Zacks Research Issues Positive Estimate for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Equities researchers at Zacks Research boosted their Q2 2025 earnings per share (EPS) estimates for Universal Display in a report issued on Thursday, March 13th. Zacks Research analyst R. Department now forecasts that the semiconductor company will post earnings per share of $1.02 for the quarter, up from their previous forecast of $1.01. The consensus estimate for Universal Display’s current full-year earnings is $4.71 per share. Zacks Research also issued estimates for Universal Display’s FY2025 earnings at $4.56 EPS, Q1 2026 earnings at $1.23 EPS, Q2 2026 earnings at $1.27 EPS, Q3 2026 earnings at $1.34 EPS, FY2026 earnings at $5.42 EPS and FY2027 earnings at $6.13 EPS.

Universal Display (NASDAQ:OLED) last announced its quarterly earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.08 by $0.14. Universal Display had a net margin of 34.29% and a return on equity of 15.51%. The firm had revenue of $162.29 million for the quarter, compared to the consensus estimate of $152.75 million.

A number of other equities analysts also recently issued reports on OLED. The Goldman Sachs Group dropped their price target on Universal Display from $234.00 to $203.00 and set a “buy” rating on the stock in a research note on Thursday, February 6th. Citigroup cut their price target on Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a research note on Monday, February 10th. Oppenheimer lowered their price objective on shares of Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research note on Thursday, January 2nd. Needham & Company LLC cut their target price on shares of Universal Display from $215.00 to $170.00 and set a “buy” rating for the company in a research report on Friday, February 21st. Finally, Roth Mkm increased their price target on shares of Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a research report on Friday, February 21st. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating and five have given a buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Trading Up 1.7 %

Shares of OLED stock opened at $150.35 on Monday. Universal Display has a 12-month low of $140.17 and a 12-month high of $237.00. The stock has a market capitalization of $7.14 billion, a P/E ratio of 32.33, a P/E/G ratio of 1.61 and a beta of 1.40. The firm’s 50 day moving average is $148.95 and its 200 day moving average is $170.55.

Institutional Trading of Universal Display

A number of hedge funds and other institutional investors have recently modified their holdings of OLED. Glenmede Trust Co. NA boosted its holdings in Universal Display by 1.6% in the 3rd quarter. Glenmede Trust Co. NA now owns 6,046 shares of the semiconductor company’s stock worth $1,269,000 after buying an additional 97 shares during the period. BNP Paribas Financial Markets lifted its position in shares of Universal Display by 8.8% in the third quarter. BNP Paribas Financial Markets now owns 52,713 shares of the semiconductor company’s stock valued at $11,064,000 after acquiring an additional 4,269 shares in the last quarter. Cerity Partners LLC boosted its stake in shares of Universal Display by 385.2% in the third quarter. Cerity Partners LLC now owns 8,588 shares of the semiconductor company’s stock worth $1,803,000 after acquiring an additional 6,818 shares during the period. Pacer Advisors Inc. grew its position in shares of Universal Display by 37.2% during the fourth quarter. Pacer Advisors Inc. now owns 27,246 shares of the semiconductor company’s stock worth $3,983,000 after purchasing an additional 7,390 shares in the last quarter. Finally, Stifel Financial Corp raised its stake in Universal Display by 200.0% during the 3rd quarter. Stifel Financial Corp now owns 120,234 shares of the semiconductor company’s stock valued at $25,237,000 after purchasing an additional 80,162 shares during the period. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be paid a dividend of $0.45 per share. This is a boost from Universal Display’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 17th. This represents a $1.80 dividend on an annualized basis and a yield of 1.20%. Universal Display’s dividend payout ratio (DPR) is presently 38.71%.

About Universal Display

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand.