Q1 EPS Estimate for Universal Display Boosted by Analyst

Universal Display Corporation (NASDAQ:OLED) – Research analysts at Zacks Research boosted their Q1 2026 earnings estimates for Universal Display in a research note issued to investors on Wednesday, July 9th. Zacks Research analyst R. Department now forecasts that the semiconductor company will earn $1.18 per share for the quarter, up from their previous forecast of $1.17. 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 Q4 2026 earnings at $1.38 EPS, FY2026 earnings at $5.30 EPS and Q1 2027 earnings at $1.40 EPS.

Universal Display (NASDAQ:OLED) last released its quarterly earnings data on Thursday, May 1st. The semiconductor company reported $1.35 EPS for the quarter, beating the consensus estimate of $1.07 by $0.28. Universal Display had a net margin of 35.40% and a return on equity of 15.35%. The firm had revenue of $166.28 million for the quarter, compared to the consensus estimate of $154.76 million. During the same period in the previous year, the company earned $1.19 earnings per share. The company’s quarterly revenue was up .6% on a year-over-year basis.

A number of other brokerages also recently weighed in on OLED. Needham & Company LLC reiterated a “buy” rating and set a $170.00 price target on shares of Universal Display in a report on Friday, May 2nd. Wall Street Zen upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a research report on Friday, May 2nd. Three research analysts have rated the stock with a hold rating and five have given a buy rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $190.43.

Universal Display Stock Down 1.4%

Shares of Universal Display stock opened at $155.49 on Monday. Universal Display has a 12-month low of $103.70 and a 12-month high of $237.00. The company has a market capitalization of $7.39 billion, a price-to-earnings ratio of 32.33, a PEG ratio of 1.68 and a beta of 1.51. The firm’s 50-day moving average price is $152.01 and its two-hundred day moving average price is $145.04.

Universal Display Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 30th. Investors of record on Monday, June 16th were given a dividend of $0.45 per share. The ex-dividend date of this dividend was Monday, June 16th. This represents a $1.80 dividend on an annualized basis and a yield of 1.16%. Universal Display’s dividend payout ratio (DPR) is 37.42%.

Institutional Trading of Universal Display

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Farther Finance Advisors LLC boosted its holdings in shares of Universal Display by 79.2% in the 2nd quarter. Farther Finance Advisors LLC now owns 276 shares of the semiconductor company’s stock worth $43,000 after purchasing an additional 122 shares during the period. Assenagon Asset Management S.A. bought a new stake in shares of Universal Display during the second quarter worth $2,689,000. Wealth Enhancement Advisory Services LLC lifted its holdings in Universal Display by 25.1% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 174,673 shares of the semiconductor company’s stock valued at $27,967,000 after buying an additional 35,027 shares in the last quarter. Harbor Capital Advisors Inc. grew its stake in Universal Display by 30.0% in the 2nd quarter. Harbor Capital Advisors Inc. now owns 12,073 shares of the semiconductor company’s stock worth $1,865,000 after acquiring an additional 2,786 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB raised its stake in shares of Universal Display by 79.5% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 307 shares of the semiconductor company’s stock valued at $47,000 after acquiring an additional 136 shares in the last quarter. Hedge funds and other 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.