Welcome to our dedicated page for Universal Display SEC filings (Ticker: OLED), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Universal Display Corporation filings document material-event reports, operating results, capital-return actions, and governance matters for its OLED technology and materials business. Recent Form 8-K disclosures include quarterly financial-result releases and a common-stock share repurchase authorization.
The company’s proxy materials cover board elections, executive compensation, auditor ratification, and annual meeting voting results. These filings also provide formal records of shareholder matters, governance procedures, and disclosure controls tied to Universal Display’s public-company reporting obligations.
Universal Display Corporation reported record fourth-quarter and full-year 2025 results, with total revenue of $172.9 million in the quarter and $650.6 million for the year. Fourth-quarter net income rose to $66.3 million, or $1.39 per diluted share, while full-year net income increased to $242.1 million, or $5.08 per diluted share.
Royalty and license revenue grew both in the quarter and year, though material sales for 2025 were slightly lower and gross margin eased to 76%. The company issued 2026 revenue guidance of $650 million to $700 million, declared a first-quarter 2026 dividend of $0.50 per share, and repurchased common stock totaling $34.1 million in 2025 plus $19.2 million year to date through February 17, 2026.
Universal Display Corporation reported record fourth-quarter and full-year 2025 results, with total revenue of $172.9 million in the quarter and $650.6 million for the year. Fourth-quarter net income rose to $66.3 million, or $1.39 per diluted share, while full-year net income increased to $242.1 million, or $5.08 per diluted share.
Royalty and license revenue grew both in the quarter and year, though material sales for 2025 were slightly lower and gross margin eased to 76%. The company issued 2026 revenue guidance of $650 million to $700 million, declared a first-quarter 2026 dividend of $0.50 per share, and repurchased common stock totaling $34.1 million in 2025 plus $19.2 million year to date through February 17, 2026.
Universal Display Corp SVP Janice K. Mahon reported equity compensation activity and related tax withholding in company stock. On February 17, 2026, she acquired 7,300 shares of common stock at $0.00 per share as a grant under the Long Term Incentive Plan, forming part of her 2026 compensation. These units are subject to time-based restrictions, with one-third vesting on February 17, 2027, one-third on February 17, 2028, and one-third on February 17, 2029. On February 18, 2026, 770 shares were disposed of at $119.92 per share through a tax-withholding disposition to satisfy a tax liability tied to the vesting of 1,998 previously granted restricted shares. After these transactions, she directly owned 59,116 shares of Universal Display common stock.
Universal Display Corp SVP Janice K. Mahon reported equity compensation activity and related tax withholding in company stock. On February 17, 2026, she acquired 7,300 shares of common stock at $0.00 per share as a grant under the Long Term Incentive Plan, forming part of her 2026 compensation. These units are subject to time-based restrictions, with one-third vesting on February 17, 2027, one-third on February 17, 2028, and one-third on February 17, 2029. On February 18, 2026, 770 shares were disposed of at $119.92 per share through a tax-withholding disposition to satisfy a tax liability tied to the vesting of 1,998 previously granted restricted shares. After these transactions, she directly owned 59,116 shares of Universal Display common stock.
Universal Display Corp senior vice president and chief legal officer Mauro Premutico reported two stock transactions. On February 17, 2026, he acquired 9,062 shares of common stock as a grant under the company’s Long Term Incentive Plan at a stated price of $0.00 per share, bringing his holdings to 44,903 shares. These units are part of his 2026 compensation and vest in three equal installments on February 17, 2027, 2028 and 2029.
On February 18, 2026, 1,412 shares of common stock at $119.92 per share were disposed of in a tax-withholding transaction to satisfy tax liability from the vesting of previously granted restricted stock, reducing his directly held shares to 43,491. This tax withholding is not an open-market sale.
Universal Display Corp senior vice president and chief legal officer Mauro Premutico reported two stock transactions. On February 17, 2026, he acquired 9,062 shares of common stock as a grant under the company’s Long Term Incentive Plan at a stated price of $0.00 per share, bringing his holdings to 44,903 shares. These units are part of his 2026 compensation and vest in three equal installments on February 17, 2027, 2028 and 2029.
