FY2026 EPS Estimate for Universal Display Raised by Analyst

Universal Display Corporation (NASDAQ:OLED) – Zacks Research boosted their FY2026 earnings per share (EPS) estimates for Universal Display in a research note issued on Friday, October 17th. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings of $5.37 per share for the year, up from their prior estimate of $5.32. 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. Zacks Research also issued estimates for Universal Display’s Q1 2027 earnings at $1.41 EPS and Q3 2027 earnings at $1.57 EPS.

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

Separately, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Universal Display in a report on Wednesday, October 8th. Five research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Stock Up 1.6%

Shares of OLED opened at $151.38 on Monday. The stock has a 50 day moving average price of $142.52 and a 200 day moving average price of $142.94. The company has a market capitalization of $7.20 billion, a price-to-earnings ratio of 29.57, a price-to-earnings-growth ratio of 4.37 and a beta of 1.55. Universal Display has a 52-week low of $103.70 and a 52-week high of $214.57.

Universal Display Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 30th. Stockholders of record on Tuesday, September 16th were issued a $0.45 dividend. This represents a $1.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, September 16th. Universal Display’s dividend payout ratio is presently 35.16%.

Institutional Investors Weigh In On Universal Display

Large investors have recently modified their holdings of the company. Rise Advisors LLC boosted its holdings in shares of Universal Display by 87.9% in the first quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 87 shares during the period. Whittier Trust Co. acquired a new stake in shares of Universal Display in the second quarter valued at approximately $30,000. Parkside Financial Bank & Trust boosted its holdings in shares of Universal Display by 236.7% in the second quarter. Parkside Financial Bank & Trust now owns 202 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 142 shares during the period. Golden State Wealth Management LLC boosted its holdings in shares of Universal Display by 4,700.0% in the first quarter. Golden State Wealth Management LLC now owns 240 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 235 shares during the period. Finally, Brooklyn Investment Group boosted its holdings in shares of Universal Display by 98.5% in the first quarter. Brooklyn Investment Group now owns 270 shares of the semiconductor company’s stock valued at $38,000 after acquiring an additional 134 shares during the period. 78.19% of the stock is owned by institutional investors and hedge funds.

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.