Quantinno Capital Management LP Grows Stock Holdings in Universal Display Corporation $OLED

Quantinno Capital Management LP increased its stake in shares of Universal Display Corporation (NASDAQ:OLED) by 776.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 251,218 shares of the semiconductor company’s stock after acquiring an additional 222,561 shares during the period. Quantinno Capital Management LP’s holdings in Universal Display were worth $23,027,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC purchased a new stake in Universal Display during the 3rd quarter valued at approximately $33,000. RHL Group LLC purchased a new position in shares of Universal Display in the 4th quarter valued at approximately $60,000. Canada Pension Plan Investment Board purchased a new position in shares of Universal Display in the 2nd quarter valued at approximately $62,000. UMB Bank n.a. increased its holdings in shares of Universal Display by 28.3% in the fourth quarter. UMB Bank n.a. now owns 549 shares of the semiconductor company’s stock valued at $64,000 after purchasing an additional 121 shares during the period. Finally, Eurizon Capital SGR S.p.A. acquired a new position in shares of Universal Display in the fourth quarter valued at approximately $75,000. Institutional investors and hedge funds own 78.19% of the company’s stock.

Key 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.

Universal Display Price Performance

OLED opened at $80.16 on Friday. The business has a 50 day simple moving average of $85.44 and a 200-day simple moving average of $97.14. The stock has a market capitalization of $3.75 billion, a P/E ratio of 19.41 and a beta of 1.54. Universal Display Corporation has a 12 month low of $76.42 and a 12 month high of $153.38.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Universal Display had a return on equity of 11.27% and a net margin of 32.24%.The firm 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 business earned $1.41 earnings per share. The company’s revenue for the quarter was down 11.4% compared to the same quarter last year. Research analysts anticipate that Universal Display Corporation will post 4.2 EPS for the current year.

Universal Display Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Wednesday, September 16th. Universal Display’s payout ratio is presently 48.43%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on OLED shares. Citigroup decreased their price target on Universal Display from $105.00 to $100.00 and set a “neutral” rating for the company in a report on Monday, May 4th. Needham & Company LLC reduced their target price on shares of Universal Display from $120.00 to $100.00 and set a “buy” rating for the company in a research note on Friday. Weiss Ratings cut shares of Universal Display from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday. The Goldman Sachs Group set a $135.00 target price on shares of Universal Display in a report on Tuesday, April 21st. Finally, Susquehanna dropped their price target on shares of Universal Display from $110.00 to $90.00 and set a “neutral” rating on the stock in a research note on Friday. Three 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 stock. According to MarketBeat.com, Universal Display currently has an average rating of “Hold” and a consensus target price of $118.83.

About Universal Display

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.