Zacks Research Has Positive Forecast for OLED Q2 Earnings

Universal Display Co. (NASDAQ:OLED) – Analysts at Zacks Research raised their Q2 2025 earnings per share (EPS) estimates for shares of Universal Display in a note issued to investors on Wednesday, June 11th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings of $1.11 per share for the quarter, up from their prior estimate 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.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings results on Thursday, May 1st. The semiconductor company reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.28. Universal Display had a return on equity of 15.51% and a net margin of 34.29%. The business had revenue of $166.28 million during the quarter, compared to analysts’ expectations of $154.76 million. During the same quarter in the prior year, the business posted $1.19 earnings per share. The business’s quarterly revenue was up .6% on a year-over-year basis.

Other equities research analysts have also recently issued reports about the stock. Roth Mkm boosted their price objective on shares of Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a research report on Friday, February 21st. Wall Street Zen raised Universal Display from a “sell” rating to a “hold” rating in a report on Friday, May 2nd. Needham & Company LLC reiterated a “buy” rating and set a $170.00 price objective on shares of Universal Display in a research note on Friday, May 2nd. Finally, Susquehanna decreased their price objective on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a research note on Friday, February 21st. Three investment analysts have rated the stock with a hold rating and five have given a buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Stock Performance

OLED stock opened at $153.52 on Friday. The firm has a market cap of $7.30 billion, a PE ratio of 33.02, a price-to-earnings-growth ratio of 1.61 and a beta of 1.50. The firm has a fifty day moving average price of $137.93 and a 200 day moving average price of $145.42. Universal Display has a fifty-two week low of $103.70 and a fifty-two week high of $237.00.

Institutional Trading of Universal Display

Large investors have recently made changes to their positions in the company. Charles Schwab Investment Management Inc. boosted its holdings in shares of Universal Display by 2.1% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 341,019 shares of the semiconductor company’s stock valued at $49,857,000 after acquiring an additional 7,147 shares in the last quarter. Sterling Capital Management LLC raised its holdings in shares of Universal Display by 35.0% in the fourth quarter. Sterling Capital Management LLC now owns 1,767 shares of the semiconductor company’s stock worth $258,000 after acquiring an additional 458 shares during the last quarter. Pictet Asset Management Holding SA raised its holdings in Universal Display by 9.0% in the 4th quarter. Pictet Asset Management Holding SA now owns 6,299 shares of the semiconductor company’s stock valued at $921,000 after acquiring an additional 522 shares during the last quarter. CIBC Asset Management Inc increased its stake in Universal Display by 5.2% in the fourth quarter. CIBC Asset Management Inc now owns 1,473 shares of the semiconductor company’s stock valued at $215,000 after purchasing an additional 73 shares during the last quarter. Finally, Rhumbline Advisers increased its position in Universal Display by 1.5% during the fourth quarter. Rhumbline Advisers now owns 158,618 shares of the semiconductor company’s stock worth $23,190,000 after purchasing an additional 2,387 shares during the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

Universal Display Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Monday, June 16th will be given a $0.45 dividend. 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 dividend payout ratio (DPR) is 37.42%.

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.