What is Zacks Research's Estimate for OLED FY2026 Earnings?

Universal Display Corporation (NASDAQ:OLED - Free Report) - Equities research analysts at Zacks Research dropped their FY2026 earnings per share estimates for shares of Universal Display in a research report issued on Wednesday, June 11th. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings per share of $5.28 for the year, down from their prior forecast of $5.29. 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 Q4 2026 earnings at $1.37 EPS and Q1 2027 earnings at $1.39 EPS.

OLED has been the topic of several other research reports. Susquehanna dropped their price objective on shares of Universal Display from $165.00 to $160.00 and set a "neutral" rating on the stock in a report on Friday, February 21st. Roth Mkm lifted their target price on Universal Display from $207.00 to $213.00 and gave the stock a "buy" rating in a research report on Friday, February 21st. Needham & Company LLC reaffirmed a "buy" rating and issued a $170.00 price target on shares of Universal Display in a report on Friday, May 2nd. Finally, Wall Street Zen raised Universal Display from a "sell" rating to a "hold" rating in a research report on Friday, May 2nd. Three equities research analysts have rated the stock with a hold rating and five have issued a buy rating to the company. Based on data from MarketBeat.com, Universal Display has an average rating of "Moderate Buy" and a consensus price target of $190.43.

Universal Display Trading Up 0.7%

NASDAQ:OLED traded up $1.06 during trading hours on Monday, hitting $153.34. 385,541 shares of the company traded hands, compared to its average volume of 601,177. Universal Display has a twelve month low of $103.70 and a twelve month high of $237.00. The firm has a 50-day moving average of $140.02 and a 200 day moving average of $145.24. The stock has a market capitalization of $7.29 billion, a price-to-earnings ratio of 31.88, a P/E/G ratio of 1.65 and a beta of 1.50.

Universal Display (NASDAQ:OLED - Get Free Report) last posted its quarterly earnings data on Thursday, May 1st. The semiconductor company reported $1.35 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.28. The company had revenue of $166.28 million during the quarter, compared to analysts' expectations of $154.76 million. Universal Display had a return on equity of 15.35% and a net margin of 35.40%. Universal Display's revenue for the quarter was up .6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.19 earnings per share.

Universal Display Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Monday, June 16th will be paid a $0.45 dividend. The ex-dividend date is Monday, June 16th. This represents a $1.80 dividend on an annualized basis and a yield of 1.17%. Universal Display's dividend payout ratio (DPR) is 37.42%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of OLED. Rise Advisors LLC lifted its stake in Universal Display by 87.9% in the first quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock valued at $26,000 after buying an additional 87 shares during the period. Orion Capital Management LLC bought a new position in shares of Universal Display during the fourth quarter valued at about $29,000. Brown Brothers Harriman & Co. boosted its stake 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 buying an additional 154 shares during the last quarter. Golden State Wealth Management LLC grew its stake in Universal Display by 4,700.0% in the 1st quarter. Golden State Wealth Management LLC now owns 240 shares of the semiconductor company's stock valued at $33,000 after purchasing an additional 235 shares during the period. Finally, Blue Trust Inc. increased its stake in shares of Universal Display by 401.9% during the 4th quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company's stock worth $38,000 after purchasing an additional 209 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors and hedge funds.

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.