Dimensional Fund Advisors LP Raises Stock Holdings in Universal Display Corporation $OLED

Dimensional Fund Advisors LP lifted its holdings in shares of Universal Display Corporation (NASDAQ:OLED) by 4.2% during the first quarter, HoldingsChannel reports. The firm owned 757,166 shares of the semiconductor company’s stock after purchasing an additional 30,661 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Universal Display were worth $69,398,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Measured Wealth Private Client Group LLC purchased a new position in shares of Universal Display during the 3rd quarter valued at $33,000. RHL Group LLC purchased a new stake in Universal Display in the 4th quarter worth about $60,000. Canada Pension Plan Investment Board purchased a new stake in Universal Display in the 2nd quarter worth about $62,000. UMB Bank n.a. raised its stake in Universal Display by 28.3% in the 4th quarter. UMB Bank n.a. now owns 549 shares of the semiconductor company’s stock valued at $64,000 after acquiring an additional 121 shares during the period. Finally, Eurizon Capital SGR S.p.A. bought a new stake in Universal Display in the 4th quarter valued at about $75,000. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Stock Down 0.2%

Shares of OLED stock opened at $80.16 on Friday. The stock has a fifty day moving average of $85.44 and a 200 day moving average of $97.14. Universal Display Corporation has a 52 week low of $76.42 and a 52 week high of $153.38. The firm has a market capitalization of $3.75 billion, a price-to-earnings ratio of 19.41 and a beta of 1.54.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings data on Thursday, July 30th. The semiconductor company reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Universal Display had a net margin of 32.24% and a return on equity of 11.27%. The business had revenue of $152.16 million for the quarter, compared to the consensus estimate of $157.54 million. During the same period in the previous year, the firm earned $1.41 EPS. The company’s quarterly revenue was down 11.4% compared to the same quarter last year. Equities research analysts anticipate that Universal Display Corporation will post 4.23 earnings per share for the current year.

Universal Display Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Wednesday, September 16th will be given a dividend of $0.50 per share. The ex-dividend date is Wednesday, September 16th. This represents a $2.00 annualized dividend and a dividend yield of 2.5%. Universal Display’s payout ratio is currently 44.64%.

Key Stories Impacting Universal Display

Here are the key news stories impacting Universal Display this week:

• Positive Sentiment: Universal Display reported second-quarter earnings of $1.06 per share, exceeding the $1.04 consensus estimate. Royalty revenue growth helped offset weaker-than-expected materials sales. OLED Q2 Earnings Beat Estimates on Royalty Growth, Material Sales Lag
• Positive Sentiment: The company declared a quarterly cash dividend of $0.50 per share, payable September 30 to shareholders of record September 16. The payment represents an annualized dividend of approximately $2.00 and a yield near 2.5%, providing ongoing shareholder support. Universal Display Corporation Announces Quarterly Cash Dividend
• Neutral Sentiment: Susquehanna lowered its price target on OLED from $110 to $90 and changed its rating to “neutral.” Although the revised target still implies upside from recent trading levels, the downgrade signals reduced confidence in near-term growth. Susquehanna Price-Target Update
• Negative Sentiment: Second-quarter revenue was $152.16 million, below the roughly $157.5 million consensus estimate and down 11.4% year over year. EPS also declined from $1.41 a year earlier, indicating that the earnings beat was not driven by broad-based growth. Universal Display Second-Quarter Earnings Report
• Negative Sentiment: Universal Display’s fiscal 2026 revenue outlook of approximately $630 million trails the $646.4 million analyst consensus. Demand softness and weaker materials sales have pushed expectations toward the low end of guidance, raising concerns about OLED industry momentum.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Zacks Research cut shares of Universal Display from a “hold” rating to a “strong sell” rating in a research note on Tuesday, April 21st. Citigroup lowered their target price on shares of Universal Display from $105.00 to $100.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. BTIG Research downgraded Universal Display to a “neutral” rating in a research report on Friday. Weiss Ratings lowered Universal Display from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday. Finally, The Goldman Sachs Group set a $135.00 price target on Universal Display in a research report on Tuesday, April 21st. Three analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $118.83.

Universal Display Company Profile

Universal Display Corporation (NASDAQ: OLED) is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display’s core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.