FY2026 EPS Estimate for Universal Display Reduced by Analyst

Universal Display Co. (NASDAQ:OLED - Free Report) - Research analysts at Zacks Research lowered their FY2026 earnings per share (EPS) estimates for Universal Display in a research report issued to clients and investors on Wednesday, June 11th. Zacks Research analyst R. Department now anticipates that the semiconductor company will earn $5.28 per share 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.

Universal Display (NASDAQ:OLED - Get Free Report) last released its earnings results on Thursday, May 1st. The semiconductor company reported $1.35 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.07 by $0.28. Universal Display had a net margin of 34.29% and a return on equity of 15.51%. The business had revenue of $166.28 million during the quarter, compared to analyst estimates of $154.76 million. During the same quarter in the prior year, the firm earned $1.19 earnings per share. The company's revenue for the quarter was up .6% compared to the same quarter last year.

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

Universal Display Price Performance

OLED stock opened at $153.52 on Monday. The business's 50-day moving average is $137.93 and its two-hundred day moving average is $145.20. The firm has a market capitalization of $7.30 billion, a P/E ratio of 33.02, a P/E/G ratio of 1.61 and a beta of 1.50. Universal Display has a 1 year low of $103.70 and a 1 year high of $237.00.

Universal Display Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Monday, June 16th will be issued a dividend of $0.45 per share. The ex-dividend date of this dividend is Monday, June 16th. This represents a $1.80 annualized dividend and a yield of 1.17%. Universal Display's dividend payout ratio is currently 37.42%.

Institutional Investors Weigh In On Universal Display

A number of institutional investors have recently added to or reduced their stakes in OLED. CIBC Asset Management Inc boosted its stake in shares of Universal Display by 5.2% in the fourth quarter. CIBC Asset Management Inc now owns 1,473 shares of the semiconductor company's stock valued at $215,000 after buying an additional 73 shares in the last quarter. Prudential PLC boosted its holdings in Universal Display by 2.1% during the first quarter. Prudential PLC now owns 4,109 shares of the semiconductor company's stock worth $573,000 after buying an additional 83 shares in the last quarter. CIBC Private Wealth Group LLC grew its position in Universal Display by 5.6% during the fourth quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the semiconductor company's stock worth $245,000 after buying an additional 85 shares during the period. Rise Advisors LLC increased its holdings 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 in the last quarter. Finally, Arizona State Retirement System boosted its stake in shares of Universal Display by 0.7% during the 4th quarter. Arizona State Retirement System now owns 13,065 shares of the semiconductor company's stock worth $1,910,000 after acquiring an additional 88 shares in the last quarter. Hedge funds and other institutional investors own 78.19% of the company's stock.

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.

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