IMMR at a glance
IMMERSION CORP (IMMR, SEC CIK 1058811) filed its latest 10-K annual report on July 24, 2026, a 10-Q quarterly report on September 14, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 30, 2026 (FY2026), IMMERSION CORP (IMMR) reported revenue of $1.7 billion (up 11.2% from FY2025) and net income of $4.5 million. Diluted EPS was $0.14.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding IMMERSION CORP (IMMR) shares worth $59.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by DODSON J MICHAEL on June 12, 2026 of 4,899 shares at $6.54 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.7B
- +11.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $59.8M · +2 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Apr 30, 2026
Business Overview
- Core business: licensing haptic technology patents for mobility, gaming, automotive markets plus operation of Barnes & Noble Education bookstores
- New segment: acquisition of controlling 42% interest in Barnes & Noble Education (June 2024), adding 1,116 physical/virtual bookstores and educational wholesale operations
- Strategic shift: diversification into education sector to expand product offerings, customer reach, and revenue streams beyond haptics licensing
- Quantitative highlight: Barnes & Noble Education operates 1,116 bookstores with ~3,613 employees, while Immersion segment remains lean at 8 employees
- Noteworthy fact: Barnes & Noble Education's BNC First Day® affordable access program grew sales 28% in FY 2026, reversing long-term course material revenue declines
Management Discussion & Analysis
- Revenue $1.73B, up $174.8M (11%) YoY; Immersion down 79% to $15.9M, Barnes & Noble Education up 16% to $1.71B
- Operating income $25.9M down 78%; Immersion operating income $3.8M down 92%, Barnes & Noble Education $22.1M down 68%
- Barnes & Noble Education best performing segment: revenues $1.71B, operating income $22.1M; Immersion worst: revenues $15.9M, operating income $3.8M
- Net cash from operations $59.1M vs $(57.6)M prior year; $8.1M dividends paid, $10K stock repurchases; $16.2M capex spend; $812.9M borrowings, $845.0M debt repayments
- Management anticipates sufficient liquidity next 12 months; key risks include Korean withholding tax litigation impacts and macroeconomic conditions affecting financing availability
Risk Factors
- Regulatory risk: Potential adverse impact from changes to U.S. patent laws and USPTO rules affecting patent enforcement and licensing rights
- Geopolitical risk: International revenues 75% of total, exposed to political instability and tariffs, including U.S. tariffs on Chinese imports affecting Barnes & Noble Education
- Operational risk: Significant supply chain dependence on limited suppliers; top 4 suppliers comprise 56% of Barnes & Noble Education’s merchandise purchases
- Competitive risk: Fixed payment license with Microsoft limits royalty revenue growth as Microsoft expands touch-enabled product sales, potentially depressing revenue from other licensees
- Financial risk: Material weaknesses in internal controls caused restatement and delayed SEC filings, risking Nasdaq noncompliance and reduced access to capital markets
AI summary of the IMMR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Quarterly revenue $294.4M, up $2.4M YoY from $292.0M
- Net loss $4.6M vs $13.7M; operating loss $20.0M vs $26.4M
- Barnes & Noble Education best performer: revenue $290.6M vs $288.2M
- Immersion weakest segment: revenue $3.8M, down 2% YoY
- Management cited strong institutional interest in First Day programs and planned e-commerce expansion
Risk Factors
- No risk-factors section provided; supplied text covers stock repurchases and exhibits
- Repurchase authorization extended through December 29, 2026
- $39.3 million remained available under the repurchase program as of July 31, 2026
AI summary of the IMMR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal-quarter results cover the period ended July 31, 2026
- Press release issued September 14, 2026
Item 8.01: Other Events
- Quarterly cash dividend of $0.075 per share declared on outstanding common stock
- Payment scheduled for October 30, 2026, to stockholders of record October 16, 2026
Item EX-99.1: Item EX-99.1
- Fiscal Q1 2027 revenue $294.4M, up from $292.0M, with BNED contributing $290.6M
- GAAP net income $4.9M, or $0.17 per diluted share, versus a $0.9M loss year over year
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter and full-year results ended April 30, 2026 released July 27, 2026
- Press release contains financial figures and management commentary in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q4 revenue $270.0M, down from $284.9M, while GAAP net income improved to $3.7M from a $17.7M loss
- Fiscal 2026 revenue rose to $1.7B, but GAAP net income fell to $4.5M from $64.3M
Item 5.08: Shareholder Director Nominations
- FY 2026 Annual Meeting scheduled for October 7, 2026
- Meeting date moved more than 30 days from FY 2025 anniversary, triggering revised nomination deadlines
Item 8.01: Other Events
- Quarterly cash dividend of $0.075 per share declared
- Payment scheduled for July 31, 2026, to stockholders of record July 20, 2026
AI summaries of IMMR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IMMR
Don't miss the next IMMR filing
- Alerts as it files. A push when IMMR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IMMR, by share count.
