Universal Display Corporation

NasdaqGS:OLED Aktierapport

Börsvärde: US$4.1b

Universal Display Utdelningar och återköp

Utdelning kriterier kontrolleras 3/6

Universal Display är ett utdelningsbetalande företag med en aktuell avkastning på 2.25% som täcks väl av vinsten. Nästa betalningsdatum är den 30th September, 2026 med ett ex-dividenddatum på 16th September, 2026.

Viktig information

2.2%

Avkastning på utdelning

3.8%

Återköpsavkastning

Total avkastning till aktieägarna6.0%
Framtida utdelningsavkastning2.7%
Utdelningstillväxt24.6%
Nästa utbetalningsdag för utdelning30 Sep 26
Ex utdelningsdag16 Sep 26
Utdelning per aktien/a
Utdelningsandel46%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Uppdatering av berättelse Aug 16

OLED: China Expansion And Guidance Reset Will Support Future Recovery Re Rating

Universal Display's analyst fair value estimate has been revised from $166.40 to $158.00, as analysts factor in reduced price targets, softer revenue growth assumptions, and pressure on margins linked to ongoing weakness in smartphone and consumer electronics demand. Analyst Commentary Recent Street research on Universal Display shows a mix of caution on near term demand and some measured optimism on the longer term setup.
Seeking Alpha Aug 14

Universal Display: I'm Not Seeing A Turnaround Anytime Soon

Summary Universal Display remains a Sell as growth slows and recent financials disappoint. Gross margin and EPS declined sharply in H1 2026, despite share buybacks and cost controls. Customer concentration is shifting, with Samsung Display gaining share and LG Display revenues declining. Aggressive buybacks amid falling earnings and delayed product launches raise concerns about capital allocation. Read the full article on Seeking Alpha
Uppdatering av berättelse Aug 02

OLED: China Expansion And Guidance Reset Will Support Future Re Rating

Universal Display's updated analyst price target has edged lower by about $1.60 to roughly $166.40 as analysts factor in reduced targets across the Street tied to softer smartphone demand and uncertainty around the timing of a broader recovery in OLED-driven consumer electronics. Analyst Commentary Street research on Universal Display points to a mixed backdrop, with lower price targets and a focus on weaker smartphone demand, yet there are still some constructive signals that investors are watching closely.
Uppdatering av berättelse Jul 07

OLED: Recent Weak Quarter And Rebased Expectations Will Set Up Future Upside

The analyst price target for Universal Display has been reduced from $130 to $100, with the change tied to updated analyst views on growth assumptions, profitability, and valuation multiples reflected in recent research from several firms. Analyst Commentary Recent Street research on Universal Display points to a more cautious tone, with several bearish analysts trimming price targets and stressing risks around growth assumptions, profitability, and valuation.
Uppdatering av berättelse Jun 22

OLED: China Expansion And Macros Being Discounted Will Support Future Re Rating

Analysts have trimmed their average price target on Universal Display to about $168, reflecting slightly more conservative assumptions for revenue growth and discount rates, along with modestly higher estimates for profit margins and future P/E ratios. Analyst Commentary Recent Street research on Universal Display shows a cluster of price target revisions and updated views as analysts recalibrate their models around revenue, margins, and appropriate P/E levels.
Uppdatering av berättelse Jun 05

OLED: Chengdu Expansion And Buybacks Will Support Future Returns

Narrative Update: Universal Display Analyst Target Reset Analysts have trimmed their average price target on Universal Display from about $154 to roughly $128, citing a higher required discount rate, more measured revenue growth assumptions, a slightly stronger profit margin outlook, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Universal Display cluster around lower price targets, which signals a reset in expectations rather than a single outlier view.
Uppdatering av berättelse May 05

OLED: IT Demand Recovery And New Capacity Will Support Future Re Rating

Universal Display's analyst price target has been revised from $180 to about $166.60, as analysts reset expectations following a series of target reductions from firms that cite updated views on demand drivers, macro sensitivity, and valuation multiples. Analyst Commentary Bullish analysts continue to highlight long term growth drivers for Universal Display, even as several firms trim price targets and reassess valuation multiples.
Analysartikel May 04

Earnings Miss: Universal Display Corporation Missed EPS By 34% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on Universal Display Corporation ( NASDAQ:OLED ), given that the company...
Uppdatering av berättelse Apr 21

