Zacks Research Issues Positive Outlook for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Zacks Research lifted their Q1 2026 earnings estimates for shares of Universal Display in a research note issued on Monday, March 24th. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings of $1.25 per share for the quarter, up from their prior forecast of $1.23. 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 Q2 2026 earnings at $1.28 EPS, Q3 2026 earnings at $1.35 EPS and FY2026 earnings at $5.47 EPS.

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

Other equities analysts have also recently issued research reports about the stock. Oppenheimer cut their price target on shares of Universal Display from $220.00 to $200.00 and set an “outperform” rating for the company in a research note on Thursday, January 2nd. Citigroup cut their target price 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. Roth Mkm raised their price target on Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a research report on Friday, February 21st. The Goldman Sachs Group cut their price objective on Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a report on Thursday, February 6th. Finally, Needham & Company LLC decreased their price objective on Universal Display from $215.00 to $170.00 and set a “buy” rating on the stock in a report on Friday, February 21st. 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 MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $190.43.

Universal Display Trading Down 1.4 %

Shares of NASDAQ OLED opened at $149.74 on Thursday. The business has a 50-day moving average of $149.55 and a 200-day moving average of $168.57. The firm has a market capitalization of $7.11 billion, a price-to-earnings ratio of 32.20, a PEG ratio of 1.61 and a beta of 1.40. Universal Display has a 12 month low of $140.17 and a 12 month high of $237.00.

Universal Display Increases Dividend

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

Institutional Investors Weigh In On Universal Display

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Brooklyn Investment Group purchased a new position in Universal Display in the 3rd quarter worth approximately $30,000. True Wealth Design LLC bought a new position in shares of Universal Display in the third quarter worth approximately $36,000. Orion Capital Management LLC purchased a new position in shares of Universal Display in the fourth quarter worth $29,000. Brown Brothers Harriman & Co. raised its holdings in Universal Display by 280.0% during the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 154 shares during the last quarter. Finally, Blue Trust Inc. boosted its position in Universal Display by 401.9% during the 4th quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company’s stock valued at $38,000 after buying an additional 209 shares during the period. Institutional investors own 78.19% of the company’s stock.

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.