Equities Analysts Offer Predictions for OLED Q2 Earnings

Universal Display Corporation (NASDAQ:OLED) – Equities research analysts at Zacks Research raised their Q2 2026 earnings per share estimates for Universal Display in a note issued to investors on Wednesday, March 25th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $1.15 for the quarter, up from their previous estimate of $1.14. 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 FY2026 earnings at $4.87 EPS, Q3 2027 earnings at $1.43 EPS and FY2027 earnings at $5.57 EPS.

A number of other equities research analysts also recently weighed in on the stock. Roth Mkm reaffirmed a “buy” rating and issued a $180.00 target price on shares of Universal Display in a research note on Friday, February 20th. Weiss Ratings reissued a “hold (c-)” rating on shares of Universal Display in a research note on Monday. Needham & Company LLC lowered their price objective on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Citigroup dropped their price objective on shares of Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. Finally, Wall Street Zen upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $151.67.

Universal Display Trading Down 1.8%

Shares of NASDAQ OLED opened at $91.87 on Friday. Universal Display has a 12 month low of $91.32 and a 12 month high of $163.21. The firm has a market capitalization of $4.33 billion, a price-to-earnings ratio of 18.12, a PEG ratio of 7.35 and a beta of 1.65. The business has a 50-day moving average of $109.09 and a 200-day moving average of $123.07.

Universal Display (NASDAQ:OLED) last announced its earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.28 by $0.11. Universal Display had a return on equity of 14.07% and a net margin of 37.21%.The business had revenue of $172.93 million for the quarter, compared to analyst estimates of $173.35 million. During the same period in the prior year, the company earned $1.22 EPS. The company’s quarterly revenue was up 6.5% compared to the same quarter last year.

Universal Display Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. Universal Display’s dividend payout ratio is presently 39.45%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Hsbc Holdings PLC lifted its holdings in shares of Universal Display by 890.9% in the 4th quarter. Hsbc Holdings PLC now owns 38,091 shares of the semiconductor company’s stock worth $4,489,000 after acquiring an additional 34,247 shares during the last quarter. Rockefeller Capital Management L.P. grew its holdings in shares of Universal Display by 114.2% during the 4th quarter. Rockefeller Capital Management L.P. now owns 3,129 shares of the semiconductor company’s stock valued at $366,000 after purchasing an additional 1,668 shares during the last quarter. XXEC Inc. grew its holdings in shares of Universal Display by 26.2% during the 4th quarter. XXEC Inc. now owns 65,661 shares of the semiconductor company’s stock valued at $7,668,000 after purchasing an additional 13,615 shares during the last quarter. MidFirst Bank purchased a new position in Universal Display in the 4th quarter worth $227,000. Finally, Pacer Advisors Inc. raised its position in Universal Display by 1,820.1% in the 4th quarter. Pacer Advisors Inc. now owns 113,207 shares of the semiconductor company’s stock worth $13,220,000 after purchasing an additional 107,311 shares during the period. 78.19% of the stock is currently owned by institutional investors.

Universal Display Company Profile

Universal Display Corporation (NASDAQ: OLED) is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display’s core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.