What is Zacks Research’s Forecast for OLED FY2026 Earnings?

Universal Display Corporation (NASDAQ:OLED) – Analysts at Zacks Research increased their FY2026 EPS estimates for Universal Display in a research note issued to investors on Wednesday, September 17th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $5.32 per share for the year, up from their prior forecast of $5.31. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Universal Display’s current full-year earnings is $4.71 per share.

Universal Display (NASDAQ:OLED) last released its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.18 by $0.23. The company had revenue of $171.79 million during the quarter, compared to the consensus estimate of $161.58 million. Universal Display had a net margin of 36.95% and a return on equity of 15.82%. Universal Display’s quarterly revenue was up 8.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.10 EPS. Universal Display has set its FY 2025 guidance at EPS.

Universal Display Trading Up 1.3%

Universal Display stock opened at $142.01 on Friday. The company has a 50-day moving average price of $143.19 and a 200 day moving average price of $143.28. The stock has a market cap of $6.75 billion, a P/E ratio of 27.74, a PEG ratio of 4.11 and a beta of 1.50. Universal Display has a 12-month low of $103.70 and a 12-month high of $215.90.

Universal Display Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Tuesday, September 16th will be paid a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Tuesday, September 16th. Universal Display’s dividend payout ratio (DPR) is 35.16%.

Hedge Funds Weigh In On Universal Display

Institutional investors have recently bought and sold shares of the company. Cetera Investment Advisers increased its holdings in Universal Display by 17.0% during the 4th quarter. Cetera Investment Advisers now owns 6,834 shares of the semiconductor company’s stock worth $999,000 after purchasing an additional 993 shares during the period. Snowden Capital Advisors LLC raised its holdings in shares of Universal Display by 7.3% in the fourth quarter. Snowden Capital Advisors LLC now owns 2,886 shares of the semiconductor company’s stock valued at $422,000 after buying an additional 196 shares during the last quarter. Two Sigma Advisers LP grew its stake in shares of Universal Display by 91.3% in the 4th quarter. Two Sigma Advisers LP now owns 8,800 shares of the semiconductor company’s stock valued at $1,287,000 after purchasing an additional 4,200 shares during the last quarter. Voloridge Investment Management LLC acquired a new position in shares of Universal Display during the fourth quarter worth about $1,193,000. Finally, Orion Capital Management LLC acquired a new position in Universal Display during the fourth quarter worth $29,000. 78.19% of the stock is owned by institutional investors and hedge funds.

About Universal Display

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.