Universal Display Corporation $OLED Stock Holdings Cut by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. trimmed its position in shares of Universal Display Corporation (NASDAQ:OLED) by 21.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,507 shares of the semiconductor company’s stock after selling 11,034 shares during the period. Oppenheimer & Co. Inc. owned approximately 0.09% of Universal Display worth $3,198,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. XXEC Inc. acquired a new position in shares of Universal Display during the 2nd quarter worth about $2,508,286,000. BlackRock Inc. acquired a new stake in Universal Display in the 2nd quarter valued at approximately $373,931,000. Primecap Management Co. CA acquired a new stake in Universal Display in the 2nd quarter valued at approximately $190,136,000. Canada Pension Plan Investment Board bought a new position in Universal Display in the 2nd quarter worth approximately $31,796,000. Finally, Bank of New York Mellon Corp bought a new position in Universal Display in the 2nd quarter worth approximately $27,721,000. 78.19% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

OLED has been the subject of a number of research analyst reports. BTIG Research lowered Universal Display to a “neutral” rating in a report on Friday, July 31st. Oppenheimer lowered their price objective on shares of Universal Display from $120.00 to $115.00 and set an “outperform” rating on the stock in a research note on Thursday. Citigroup downgraded shares of Universal Display from a “neutral” rating to a “sell” rating and lowered their price objective for the stock from $85.00 to $71.00 in a research note on Thursday, October 8th. Zacks Research raised shares of Universal Display from a “strong sell” rating to a “hold” rating in a research report on Thursday, August 13th. Finally, Needham & Company LLC cut their target price on shares of Universal Display from $120.00 to $100.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Three analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $114.00.

Universal Display Stock Down 1.2%

OLED stock opened at $83.92 on Friday. Universal Display Corporation has a twelve month low of $70.77 and a twelve month high of $150.04. The company has a market cap of $3.78 billion, a PE ratio of 17.02 and a beta of 1.53. The business’s 50-day simple moving average is $80.75 and its 200 day simple moving average is $92.20.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings results on Wednesday, October 28th. The semiconductor company reported $1.23 EPS for the quarter, beating the consensus estimate of $1.13 by $0.10. Universal Display had a return on equity of 12.20% and a net margin of 36.74%. The firm had revenue of $160.43 million during the quarter, compared to analysts’ expectations of $162.72 million. During the same quarter in the prior year, the firm posted $0.92 EPS. The company’s revenue for the quarter was up 14.9% on a year-over-year basis. On average, equities research analysts anticipate that Universal Display Corporation will post 4.09 EPS for the current year.

Universal Display Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Thursday, December 17th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, December 17th. Universal Display’s dividend payout ratio (DPR) is 40.57%.

Universal Display News Roundup

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

• Positive Sentiment: Universal Display reported third-quarter adjusted earnings of $1.23 per share, exceeding consensus estimates of approximately $1.13–$1.14 and rising from $0.92 a year earlier. Revenue increased 14.9% year over year to $160.4 million. Universal Display Q3 earnings article
• Positive Sentiment: Management said demand for foldable phones continues to grow, supporting the long-term outlook for OLED materials and technology. The company is also launching OLEDX and NovaJet, which could provide future growth opportunities. Foldable phone demand article
• Positive Sentiment: The board declared a quarterly dividend of $0.50 per share, equivalent to $2.00 annually and a yield of roughly 2.4%. The payment is scheduled for December 31, 2026, for shareholders of record on December 17. Universal Display dividend announcement
• Neutral Sentiment: Oppenheimer reduced its price target from $120 to $115 but maintained an “outperform” rating, implying substantial potential upside from recent trading levels. Oppenheimer rating information
• Negative Sentiment: Third-quarter revenue of $160.4 million fell short of the approximately $162.7 million consensus estimate, offsetting the earnings beat and likely reinforcing concerns about near-term demand.
• Negative Sentiment: Universal Display maintained 2026 revenue guidance of $630 million–$670 million, but management expects results toward the low end of the range. The midpoint is above consensus, yet the low-end expectation signals limited near-term momentum as new products launch. Universal Display 2026 guidance article

Universal Display Profile

Universal Display Corporation (NASDAQ: OLED) develops and commercializes technologies and materials used in organic light-emitting diode (OLED) displays and lighting. The company’s portfolio includes phosphorescent OLED (PHOLED) materials, which are designed to improve display efficiency, along with OLED research, development and manufacturing technologies.

Universal Display supplies OLED emitter materials and related products to display manufacturers and licenses its intellectual property and technology.