SG Americas Securities LLC Has $899,000 Holdings in Universal Display Corporation $OLED

Posted by Francis Steltz on Jul 6th, 2026

SG Americas Securities LLC cut its stake in Universal Display Corporation (NASDAQ:OLED – Free Report) by 42.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,811 shares of the semiconductor company’s stock after selling 7,202 shares during the period. SG Americas Securities LLC’s holdings in Universal Display were worth $899,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. State Street Corp grew its stake in shares of Universal Display by 4.3% during the fourth quarter. State Street Corp now owns 1,694,779 shares of the semiconductor company’s stock valued at $197,916,000 after purchasing an additional 69,163 shares during the last quarter. Geode Capital Management LLC raised its position in Universal Display by 25.0% in the 4th quarter. Geode Capital Management LLC now owns 1,109,077 shares of the semiconductor company’s stock worth $129,537,000 after purchasing an additional 222,108 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in Universal Display by 86.4% during the 4th quarter. JPMorgan Chase & Co. now owns 880,678 shares of the semiconductor company’s stock worth $102,846,000 after buying an additional 408,315 shares in the last quarter. First Trust Advisors LP lifted its holdings in Universal Display by 17.4% during the 4th quarter. First Trust Advisors LP now owns 806,454 shares of the semiconductor company’s stock worth $94,178,000 after buying an additional 119,504 shares in the last quarter. Finally, Norges Bank bought a new position in Universal Display in the 4th quarter valued at $92,756,000. 78.19% of the stock is currently owned by institutional investors and hedge funds.

Universal Display Stock Performance

Shares of OLED stock opened at $78.70 on Monday. Universal Display Corporation has a 52-week low of $77.15 and a 52-week high of $162.36. The stock has a market cap of $3.68 billion, a PE ratio of 17.57 and a beta of 1.54. The firm’s 50 day moving average price is $90.31 and its two-hundred day moving average price is $102.56.

Universal Display (NASDAQ:OLED – Get Free Report) last released its earnings results on Thursday, April 30th. The semiconductor company reported $0.76 EPS for the quarter, missing analysts’ consensus estimates of $1.13 by ($0.37). The business had revenue of $142.21 million for the quarter, compared to analyst estimates of $161.23 million. Universal Display had a return on equity of 12.34% and a net margin of 34.08%.Universal Display’s revenue was down 14.5% on a year-over-year basis. During the same period in the prior year, the firm posted $1.35 EPS. As a group, sell-side analysts predict that Universal Display Corporation will post 4.23 earnings per share for the current fiscal year.

Universal Display Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.5%. Universal Display’s payout ratio is 44.64%.

Wall Street Analysts Forecast Growth

OLED has been the subject of several research reports. Oppenheimer lowered their target price on Universal Display from $160.00 to $130.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. Citigroup decreased their price target on Universal Display from $105.00 to $100.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Zacks Research lowered Universal Display from a “hold” rating to a “strong sell” rating in a research report on Tuesday, April 21st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Universal Display in a research report on Thursday, June 18th. Finally, Roth Mkm set a $168.00 price objective on Universal Display in a report on Friday, May 1st. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $130.60.

Check Out Our Latest Research Report on Universal Display

Universal Display Profile

(Free Report)

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.