Zacks Research Analysts Increase Earnings Estimates for OLED

Universal Display Co. (NASDAQ:OLED) – Analysts at Zacks Research raised their Q2 2025 EPS estimates for shares of Universal Display in a research note issued to investors on Thursday, March 13th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $1.02 per share 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 released its quarterly earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.08 by $0.14. The firm had revenue of $162.29 million during the quarter, compared to the consensus estimate of $152.75 million. Universal Display had a net margin of 34.29% and a return on equity of 15.51%.

OLED has been the subject of a number of other reports. Oppenheimer reduced their price target on shares of Universal Display from $220.00 to $200.00 and set an “outperform” rating for the company in a report on Thursday, January 2nd. StockNews.com cut shares of Universal Display from a “hold” rating to a “sell” rating in a report on Friday, March 7th. Citigroup reduced their price objective 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. Susquehanna reduced their price objective on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a report on Friday, February 21st. Finally, Roth Mkm lifted their price objective on shares of Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a report on Friday, February 21st. One 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. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Stock Down 0.1 %

Shares of NASDAQ OLED opened at $156.41 on Monday. Universal Display has a twelve month low of $140.17 and a twelve month high of $237.00. The firm has a fifty day simple moving average of $149.04 and a 200 day simple moving average of $170.04. The company has a market capitalization of $7.42 billion, a PE ratio of 33.64, a P/E/G ratio of 1.61 and a beta of 1.40.

Universal Display Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be given a $0.45 dividend. This is a positive change from Universal Display’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 17th. This represents a $1.80 annualized dividend and a yield of 1.15%. Universal Display’s payout ratio is currently 38.71%.

Institutional Trading of Universal Display

Several hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. raised 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 grew its stake in Universal Display by 2.8% during the fourth quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,536,513 shares of the semiconductor company’s stock valued at $370,838,000 after acquiring an additional 69,043 shares in the last quarter. Geode Capital Management LLC grew its stake in Universal Display by 12.8% during the fourth quarter. Geode Capital Management LLC now owns 901,315 shares of the semiconductor company’s stock valued at $131,806,000 after acquiring an additional 101,963 shares in the last quarter. Jennison Associates LLC grew its stake in Universal Display by 58.2% during the fourth 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 in the last quarter. Finally, Norges Bank purchased a new position in Universal Display during the fourth quarter valued at approximately $95,924,000. Institutional investors own 78.19% of the company’s stock.

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.