What is Northland Securities’ Forecast for RELL Q4 Earnings?

Richardson Electronics, Ltd. (NASDAQ:RELL) – Equities research analysts at Northland Securities dropped their Q4 2026 EPS estimates for Richardson Electronics in a report issued on Friday, April 10th. Northland Securities analyst B. Brooks now expects that the technology company will earn $0.07 per share for the quarter, down from their prior forecast of $0.11. The consensus estimate for Richardson Electronics’ current full-year earnings is $0.27 per share. Northland Securities also issued estimates for Richardson Electronics’ Q2 2027 earnings at $0.07 EPS, Q4 2027 earnings at $0.07 EPS and FY2027 earnings at $0.39 EPS.

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

Separately, Weiss Ratings restated a “sell (d+)” rating on shares of Richardson Electronics in a research note on Wednesday, April 8th. One research analyst has rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Richardson Electronics presently has a consensus rating of “Reduce” and a consensus price target of $14.00.

Richardson Electronics Trading Down 1.5%

Shares of RELL opened at $13.56 on Tuesday. 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 12 month low of $7.90 and a 12 month high of $15.34. The stock has a fifty day moving average price of $12.09 and a 200-day moving average price of $11.22.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of RELL. Tower Research Capital LLC TRC raised its stake in shares of Richardson Electronics by 298.8% in the second quarter. Tower Research Capital LLC TRC now owns 4,160 shares of the technology company’s stock worth $40,000 after purchasing an additional 3,117 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in Richardson Electronics in the second quarter valued at approximately $57,000. Los Angeles Capital Management LLC acquired a new position in Richardson Electronics in the 4th quarter worth approximately $91,000. GSA Capital Partners LLP purchased a new position in Richardson Electronics during the 3rd quarter worth approximately $104,000. Finally, Engineers Gate Manager LP acquired a new stake in Richardson Electronics during the 2nd quarter valued at approximately $103,000. 71.95% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Richardson Electronics news, CFO Robert J. Ben sold 5,000 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $11.90, for a total value of $59,500.00. Following the completion of the transaction, the chief financial officer owned 57,034 shares of the company’s stock, valued at approximately $678,704.60. This trade represents a 8.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Jens Frank Ruppert sold 17,000 shares of Richardson Electronics stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $12.09, for a total transaction of $205,530.00. Following the sale, the executive vice president owned 39,500 shares of the company’s stock, valued at $477,555. The trade was a 30.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 36,000 shares of company stock valued at $447,890. Insiders own 33.40% of the company’s stock.

Richardson Electronics Dividend Announcement

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

Trending Headlines about 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.