Northland Capmk Has Weak Forecast for RELL FY2026 Earnings

Richardson Electronics, Ltd. (NASDAQ:RELL) – Northland Capmk reduced their FY2026 earnings per share (EPS) estimates for shares of Richardson Electronics in a research note issued on Wednesday, January 7th. Northland Capmk analyst B. Brooks now anticipates that the technology company will earn $0.31 per share for the year, down from their prior estimate of $0.32. The consensus estimate for Richardson Electronics’ current full-year earnings is $0.27 per share.

Richardson Electronics (NASDAQ:RELL) last issued its quarterly earnings results on Wednesday, January 7th. The technology company reported ($0.01) EPS for the quarter, hitting analysts’ consensus estimates of ($0.01). The business had revenue of $52.29 million for the quarter, compared to analyst estimates of $49.90 million. Richardson Electronics had a return on equity of 3.30% and a net margin of 0.38%.During the same period last year, the company posted ($0.05) earnings per share.

RELL has been the subject of several other research reports. Zacks Research downgraded Richardson Electronics from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Weiss Ratings downgraded Richardson Electronics from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. Three equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Richardson Electronics has an average rating of “Reduce”.

Richardson Electronics Stock Up 2.4%

Shares of RELL stock opened at $10.56 on Monday. The company has a 50 day moving average of $10.63 and a 200-day moving average of $10.29. Richardson Electronics has a 12-month low of $7.57 and a 12-month high of $13.88. The firm has a market cap of $153.01 million, a P/E ratio of 211.24, a PEG ratio of 1.59 and a beta of 1.01.

Richardson Electronics Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be paid a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Friday, February 6th. Richardson Electronics’s payout ratio is 480.00%.

Insiders Place Their Bets

In other Richardson Electronics news, Director Kenneth Halverson sold 4,200 shares of the firm’s stock in a transaction on Thursday, October 16th. The stock was sold at an average price of $11.33, for a total transaction of $47,586.00. Following the completion of the transaction, the director owned 14,345 shares of the company’s stock, valued at approximately $162,528.85. This trade represents a 22.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Robert J. Ben sold 9,500 shares of the company’s stock in a transaction that occurred on Tuesday, October 14th. The stock was sold at an average price of $11.45, for a total value of $108,775.00. Following the completion of the sale, the chief financial officer owned 62,034 shares in the company, valued at $710,289.30. The trade was a 13.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 33.40% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Tower Research Capital LLC TRC lifted its holdings in shares of Richardson Electronics by 298.8% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,160 shares of the technology company’s stock valued at $40,000 after buying an additional 3,117 shares during the period. Raymond James Financial Inc. purchased a new position in shares of Richardson Electronics during the 2nd quarter valued at about $57,000. Founders Capital Management raised its stake in Richardson Electronics by 22.6% during the 2nd quarter. Founders Capital Management now owns 6,500 shares of the technology company’s stock valued at $63,000 after purchasing an additional 1,200 shares during the period. Engineers Gate Manager LP purchased a new position in shares of Richardson Electronics in the second quarter worth $103,000. Finally, GSA Capital Partners LLP bought a new stake in Richardson Electronics in the third quarter worth $104,000. 71.95% of the stock is owned by hedge funds and other institutional investors.

Key Richardson Electronics News

Here are the key news stories impacting Richardson Electronics this week:

• Positive Sentiment: Revenue beat and sustained top-line growth highlighted on the call—management said sales exceeded consensus and revenue drivers are broadening, which supports the company’s growth thesis. Richardson Electronics Signals Steady Growth and Strategic Shift
• Positive Sentiment: Green energy and medical segments are cited as the primary growth engines underway, which could support higher-margin, recurring business over time. RELL Q4 Deep Dive: Green Energy and Medical Segments Drive Growth Amid Margin Pressures
• Positive Sentiment: Management announced continued global GES (global engineering services) expansion and a new Sweetwater design center for FY‑26—these are strategic investments aimed at expanding services and customer engagement. Richardson Electronics outlines continued global GES expansion and Sweetwater design center launch for FY ’26
• Positive Sentiment: Board declared a quarterly cash dividend of $0.06 per share (annualized yield ~2.3%), a shareholder-friendly move that can support investor sentiment. (Company disclosure 1/6/2026)
• Neutral Sentiment: Full Q2 earnings call transcripts and highlights are available for deeper read—useful for investors who want detail on guidance, backlog, and segment trends before making a trade. Richardson Electronics, Ltd. (RELL) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Company reported a surprise quarterly loss (or metrics viewed as a miss by some investors), which triggered an immediate selloff—several outlets reported double‑digit intraday declines after the release. Richardson Electronics, Ltd. (RELL) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Margin pressure: while revenue grew, gross and operating margins came under strain (higher costs / mix), raising near‑term profit concerns and weighing on the multiple for a stock already trading above trailing earnings. RELL Q4 Deep Dive: Green Energy and Medical Segments Drive Growth Amid Margin Pressures

About Richardson Electronics

Richardson Electronics, Ltd. (NASDAQ:RELL) is a global manufacturer, distributor and servicer of engineered components and subsystems for a diverse range of industrial, medical and scientific applications. The company specializes in vacuum electron devices, high-voltage power supplies and related electronic components, offering klystrons, traveling wave tubes, magnetrons, X-ray tubes, microwave amplifiers and power conversion products. Its solutions support customers in power grid management, semiconductor processing, medical imaging, scientific instrumentation and telecommunications.

In addition to its manufacturing capabilities, Richardson Electronics maintains a broad distribution network comprising thousands of standard and custom parts.