Zacks Research Has Optimistic Outlook of OLED Q1 Earnings

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.

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

OLED has been the topic of a number of other reports. Needham & Company LLC reaffirmed a "buy" rating and issued a $170.00 target price on shares of Universal Display in a report on Friday, May 2nd. Wall Street Zen upgraded Universal Display from a "sell" rating to a "hold" rating in a research report 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's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $190.43.

Universal Display Stock Performance

Shares of Universal Display stock traded up $2.13 during midday trading on Monday, hitting $155.18. The company had a trading volume of 13,778 shares, compared to its average volume of 611,522. The company has a 50 day moving average of $152.01 and a 200 day moving average of $145.04. The stock has a market capitalization of $7.38 billion, a P/E ratio of 32.24, a P/E/G ratio of 1.68 and a beta of 1.51. Universal Display has a 52-week low of $103.70 and a 52-week high of $237.00.

Institutional Trading of Universal Display

Hedge funds and other institutional investors have recently made changes to their positions in the business. Rise Advisors LLC raised its stake in Universal Display by 87.9% in the 1st quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock worth $26,000 after acquiring an additional 87 shares during the last quarter. Orion Capital Management LLC acquired a new stake in Universal Display in the 4th quarter worth about $29,000. Brown Brothers Harriman & Co. boosted its holdings in 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 boosted its holdings 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 worth $33,000 after buying an additional 235 shares during the last quarter. Finally, Brooklyn Investment Group boosted its holdings in Universal Display by 98.5% in the 1st quarter. Brooklyn Investment Group now owns 270 shares of the semiconductor company's stock worth $38,000 after buying an additional 134 shares during the last quarter. Hedge funds and other institutional investors own 78.19% of the company's stock.

Universal Display Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 30th. Stockholders of record on Monday, June 16th were issued a dividend of $0.45 per share. The ex-dividend date of this dividend was Monday, June 16th. This represents a $1.80 annualized dividend and a dividend yield of 1.16%. Universal Display's dividend payout ratio is presently 37.42%.

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.