Universal Display (OLED) reported second-quarter 2026 revenue of $152.2 million, compared with $171.8 million in the second quarter of 2025. Net income was $49.4 million, or $1.06 per diluted share, compared with $67.3 million, or $1.41 per diluted share, a year earlier.
The company said it now expects 2026 revenue to be around the lower end of its previous guidance range of $630 million to $670 million. Universal Display also announced a third-quarter cash dividend of $0.50 per share.
- Second-quarter material sales revenue was $66.2 million, down from $88.7 million a year earlier.
- Royalty and license fees revenue rose to $81.2 million from $75.7 million in the prior-year quarter.
- Second-quarter operating income was $53.6 million, compared with $68.5 million a year earlier.
- First-half 2026 revenue was $294.4 million, compared with $338.1 million in the first half of 2025.
- The company repurchased 531,211 shares for $48.2 million during the quarter.
$OLED Insider Trading Activity
$OLED insiders have traded $OLED stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $OLED stock by insiders over the last 6 months:
- RICHARD C ELIAS purchased 1,000 shares for an estimated $92,840
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OLED Hedge Fund Activity
We have seen 201 institutional investors add shares of $OLED stock to their portfolio, and 237 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. added 1,020,118 shares (+1979.0%) to their portfolio in Q1 2026, for an estimated $93,504,015
- GREENHOUSE FUNDS LLLP removed 774,330 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $70,975,087
- MARSHALL WACE, LLP added 521,495 shares (+361.2%) to their portfolio in Q1 2026, for an estimated $47,800,231
- VAN ECK ASSOCIATES CORP removed 520,273 shares (-92.4%) from their portfolio in Q1 2026, for an estimated $47,688,223
- DEPRINCE RACE & ZOLLO INC removed 428,335 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $39,261,186
- ANALOG CENTURY MANAGEMENT LP removed 401,726 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $36,822,205
- GOLDMAN SACHS GROUP INC added 345,395 shares (+363.5%) to their portfolio in Q1 2026, for an estimated $31,658,905
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
