LG Display Co., Ltd.
boothcheck covers LG Display Co., Ltd. (LPL) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• LG Display's operating profit more than tripled year over year to about $100 million in the first quarter of 2026 even as revenue fell, driven by OLED reaching roughly 60% of sales, the clearest sign the high-margin mix shift is working [Source: LG Display Q1 2026 results, April 2026]. • The biggest risk is the balance sheet: net debt near $7.2 billion is about five times operating income with thin interest coverage, and the company is diluting shareholders at roughly 7% a year while funding a
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154 institutional managers reported holding LPL in 13F filings for the quarter ended 2026-03-31. Together they hold about 5% of the company; the top 10 hold 3%. 43 opened new positions that quarter. Held by Morgan Stanley, BlackRock, Dimensional Fund Advisors, among others. On the short side, 3.0M shares were sold short as of the 2026-06-15 count, about 0.3% of shares outstanding (1.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LPL's share count grew 31.7% over the past five years. It pays a dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.