Zacks Research Analysts Increase Earnings Estimates for OLED

Universal Display Corporation (NASDAQ:OLED - Free Report) - Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for Universal Display in a research report issued on Wednesday, July 9th. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings of $1.18 per share for the quarter, up from their previous forecast of $1.17. 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 $1.38 EPS, FY2026 earnings at $5.30 EPS and Q1 2027 earnings at $1.40 EPS.

A number of other equities research analysts have also weighed in on OLED. Needham & Company LLC reissued a "buy" rating and issued a $170.00 target price on shares of Universal Display in a research note on Friday, May 2nd. Wall Street Zen raised Universal Display from a "sell" rating to a "hold" rating in a research note on Friday, May 2nd. Three research analysts have rated the stock with a hold rating and five have issued a buy rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $190.43.

Universal Display Stock Down 0.3%

Shares of NASDAQ OLED traded down $0.51 during midday trading on Monday, reaching $151.40. The company had a trading volume of 346,170 shares, compared to its average volume of 613,431. Universal Display has a one year low of $103.70 and a one year high of $234.16. The firm's fifty day moving average price is $152.78 and its 200-day moving average price is $145.18. The stock has a market cap of $7.20 billion, a PE ratio of 31.48, a price-to-earnings-growth ratio of 1.64 and a beta of 1.51.

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 for the quarter, beating analysts' consensus estimates of $1.07 by $0.28. Universal Display had a return on equity of 15.35% and a net margin of 35.40%. The company had revenue of $166.28 million during the quarter, compared to analyst estimates of $154.76 million. During the same quarter in the previous year, the company posted $1.19 EPS. Universal Display's revenue for the quarter was up .6% on a year-over-year basis.

Universal Display Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 30th. Shareholders of record on Monday, June 16th were given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.19%. The ex-dividend date of this dividend was Monday, June 16th. Universal Display's payout ratio is 37.42%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Rise Advisors LLC raised its position in Universal Display by 87.9% during the 1st quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock valued at $26,000 after purchasing an additional 87 shares during the last quarter. Orion Capital Management LLC bought a new position in Universal Display during the 4th quarter valued at approximately $29,000. Brown Brothers Harriman & Co. grew its holdings in shares of Universal Display by 280.0% during 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 period. Golden State Wealth Management LLC grew its holdings in shares of Universal Display by 4,700.0% during the 1st quarter. Golden State Wealth Management LLC now owns 240 shares of the semiconductor company's stock worth $33,000 after acquiring an additional 235 shares during the period. Finally, Brooklyn Investment Group grew its holdings in shares of Universal Display by 98.5% during the 1st quarter. Brooklyn Investment Group now owns 270 shares of the semiconductor company's stock worth $38,000 after acquiring an additional 134 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.