that Blachier established on February 21, 2025.

According to a Form 4 filing with the Securities and Exchange Commission, Blachier also disposed of 1,384 shares on February 19, 2026, to satisfy tax obligations associated with equity awards. Those shares were valued at $183,615, based on a per-share price of $132.67.

In addition to the sales, the filing shows Blachier was awarded 3,011 shares on February 19, 2026, in connection with the settlement of performance share units tied to the 2023-2025 performance cycle. The award is recorded with a value of $0 in the filing, reflecting the settlement mechanics disclosed.

After these transactions, Blachier directly holds 29,496.95 shares of Entegris common stock.

The insider activity occurred as Entegris shares traded near a 52-week high of $138.99 and had posted a 62% year-to-date return. Independent valuation data referenced in public commentary indicates the stock currently appears overvalued relative to its Fair Value and is carrying a price-to-earnings ratio of 87.33.


Separately, the company reported financial results for the fourth quarter of fiscal 2025 that topped forecasts. Entegris posted earnings per share of $0.70 versus an expected $0.66, and revenue of $824 million compared with an anticipated $811.04 million. Those results prompted revised analyst assessments and price-target adjustments.

Following the quarterly report, BMO Capital lifted its price target to $148 and kept an Outperform rating. KeyBanc Capital Markets raised its price target to $156 and maintained an Overweight rating. KeyBanc analyst Aleksey Yefremov commented that the fourth-quarter update suggests a potential recovery for the company, while also noting that initial growth is modest with a projected 4% topline increase in the first half.

The timing and nature of Blachier's transactions - a Rule 10b5-1 plan sale, a tax-related disposal, and the settlement of performance-based awards - are disclosed in the SEC filing and sit alongside the company's recent operational and financial disclosures. Investors seeking additional valuation and financial detail are pointed to comprehensive research products referenced in public materials.

This report presents the details filed with regulators and the company updates that followed the quarterly results. It does not attempt to interpret motivations beyond the explicit disclosure of the trading plan, tax-covering sale, and award settlement, and it relies on the figures and statements provided in the regulatory filing and company report.

Risks

  • Valuation risk: Public commentary indicates the stock appears overvalued versus Fair Value and the company carries a P/E ratio of 87.33, which could constrain upside for equity investors.
  • Growth uncertainty: Analysts note that initial recovery is modest, with a projected 4% topline increase in the first half, introducing uncertainty around the pace of revenue expansion.
  • Price volatility near highs: The insider sales occurred while the share price traded close to a 52-week high of $138.99 and after a 62% year-to-date gain, a backdrop that can increase market volatility and investor sensitivity to new information.

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