Zacks Research Issues Optimistic Forecast for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Analysts at Zacks Research increased their Q2 2025 earnings per share (EPS) estimates for Universal Display in a report released on Monday, March 24th. Zacks Research analyst R. Department now forecasts that the semiconductor company will earn $1.05 per share for the quarter, up from their prior forecast of $1.02. 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 Q3 2025 earnings at $1.20 EPS, FY2025 earnings at $4.59 EPS, Q4 2026 earnings at $1.59 EPS and FY2027 earnings at $6.15 EPS.

Several other brokerages have also recently issued reports on OLED. Susquehanna reduced their price objective on Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a report on Friday, February 21st. Needham & Company LLC decreased their price objective on shares of Universal Display from $215.00 to $170.00 and set a “buy” rating on the stock in a research report on Friday, February 21st. Citigroup dropped their target price on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a report on Monday, February 10th. The Goldman Sachs Group cut their target price on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a research report on Thursday, February 6th. Finally, Oppenheimer lowered their price target on shares of Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research report on Thursday, January 2nd. Three analysts have rated the stock with a hold rating and five have given a buy rating to the company. According to data from MarketBeat, Universal Display currently has an average rating of “Moderate Buy” and a consensus price target of $190.43.

Universal Display Trading Down 1.4 %

OLED stock opened at $149.74 on Wednesday. The firm has a 50 day moving average of $149.55 and a 200-day moving average of $168.57. The company has a market cap of $7.11 billion, a price-to-earnings ratio of 32.20, a PEG ratio of 1.61 and a beta of 1.40. Universal Display has a 12-month low of $140.17 and a 12-month high of $237.00.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share for the quarter, topping 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 business had revenue of $162.29 million for the quarter, compared to analysts’ expectations of $152.75 million.

Institutional Trading of Universal Display

Several hedge funds and other institutional investors have recently bought and sold shares of OLED. Vanguard Group Inc. grew its position in shares of Universal Display by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 4,784,099 shares of the semiconductor company’s stock valued at $699,435,000 after purchasing an additional 67,590 shares during the period. Kayne Anderson Rudnick Investment Management LLC boosted its stake in Universal Display by 2.8% in the 4th quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,536,513 shares of the semiconductor company’s stock worth $370,838,000 after buying an additional 69,043 shares during the last quarter. Geode Capital Management LLC grew its holdings in Universal Display by 12.8% in the 4th quarter. Geode Capital Management LLC now owns 901,315 shares of the semiconductor company’s stock valued at $131,806,000 after buying an additional 101,963 shares during the period. Jennison Associates LLC increased its stake in shares of Universal Display by 58.2% during the 4th quarter. Jennison Associates LLC now owns 683,822 shares of the semiconductor company’s stock valued at $99,975,000 after acquiring an additional 251,557 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Universal Display during the 4th quarter worth about $95,924,000. 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. Investors of record on Monday, March 17th will be given a dividend of $0.45 per share. The ex-dividend date of this dividend is Monday, March 17th. This represents a $1.80 dividend on an annualized basis and a yield of 1.20%. This is a positive change from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s dividend payout ratio (DPR) is 38.71%.

Universal Display Company Profile

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.