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

Key Points

• Zacks Research has raised its FY2026 earnings per share estimate for Universal Display Corporation to $5.32, up from a previous forecast of $5.31, maintaining a "Hold" rating on the stock.
• The semiconductor company reported $1.41 EPS for the last quarter, exceeding the consensus estimate of $1.18 EPS, with an 8.4% year-over-year revenue increase to $171.79 million.
• Universal Display announced a quarterly dividend of $0.45 per share, payable on September 30th, resulting in an annualized dividend yield of 1.3%.

Universal Display Corporation (NASDAQ:OLED - Free Report) - Analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for Universal Display in a research note issued to investors on Wednesday, September 17th. Zacks Research analyst Team now expects that the semiconductor company will post earnings of $5.32 per share for the year, up from their previous forecast of $5.31. 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.

Universal Display Stock Performance

Shares of NASDAQ OLED traded up $3.60 during midday trading on Friday, hitting $146.97. 126,634 shares of the stock traded hands, compared to its average volume of 669,743. The company has a market cap of $6.99 billion, a PE ratio of 28.69, a P/E/G ratio of 4.17 and a beta of 1.50. Universal Display has a one year low of $103.70 and a one year high of $215.90. The business has a 50 day moving average price of $143.00 and a two-hundred day moving average price of $143.06.

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

Institutional Investors Weigh In On Universal Display

Institutional investors have recently bought and sold shares of the stock. Rise Advisors LLC grew its holdings in Universal Display by 87.9% during the first quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock worth $26,000 after buying an additional 87 shares in the last quarter. Orion Capital Management LLC bought a new stake in Universal Display during the fourth quarter worth $29,000. Whittier Trust Co. bought a new stake in Universal Display during the second quarter worth $30,000. Parkside Financial Bank & Trust grew its holdings in Universal Display by 236.7% during the second quarter. Parkside Financial Bank & Trust now owns 202 shares of the semiconductor company's stock worth $31,000 after buying an additional 142 shares in the last quarter. Finally, Golden State Wealth Management LLC grew its holdings in Universal Display by 4,700.0% during the first 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 in the last quarter. Institutional investors own 78.19% of the company's stock.

Universal Display Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 30th. Stockholders of record on Tuesday, September 16th will be issued a dividend of $0.45 per share. The ex-dividend date is Tuesday, September 16th. This represents a $1.80 annualized dividend and a dividend yield of 1.2%. Universal Display's payout ratio is currently 35.16%.

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.