Latest revenue
$65.9M
as of 2026-03-31
Latest net income
$11.6M
as of 2026-03-31
Net margin
17.5%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Computer Integrated Systems Design (47 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Historical multiples
How does OSPN's current valuation compare to its own past?
P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.
Community sentiment
Where do you think OSPN is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $525.0M
- Enterprise value
- $475.2M
- P/E (trailing)
- 7.2×
- Forward P/E
- —
- P/B
- 1.93×
- Dividend yield
- 3.5%
- 52-wk high
- $18.13
- 52-wk low
- $10.07
- Beta
- —
- Shares out
- 37.1M
5-year trend
What this company does
Item 1 – Business Overview OneSpan helps organizations build secure, seamless, and trusted digital experiences through two solution portfolios: Cybersecurity and Digital Agreements. Our cybersecurity solutions protect identities, secure mobile apps, and safeguard access through advanced high-assurance authentication, threat intelligence, fraud prevention, and robust mobile app protection, defending users, devices, and applications against sophisticated attacks. Our digital agreement solutions streamline agreement workflows with secure e-signatures, identity verification, and smart digital forms, built to enable speed, compliance and exceptional customer experiences. Trusted by leading…
AI summary unavailable — showing raw filing excerpt
Generated from OSPN's filing dated 2026-02-26
Key risks
Item 1A - Risk FactorsRisk Factors Summary Our business is subject to numerous risks and uncertainties, including those highlighted in the section titled “Risk Factors” immediately following this Risk Factors Summary. These summary risks provide an overview of many of the risks we are exposed to in the normal course of our business, some of which have manifested and any of which may occur in the future. As a result, the following summary risks do not contain all of the information that may be important to you, and you should read them together with the more detailed discussion of risks set forth following this section under the heading “Risk Factors,” and with the other information in this…
AI summary unavailable — showing raw filing excerpt
Generated from OSPN's filing dated 2026-02-26
Profitability
Gross margin
73.8%
2.7%Operating margin
19.9%
8.1%Net margin
30.0%
27.7%Return on equity
26.8%
0.1%Return on assets
18.3%
8.8%Leverage
Debt / equity
0.46×
22.0%Debt / assets
31.6%
15.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $65.9M | +4.1% | $11.6M | -20.3% | 17.5% |
Q4 2025 2025-12-31 | $62.9M | +2.9% | $43.5M | +51.3% | 69.2% |
Q3 2025 2025-09-30 | $57.1M | +1.4% | $6.5M | -21.3% | 11.4% |
Q2 2025 2025-06-30 | $59.8M | -1.8% | $8.3M | +27.3% | 13.9% |
Q1 2025 2025-03-31 | $63.4M | -2.3% | $14.5M | +7.7% | 22.9% |
Q4 2024 2024-12-31 | $61.2M | — | $28.8M | — | 47.1% |
Q3 2024 2024-09-30 | $56.2M | -4.4% | $8.3M | +300.2% | 14.7% |
Q2 2024 2024-06-30 | $60.9M | +9.3% | $6.6M | +136.9% | 10.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Integrated Systems Design · SIC 7373
Your notes
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Insider activity
Insider buying
$711.3K
Insider selling
$284.7K
Net activity
+$426.7K
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns OSPN
Institutional value
$165.3M
Total shares held
17.6M
Distinct holders
106
-89 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.7M | $39.1M | -17.5K (-0.5%) | Trimmed |
| 2 | Legal & General Group Plc | 2.0M | $20.8M | -329.3K (-14.3%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $16.9M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $15.4M | +349.6K (+31.4%) | Added |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $14.4M | — | New |
| 6 | Bank of New York Mellon Corp | 504.1K | $5.3M | +2.0K (+0.4%) | Added |
| 7 | Russell Investments Group, Ltd. | 477.9K | $5.0M | +92.6K (+24.0%) | Added |
| 8 | DEPRINCE RACE & ZOLLO INC | 459.5K | $4.8M | +75.6K (+19.7%) | Added |
| 9 | JANE STREET GROUP, LLC | 331.4K | $3.5M | -72.2K (-17.9%) | Trimmed |
| 10 | ROYCE & ASSOCIATES LP | 270.2K | $2.8M | +210.2K (+350.3%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 254.7K | $2.7M | — | New |
| 12 | Kovack Advisors, Inc. | 214.4K | $2.3M | -119.3K (-35.7%) | Trimmed |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | 192.3K | $2.0M | +3.5K (+1.9%) | Added |
| 14 | CLARK ESTATES INC/NY | 177.0K | $1.9M | +0 (+0.0%) | No change |
| 15 | JPMORGAN CHASE & CO | 175.6K | $1.8M | -63.3K (-26.5%) | Trimmed |
| 16 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 157.5K | $1.7M | -269 (-0.2%) | Trimmed |
| 17 | FIRST TRUST ADVISORS LP | 147.7K | $1.6M | -1.4M (-90.4%) | Trimmed |
| 18 | EJF Capital LLC | 130.0K | $1.4M | +0 (+0.0%) | No change |
| 19 | Vanguard Global Advisers, LLC | 128.4K | $1.4M | — | New |
| 20 | Y-Intercept (Hong Kong) Ltd | 119.4K | $1.3M | +107.0K (+858.5%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once OSPN's latest filing finishes processing.
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