On February 18, 2026, 1,412 shares of common stock at $119.92 per share were disposed of in a tax-withholding transaction to satisfy tax liability from the vesting of previously granted restricted stock, reducing his directly held shares to 43,491. This tax withholding is not an open-market sale.
Universal Display Corp. executive vice president and chief technical officer Julia J. Brown reported routine equity compensation and related tax withholding transactions in company common stock.
On February 17, 2026, she acquired 11,779 common stock units at $0.00 per share as a grant under the company’s Long Term Incentive Plan, as part of her 2026 compensation. According to the footnotes, these units are subject to time-based restrictions, with one-third vesting on each of February 17, 2027, 2028 and 2029. After this grant, her directly held common stock position was 85,811 shares.
On February 18, 2026, 914 shares of common stock were disposed of through a tax-withholding disposition at a price of $119.92 per share. Footnote disclosure states these shares were withheld to satisfy tax liabilities arising from the vesting of 3,224 previously granted restricted shares, rather than sold in an open-market transaction. Following this tax withholding, Brown directly owned 84,897 common shares.
Universal Display Corp. executive vice president and chief technical officer Julia J. Brown reported routine equity compensation and related tax withholding transactions in company common stock.
On February 17, 2026, she acquired 11,779 common stock units at $0.00 per share as a grant under the company’s Long Term Incentive Plan, as part of her 2026 compensation. According to the footnotes, these units are subject to time-based restrictions, with one-third vesting on each of February 17, 2027, 2028 and 2029. After this grant, her directly held common stock position was 85,811 shares.
On February 18, 2026, 914 shares of common stock were disposed of through a tax-withholding disposition at a price of $119.92 per share. Footnote disclosure states these shares were withheld to satisfy tax liabilities arising from the vesting of 3,224 previously granted restricted shares, rather than sold in an open-market transaction. Following this tax withholding, Brown directly owned 84,897 common shares.
Universal Display VP/CFO Brian Millard reported equity compensation changes. He received 6,154 shares of common stock as a grant under the company’s Long Term Incentive Plan for his 2026 compensation. The filing also shows 700 shares withheld to cover taxes upon vesting of 1,531 previously granted restricted shares.
Universal Display VP/CFO Brian Millard reported equity compensation changes. He received 6,154 shares of common stock as a grant under the company’s Long Term Incentive Plan for his 2026 compensation. The filing also shows 700 shares withheld to cover taxes upon vesting of 1,531 previously granted restricted shares.
Universal Display Corporation President and CEO Steven V. Abramson reported equity compensation and related tax withholding transactions in company common stock. On February 17, 2026, he acquired 16,782 units at no cost as a grant under the Long Term Incentive Plan for his 2026 compensation, with one-third vesting on each of February 17, 2027, 2028 and 2029.
On February 18, 2026, 1,963 shares were withheld and disposed of to cover tax liabilities arising from the vesting of 4,593 previously granted restricted shares, rather than an open-market sale. After these transactions, he directly holds 270,624 common shares.
Universal Display Corporation President and CEO Steven V. Abramson reported equity compensation and related tax withholding transactions in company common stock. On February 17, 2026, he acquired 16,782 units at no cost as a grant under the Long Term Incentive Plan for his 2026 compensation, with one-third vesting on each of February 17, 2027, 2028 and 2029.
On February 18, 2026, 1,963 shares were withheld and disposed of to cover tax liabilities arising from the vesting of 4,593 previously granted restricted shares, rather than an open-market sale. After these transactions, he directly holds 270,624 common shares.
Kayne Anderson Rudnick Investment Management, LLC filed an amended Schedule 13G reporting beneficial ownership of 3,393,790 Universal Display Corp ordinary shares, representing 7.1% of the class as of the event date 12/31/2025.
