Zacks Research Analysts Raise Earnings Estimates for OLED

Universal Display Co. (NASDAQ:OLED) – Analysts at Zacks Research lifted their Q1 2026 earnings per share (EPS) estimates for Universal Display in a note issued to investors on Monday, March 24th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $1.25 per share for the quarter, up from their previous estimate of $1.23. 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 Q2 2026 earnings at $1.28 EPS, Q3 2026 earnings at $1.35 EPS and FY2026 earnings at $5.47 EPS.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share for the quarter, beating 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 firm had revenue of $162.29 million during the quarter, compared to the consensus estimate of $152.75 million.

A number of other equities analysts have also issued reports on OLED. Susquehanna reduced their target price on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating on the stock in a research report on Friday, February 21st. Roth Mkm increased their price objective on Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a research report on Friday, February 21st. Oppenheimer dropped their target price on Universal Display from $220.00 to $200.00 and set an “outperform” rating for the company in a research report on Thursday, January 2nd. Citigroup decreased their price target on Universal Display from $200.00 to $162.00 and set a “neutral” rating on the stock in a report on Monday, February 10th. Finally, Needham & Company LLC decreased their price objective on Universal Display from $215.00 to $170.00 and set a “buy” rating for the company in a research note on Friday, February 21st. Three analysts have rated the stock with a hold rating and five have given a buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Trading Down 3.1 %

NASDAQ:OLED opened at $145.17 on Thursday. The stock has a market capitalization of $6.89 billion, a P/E ratio of 31.22, a price-to-earnings-growth ratio of 1.61 and a beta of 1.40. Universal Display has a 1 year low of $140.17 and a 1 year high of $237.00. The firm has a 50 day moving average of $149.47 and a 200-day moving average of $168.25.

Universal Display Increases Dividend

The business also recently declared 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 1.24%. The ex-dividend date is Monday, March 17th. This is an increase from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s payout ratio is 38.71%.

Hedge Funds Weigh In On Universal Display

Hedge funds and other institutional investors have recently modified their holdings of the business. Orion Capital Management LLC acquired a new position in shares of Universal Display during the fourth quarter worth $29,000. Brooklyn Investment Group bought a new position in Universal Display in the third quarter valued at about $30,000. Brown Brothers Harriman & Co. boosted its stake in shares of Universal Display by 280.0% during the fourth 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 in the last quarter. True Wealth Design LLC bought a new stake in shares of Universal Display during the third quarter worth about $36,000. Finally, Blue Trust Inc. increased its stake in shares of Universal Display by 401.9% in the fourth quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company’s stock valued at $38,000 after buying an additional 209 shares during the period. 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.