- Ask anything. An AI agent that reads every IMMR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Singer Eric | F | Oct 1, 2026 | 14,757 | $7.31 |
| Singer Eric | F | Oct 1, 2026 | 14,757 | $7.31 |
| MARTIN WILLIAM C | A | Jul 31, 2026 | 5,640 | - |
| Singer Eric | F | Jul 1, 2026 | 14,757 | $6.93 |
| Singer Eric | F | Jul 1, 2026 | 14,757 | $6.93 |
| DODSON J MICHAEL | Sell | Jun 12, 2026 | 4,899 | $6.54 |
| DODSON J MICHAEL | Sell | Jun 12, 2026 | 4,899 | $6.54 |
| MARTIN WILLIAM C | A | Apr 30, 2026 | 17,872 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $1.7B |
| Operating Income | - | $118.0M | $25.9M |
| Net Income | $57.9M | $64.3M | $4.5M |
| Op. Margin | - | 7.6% | 1.5% |
| Net Margin | - | 4.1% | 0.3% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $1.1B |
| Equity | $305.5M | $298.1M | $297.2M |
| ROE | 18.9% | 21.6% | 1.5% |
| Per Share | |||
| EPS | $1.77 | $1.90 | $0.14 |
| Cash Flow | |||
| Operating CF | - | -$57.6M | $59.1M |
| CapEx | $5.6M | $11.2M | $16.2M |
Source: XBRL data in IMMERSION CORP (IMMR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IMMR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $59.8M |
| Q1 2026 | 24 | $40.1M |
| Q4 2025 | 21 | $55.1M |
| Q3 2025 | 24 | $60.7M |
| Q2 2025 | 24 | $62.3M |
| Q1 2025 | 21 | $56.7M |
| Q4 2024 | 15 | $55.5M |
| Q3 2024 | 14 | $43.1M |
- Two Sigma Investments+277.0K (+919%)
- AQR Capital Management+257.6K (+86%)
- Morgan Stanley+209.7K (+52%)
- BlackRock+151.1K (+7%)
- Dimensional Fund Advisors+109.3K (+255%)
- State Street Corp−12.6K (-2%)
- JPMorgan Chase & Co−9.5K (-19%)
- Mangrove Partners−1.6K (-3%)
- Raymond James Financial−1.5K (-11%)
- Vanguard Capital Management LLC−1.1K (-0%)
- Prudential Financial−71.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 169 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IMMR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 10-Q | Sep 14, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| SC 13D | Aug 21, 2026 | - | - | |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 10-K | Jul 24, 2026 | Apr 30, 2026 | Analysis | |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | May 15, 2026 | - | Analysis | |
| 13F-HR | May 15, 2026 | Mar 31, 2026 | - | |
| 10-Q | May 4, 2026 | Jan 31, 2026 | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 10-Q | Apr 14, 2026 | Oct 31, 2025 | Analysis | |
| 8-K | Apr 8, 2026 | - | Analysis | - |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Mar 27, 2026 | - | - | - |
| 10-Q | Mar 26, 2026 | Jul 31, 2025 | Analysis | |
| 8-K | Mar 12, 2026 | - | Analysis | - |
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IMMR SEC filings: frequently asked questions
Which institutions hold IMMR stock?
As of June 30, 2026, the largest IMMERSION CORP (IMMR) holders among the 13F filers tracked by SignalX were BlackRock ($16.5 million), Vanguard Capital Management LLC ($8.7 million), State Street Corp ($4.4 million), Morgan Stanley ($4.1 million), AQR Capital Management ($3.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IMMR's revenue in fiscal year 2026?
For the fiscal year ended April 30, 2026 (FY2026), IMMERSION CORP (IMMR) reported revenue of $1.7 billion (up 11.2% from FY2025) and net income of $4.5 million. Diluted EPS was $0.14. The figures come from the XBRL data in the 10-K.
What are the main risks in IMMR's latest 10-K?
In the 10-K filed July 24, 2026, IMMERSION CORP (IMMR) flagged: Regulatory risk: Potential adverse impact from changes to U.S. patent laws and USPTO rules affecting patent enforcement and licensing rights. Geopolitical risk: International revenues 75% of total, exposed to political instability and tariffs, including U.S. tariffs on Chinese imports affecting Barnes & Noble Education. (AI summary of the Risk Factors section.)
What did IMMR report in its latest 8-K?
IMMERSION CORP (IMMR) filed an 8-K on September 14, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Fiscal-quarter results cover the period ended July 31, 2026.
What are the latest IMMR SEC filings?
IMMERSION CORP (IMMR) filed its latest 10-K annual report on July 24, 2026, a 10-Q quarterly report on September 14, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on October 2, 2026.
What is IMMR's SEC CIK number?
IMMERSION CORP (IMMR)'s SEC Central Index Key (CIK) is 1058811. EDGAR lists every IMMR filing under that number.
Ask anything about IMMR
The research agent reads IMMR's filings, financials, insider trades and 13F holders, then answers with sources.