Universal Display Corporation $OLED Shares Acquired by UBS Group AG

UBS Group AG grew its holdings in Universal Display Corporation (NASDAQ:OLED) by 100.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 646,787 shares of the semiconductor company’s stock after purchasing an additional 324,677 shares during the quarter. UBS Group AG’s holdings in Universal Display were worth $75,532,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. increased its stake in Universal Display by 10.0% during the 3rd quarter. Vanguard Group Inc. now owns 5,069,107 shares of the semiconductor company’s stock worth $728,076,000 after buying an additional 460,792 shares during the period. Primecap Management Co. CA grew its stake in shares of Universal Display by 1.9% in the third quarter. Primecap Management Co. CA now owns 2,258,378 shares of the semiconductor company’s stock worth $324,371,000 after acquiring an additional 43,070 shares in the last quarter. Greenhouse Funds LLLP grew its stake in shares of Universal Display by 12.6% in the third quarter. Greenhouse Funds LLLP now owns 725,278 shares of the semiconductor company’s stock worth $104,172,000 after acquiring an additional 81,132 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of Universal Display by 2.9% during the third quarter. Dimensional Fund Advisors LP now owns 685,707 shares of the semiconductor company’s stock worth $98,490,000 after acquiring an additional 19,017 shares during the period. Finally, Rafferty Asset Management LLC increased its position in shares of Universal Display by 63.2% during the second quarter. Rafferty Asset Management LLC now owns 574,161 shares of the semiconductor company’s stock worth $88,685,000 after acquiring an additional 222,327 shares during the period. Institutional investors and hedge funds own 78.19% of the company’s stock.

Trending Headlines about Universal Display

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 Stock Performance

Universal Display stock opened at $96.39 on Monday. The company has a fifty day simple moving average of $96.82 and a 200-day simple moving average of $114.76. The stock has a market cap of $4.51 billion, a P/E ratio of 21.52, a price-to-earnings-growth ratio of 7.97 and a beta of 1.54. Universal Display Corporation has a 12-month low of $83.64 and a 12-month high of $163.21.

Universal Display (NASDAQ:OLED) last posted its earnings results on Thursday, April 30th. The semiconductor company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.13 by ($0.37). Universal Display had a net margin of 34.08% and a return on equity of 12.34%. The business had revenue of $142.21 million during the quarter, compared to analysts’ expectations of $161.23 million. During the same period last year, the company earned $1.35 EPS. The business’s quarterly revenue was down 14.5% compared to the same quarter last year. As a group, sell-side analysts forecast that Universal Display Corporation will post 4.73 earnings per share for the current fiscal year.

Universal Display Announces Dividend

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

Wall Street Analyst Weigh In

OLED has been the subject of a number of recent research reports. Zacks Research lowered Universal Display from a “hold” rating to a “strong sell” rating in a report on Tuesday, April 21st. Weiss Ratings restated a “hold (c-)” rating on shares of Universal Display in a report on Monday, March 23rd. Oppenheimer reduced their price target on Universal Display from $160.00 to $130.00 and set an “outperform” rating on the stock in a research report on Friday. The Goldman Sachs Group set a $135.00 price objective on Universal Display in a research note on Tuesday, April 21st. Finally, Wall Street Zen raised Universal Display from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Three analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $131.60.

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.