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

Shares of Universal Display Corporation (NASDAQ:OLED) have been assigned a consensus recommendation of “Hold” from the five ratings firms that are presently covering the stock, Marketbeat reports. Three 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 analysts that have issued ratings on the stock in the last year is $151.6667.

OLED has been the topic of several recent analyst reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Universal Display in a report on Wednesday, December 24th. Zacks Research cut shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Roth Mkm reissued a “buy” rating and issued a $180.00 target price on shares of Universal Display in a research report on Friday, February 20th. Wall Street Zen raised Universal Display from a “sell” rating to a “hold” rating in a research note on Sunday, February 22nd. Finally, Needham & Company LLC decreased their price objective on Universal Display from $150.00 to $145.00 and set a “buy” rating for the company in a report on Friday, February 20th.

Hedge Funds Weigh In On Universal Display

Several institutional investors and hedge funds have recently modified their holdings of OLED. HM Payson & Co. grew its holdings in shares of Universal Display by 10.7% during the third quarter. HM Payson & Co. now owns 734 shares of the semiconductor company’s stock valued at $105,000 after buying an additional 71 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in Universal Display by 27.2% in the 3rd quarter. Farther Finance Advisors LLC now owns 351 shares of the semiconductor company’s stock worth $50,000 after acquiring an additional 75 shares during the last quarter. Wealth Alliance LLC raised its holdings in Universal Display by 4.0% in the 2nd quarter. Wealth Alliance LLC now owns 2,186 shares of the semiconductor company’s stock worth $338,000 after acquiring an additional 85 shares during the last quarter. Lido Advisors LLC boosted its position in shares of Universal Display by 1.7% during the third quarter. Lido Advisors LLC now owns 5,783 shares of the semiconductor company’s stock valued at $831,000 after buying an additional 95 shares during the last quarter. Finally, Sigma Planning Corp boosted its holdings in shares of Universal Display by 1.0% during the 4th quarter. Sigma Planning Corp now owns 10,390 shares of the semiconductor company’s stock valued at $1,210,000 after acquiring an additional 103 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors.

Universal Display Price Performance

Shares of Universal Display stock opened at $94.07 on Friday. Universal Display has a one year low of $93.03 and a one year high of $163.21. The business’s 50 day simple moving average is $114.74 and its two-hundred day simple moving average is $126.32. The stock has a market capitalization of $4.43 billion, a P/E ratio of 18.55, a price-to-earnings-growth ratio of 7.44 and a beta of 1.65.

Universal Display (NASDAQ:OLED) last released its quarterly earnings data on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.28 by $0.11. The firm had revenue of $172.93 million during the quarter, compared to analyst estimates of $173.35 million. Universal Display had a return on equity of 14.07% and a net margin of 37.21%.The business’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.22 earnings per share. Sell-side 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th will be paid a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. This represents a $2.00 dividend on an annualized basis and a yield of 2.1%. Universal Display’s dividend payout ratio (DPR) is presently 35.50%.

Key Headlines Impacting Universal Display

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

• Neutral Sentiment: Unrelated industry note — Fabrinet (FN) has risen recently on strong demand for optical and AI‑driven HPC components; this is sector context but not directly tied to OLED. Fabrinet Stock Rises 9% in 3 Months
• Negative Sentiment: Zacks Research cut multiple 2026 and 2027 quarterly EPS estimates for Universal Display and maintained a “Hold” rating — reductions include Q1–Q4 2026 and several 2027 quarters, plus a lower FY2026 view (from $5.28 to $4.86). This broad set of downward revisions signals weaker near‑term growth expectations and is the primary driver of the stock decline. MarketBeat OLED Coverage
• Negative Sentiment: Zacks also lowered specific mid‑ and late‑2027 quarterly forecasts (examples: Q1 2027 to $1.31 from $1.44; Q3 2027 to $1.42 from $1.57; Q4 2027 to $1.48) while issuing an FY2028 estimate of $5.87 — mixed longer‑term view but the immediate impact is negative because near‑term EPS were trimmed. MarketBeat OLED Coverage

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.