Zacks Research Analysts Lift Earnings Estimates for OLED

Universal Display Co. (NASDAQ:OLED) – Investment analysts at Zacks Research lifted their Q2 2025 earnings per share (EPS) estimates for Universal Display in a research report issued on Wednesday, June 11th. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings per share of $1.11 for the quarter, up from their prior forecast of $1.10. 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 $4.96 EPS, Q1 2026 earnings at $1.17 EPS and Q2 2026 earnings at $1.36 EPS.

A number of other analysts have also commented on the company. Susquehanna decreased their price objective on Universal Display from $165.00 to $160.00 and set a “neutral” rating on the stock in a research note on Friday, February 21st. Roth Mkm raised their price target on Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a research note on Friday, February 21st. Wall Street Zen raised Universal Display from a “sell” rating to a “hold” rating in a research note on Friday, May 2nd. Finally, Needham & Company LLC reissued a “buy” rating and issued a $170.00 price target on shares of Universal Display in a research note on Friday, May 2nd. Three analysts have rated the stock with a hold rating and five have assigned a buy rating to the company’s stock. According to MarketBeat.com, Universal Display presently has an average rating of “Moderate Buy” and an average price target of $190.43.

Universal Display Stock Down 1.0%

OLED opened at $159.13 on Friday. The firm has a market cap of $7.56 billion, a P/E ratio of 34.22, a PEG ratio of 1.61 and a beta of 1.50. Universal Display has a 52 week low of $103.70 and a 52 week high of $237.00. The business’s fifty day simple moving average is $136.99 and its 200 day simple moving average is $145.48.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings data on Thursday, May 1st. The semiconductor company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.28. The business had revenue of $166.28 million for the quarter, compared to analyst estimates of $154.76 million. Universal Display had a return on equity of 15.51% and a net margin of 34.29%. The business’s revenue for the quarter was up .6% compared to the same quarter last year. During the same quarter last year, the company earned $1.19 earnings per share.

Hedge Funds Weigh In On Universal Display

Several hedge funds and other institutional investors have recently modified their holdings of the company. CIBC Asset Management Inc lifted its stake in shares of Universal Display by 5.2% in the 4th quarter. CIBC Asset Management Inc now owns 1,473 shares of the semiconductor company’s stock valued at $215,000 after purchasing an additional 73 shares in the last quarter. Prudential PLC lifted its stake in shares of Universal Display by 2.1% in the 1st quarter. Prudential PLC now owns 4,109 shares of the semiconductor company’s stock valued at $573,000 after purchasing an additional 83 shares in the last quarter. CIBC Private Wealth Group LLC lifted its stake in shares of Universal Display by 5.6% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the semiconductor company’s stock valued at $245,000 after purchasing an additional 85 shares in the last quarter. Rise Advisors LLC lifted its stake in shares of Universal Display by 87.9% in the 1st quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 87 shares in the last quarter. Finally, Arizona State Retirement System lifted its stake in shares of Universal Display by 0.7% in the 4th quarter. Arizona State Retirement System now owns 13,065 shares of the semiconductor company’s stock valued at $1,910,000 after purchasing an additional 88 shares in the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

Universal Display Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Monday, June 16th will be paid a $0.45 dividend. This represents a $1.80 annualized dividend and a dividend yield of 1.13%. The ex-dividend date of this dividend is Monday, June 16th. Universal Display’s dividend payout ratio is currently 37.42%.

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.