Universal Display Corporation (NASDAQ:OLED) Given Consensus Rating of “Hold” by Brokerages

Universal Display Corporation (NASDAQ:OLED) has received an average recommendation of “Hold” from the six brokerages that are covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, two have assigned a hold rating and three have issued a buy rating on the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $130.60.

Several research firms recently weighed in on OLED. Zacks Research downgraded Universal Display from a “hold” rating to a “strong sell” rating in a research note on Tuesday, April 21st. Needham & Company LLC reduced their target price on Universal Display from $145.00 to $120.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Weiss Ratings restated a “hold (c-)” rating on shares of Universal Display in a research note on Monday, March 23rd. Roth Mkm set a $168.00 target price on Universal Display in a research note on Friday, May 1st. Finally, Oppenheimer reduced their price objective on shares of Universal Display from $160.00 to $130.00 and set an “outperform” rating for the company in a research report on Friday, May 1st.

Universal Display Price Performance

Shares of Universal Display stock opened at $88.94 on Monday. Universal Display has a 52 week low of $83.64 and a 52 week high of $162.36. The business’s fifty day simple moving average is $92.94 and its 200-day simple moving average is $105.07. The firm has a market cap of $4.16 billion, a PE ratio of 19.85 and a beta of 1.54.

Universal Display (NASDAQ:OLED) last announced its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.13 by ($0.37). Universal Display had a net margin of 34.08% and a return on equity of 12.34%. The business had revenue of $142.21 million during the quarter, compared to analyst estimates of $161.23 million. During the same period last year, the company earned $1.35 EPS. The business’s revenue for the quarter was down 14.5% on a year-over-year basis. As a group, equities analysts expect that Universal Display will post 4.23 earnings per share for the current year.

Universal Display Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, June 16th. Universal Display’s dividend payout ratio (DPR) is currently 44.64%.

More Universal Display News

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

• Positive Sentiment: Zacks Research slightly raised its longer-term outlook for Universal Display, increasing FY2028 EPS estimates to $5.61 from $5.58 and lifting Q4 2027 EPS to $1.29 from $1.26, which suggests some improvement in expected earnings power. Universal Display analyst estimate updates
• Neutral Sentiment: The firm also nudged Q3 2027 EPS higher to $1.35 from $1.30, reinforcing that analysts see stronger earnings potential further out even as the rating remains bearish. Universal Display analyst estimate updates
• Negative Sentiment: Zacks trimmed several near- and medium-term estimates, including FY2026 EPS to $4.15 from $4.16, FY2027 EPS to $4.92 from $4.96, Q2 2027 EPS to $1.23 from $1.27, Q1 2027 EPS to $1.06 from $1.13, Q3 2026 EPS to $1.10 from $1.11, and Q2 2026 EPS to $1.03 from $1.04, signaling softer expectations ahead. Universal Display analyst estimate cuts
• Negative Sentiment: These revisions matter because Universal Display’s recent quarterly results already disappointed, with the company missing consensus EPS and revenue estimates, so investors may view the stock as facing ongoing earnings headwinds. Universal Display earnings history

Institutional Investors Weigh In On Universal Display

Institutional investors have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC acquired a new position in Universal Display during the 3rd quarter worth $33,000. Canada Pension Plan Investment Board bought a new position in Universal Display during the 2nd quarter worth about $62,000. RHL Group LLC bought a new position in Universal Display during the 4th quarter worth about $60,000. UMB Bank n.a. increased its holdings in Universal Display by 28.3% during the 4th quarter. UMB Bank n.a. now owns 549 shares of the semiconductor company’s stock worth $64,000 after purchasing an additional 121 shares in the last quarter. Finally, Global X Japan Co. Ltd. increased its holdings in Universal Display by 61.6% during the 4th quarter. Global X Japan Co. Ltd. now owns 580 shares of the semiconductor company’s stock worth $68,000 after purchasing an additional 221 shares in the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

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.