Zacks Research Issues Optimistic Forecast for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Equities research analysts at Zacks Research raised their Q2 2025 earnings per share (EPS) estimates for Universal Display in a report issued on Monday, March 24th. Zacks Research analyst R. Department now forecasts that the semiconductor company will earn $1.05 per share for the quarter, up from their previous forecast of $1.02. 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 Q3 2025 earnings at $1.20 EPS, FY2025 earnings at $4.59 EPS, Q4 2026 earnings at $1.59 EPS and FY2027 earnings at $6.15 EPS.

Universal Display (NASDAQ:OLED) last posted its earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.08 by $0.14. Universal Display had a net margin of 34.29% and a return on equity of 15.51%. The firm had revenue of $162.29 million during the quarter, compared to the consensus estimate of $152.75 million.

A number of other analysts have also recently weighed in on OLED. Needham & Company LLC decreased their price target on shares of Universal Display from $215.00 to $170.00 and set a “buy” rating for the company in a research report on Friday, February 21st. Roth Mkm increased their target price on Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a research note on Friday, February 21st. Susquehanna dropped 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. Oppenheimer decreased their price target on Universal Display from $220.00 to $200.00 and set an “outperform” rating for the company in a report on Thursday, January 2nd. Finally, Citigroup lowered their price objective on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a research report on Monday, February 10th. Three equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Stock Down 1.4 %

Universal Display stock opened at $149.74 on Wednesday. The firm has a fifty day moving average of $149.55 and a 200-day moving average of $168.57. Universal Display has a 52-week low of $140.17 and a 52-week high of $237.00. The firm has a market capitalization of $7.11 billion, a P/E ratio of 32.20, a PEG ratio of 1.61 and a beta of 1.40.

Universal Display Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be paid a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.20%. The ex-dividend date of this dividend is Monday, March 17th. This is a positive change from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s dividend payout ratio (DPR) is 38.71%.

Hedge Funds Weigh In On Universal Display

Institutional investors and hedge funds have recently made changes to their positions in the business. Orion Capital Management LLC bought a new stake in shares of Universal Display in the fourth quarter worth $29,000. Brooklyn Investment Group acquired a new position in Universal Display during the 3rd quarter worth $30,000. Brown Brothers Harriman & Co. increased its position in shares of 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 purchasing an additional 154 shares during the last quarter. True Wealth Design LLC acquired a new stake in shares of Universal Display in the 3rd quarter valued at about $36,000. Finally, Blue Trust Inc. lifted its position in shares of Universal Display by 401.9% during the fourth quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company’s stock worth $38,000 after purchasing an additional 209 shares during the last quarter. 78.19% of the stock is currently owned by hedge funds and other institutional investors.

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.