Q1 EPS Forecast for Universal Display Increased by Analyst

Universal Display Co. (NASDAQ:OLED - Free Report) - Stock analysts at Zacks Research boosted their Q1 2026 earnings estimates for Universal Display in a research report issued to clients and investors on Monday, March 24th. Zacks Research analyst R. Department now forecasts that the semiconductor company will post earnings of $1.25 per share for the quarter, up from their previous estimate of $1.23. 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 Q2 2026 earnings at $1.28 EPS, Q3 2026 earnings at $1.35 EPS and FY2026 earnings at $5.47 EPS.

Several other research analysts have also recently weighed in on 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 report on Friday, February 21st. Citigroup lowered their price target on Universal Display from $200.00 to $162.00 and set a "neutral" rating on the stock in a report on Monday, February 10th. Oppenheimer cut their price objective on Universal Display from $220.00 to $200.00 and set an "outperform" rating for the company in a report on Thursday, January 2nd. Susquehanna dropped their target price on Universal Display from $165.00 to $160.00 and set a "neutral" rating on the stock in a research report on Friday, February 21st. Finally, Needham & Company LLC reduced their price target on shares of Universal Display from $215.00 to $170.00 and set a "buy" rating for the company in a research report on Friday, February 21st. Three analysts have rated the stock with a hold rating and five have assigned a buy rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $190.43.

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Universal Display Price Performance

NASDAQ OLED traded down $6.95 during trading hours on Thursday, hitting $138.23. The company's stock had a trading volume of 235,481 shares, compared to its average volume of 717,270. The company has a market cap of $6.56 billion, a P/E ratio of 29.73, a price-to-earnings-growth ratio of 1.61 and a beta of 1.40. The company's 50 day simple moving average is $149.47 and its two-hundred day simple moving average is $167.82. Universal Display has a 12 month low of $137.22 and a 12 month high of $237.00.

Universal Display (NASDAQ:OLED - Get Free Report) last released its quarterly earnings data on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.08 by $0.14. The business had revenue of $162.29 million for the quarter, compared to analysts' expectations of $152.75 million. Universal Display had a return on equity of 15.51% and a net margin of 34.29%.

Universal Display Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be given a $0.45 dividend. This is a positive change from Universal Display's previous quarterly dividend of $0.40. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.30%. The ex-dividend date is Monday, March 17th. Universal Display's dividend payout ratio is presently 38.71%.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Norges Bank bought a new position in shares of Universal Display during the fourth quarter worth $95,924,000. Raymond James Financial Inc. purchased a new stake in Universal Display in the 4th quarter worth $41,504,000. Point72 Asset Management L.P. bought a new position in shares of Universal Display during the 4th quarter valued at about $38,981,000. Jennison Associates LLC grew its position in shares of Universal Display by 58.2% during the fourth quarter. Jennison Associates LLC now owns 683,822 shares of the semiconductor company's stock valued at $99,975,000 after purchasing an additional 251,557 shares in the last quarter. Finally, Barclays PLC increased its holdings in shares of Universal Display by 753.8% in the third quarter. Barclays PLC now owns 212,518 shares of the semiconductor company's stock worth $44,608,000 after purchasing an additional 187,627 shares during the last quarter. 78.19% of the stock is owned by hedge funds and other institutional investors.

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.