Immersion (NASDAQ:IMMR) Announces Quarterly Earnings Results, Beats Estimates By $0.44 EPS

Posted by Geri Gentry on Sep 15th, 2026

Immersion (NASDAQ:IMMR – Get Free Report) released its earnings results on Monday. The software maker reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.06 by $0.44, FiscalAI reports. Immersion had a net margin of 0.26% and a return on equity of 0.80%. The company had revenue of $294.40 million during the quarter, compared to analyst estimates of $3.43 million.

Immersion Price Performance

IMMR stock opened at $7.21 on Tuesday. The business’s fifty day moving average price is $7.29 and its 200 day moving average price is $6.62. Immersion has a 12-month low of $5.25 and a 12-month high of $8.05. The company has a current ratio of 2.30, a quick ratio of 1.19 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $239.32 million, a PE ratio of 51.50 and a beta of 1.02.

Immersion Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 16th will be issued a $0.075 dividend. This represents a $0.30 annualized dividend and a yield of 4.2%. The ex-dividend date is Friday, October 16th. Immersion’s dividend payout ratio (DPR) is 214.29%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Wall Street Zen upgraded Immersion from a “sell” rating to a “hold” rating in a report on Tuesday, July 28th. Weiss Ratings downgraded Immersion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, August 11th. Finally, BWS Financial reiterated a “buy” rating and issued a $13.50 price target on shares of Immersion in a research note on Tuesday, July 28th. One equities research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $13.50.

Get Our Latest Report on IMMR

Immersion News Summary

Here are the key news stories impacting Immersion this week:

Positive Sentiment: First-quarter profit significantly exceeded expectations. Immersion reported fiscal Q1 2027 non-GAAP EPS of $0.50, well above the $0.06 consensus estimate. GAAP net income was $4.9 million, or $0.17 per diluted share, compared with a $0.9 million loss in the year-ago quarter. Immersion Swings To Profit in Q1
Positive Sentiment: Revenue remained near record levels and expenses declined. Quarterly revenue rose to $294.4 million from $292.0 million a year earlier, while GAAP operating expenses fell to $80.4 million from $84.8 million. The earnings release also showed the company continued to hold approximately 11.2 million Barnes & Noble Education shares. Immersion Fiscal Q1 Results
Positive Sentiment: Quarterly dividend maintained. Immersion declared a $0.075-per-share dividend, payable October 30 to shareholders of record October 16. The annualized payout is $0.30 per share, representing an indicated yield of roughly 4.2% at the reported share price. Immersion Revenue and Net Income
Neutral Sentiment: Investors may be taking profits after the earnings release. Despite the substantial EPS beat, revenue growth was modest and the company’s reported net margin remained very low, which may limit enthusiasm about the durability of the earnings improvement.
Negative Sentiment: Insider selling is a sentiment headwind. Recent disclosures indicate Immersion insiders sold shares, including a reported sale valued at approximately $488,655. While insider sales do not necessarily signal deteriorating fundamentals, they can weigh on investor confidence. Immersion Insider Selling

Insider Buying and Selling

In related news, major shareholder Toro 18 Holdings Llc sold 200,000 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $5.22, for a total value of $1,044,000.00. Following the transaction, the insider directly owned 1,344,647 shares of the company’s stock, valued at $7,019,057.34. This trade represents a 12.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders sold a total of 442,815 shares of company stock valued at $2,201,304 over the last 90 days. Corporate insiders own 10.60% of the company’s stock.

About Immersion

(Get Free Report)

Immersion Corporation (NASDAQ: IMMR) develops and licenses haptic technologies that enable electronic devices to communicate through tactile sensations such as vibration, pressure, and motion. Its intellectual property and software are designed to help manufacturers create more responsive and immersive user experiences.

The company’s haptic solutions are used across a range of markets, including smartphones and other mobile devices, automotive systems, gaming controllers, personal computers, consumer electronics, and medical equipment.