Onespan (NASDAQ:OSPN) Downgraded to “Hold” Rating by Wall Street Zen

Wall Street Zen downgraded shares of Onespan (NASDAQ:OSPN) from a buy rating to a hold rating in a report released on Saturday.

Other research analysts also recently issued reports about the company. DA Davidson dropped their price objective on Onespan from $13.00 to $12.00 and set a “neutral” rating on the stock in a research note on Friday, February 27th. Weiss Ratings downgraded Onespan from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, April 24th. Finally, Zacks Research downgraded Onespan from a “hold” rating to a “strong sell” rating in a research note on Tuesday, March 3rd. Two equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $16.67.

Onespan Price Performance

Shares of NASDAQ:OSPN opened at $11.54 on Friday. The company has a market capitalization of $427.79 million, a price-to-earnings ratio of 6.38, a P/E/G ratio of 1.05 and a beta of 1.47. The business’s 50-day moving average is $10.90 and its 200-day moving average is $12.07. Onespan has a 1 year low of $10.07 and a 1 year high of $18.13.

Onespan (NASDAQ:OSPN) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.36 by $0.03. The company had revenue of $65.95 million for the quarter, compared to the consensus estimate of $62.40 million. Onespan had a return on equity of 18.41% and a net margin of 28.47%. Analysts anticipate that Onespan will post 0.99 EPS for the current year.

Onespan Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be given a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend is Thursday, May 14th. Onespan’s payout ratio is presently 27.66%.

Insider Buying and Selling

In related news, CFO Jorge Garcia Martell sold 15,000 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $10.33, for a total value of $154,950.00. Following the completion of the sale, the chief financial officer directly owned 110,218 shares of the company’s stock, valued at $1,138,551.94. The trade was a 11.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 1.30% of the stock is owned by insiders.

Institutional Trading of Onespan

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. State of Alaska Department of Revenue bought a new stake in Onespan in the 3rd quarter valued at about $26,000. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its position in Onespan by 81.8% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 2,000 shares of the company’s stock valued at $26,000 after buying an additional 900 shares in the last quarter. Comerica Bank increased its holdings in Onespan by 455.2% during the 1st quarter. Comerica Bank now owns 2,465 shares of the company’s stock worth $38,000 after purchasing an additional 2,021 shares in the last quarter. International Assets Investment Management LLC bought a new stake in Onespan during the 4th quarter worth approximately $32,000. Finally, Global Retirement Partners LLC bought a new stake in Onespan during the 4th quarter worth approximately $50,000. 95.52% of the stock is owned by institutional investors.

Onespan News Roundup

Here are the key news stories impacting Onespan this week:

• Positive Sentiment: Q1 beat — OneSpan reported EPS of $0.39 (above estimates) and revenue of ~$66.0M, topping consensus and showing healthy margins; this is the primary driver for positive investor reaction. OneSpan (OSPN) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Subscription growth & strategic commentary — Management highlighted strong subscription growth and strategic progress on the earnings call, which supports recurring revenue outlook and valuation multiple expansion potential. OneSpan Inc (OSPN) Q1 2026 Earnings Call Highlights: Strong Subscription Growth and Strategic …
• Positive Sentiment: Dividend declared — Board approved a quarterly dividend of $0.13/share (annualized yield ~4.7%), beginning with record date May 14 and payable June 4, which boosts income investor interest. (Dividend announcement reported 4/30/2026)
• Positive Sentiment: Sell-side support — Rosenblatt maintained a Buy rating on OneSpan, reinforcing demand from brokerage-driven investors. Rosenblatt Securities Sticks to Its Buy Rating for OneSpan (OSPN)
• Neutral Sentiment: FY26 revenue guidance range — Management updated FY2026 revenue guidance to $244.0M–$249.0M, roughly in line with consensus (~$246.2M); guidance was neither a clear beat nor a raise, so it tempered upside momentum. OneSpan Press Release / Slide Deck
• Neutral Sentiment: Earnings call transcript & materials — Full call transcript and slides are available for detail review; useful for checking growth cadence, ARR/subscription metrics and margin drivers but not new headline news. OneSpan Inc. (OSPN) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Modest pullback / profit-taking — Despite the beat and dividend, the stock ticked lower as guidance did not materially exceed expectations and some traders likely pared positions after the post-earnings move; keep an eye on next-quarter guidance cadence and ARR/subscription trends for direction.

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.