Zacks Research Issues Optimistic Forecast for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Equities research analysts at Zacks Research increased their Q2 2025 EPS estimates for shares of Universal Display in a report issued on Thursday, March 13th. Zacks Research analyst R. Department now forecasts that the semiconductor company will post earnings of $1.02 per share for the quarter, up from their prior 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 EPS 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 during the quarter, compared to analysts’ expectations of $152.75 million.

Other equities research analysts have also recently issued research reports about the stock. The Goldman Sachs Group cut their price objective on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a research note on Thursday, February 6th. Citigroup lowered their price target 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. Needham & Company LLC lowered their price target on shares of Universal Display from $215.00 to $170.00 and set a “buy” rating for the company in a report on Friday, February 21st. Oppenheimer lowered 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. Finally, StockNews.com lowered shares of Universal Display from a “hold” rating to a “sell” rating in a report on Friday, March 7th. One analyst has rated the stock with a sell rating, two have given a hold rating and five have issued a buy rating to the company. According to MarketBeat, Universal Display has an average rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Stock Performance

Shares of Universal Display stock opened at $156.41 on Monday. Universal Display has a 52-week low of $140.17 and a 52-week high of $237.00. The stock has a market capitalization of $7.42 billion, a price-to-earnings ratio of 33.64, a price-to-earnings-growth ratio of 1.61 and a beta of 1.40. The company has a fifty day moving average of $149.04 and a 200-day moving average of $170.04.

Institutional Trading of Universal Display

Hedge funds and other institutional investors have recently modified their holdings of the business. Assetmark Inc. purchased a new stake in shares of Universal Display in the 3rd quarter worth about $29,000. Orion Capital Management LLC purchased a new stake in Universal Display during the 4th quarter valued at about $29,000. Brooklyn Investment Group purchased a new stake in Universal Display during the 3rd quarter valued at about $30,000. Brown Brothers Harriman & Co. grew its position in Universal Display by 280.0% during the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 154 shares during the last quarter. Finally, True Wealth Design LLC purchased a new stake in Universal Display during the 3rd quarter valued at about $36,000. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 17th will be given a $0.45 dividend. The ex-dividend date of this dividend is Monday, March 17th. This is an increase from Universal Display’s previous quarterly dividend of $0.40. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.15%. Universal Display’s dividend payout ratio is currently 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.