Zacks Research Analysts Increase Earnings Estimates for OLED

Universal Display Co. (NASDAQ:OLED) – Zacks Research upped their Q2 2025 earnings estimates for shares of Universal Display in a research report issued to clients and investors on Monday, March 24th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $1.05 per share for the quarter, up from their prior 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 issued its earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.08 by $0.14. The business had revenue of $162.29 million for the quarter, compared to analyst estimates of $152.75 million. Universal Display had a net margin of 34.29% and a return on equity of 15.51%.

Several other research firms have also issued reports on OLED. Roth Mkm upped 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 dropped their target price on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating on the stock in a report on Thursday, February 6th. Susquehanna decreased their price target on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a report on Friday, February 21st. Oppenheimer dropped their target price on Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research report on Thursday, January 2nd. Finally, Citigroup reduced their price target on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a report on Monday, February 10th. Three research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Stock Down 0.8 %

NASDAQ:OLED opened at $152.30 on Wednesday. The company has a market cap of $7.23 billion, a PE ratio of 32.75, a P/E/G ratio of 1.61 and a beta of 1.40. The business’s 50 day moving average is $149.39 and its two-hundred day moving average is $168.82. Universal Display has a 52 week low of $140.17 and a 52 week high of $237.00.

Universal Display Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 17th will be paid a $0.45 dividend. This is a boost from Universal Display’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Monday, March 17th. This represents a $1.80 annualized dividend and a dividend yield of 1.18%. Universal Display’s dividend payout ratio is presently 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 acquired a new stake in shares of Universal Display in the 3rd quarter worth approximately $30,000. True Wealth Design LLC bought a new stake in Universal Display during the third quarter worth approximately $36,000. Orion Capital Management LLC acquired a new stake in Universal Display in the fourth quarter worth approximately $29,000. Brown Brothers Harriman & Co. boosted its stake 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 purchasing an additional 154 shares in the last quarter. Finally, Blue Trust Inc. increased its position in shares of 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 purchasing an additional 209 shares during the period. 78.19% of the stock is currently owned by 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.