One Capital Management LLC Buys Shares of 17,311 Universal Display Corporation $OLED

Posted by Francis Steltz on Jun 3rd, 2026

One Capital Management LLC bought a new stake in shares of Universal Display Corporation (NASDAQ:OLED – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 17,311 shares of the semiconductor company’s stock, valued at approximately $2,022,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. grew 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 valued at $728,076,000 after acquiring an additional 460,792 shares in the last quarter. Primecap Management Co. CA lifted its holdings in shares of Universal Display by 1.9% during the 3rd quarter. Primecap Management Co. CA now owns 2,258,378 shares of the semiconductor company’s stock valued at $324,371,000 after buying an additional 43,070 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Universal Display by 25.0% during the 4th quarter. Geode Capital Management LLC now owns 1,109,077 shares of the semiconductor company’s stock valued at $129,537,000 after buying an additional 222,108 shares during the last quarter. Norges Bank acquired a new stake in shares of Universal Display during the 4th quarter valued at about $92,756,000. Finally, Greenhouse Funds LLLP lifted its holdings in shares of Universal Display by 12.6% during the 3rd quarter. Greenhouse Funds LLLP now owns 725,278 shares of the semiconductor company’s stock valued at $104,172,000 after buying an additional 81,132 shares during the last quarter. Hedge funds and other institutional investors own 78.19% of the company’s stock.

Universal Display Stock Performance

OLED opened at $93.79 on Wednesday. The business has a 50 day moving average price of $93.73 and a 200 day moving average price of $107.64. Universal Display Corporation has a twelve month low of $83.64 and a twelve month high of $163.21. The firm has a market cap of $4.38 billion, a P/E ratio of 20.94 and a beta of 1.54.

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

Universal Display Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 16th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, June 16th. Universal Display’s payout ratio is currently 44.64%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on OLED shares. Oppenheimer reduced their price target on Universal Display from $160.00 to $130.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Roth Mkm set a $168.00 price target on Universal Display in a report on Friday, May 1st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Universal Display in a report on Monday, March 23rd. Needham & Company LLC reduced their price target on Universal Display from $145.00 to $120.00 and set a “buy” rating for the company in a report on Friday, May 1st. Finally, Wall Street Zen upgraded Universal Display from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $130.60.

View Our Latest Report on Universal Display

Universal Display Company 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.