Sidoti Lifts Earnings Estimates for Richardson Electronics

Richardson Electronics, Ltd. (NASDAQ:RELL) – Equities research analysts at Sidoti increased their FY2026 earnings per share (EPS) estimates for Richardson Electronics in a research note issued on Monday, April 13th. Sidoti analyst A. Soderstrom now forecasts that the technology company will post earnings of $0.25 per share for the year, up from their previous estimate of $0.22. The consensus estimate for Richardson Electronics’ current full-year earnings is $0.27 per share. Sidoti also issued estimates for Richardson Electronics’ Q4 2026 earnings at $0.06 EPS, Q1 2027 earnings at $0.09 EPS, Q2 2027 earnings at $0.10 EPS, Q3 2027 earnings at $0.10 EPS, Q4 2027 earnings at $0.10 EPS, Q1 2028 earnings at $0.14 EPS, Q2 2028 earnings at $0.15 EPS, Q3 2028 earnings at $0.15 EPS and FY2028 earnings at $0.60 EPS.

Richardson Electronics (NASDAQ:RELL) last posted its earnings results on Wednesday, April 8th. The technology company reported $0.07 earnings per share for the quarter, topping the consensus estimate of $0.05 by $0.02. The firm had revenue of $55.47 million for the quarter, compared to analyst estimates of $53.13 million. Richardson Electronics had a return on equity of 2.83% and a net margin of 1.75%.

Other research analysts have also issued reports about the company. Weiss Ratings reiterated a “sell (d+)” rating on shares of Richardson Electronics in a report on Wednesday, April 8th. Northland Securities set a $14.00 target price on Richardson Electronics in a report on Friday. One equities research analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Richardson Electronics presently has an average rating of “Reduce” and a consensus price target of $14.00.

Richardson Electronics Trading Down 1.5%

RELL stock opened at $13.56 on Tuesday. The business’s 50-day moving average price is $12.09 and its two-hundred day moving average price is $11.22. The firm has a market cap of $196.89 million, a PE ratio of 50.22, a P/E/G ratio of 2.16 and a beta of 1.13. Richardson Electronics has a 1-year low of $7.90 and a 1-year high of $15.34.

Hedge Funds Weigh In On Richardson Electronics

Large investors have recently added to or reduced their stakes in the company. AMH Equity Ltd bought a new position in shares of Richardson Electronics in the 3rd quarter valued at about $783,000. Marshall Wace LLP bought a new position in shares of Richardson Electronics in the 4th quarter valued at about $626,000. Walleye Capital LLC acquired a new stake in Richardson Electronics in the 4th quarter valued at about $497,000. Susquehanna International Group LLP lifted its stake in Richardson Electronics by 840.6% in the 3rd quarter. Susquehanna International Group LLP now owns 48,740 shares of the technology company’s stock valued at $477,000 after purchasing an additional 43,558 shares during the last quarter. Finally, Nano Cap New Millennium Growth Fund L P acquired a new stake in Richardson Electronics in the 4th quarter valued at about $462,000. Institutional investors own 71.95% of the company’s stock.

Insiders Place Their Bets

In other Richardson Electronics news, CFO Robert J. Ben sold 5,000 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $11.90, for a total transaction of $59,500.00. Following the completion of the transaction, the chief financial officer owned 57,034 shares in the company, valued at approximately $678,704.60. This represents a 8.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kenneth Halverson sold 10,000 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $13.09, for a total value of $130,900.00. Following the transaction, the director owned 14,345 shares of the company’s stock, valued at approximately $187,776.05. This trade represents a 41.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 36,000 shares of company stock worth $447,890. Corporate insiders own 33.40% of the company’s stock.

Richardson Electronics Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Friday, May 8th will be issued a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Friday, May 8th. Richardson Electronics’s dividend payout ratio is 88.89%.

Key Headlines Impacting Richardson Electronics

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

• Positive Sentiment: Sidoti raised its FY2026 EPS view to $0.25 (from $0.22) and issued a long-term FY2028 outlook of $0.60, signaling stronger medium- to long-term earnings potential for Richardson. Sidoti estimates / MarketBeat
• Positive Sentiment: Northland’s FY2027 projection of $0.39 per share is higher than the current consensus (~$0.27), suggesting at least one analyst expects a meaningful rebound in annual profitability. Northland estimates / MarketBeat
• Neutral Sentiment: Yahoo Finance notes that “the story is shifting” after a new price target — this narrative change can reframe investor expectations (direction depends on whether the price target was raised or lowered). Investors should read the note for specifics on the price-target change. How The Story Is Shifting For Richardson Electronics (RELL) After The New Price Target
• Negative Sentiment: Sidoti cut multiple near-term quarterly EPS forecasts (several Q4‑2026 and Q1–Q4 2027 quarters were reduced, including a notable cut to Q4‑2027 from $0.17 to $0.10), indicating weaker near-term earnings expectations that can pressure the stock. Sidoti estimates / MarketBeat
• Negative Sentiment: Northland trimmed several quarterly estimates (including Q4‑2026 from $0.11 to $0.07), adding to the near-term uncertainty and reducing visibility into the upcoming reporting cadence. Northland estimates / MarketBeat

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.