Universal Display (OLED) to Release Earnings on Thursday

Universal Display (NASDAQ:OLED) is projected to post its Q1 2026 results after the market closes on Thursday, April 30th. Analysts expect Universal Display to post earnings of $1.13 per share and revenue of $161.3520 million for the quarter. Investors are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, April 30, 2026 at 5:00 PM ET.

Universal Display (NASDAQ:OLED) last released its quarterly earnings data 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 firm had revenue of $172.93 million during the quarter, compared to analyst estimates of $173.35 million. During the same quarter in the prior year, the company posted $1.22 earnings per share. The business’s quarterly revenue was up 6.5% compared to the same quarter last year. On average, analysts expect Universal Display to post $5 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Universal Display Price Performance

Shares of OLED opened at $91.23 on Wednesday. Universal Display has a 1 year low of $86.43 and a 1 year high of $163.21. The company has a 50 day simple moving average of $98.03 and a two-hundred day simple moving average of $115.52. The firm has a market cap of $4.27 billion, a P/E ratio of 17.99, a price-to-earnings-growth ratio of 7.70 and a beta of 1.65.

Universal Display Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th were given a dividend of $0.50 per share. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Tuesday, March 17th. Universal Display’s dividend payout ratio (DPR) is currently 39.45%.

Institutional Investors Weigh In On Universal Display

Several large investors have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. raised its holdings in Universal Display by 86.4% during the 4th quarter. JPMorgan Chase & Co. now owns 880,678 shares of the semiconductor company’s stock valued at $102,846,000 after buying an additional 408,315 shares during the period. Rafferty Asset Management LLC boosted its stake in Universal Display by 63.2% during the second quarter. Rafferty Asset Management LLC now owns 574,161 shares of the semiconductor company’s stock worth $88,685,000 after buying an additional 222,327 shares during the period. Millennium Management LLC increased its position in Universal Display by 89.7% during the fourth quarter. Millennium Management LLC now owns 403,772 shares of the semiconductor company’s stock valued at $47,152,000 after acquiring an additional 190,890 shares during the last quarter. Voloridge Investment Management LLC purchased a new stake in shares of Universal Display in the fourth quarter valued at $19,556,000. Finally, Bank of America Corp DE raised its stake in shares of Universal Display by 58.8% in the second quarter. Bank of America Corp DE now owns 447,993 shares of the semiconductor company’s stock valued at $69,197,000 after acquiring an additional 165,939 shares during the period. 78.19% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on OLED shares. Wall Street Zen upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. Weiss Ratings reissued a “hold (c-)” rating on shares of Universal Display in a report on Monday, March 23rd. Zacks Research lowered Universal Display from a “hold” rating to a “strong sell” rating in a research report on Tuesday, April 21st. Needham & Company LLC decreased their target price on Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Finally, Roth Mkm reissued a “buy” rating and set a $180.00 price target on shares of Universal Display in a research note on Friday, February 20th. Two investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $141.25.

About Universal Display

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.