Zacks Research Has Optimistic Outlook of OLED Q2 Earnings

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

OLED has been the subject of a number of other reports. Citigroup dropped their price objective on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a research note on Monday, February 10th. Susquehanna dropped their price objective on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a research note on Friday, February 21st. StockNews.com cut shares of Universal Display from a “hold” rating to a “sell” rating in a research note on Friday, March 7th. Roth Mkm lifted their price target on shares of Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a research note on Friday, February 21st. Finally, The Goldman Sachs Group dropped their price target 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. One equities research analyst has rated the stock with a sell rating, two have given a hold rating and five have given a buy rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Stock Up 4.1 %

Shares of NASDAQ:OLED opened at $156.51 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 $7.43 billion, a P/E ratio of 33.66, a PEG ratio of 1.61 and a beta of 1.40. The firm has a fifty day simple moving average of $148.99 and a two-hundred day simple moving average of $170.31.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings data 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.

Universal Display Increases Dividend

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

Institutional Investors Weigh In On Universal Display

Several large investors have recently modified their holdings of the business. CIBC Asset Management Inc raised its holdings 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. CIBC Private Wealth Group LLC raised its holdings 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. Arizona State Retirement System raised its holdings 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. Commonwealth Equity Services LLC raised its holdings in shares of Universal Display by 0.9% in the 4th quarter. Commonwealth Equity Services LLC now owns 10,091 shares of the semiconductor company’s stock valued at $1,475,000 after purchasing an additional 90 shares in the last quarter. Finally, Glenmede Trust Co. NA raised its stake in shares of Universal Display by 1.6% during the 3rd quarter. Glenmede Trust Co. NA now owns 6,046 shares of the semiconductor company’s stock worth $1,269,000 after acquiring an additional 97 shares in the last quarter. 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.