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

Key Points

• Zacks Research has raised its FY2026 earnings estimate for Universal Display Corporation to $5.37 per share, improving from a previous estimate of $5.32.
• The stock currently has a "Hold" rating from Zacks and a consensus price target of $190.43 while Universal Display is trading at around $149.00.
• Universal Display also announced a quarterly dividend of $0.45 per share, corresponding to an annualized yield of 1.2%.

Universal Display Corporation (NASDAQ:OLED - Free Report) - Equities researchers at Zacks Research raised their FY2026 earnings estimates for shares of Universal Display in a research report issued on Friday, October 17th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $5.37 for the year, up from their previous estimate of $5.32. Zacks Research currently has a "Hold" rating on the stock. 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 Q1 2027 earnings at $1.41 EPS and Q3 2027 earnings at $1.57 EPS.

Separately, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Universal Display in a research report on Wednesday, October 8th. Five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Universal Display presently has an average rating of "Moderate Buy" and a consensus price target of $190.43.

Universal Display Trading Down 0.8%

NASDAQ:OLED opened at $149.00 on Monday. The company has a 50-day moving average price of $142.21 and a 200-day moving average price of $142.67. Universal Display has a 12 month low of $103.70 and a 12 month high of $214.57. The stock has a market cap of $7.08 billion, a price-to-earnings ratio of 29.10, a P/E/G ratio of 4.37 and a beta of 1.55.

Universal Display (NASDAQ:OLED - Get Free Report) last posted its earnings results on Thursday, July 31st. The semiconductor company reported $1.41 EPS for the quarter, topping the consensus estimate of $1.18 by $0.23. Universal Display had a net margin of 36.95% and a return on equity of 15.82%. The firm had revenue of $171.79 million during the quarter, compared to analysts' expectations of $161.58 million. During the same period last year, the company posted $1.10 EPS. The company's quarterly revenue was up 8.4% compared to the same quarter last year. Universal Display has set its FY 2025 guidance at EPS.

Universal Display Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 30th. Investors of record on Tuesday, September 16th were given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, September 16th. Universal Display's dividend payout ratio (DPR) is 35.16%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Wealth Enhancement Advisory Services LLC lifted its position in Universal Display by 5.0% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 139,646 shares of the semiconductor company's stock valued at $19,478,000 after acquiring an additional 6,604 shares during the period. Envestnet Asset Management Inc. lifted its position in Universal Display by 44.2% during the 1st quarter. Envestnet Asset Management Inc. now owns 286,320 shares of the semiconductor company's stock valued at $39,936,000 after acquiring an additional 87,801 shares during the period. Allspring Global Investments Holdings LLC purchased a new position in Universal Display in the first quarter worth about $242,000. DAVENPORT & Co LLC purchased a new position in Universal Display in the first quarter worth about $377,000. Finally, GAMMA Investing LLC raised its holdings in Universal Display by 134.1% in the first quarter. GAMMA Investing LLC now owns 962 shares of the semiconductor company's stock worth $134,000 after buying an additional 551 shares during the last quarter. 78.19% of the stock is owned by hedge funds and other institutional investors.

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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