Brokerages Set Universal Display Corporation (NASDAQ:OLED) Price Target at $163.25

Shares of Universal Display Corporation (NASDAQ:OLED) have been given a consensus recommendation of “Hold” by the six analysts that are covering the company, Marketbeat Ratings reports. Four research analysts have rated the stock with a hold recommendation and two have given a buy recommendation to the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $163.25.

Several equities analysts have recently commented on OLED shares. Needham & Company LLC restated a “buy” rating and issued a $150.00 target price on shares of Universal Display in a research report on Monday, December 22nd. Zacks Research downgraded shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Citigroup cut their target price on Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a research note on Tuesday, January 27th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Universal Display in a research note on Wednesday, December 24th. Finally, Wall Street Zen downgraded Universal Display from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th.

Universal Display Stock Performance

Shares of Universal Display stock opened at $117.12 on Tuesday. Universal Display has a 52-week low of $103.70 and a 52-week high of $164.29. The firm has a 50-day moving average of $120.07 and a 200-day moving average of $130.71. The stock has a market cap of $5.57 billion, a PE ratio of 25.24, a PEG ratio of 3.37 and a beta of 1.63.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.28 by $0.11. The business had revenue of $172.93 million for the quarter, compared to the consensus estimate of $173.35 million. Universal Display had a return on equity of 14.10% and a net margin of 34.65%.The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.22 earnings per share. Equities research analysts predict that Universal Display will post 4.71 earnings per share for the current fiscal year.

Universal Display Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.7%. 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 currently 38.79%.

Institutional Trading of Universal Display

Hedge funds and other institutional investors have recently made changes to their positions in the company. Focus Partners Wealth grew its holdings in 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. Sequoia Financial Advisors LLC bought a new stake in shares of Universal Display during the 2nd quarter valued at about $205,000. TD Asset Management Inc bought a new stake in shares of Universal Display during the 2nd quarter valued at about $1,421,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Universal Display during the second quarter worth approximately $1,269,000. Finally, Whittier Trust Co. bought a new stake in Universal Display in the second quarter worth approximately $30,000. 78.19% of the stock is currently owned by institutional investors.

Key Stories Impacting Universal Display

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

• Positive Sentiment: Q4 earnings beat: OLED reported $1.39 EPS vs. the $1.28 consensus, showing year‑over‑year EPS growth and stronger profitability metrics that beat estimate. Read More.
• Positive Sentiment: Dividend increase: The company raised its quarterly cash dividend to $0.50 from $0.45, returning more capital to shareholders which can support investor sentiment. Read More.
• Neutral Sentiment: Revenue roughly in line: Q4 revenue came in at $172.93M vs. ~$173.35M expected — essentially flat to estimates but not a catalyst to offset guidance concerns. Read More.
• Neutral Sentiment: Analyst and sector comparisons: Recent pieces compare OLED to peers (Corning, TDK) for valuation and display exposure; useful for longer‑term positioning but less directly market‑moving today. Read More.
• Negative Sentiment: Guidance short of consensus: OLED issued FY2026 revenue guidance of $650M–$700M, below the Street consensus (~$718.5M), which is the primary reason shares are pressured — investors often react more to forward outlook than a one‑quarter beat. Read More.
• Negative Sentiment: Fund selling: Peregrine disclosed closing a ~50,560‑share position (~$7.3M), which may amplify intra‑day selling pressure given elevated volume. Read More.

About Universal Display

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.