Sidoti Issues Positive Outlook for Onespan Earnings

Key Points

• Sidoti raised its Q4 2026 EPS forecast for OneSpan to $0.28 from $0.25 and expects $0.34 EPS in Q1 2027, reflecting a positive earnings outlook.
• OneSpan exceeded quarterly expectations, reporting $0.30 EPS versus the $0.23 consensus and revenue of $60.47 million compared with estimates of $58.25 million.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and average price target of $19.00. OneSpan also declared a quarterly dividend of $0.13, equivalent to a 3.2% annualized yield.

Onespan Inc (NASDAQ:OSPN - Free Report) - Stock analysts at Sidoti upped their Q4 2026 earnings per share estimates for Onespan in a report released on Wednesday, August 5th. Sidoti analyst A. Soderstrom now forecasts that the company will post earnings of $0.28 per share for the quarter, up from their prior estimate of $0.25. The consensus estimate for Onespan's current full-year earnings is $1.05 per share. Sidoti also issued estimates for Onespan's Q1 2027 earnings at $0.34 EPS.

Onespan (NASDAQ:OSPN - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $0.30 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.23 by $0.07. Onespan had a return on equity of 16.91% and a net margin of 27.76%.The company had revenue of $60.47 million for the quarter, compared to analyst estimates of $58.25 million.

Several other analysts also recently commented on the stock. Rosenblatt Securities upped their price target on shares of Onespan from $16.00 to $18.00 and gave the company a "buy" rating in a research report on Wednesday, August 5th. Weiss Ratings upgraded shares of Onespan from a "hold (c-)" rating to a "hold (c)" rating in a research note on Wednesday, May 20th. Zacks Research upgraded shares of Onespan from a "strong sell" rating to a "hold" rating in a research note on Friday, May 1st. Wall Street Zen downgraded Onespan from a "buy" rating to a "hold" rating in a research note on Saturday, May 2nd. Finally, DA Davidson lifted their target price on Onespan from $14.00 to $16.00 and gave the company a "neutral" rating in a research note on Wednesday, August 5th. Two equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $19.00.

Onespan Stock Down 2.4%

OSPN stock opened at $16.37 on Tuesday. The stock has a market cap of $603.23 million, a P/E ratio of 9.20, a PEG ratio of 1.46 and a beta of 1.53. The company has a current ratio of 1.33, a quick ratio of 1.23 and a debt-to-equity ratio of 0.02. Onespan has a twelve month low of $10.07 and a twelve month high of $18.48. The company's 50 day moving average is $14.84 and its two-hundred day moving average is $12.64.

Institutional Investors Weigh In On Onespan

Institutional investors and hedge funds have recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in shares of Onespan during the second quarter valued at about $59,607,000. Millennium Management LLC increased its holdings in Onespan by 1,018.8% during the 4th quarter. Millennium Management LLC now owns 1,211,659 shares of the company's stock worth $15,558,000 after purchasing an additional 1,103,360 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of Onespan by 94.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,268,242 shares of the company's stock valued at $13,355,000 after purchasing an additional 617,092 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in shares of Onespan during the 2nd quarter valued at approximately $7,272,000. Finally, Simcoe Capital Management LLC acquired a new stake in shares of Onespan during the second quarter worth approximately $7,448,000. Hedge funds and other institutional investors own 95.52% of the company's stock.

Insider Transactions at Onespan

In other news, CFO Jorge Garcia Martell sold 20,000 shares of the company's stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $14.45, for a total transaction of $289,000.00. Following the completion of the sale, the chief financial officer directly owned 91,018 shares in the company, valued at $1,315,210.10. This represents a 18.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Insiders own 2.00% of the company's stock.

Onespan Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 14th will be given a $0.13 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $0.52 annualized dividend and a dividend yield of 3.2%. Onespan's dividend payout ratio (DPR) is currently 29.21%.

About Onespan

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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