Universal Display (NASDAQ:OLED) Upgraded by Wall Street Zen to “Hold” Rating

Wall Street Zen upgraded shares of Universal Display (NASDAQ:OLED) from a sell rating to a hold rating in a research note published on Sunday.

Several other analysts also recently weighed in on the company. Citigroup lowered their price objective on Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a research report on Tuesday, January 27th. Weiss Ratings reissued a “hold (c-)” rating on shares of Universal Display in a research report on Wednesday, December 24th. Needham & Company LLC cut their price target on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a report on Friday. Roth Mkm reaffirmed a “buy” rating and set a $180.00 price objective on shares of Universal Display in a research note on Friday. Finally, Zacks Research lowered shares of Universal Display from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $151.67.

Universal Display Stock Down 11.1%

Universal Display stock opened at $104.07 on Friday. The firm has a fifty day simple moving average of $119.79 and a two-hundred day simple moving average of $130.31. Universal Display has a twelve month low of $103.35 and a twelve month high of $164.29. The company has a market capitalization of $4.90 billion, a PE ratio of 20.53, a P/E/G ratio of 2.96 and a beta of 1.63.

Universal Display (NASDAQ:OLED) last announced its quarterly earnings data on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.11. Universal Display had a return on equity of 14.07% and a net margin of 37.21%.The firm had revenue of $172.93 million for the quarter, compared to analysts’ expectations of $173.35 million. During the same period last year, the firm earned $1.22 earnings per share. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. As a group, equities analysts expect that Universal Display will post 4.71 earnings per share for the current fiscal year.

Universal Display Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. Universal Display’s payout ratio is presently 35.50%.

Institutional Trading of Universal Display

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Focus Partners Wealth grew its holdings in shares of Universal Display by 6.4% during the 1st quarter. Focus Partners Wealth now owns 3,680 shares of the semiconductor company’s stock worth $513,000 after acquiring an additional 221 shares during the period. Ethic Inc. grew its stake in Universal Display by 8.7% in the second quarter. Ethic Inc. now owns 4,942 shares of the semiconductor company’s stock worth $772,000 after purchasing an additional 395 shares during the period. AlphaQuest LLC grew its stake in Universal Display by 74.0% in the second quarter. AlphaQuest LLC now owns 2,053 shares of the semiconductor company’s stock worth $317,000 after purchasing an additional 873 shares during the period. MQS Management LLC bought a new position in Universal Display in the second quarter worth $338,000. Finally, Nisa Investment Advisors LLC lifted its position in Universal Display by 89.6% during the second quarter. Nisa Investment Advisors LLC now owns 474 shares of the semiconductor company’s stock valued at $73,000 after buying an additional 224 shares during the period. 78.19% of the stock is currently owned by hedge funds and other institutional investors.

Universal Display News Summary

Here are the key news stories impacting Universal Display this week:

• Positive Sentiment: Q4 EPS beat and revenue growth — OLED reported $1.39 EPS vs. $1.28 expected and revenue of ~$173M, up 6.5% year-over-year, driven by strong material sales and royalties. OLED’s Q4 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Dividend increase — UDC raised its quarterly cash dividend to $0.50/share (11.1% increase), which supports yield and shareholder return expectations. Universal Display Corporation Increases Quarterly Cash Dividend to $0.50 per Share
• Neutral Sentiment: Earnings call details available — Management provided color in the Q4/2025 earnings call and transcript; useful for judging cadence of material sales, royalty trajectory and margin outlook. Universal Display Corporation (OLED) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst target adjusted — Needham cut its price target from $150 to $145 but kept a “buy” rating, signaling continued confidence despite near-term headwinds. Analyst price target update
• Negative Sentiment: 2026 revenue guide below consensus — UDC guided revenue of $650M–$700M for FY2026, under the consensus (~$718.5M), which likely drove today’s selloff despite the beat. Investors are focused on the slower near-term demand outlook implied by the guide. Universal Display Corporation Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Large holder exit — Peregrine sold ~50,560 shares (~$7.3M), reducing an institutional position; while not decisive alone, it can add selling pressure in thin windows. Peregrine Closes 50,000-Share OLED Position Worth USD7.3 Million

Universal Display Company Profile

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.