OLED: IT Demand And Blue Emitters Will Support Future Re Rating

Analysts have trimmed Universal Display’s consensus price target to $180, reflecting updated views on macro risks and OLED demand drivers such as IT, blue emitters and new 8.6 gen capacity, while keeping fair value assumptions largely intact. Analyst Commentary Recent Street research on Universal Display highlights a mix of macro caution and constructive views on the OLED cycle, with bullish analysts emphasizing that current valuation already reflects many of the broader economic concerns.
Uppdatering av berättelse Apr 06

OLED: IT Demand And 8.6 Gen Capacity Will Support Re Rating

Narrative Update on Universal Display The consensus analyst price target for Universal Display has been reduced by $14, from $194 to $180. Analysts cite softer near term demand while also noting expectations for future growth tied to ramping IT OLED demand, blue emitters and added 8.6 gen capacity.
Uppdatering av berättelse Mar 23

OLED: IT Demand And 8.6 Gen Capacity Will Drive Future Re Rating

Analysts have trimmed their price target on Universal Display to $180 from $184, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as they weigh near term smartphone and TV softness against expectations for growth tied to IT demand, blue emitters and added 8.6 gen capacity. Analyst Commentary Bullish analysts have trimmed price targets but still highlight several potential growth drivers that they see as important for Universal Display over the medium term.
Uppdatering av berättelse Mar 08

OLED: IT Panel Demand Will Drive Future Bullish Re Rating

Analysts have trimmed their price target on Universal Display to $184 from $194, citing updated assumptions around growth, margins and discount rates. They also highlight potential future demand from IT OLED adoption, blue emitters and added 8.6 gen capacity.
Uppdatering av berättelse Feb 22

OLED: IT Demand And 8.6 Gen Capacity Will Support Future Returns

Analysts have trimmed their average price target on Universal Display to about $154 from roughly $166, citing more muted assumptions for revenue growth and profit margins, even as they highlight potential long term demand from ramping IT OLED adoption, blue emitters, and added 8.6 gen capacity. Analyst Commentary Recent research has focused on how Universal Display’s setup around IT OLED demand, blue emitters, and added 8.6 gen capacity lines up with execution risks and current valuation after the latest round of target cuts.
Uppdatering av berättelse Feb 08

OLED: Reset P/E Assumptions Will Support Future Bullish Outlook

Analysts trimmed their price targets on Universal Display by about $20, reflecting updated views on future P/E assumptions and slightly adjusted expectations for growth, margins, and risk. Analyst Commentary Bullish analysts largely view the recent price target reduction as a reset of assumptions rather than a shift in long term conviction.
Ny berättelse Jan 28

OLED Fab Timing Risks And Blue Emitter Delays Will Eventually Reward Patient Belief

Catalysts About Universal Display Universal Display develops and licenses OLED materials and technologies used in a wide range of display applications. What are the underlying business or industry changes driving this perspective?
Uppdatering av berättelse Jan 24

OLED: Supply Agreements And Premium P/E Will Support Bullish Outlook

Analysts have kept their price target for Universal Display steady at US$194.00, with slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E to reflect updated expectations while maintaining their overall view of the stock. What's in the News Universal Display signed long term OLED material supply and license agreements with Tianma, extending its UniversalPHOLED material and technology support for Tianma's next generation OLED displays through subsidiary UDC Ireland Limited, with financial terms not disclosed (Key Developments).
Uppdatering av berättelse Jan 10

OLED: Long Term Tianma Partnership Will Support Future Return Potential

Analysts have trimmed their price target on Universal Display to around $166 from about $169. This reflects updated views that slightly higher discount rates and modestly lower profit margin assumptions are only partly offset by marginally stronger revenue growth expectations and a somewhat higher future P/E multiple.
Analysartikel Jan 04

Slowing Rates Of Return At Universal Display (NASDAQ:OLED) Leave Little Room For Excitement

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Uppdatering av berättelse Dec 25

OLED: Cash Retention And Lower Margins Will Support Bullish Outlook

Analysts have trimmed their price target on Universal Display to approximately $194, down from about $213. They are factoring in a higher required return, expectations for faster top line growth, structurally lower margins, and a richer future earnings multiple.
Uppdatering av berättelse Dec 11

OLED: Future Returns Will Benefit From Stable Margins And Disciplined Buybacks

Analysts have modestly raised their price target on Universal Display by aligning it more closely with an updated intrinsic value estimate of approximately $169 per share, reflecting steady expectations for revenue growth, profit margins, and long term valuation multiples. What's in the News Revised 2025 outlook, with management now expecting revenue at the lower end of the prior 650 million to 700 million dollar range, signaling more cautious growth assumptions for next year (Corporate guidance) Buyback update for the July 1 to September 30, 2025 period shows zero shares repurchased for zero dollars, indicating no recent capital returned via the existing authorization (Buyback tranche update) Valuation Changes Fair Value Estimate: Unchanged at approximately 168.78 dollars per share, indicating no material revision to the intrinsic valuation.
Uppdatering av berättelse Nov 27

