Universal Display Corporation $OLED Holdings Decreased by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC reduced its position in shares of Universal Display Corporation (NASDAQ:OLED) by 9.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 268,760 shares of the semiconductor company’s stock after selling 29,126 shares during the period. Segall Bryant & Hamill LLC’s holdings in Universal Display were worth $24,635,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Focus Partners Wealth boosted its holdings in Universal Display by 6.4% in the first quarter. Focus Partners Wealth now owns 3,680 shares of the semiconductor company’s stock worth $513,000 after purchasing an additional 221 shares during the period. American Century Companies Inc. raised its holdings in shares of Universal Display by 2.3% during the second quarter. American Century Companies Inc. now owns 12,766 shares of the semiconductor company’s stock worth $1,972,000 after purchasing an additional 285 shares during the period. Invesco Ltd. raised its holdings in shares of Universal Display by 1.8% during the second quarter. Invesco Ltd. now owns 112,982 shares of the semiconductor company’s stock worth $17,451,000 after purchasing an additional 2,040 shares during the period. Marshall Wace LLP bought a new position in shares of Universal Display in the 2nd quarter worth about $2,220,000. Finally, Cresset Asset Management LLC lifted its position in shares of Universal Display by 64.2% in the 2nd quarter. Cresset Asset Management LLC now owns 2,512 shares of the semiconductor company’s stock worth $388,000 after buying an additional 982 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors.

More Universal Display News

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

OLED has been the subject of several research reports. Weiss Ratings lowered shares of Universal Display from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday. Citigroup dropped their price objective on shares of Universal Display from $105.00 to $100.00 and set a “neutral” rating on the stock in a research note on Monday, May 4th. Oppenheimer restated an “outperform” rating and issued a $120.00 target price (down from $130.00) on shares of Universal Display in a research note on Friday. BTIG Research downgraded Universal Display to a “neutral” rating in a research note on Friday. Finally, Needham & Company LLC lowered their target price on Universal Display from $120.00 to $100.00 and set a “buy” rating for the company in a report on Friday. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $118.83.

Universal Display Stock Performance

OLED stock opened at $80.16 on Friday. Universal Display Corporation has a 1 year low of $76.42 and a 1 year high of $153.38. The stock has a market capitalization of $3.75 billion, a price-to-earnings ratio of 19.41 and a beta of 1.54. The stock’s fifty day moving average is $85.44 and its two-hundred day moving average is $97.14.

Universal Display (NASDAQ:OLED) last released its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $152.16 million during the quarter, compared to analyst estimates of $157.54 million. Universal Display had a net margin of 32.24% and a return on equity of 11.27%. The company’s quarterly revenue was down 11.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.41 earnings per share. As a group, analysts predict that Universal Display Corporation will post 4.23 EPS for the current fiscal year.

Universal Display Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Wednesday, September 16th. Universal Display’s payout ratio is presently 44.64%.

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.