Key Highlights

  • Immersion’s board declared a quarterly cash dividend of $0.075 per share, payable October 30, 2026, to holders of record October 16.
  • In December 2025 the company increased the quarterly dividend from $0.045 to $0.075 per share.
  • Fiscal first-quarter 2027 revenue was $294.4 million, of which royalty and license revenue was $3.8 million.
  • Net income attributable to Immersion stockholders was $4.876 million, or $0.17 per diluted share, for the quarter ended July 31, 2026.

Immersion Corporation (NASDAQ:IMMR) declared a quarterly cash dividend of $0.075 per share, payable on October 30, 2026, to stockholders of record on October 16. The company announced the declaration on September 14, 2026, and said in July that it raised the quarterly rate from $0.045 to $0.075 in December 2025. The July 31 payment was the third quarterly dividend since that increase.

Dividend Program and Shareholder Returns

Immersion announced the $0.075 quarterly dividend on September 14, 2026, in a Form 8-K. It is payable on October 30, 2026, to stockholders of record on October 16, 2026, which is also the ex-dividend date.

The previous dividend, also $0.075 per share, was paid on July 31, 2026, to stockholders of record on July 20.

The 8-K states that future dividends “will be subject to further review and approval by the Board in accordance with applicable law,” and that the board “reserves the right to declare, adjust or withdraw quarterly dividends in future periods.” Immersion dividends declared in the quarter ended July 31, 2026, totaled $2.526 million.

About the Company

Immersion Corporation is a provider of touch feedback technology, also known as haptics, and its shares trade on the Nasdaq. It operates as two reporting segments, Immersion and Barnes & Noble Education. The Immersion segment generates license and royalty revenues from a wide range of intellectual property. The company’s fiscal year ends on April 30.

Financial Performance Behind the Payout

For the three months ended July 31, 2026, the first quarter of fiscal 2027, total revenues were $294.399 million, compared with $292.032 million a year earlier. Royalty and license revenue was $3.804 million, compared with $3.872 million. Product and other revenue was $276.859 million, and rental income was $13.736 million.

Net income attributable to Immersion stockholders was $4.876 million, or $0.17 per diluted share, compared with a net loss of $0.930 million a year earlier.

For the fourth quarter of fiscal 2026, the three months ended April 30, 2026, total revenues were $270.0 million. GAAP net income attributable to Immersion stockholders was $3.7 million, or $0.12 per diluted share, and non-GAAP net income was $9.9 million, or $0.30 per diluted share.

Consolidating Barnes & Noble Education

Immersion’s financial statements include Barnes & Noble Education. The 10-Q states that the company acquired a controlling interest in Barnes & Noble Education and describes it as a consolidated variable interest entity since June 10, 2024.

In its fiscal fourth-quarter release, Immersion stated that its stock ownership in Barnes & Noble Education had reduced to 32.6% as of April 30, 2026, and that it owned approximately 11.2 million shares. The 10-Q for the quarter ended July 31, 2026 gives no ownership percentage.

Reported revenue includes royalty and license revenue from the haptics business alongside product, other and rental revenue.

Outlook

Immersion’s board has declared the $0.075 quarterly dividend payable on October 30, 2026, and has stated that it may declare, adjust or withdraw quarterly dividends in future periods.

Royalty and license revenue, consolidated revenue, net income attributable to Immersion stockholders and the board’s quarterly declarations are the relevant factors for the dividend.