OLED: Margins Will Strengthen As Revenue Outlook Remains Favorable

Analysts have slightly revised their price target for Universal Display, lowering it from $172.11 to $168.78. This change reflects modest adjustments in fair value assumptions.
Uppdatering av berättelse Nov 08

OLED: Expanding Profit Margins Will Drive Stronger Returns Moving Forward

Analysts have lowered their price target for Universal Display from $181.89 to $172.11. They cite a higher discount rate as the reason, even though revenue growth projections have increased and profit margins are improving.
Analysartikel Sep 12

Unpleasant Surprises Could Be In Store For Universal Display Corporation's (NASDAQ:OLED) Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Analysartikel Aug 03

Universal Display Corporation Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Universal Display Corporation ( NASDAQ:OLED ) investors will be delighted, with the company turning in some strong...
Analysartikel Jul 09

Is Universal Display Corporation (NASDAQ:OLED) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Universal Display is US$126 based on 2 Stage Free Cash Flow to Equity...
Analysartikel Jun 26

Returns On Capital At Universal Display (NASDAQ:OLED) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysartikel Jun 11

Shareholders Will Most Likely Find Universal Display Corporation's (NASDAQ:OLED) CEO Compensation Acceptable

Key Insights Universal Display will host its Annual General Meeting on 18th of June Salary of US$917.8k is part of CEO...
Analysartikel May 20

With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysartikel Apr 01

Calculating The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Key Insights Universal Display's estimated fair value is US$123 based on 2 Stage Free Cash Flow to Equity Universal...
Analysartikel Mar 19

Getting In Cheap On Universal Display Corporation (NASDAQ:OLED) Is Unlikely

With a price-to-earnings (or "P/E") ratio of 33.5x Universal Display Corporation ( NASDAQ:OLED ) may be sending very...
Analysartikel Mar 05

Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Jan 23

Universal Display: Good Returns, But Not As Good As The S&P500 - Updating For 2025E

Summary Universal Display Corporation remains a fundamentally attractive investment, with a market-leading position in OLED technology and strong partnerships with LG and Samsung. Despite a recent decline in valuation and lowered revenue forecasts, OLED's long-term growth prospects remain solid, driven by increasing adoption and cost efficiencies. The company's current valuation offers a potential upside of 18-22% annualized, making it a compelling "Buy" at around $168/share. OLED meets key investment criteria: it's qualitative, fundamentally safe, pays a well-covered dividend, and has realistic growth potential, justifying a "Buy" rating. Read the full article on Seeking Alpha

Kommande utbetalning av utdelning

I dagAug 17 2026Ex utdelningsdagSep 16 2026Utbetalningsdag för utdelningSep 30 202614 days från Ex DividendKöp i nästa 30 days för att få den kommande utdelningen

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Även om utdelningen har varit stabil, har OLED betalat ut en utdelning i mindre än 10 år.

Växande utdelning: OLED s utdelning har ökat, men företaget har bara betalat ut en utdelning i 9 år.


Utdelningsavkastning jämfört med marknaden

Universal Display Utdelningsavkastning jämfört med marknaden
Hur är OLED:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (OLED)2.2%
Marknadens lägsta 25% (US)1.3%
Marknad Topp 25% (US)4.0%
Genomsnitt för branschen (Semiconductor)0.5%
Prognosanalytiker (OLED) (upp till 3 år)2.7%

Anmärkningsvärd utdelning: OLED s utdelning ( 2.25% ) är högre än de 25 % lägre utdelningsbetalarna på US marknaden ( 1.31% ).

Hög utdelning: OLED s utdelning ( 2.25% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 3.98% ).


Vinstutdelning till aktieägarna

Resultattäckning: Med sin rimligt låga utbetalningskvot ( 45.8% ), täcks OLED s utdelningsbetalningar väl av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Med sin rimliga cash payout ratio ( 54.1% ), täcks OLED s utdelningsbetalningar av kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/17 15:24
Aktiekurs vid dagens slut2026/08/14 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Universal Display Corporation bevakas av 22 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Brett SimpsonArete Research Services LLP
Nam Hyung KimArete Research Services LLP
James FontanelliArete Research Services LLP