Universal Display (OLED)
Licenses OLED technology and supplies PHOLED materials to display-panel makers.
Something off on this page? Send us feedback.
Licenses protected OLED technologies and sells UniversalPHOLED emissive and complementary host materials to display-panel makers. Material sales and royalties drive the model, while Adesis provides contract research services.
Supplies UniversalPHOLED phosphorescent-emissive and complementary host materials, and licenses OLED technologies covering molecular structures, devices, architectures and manufacturing processes. It operates one reportable segment, OLED technologies and materials, rather than making finished panels or consumer devices.
Material sales, royalty and license fees, and Adesis contract research services are its commercial lines. UDC Ireland conducts the materials business outside the United States, serving a customer set centered on OLED panel makers.
Research, patenting, materials manufacturing, and technology commercialization link the model. Almost all material-sales revenue is set through technology-license and material-supply agreements; continued demand depends on OLED panel makers using its protected technologies and materials.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Susquehanna | Reiterate | Rating: —Target: — | Target: $90 |
| Jul 31, 2026 | BTIG | Downgrade | Rating: — | |
| Jul 31, 2026 | Oppenheimer | Reiterate | Rating: —Target: $200 | Target: $120 |
| Jul 31, 2026 | Needham | Reiterate | Rating: —Target: $120 | Target: $100 |
| May 1, 2026 | Roth Capital | Target | Target: $180 | Target: $168 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $471.3M · Total debt $16.9M · Total assets $1.89B · Shareholders' equity $1.68B
- Revenue
- $152.2M
- Operating income
- $53.6M
- Net income
- $49.4M
HistoryDividendAnnual yield
| Institutions | 96.25% | 44.24M shares | |
|---|---|---|---|
| 461 holders · as of Jun 30, 2026 | |||
| Insiders | 2.20% | 1.01M shares | |
| 15 holders · as of Aug 20, 2026 | |||
| Strategic holders | 6.44% | 2.96M shares | |
| 2 holders · as of Feb 14, 2022 | |||
| Adds to | 104.89% | ||
45.97M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 104.89%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.39% | 4.32M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.46% | 2.97M | as of Jun 30, 2026 |
Epoch Investment Partners, Inc.Strategic | 4.85% | 2.23M | filed Feb 8, 2019 |
State Street CorpInstitution | 4.78% | 2.20M | as of Jun 30, 2026 |
Primecap Management Co/CA/Institution | 4.78% | 2.20M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Lawrence Lacerte | director | −4,967 | $84.98 |
| May 11, 2026 | Richard C. Elias | director | +1,000 | $92.84 |
| May 7, 2026 | Steven V. Abramson | director, officer: President and CEO | +11,000 | $93.43 |
| May 7, 2026 | Mauro Premutico | officer: SVP & CLO | +3,694 | $93.40 |
