What is Zacks Research’s Estimate for OLED Q2 Earnings?

Universal Display Co. (NASDAQ:OLED) – Investment analysts at Zacks Research increased their Q2 2025 EPS estimates for shares of Universal Display in a research report issued on Monday, March 24th. Zacks Research analyst R. Department now anticipates that the semiconductor company will earn $1.05 per share for the quarter, up from their prior estimate 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.

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

A number of other research firms have also commented on OLED. Needham & Company LLC cut their price objective 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. StockNews.com upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a research note on Friday, March 21st. Citigroup reduced their price target on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a research report on Monday, February 10th. The Goldman Sachs Group decreased their price target on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating on the stock in a report on Thursday, February 6th. Finally, Roth Mkm lifted their price objective on Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a research note on Friday, February 21st. Three equities research analysts have rated the stock with a hold rating and five have issued a buy rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $190.43.

Universal Display Stock Down 0.2 %

Shares of NASDAQ OLED opened at $151.93 on Wednesday. The business has a 50-day simple moving average of $149.50 and a two-hundred day simple moving average of $168.70. Universal Display has a 52 week low of $140.17 and a 52 week high of $237.00. The company has a market cap of $7.21 billion, a P/E ratio of 32.67, a P/E/G ratio of 1.61 and a beta of 1.40.

Institutional Investors Weigh In On Universal Display

Several hedge funds have recently added to or reduced their stakes in OLED. Brooklyn Investment Group bought a new position in shares of Universal Display during the 3rd quarter valued at about $30,000. True Wealth Design LLC bought a new position in Universal Display during the third quarter valued at approximately $36,000. Orion Capital Management LLC purchased a new position in shares of Universal Display during the fourth quarter worth approximately $29,000. Brown Brothers Harriman & Co. lifted its holdings in shares of Universal Display by 280.0% in the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 154 shares during the last quarter. Finally, Blue Trust Inc. boosted its stake in shares of Universal Display by 401.9% in the 4th quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company’s stock valued at $38,000 after purchasing an additional 209 shares in the last quarter. Institutional investors own 78.19% of the company’s stock.

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 paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 1.18%. The ex-dividend date is Monday, March 17th. This is a boost from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s dividend payout ratio is currently 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.