Zacks Research Has Optimistic Outlook of OLED Q2 Earnings

Universal Display Co. (NASDAQ:OLED - Free Report) - Stock analysts at Zacks Research lifted their Q2 2025 EPS estimates for Universal Display in a report released on Wednesday, June 11th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings per share of $1.11 for the quarter, up from their previous forecast of $1.10. 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 FY2025 earnings at $4.96 EPS, Q1 2026 earnings at $1.17 EPS and Q2 2026 earnings at $1.36 EPS.

A number of other brokerages have also commented on OLED. Wall Street Zen raised Universal Display from a "sell" rating to a "hold" rating in a research note on Friday, May 2nd. Needham & Company LLC reiterated a "buy" rating and set a $170.00 price target on shares of Universal Display in a research report on Friday, May 2nd. Roth Mkm raised their price objective 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. Finally, Susquehanna reduced their target price on Universal Display from $165.00 to $160.00 and set a "neutral" rating on the stock in a report on Friday, February 21st. Three investment analysts have rated the stock with a hold rating and five have issued a buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $190.43.

Universal Display Stock Down 3.5%

Shares of NASDAQ:OLED traded down $5.61 during midday trading on Friday, hitting $153.52. 559,041 shares of the stock traded hands, compared to its average volume of 600,490. The stock has a market capitalization of $7.30 billion, a PE ratio of 33.02, a P/E/G ratio of 1.61 and a beta of 1.50. Universal Display has a one year low of $103.70 and a one year high of $237.00. The business's 50 day moving average is $137.93 and its two-hundred day moving average is $145.42.

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, topping analysts' consensus estimates of $1.07 by $0.28. The company had revenue of $166.28 million during the quarter, compared to the consensus estimate of $154.76 million. Universal Display had a return on equity of 15.51% and a net margin of 34.29%. Universal Display's quarterly revenue was up .6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.19 EPS.

Institutional Trading of Universal Display

Several hedge funds have recently bought and sold shares of OLED. Kayne Anderson Rudnick Investment Management LLC raised its stake in Universal Display by 73.8% during the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,407,846 shares of the semiconductor company's stock valued at $614,806,000 after purchasing an additional 1,871,333 shares during the period. Norges Bank bought a new stake in Universal Display in the 4th quarter worth approximately $95,924,000. Brown Advisory Inc. purchased a new stake in Universal Display during the first quarter valued at $72,327,000. FengHe Fund Management Pte. Ltd. bought a new position in shares of Universal Display in the 1st quarter valued at about $41,147,000. Finally, Raymond James Financial Inc. bought a new stake in Universal Display in the fourth quarter worth $41,504,000. Institutional investors own 78.19% of the company's stock.

Universal Display Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Monday, June 16th will be given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.17%. The ex-dividend date is Monday, June 16th. Universal Display's payout ratio is 37.42%.

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.