The firm reports sole voting power over 2,457,158 shares and shared voting power over 914,510 shares. It has sole dispositive power over 2,479,280 shares and shared dispositive power over 914,510 shares. The filer certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Universal Display.
Universal Display Corporation director Richard C. Elias reported a small share transfer involving company stock. On January 30, 2026, he transferred 341 shares of Common Stock at $0 per share, moving them from direct ownership to an indirect holding by a Family Trust. Following this transaction, he reported 0 shares held directly, and indirect holdings of 10,415 shares by a Family Trust, 4,439 shares by a Gift Trust, and 755 shares by a Grandchild Trust, reflecting his beneficial ownership through these related trusts.
Universal Display Corporation (OLED) director reports share transfer by gift. A director of Universal Display shifted 341 shares of common stock on 11/19/2025 in a coded "G" transaction, which indicates a gift. The transaction moved 341 shares from the director's direct ownership, reducing it to 0 directly held shares, and added the same 341 shares to an indirectly held Family Trust, bringing that trust's holdings to 10,074 shares. The director also reports additional indirect holdings through a Gift Trust with 4,439 shares and a Grandchild Trust with 755 shares, which are reported for transparency but are not part of the new transaction.
Universal Display Corporation reported Q3 results: revenue was $139.6 million versus $161.6 million a year ago, and net income was $44.0 million versus $66.9 million. Diluted EPS was $0.92 compared with $1.40. Operating income was $43.1 million versus $67.0 million, reflecting lower royalty and license fees and slightly softer material sales.
For the nine months, revenue totaled $477.7 million versus $485.4 million, with net income of $175.7 million. Cash from operations was $179.7 million, supporting cash and cash equivalents of $121.6 million, short-term investments of $481.4 million, and long-term U.S. government bond investments of $397.4 million as of September 30, 2025. The company declared a $0.45 per share dividend in Q3 and $1.35 year-to-date. Inventory rose to $212.6 million, primarily from strategic raw material purchases.
The company recorded an out-of-period adjustment in Q3 that reduced royalty and license fees by $9.5 million in the quarter (and $7.1 million year-to-date); management concluded it was not material to prior periods or the expected full year.
Universal Display Corporation reported Q3 results: revenue was $139.6 million versus $161.6 million a year ago, and net income was $44.0 million versus $66.9 million. Diluted EPS was $0.92 compared with $1.40. Operating income was $43.1 million versus $67.0 million, reflecting lower royalty and license fees and slightly softer material sales.
For the nine months, revenue totaled $477.7 million versus $485.4 million, with net income of $175.7 million. Cash from operations was $179.7 million, supporting cash and cash equivalents of $121.6 million, short-term investments of $481.4 million, and long-term U.S. government bond investments of $397.4 million as of September 30, 2025. The company declared a $0.45 per share dividend in Q3 and $1.35 year-to-date. Inventory rose to $212.6 million, primarily from strategic raw material purchases.
The company recorded an out-of-period adjustment in Q3 that reduced royalty and license fees by $9.5 million in the quarter (and $7.1 million year-to-date); management concluded it was not material to prior periods or the expected full year.
Universal Display Corporation reported Q3 results: revenue was $139.6 million versus $161.6 million a year ago, and net income was $44.0 million versus $66.9 million. Diluted EPS was $0.92 compared with $1.40. Operating income was $43.1 million versus $67.0 million, reflecting lower royalty and license fees and slightly softer material sales.
For the nine months, revenue totaled $477.7 million versus $485.4 million, with net income of $175.7 million. Cash from operations was $179.7 million, supporting cash and cash equivalents of $121.6 million, short-term investments of $481.4 million, and long-term U.S. government bond investments of $397.4 million as of September 30, 2025. The company declared a $0.45 per share dividend in Q3 and $1.35 year-to-date. Inventory rose to $212.6 million, primarily from strategic raw material purchases.
The company recorded an out-of-period adjustment in Q3 that reduced royalty and license fees by $9.5 million in the quarter (and $7.1 million year-to-date); management concluded it was not material to prior periods or the expected full year.