Zacks Research Issues Optimistic Forecast for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Analysts at Zacks Research boosted their Q2 2025 EPS estimates for Universal Display in a report released on Monday, March 24th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings of $1.05 per share for the quarter, up from their previous estimate 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.

Several other equities research analysts also recently commented on OLED. Needham & Company LLC reduced 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. The Goldman Sachs Group decreased their target price on Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a research report on Thursday, February 6th. StockNews.com raised Universal Display from a “sell” rating to a “hold” rating in a research report on Friday, March 21st. Citigroup decreased their price objective on Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a research report on Monday, February 10th. Finally, Oppenheimer lowered their target price on Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research note on Thursday, January 2nd. Three analysts have rated the stock with a hold rating and five have given a buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $190.43.

Universal Display Trading Down 0.8 %

OLED stock opened at $152.30 on Wednesday. The firm has a 50-day moving average of $149.39 and a two-hundred day moving average of $168.82. The firm has a market capitalization of $7.23 billion, a PE ratio of 32.75, a P/E/G ratio of 1.61 and a beta of 1.40. Universal Display has a one year low of $140.17 and a one year high of $237.00.

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

Universal Display Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be given a $0.45 dividend. This is a positive change from Universal Display’s previous quarterly dividend of $0.40. This represents a $1.80 annualized dividend and a yield of 1.18%. The ex-dividend date is Monday, March 17th. Universal Display’s dividend payout ratio is presently 38.71%.

Institutional Investors Weigh In On Universal Display

Institutional investors have recently made changes to their positions in the company. Brooklyn Investment Group bought a new position in Universal Display during the third quarter valued at approximately $30,000. True Wealth Design LLC bought a new stake in Universal Display in the third quarter worth approximately $36,000. Orion Capital Management LLC acquired a new position in shares of Universal Display during the 4th quarter worth $29,000. Brown Brothers Harriman & Co. raised its holdings in shares of 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 purchasing an additional 154 shares in the last quarter. Finally, Blue Trust Inc. lifted its stake in shares of Universal Display by 401.9% in the 4th quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company’s stock valued at $38,000 after purchasing an additional 209 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors and hedge funds.

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.