Immersion (IMMR)
Licenses haptics IP while consolidating Barnes & Noble Education campus retail.
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Licenses haptics patents and software for device makers, while consolidating Barnes & Noble Education's campus-store and course-material operations. The mix pairs a royalty-led IP business with a much larger U.S. academic retail footprint.
Licenses haptics patents, software, tools, and technical assistance through the Immersion segment, helping device makers add touch feedback to mobile, consumer electronics, gaming, VR, automotive, medical, and commercial products.
Consolidates Barnes & Noble Education after the 2024 control investment, adding campus bookstores, course-material sales and rentals, wholesale, and bookstore-management systems for U.S. academic institutions.
The legacy IP business depends on license and royalty agreements, patent coverage, customer product cycles, and enforcement or settlement outcomes. The consolidated profile also depends on BNED's campus contracts, education-retail execution, financial-reporting cleanup, and Nasdaq compliance filings.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
No analyst notes in the last 24 months.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $220.9M · Total debt $272.8M · Total assets $1.18B · Shareholders' equity $299.0M
- Revenue
- $294.4M
- Operating income
- −$20.6M
- Net income
- $4.9M
HistoryDividendAnnual yieldUpcoming
| Institutions | 58.29% | 19.35M shares | |
|---|---|---|---|
| 146 holders · as of Jun 30, 2026 | |||
| Insiders | 15.54% | 5.16M shares | |
| 7 holders · as of Aug 21, 2026 | |||
| Other | 26.17% | 8.69M shares | |
| remainder | |||
33.21M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.35% | 2.44M | as of Jun 30, 2026 |
Eric Singer1Insiderdirector, officer: President and CEO | 5.50% | 1.83M | filed Aug 21, 2026 |
Invenomic Capital Management LPInstitution | 5.12% | 1.70M | filed Feb 14, 2022 |
LSV Asset ManagementInstitution | 5.03% | 1.67M | filed Feb 9, 2024 |
Spencer WaxmanInsider | 4.89% | 1.62M | filed Aug 12, 2019 |
- Eric Singer's own ownership statement (13D, Aug 21, 2026) reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | J. Michael Dodson | officer: Chief Financial Officer | −4,899 | $6.54 |
- Amazon
Online retail scale across books, course materials, and merchandise
- Pearson (ADR)
Higher-education courseware and inclusive-access rival
- Cirrus Logic
Haptic-driver IC supplier for mobile and automotive devices
- Wiley Class A
Academic publishing, digital courseware, and learning content peer
- Synaptics
Touch, display, and automotive interface semiconductor rival
- Chegg
Student learning platform with textbook and eTextbook legacy
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Immersion | $7.41 | +0.82% | $244.0M | 22.3 | — | 0.1 | +0.8% |
| Amazon | $256.70 | −0.68% | $2.78T | 20.8 | 27.5 | 3.6 | +19.6% |
| Pearson (ADR) | $16.00 | +0.60% | $9.55B | 23.8 | — | 2.0 | +4.8% |
| Cirrus Logic | $119.60 | −0.32% | $6.05B | 14.7 | 14.5 | 3.0 | +12.9% |
| Wiley Class A | $47.63 | +0.71% | $2.48B | 12.7 | — | 1.5 | −2.6% |
| Synaptics | $96.73 | +1.44% | $3.73B | — | 18.5 | 3.1 | +8.9% |
| Chegg | $0.7223 | +0.32% | $80.6M | — | — | 0.3 | −50.7% |
| Median | 17.7 | 18.5 | 2.5 | +6.9% |