Immersion CORP

Market Movers (8-K)

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NASDAQ
Immersion Corporation announced its fiscal year 2026 results, highlighting a shift in capital allocation towards dividends and reporting a significant increase in GAAP net income for the fourth quarter.
Worse than expected
NASDAQ
Immersion Corporation has received confirmation from Nasdaq that it has regained compliance with Listing Rule 5250(c)(1), closing the matter.
NASDAQ
Immersion Corporation has been granted a reprieve by the Nasdaq Hearings Panel to remain listed, provided it files its overdue Q1 2026 financial report by May 22, 2026.
Delay expected
NASDAQ
Immersion Corporation held its fiscal year 2025 Annual Meeting of Stockholders on April 6, 2026, where directors were elected and the appointment of its independent registered public accounting firm was ratified.
NASDAQ
Immersion Corporation received an additional Nasdaq delinquency notice for unfiled quarterly reports, while also declaring a quarterly cash dividend of $0.075 per share.
Worse than expected
Delay expected
NASDAQ
Immersion Corporation announced the filing of its FY 2025 Form 10-K and the postponement of its 2025 Annual Meeting to April 6, 2026, due to audit committee investigations and financial restatements.
Worse than expected
Delay expected

Quarterly Earnings (10-Q)

NASDAQ
Immersion Corporation's Q3 2025 results reflect significant revenue growth due to the acquisition of Barnes & Noble Education, alongside continued performance in its core IP licensing business.
Better than expected
Capital raise
NASDAQ
Immersion Corporation's Q2 2025 results reflect the acquisition of Barnes & Noble Education, significantly impacting revenue and assets.
Better than expected
Capital raise
NASDAQ
Immersion Corporation reports a significant increase in revenue and net income for the four months ended April 30, 2024, driven by new licensing agreements and strategic business moves.
Better than expected
NASDAQ
Immersion Corporation's Q2 2024 results show a significant increase in revenue, primarily driven by new licensing agreements and the acquisition of Barnes & Noble Education.
Better than expected
NASDAQ
Immersion Corporation's Q1 2024 results show a significant increase in revenue and net income, primarily driven by a major licensing agreement.
Better than expected
Capital raise

Annual Reports (10-K)

NASDAQ
Immersion Corporation's annual report for the fiscal year ended April 30, 2026, details significant revenue shifts in its Immersion segment and operational updates for Barnes & Noble Education, alongside ongoing risk factor disclosures.
Worse than expected
NASDAQ
Immersion Corporation filed an Amendment No. 1 to its Annual Report on Form 10-K to correct an inadvertently filed auditor consent and include updated Sarbanes-Oxley certifications.
NASDAQ
Immersion Corporation's 2023 10-K filing reveals a complex financial landscape with revenue declines offset by investment gains and ongoing legal battles.
Worse than expected
Capital raise

Insider Trading (Form 4)

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NASDAQ
Toro 18 Holdings Llc and 3 others reported changes in beneficial ownership of Immersion Corp common stock on August 10, 2026.
NASDAQ
William C Martin, Chief Strategy Officer and a Director of Immersion Corp, received 5,640 shares of common stock on July 31, 2026.
NASDAQ
Barnes & Noble Education reports significant insider transactions involving put options by key stakeholders Toro 18 Holdings LLC, Immersion Corporation, William C. Martin, and Eric Singer.
NASDAQ
Eric Singer, President and CEO of Immersion Corp, reported a disposition of 14,757 shares of common stock on July 1, 2026, to cover tax withholding obligations upon restricted stock unit vesting.
NASDAQ
Immersion Corp's Chief Financial Officer, J. Michael Dodson, sold shares to cover tax obligations related to restricted stock unit vesting.
NASDAQ
Chief Strategy Officer William C. Martin acquired 25,297 shares of Immersion Corp common stock as compensation in lieu of cash salary and bonuses.

Proxy Statements (Def-14A)

NASDAQ
Immersion Corporation announced its virtual FY 2025 Annual Meeting of Stockholders for April 6, 2026, to vote on director elections, auditor ratification, and executive compensation, following a fiscal year change and financial restatement.
Delay expected
Worse than expected
NASDAQ
Immersion Corporation's 2024 Annual Meeting of Stockholders will address director elections, auditor ratification, executive compensation, and an amendment for officer exculpation.

Institutional Holdings (13F)

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NASDAQ
Immersion Corp reported 7 holdings worth $178.7M for the period ended June 30, 2026.
NASDAQ
Immersion Corp discloses its institutional investment portfolio totaling $144.7 million as of March 31, 2026.
NASDAQ
Immersion Corp filed its Q4 2025 13F-HR report, revealing $145.9 million in equity holdings across 8 positions as of December 31, 2025.
NASDAQ
Immersion Corp's latest 13F filing reveals its equity portfolio for Q3 2025, totaling over $161 million across seven positions.
NASDAQ
Immersion Corp, an institutional investment manager, reported its equity holdings totaling $197.38 million across 10 positions for the quarter ended June 30, 2025.
NASDAQ
Immersion Corp's latest 13F filing discloses its equity holdings as of March 31, 2025, totaling approximately $162.8 million across eight companies.

Schedule 13D - Activist Investments

NASDAQ
Immersion Corp has entered into a cooperation agreement with the Irrevocable Larson Family Investment Trust and Scott A. Larson, establishing voting and standstill commitments until December 31, 2027.
NASDAQ
Activist investor Scott A. Larson and the Irrevocable Larson Family Investment Trust have filed a Schedule 13D, revealing a 7.1% stake in Immersion Corp and demanding significant changes to corporate governance, executive compensation, and strategic direction.

Schedule 13G - Passive Investments

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NASDAQ
The Vanguard Group reports 0% beneficial ownership in Immersion Corp following an internal realignment, with subsidiaries now reporting separately.
NASDAQ
A group including Toro 18 Holdings LLC and Immersion Corporation has disclosed a 4.1% beneficial ownership stake in MagnaChip Semiconductor Corp.
NASDAQ
The Vanguard Group reported a 7.06% beneficial ownership stake in Immersion Corp as of December 31, 2025.
NASDAQ
The Irrevocable Larson Family Investment Trust has increased its beneficial ownership in Immersion Corp to 7.1% of common stock, including shares and call options.
NASDAQ
The Irrevocable Larson Family Investment Trust has increased its beneficial ownership in Immersion Corp to 6.26% of common stock, including shares and call options.
NASDAQ
The Irrevocable Larson Family Investment Trust has reported a 5.49% beneficial ownership stake in Immersion Corp's common stock.