Sidoti Has Pessimistic Outlook of Onespan Q2 Earnings

Key Points

• Sidoti cut Q2 2026 EPS for Onespan to $0.21 (from $0.25), signaling a more pessimistic near-term outlook; the consensus full-year EPS is $0.99 and Sidoti laid out modestly rising quarterly EPS projections through FY2027.
• Onespan beat Q1 estimates, reporting $0.39 EPS versus a $0.36 consensus and $65.95M in revenue versus $62.4M, yet several analysts have moved to Hold and the average price target sits at $16.67.
• Dividend and ownership: the company announced a $0.13 quarterly dividend (4.4% yield, ex-dividend May 14), while insiders sold shares and institutional investors own about 95.5% of the stock; shares trade near $11.95 with a P/E of 6.6.

Onespan Inc (NASDAQ:OSPN - Free Report) - Analysts at Sidoti decreased their Q2 2026 earnings per share (EPS) estimates for shares of Onespan in a report issued on Friday, May 1st. Sidoti analyst A. Soderstrom now anticipates that the company will earn $0.21 per share for the quarter, down from their previous estimate of $0.25. The consensus estimate for Onespan's current full-year earnings is $0.99 per share. Sidoti also issued estimates for Onespan's Q3 2026 earnings at $0.26 EPS, Q4 2026 earnings at $0.25 EPS, Q2 2027 earnings at $0.26 EPS, Q3 2027 earnings at $0.30 EPS and Q4 2027 earnings at $0.30 EPS.

Several other equities analysts also recently commented on OSPN. Zacks Research raised shares of Onespan from a "strong sell" rating to a "hold" rating in a research note on Friday, May 1st. DA Davidson cut their price objective on Onespan from $13.00 to $12.00 and set a "neutral" rating on the stock in a report on Friday, February 27th. Wall Street Zen lowered Onespan from a "buy" rating to a "hold" rating in a research report on Saturday. Finally, Weiss Ratings cut Onespan from a "hold (c)" rating to a "hold (c-)" rating in a report on Friday, April 24th. Two equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Hold" and an average price target of $16.67.

Onespan Trading Up 0.2%

OSPN opened at $11.95 on Wednesday. The company has a market cap of $442.99 million, a P/E ratio of 6.60, a PEG ratio of 1.10 and a beta of 1.47. The company's 50 day moving average is $10.91 and its 200-day moving average is $12.02. Onespan has a 1-year low of $10.07 and a 1-year high of $18.13.

Onespan (NASDAQ:OSPN - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.39 EPS for the quarter, beating analysts' consensus estimates of $0.36 by $0.03. Onespan had a return on equity of 18.03% and a net margin of 28.47%.The business had revenue of $65.95 million during the quarter, compared to the consensus estimate of $62.40 million.

Hedge Funds Weigh In On Onespan

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its holdings in Onespan by 81.8% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 2,000 shares of the company's stock valued at $26,000 after acquiring an additional 900 shares during the last quarter. Register Financial Advisors LLC raised its holdings in Onespan by 2.3% during the 4th quarter. Register Financial Advisors LLC now owns 68,628 shares of the company's stock worth $881,000 after purchasing an additional 1,521 shares during the last quarter. Deutsche Bank AG lifted its position in shares of Onespan by 4.7% in the 4th quarter. Deutsche Bank AG now owns 33,569 shares of the company's stock worth $431,000 after purchasing an additional 1,522 shares during the period. Hohimer Wealth Management LLC increased its position in shares of Onespan by 13.0% during the third quarter. Hohimer Wealth Management LLC now owns 13,642 shares of the company's stock worth $217,000 after buying an additional 1,572 shares during the period. Finally, Amundi increased its position in shares of Onespan by 10.0% during the fourth quarter. Amundi now owns 18,463 shares of the company's stock worth $237,000 after buying an additional 1,676 shares during the period. 95.52% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Onespan news, CFO Jorge Garcia Martell sold 15,000 shares of Onespan stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $10.33, for a total transaction of $154,950.00. Following the transaction, the chief financial officer directly owned 110,218 shares of the company's stock, valued at approximately $1,138,551.94. The trade was a 11.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.90% of the company's stock.

Onespan Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be given a dividend of $0.13 per share. This represents a $0.52 annualized dividend and a yield of 4.4%. The ex-dividend date of this dividend is Thursday, May 14th. Onespan's dividend payout ratio (DPR) is currently 28.73%.

Onespan Company Profile

OneSpan, formerly known as Vasco Data Security International, is a Chicago-based cybersecurity software company specializing in digital identity and anti-fraud solutions. Founded in 1991, the company provides a suite of authentication and transaction security products designed to help organizations protect critical applications and high-value transactions across online, mobile and in-branch channels.

The core OneSpan portfolio includes multi-factor authentication, risk-based authentication and transaction signing solutions.

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