Hussman Strategic Advisors Inc. Purchases Shares of 16,800 Universal Display Corporation $OLED

Hussman Strategic Advisors Inc. acquired a new position in Universal Display Corporation (NASDAQ:OLED) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 16,800 shares of the semiconductor company’s stock, valued at approximately $1,962,000.

Several other large investors have also made changes to their positions in the business. Benjamin Edwards Inc. raised its position in shares of Universal Display by 11.2% during the 4th quarter. Benjamin Edwards Inc. now owns 1,840 shares of the semiconductor company’s stock worth $215,000 after purchasing an additional 186 shares during the last quarter. Horizon Investments LLC acquired a new stake in shares of Universal Display in the 4th quarter worth $620,000. Danske Bank A S increased its stake in shares of Universal Display by 166.6% in the 4th quarter. Danske Bank A S now owns 20,382 shares of the semiconductor company’s stock worth $2,380,000 after acquiring an additional 12,737 shares during the last quarter. Oppenheimer & Co. Inc. increased its holdings in shares of Universal Display by 5.0% during the 4th quarter. Oppenheimer & Co. Inc. now owns 47,919 shares of the semiconductor company’s stock worth $5,596,000 after buying an additional 2,282 shares during the last quarter. Finally, Sigma Planning Corp increased its holdings in shares of Universal Display by 1.0% during the 4th quarter. Sigma Planning Corp now owns 10,390 shares of the semiconductor company’s stock worth $1,210,000 after buying an additional 103 shares during the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

OLED has been the subject of several research reports. Needham & Company LLC dropped their target price on shares of Universal Display from $145.00 to $120.00 and set a “buy” rating for the company in a report on Friday. Zacks Research downgraded Universal Display from a “hold” rating to a “strong sell” rating in a report on Tuesday, April 21st. Roth Mkm set a $168.00 price objective on shares of Universal Display in a research report on Friday. Citigroup dropped their price objective on Universal Display from $130.00 to $105.00 and set a “neutral” rating on the stock in a report on Tuesday, April 14th. Finally, The Goldman Sachs Group set a $135.00 price target on Universal Display in a research note on Tuesday, April 21st. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $131.60.

Universal Display Stock Up 10.7%

Shares of NASDAQ:OLED opened at $96.39 on Friday. Universal Display Corporation has a fifty-two week low of $83.64 and a fifty-two week high of $163.21. The company has a market cap of $4.51 billion, a price-to-earnings ratio of 21.52, a PEG ratio of 7.82 and a beta of 1.54. The firm’s 50-day simple moving average is $96.82 and its 200-day simple moving average is $114.94.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $0.76 earnings per share for the quarter, missing analysts’ consensus estimates of $1.13 by ($0.37). The business had revenue of $142.21 million during the quarter, compared to analysts’ expectations of $161.23 million. Universal Display had a net margin of 34.08% and a return on equity of 12.27%. The firm’s quarterly revenue was down 14.5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.35 earnings per share. On average, research analysts forecast that Universal Display Corporation will post 4.73 EPS for the current year.

Universal Display Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 16th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, June 16th. Universal Display’s payout ratio is presently 39.45%.

Universal Display News Roundup

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

• Positive Sentiment: Board authorized a $400 million share repurchase program, which reduces float and signals management confidence — a key bullish catalyst for the stock. Business Wire: Buyback & Dividend
• Positive Sentiment: Company declared a $0.50 quarterly dividend (annualized yield ~2.1%), giving income-focused investors an additional reason to buy shares. Business Wire: Buyback & Dividend
• Neutral Sentiment: Needham cut its price target from $145 to $120 but maintained a “buy” rating — still constructive, though the lower target trims upside. Benzinga: Analyst Update
• Negative Sentiment: Q1 results missed expectations: EPS $0.76 vs. $1.13 consensus and revenue $142.21M vs. $161.23M; revenue fell ~14.5% year-over-year — a clear near-term headwind. Zacks: Q1 Miss
• Negative Sentiment: Company narrowed 2026 revenue guidance to $630M–$670M (below some Street forecasts) citing softer demand and mix shifts, increasing near-term uncertainty. Seeking Alpha: Guidance Revision

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.