OneSpan Inc. filings document operating results, material events, governance matters and capital-structure disclosures for a security software company focused on cybersecurity and digital agreement solutions. Form 8-K reports furnish quarterly financial results and other company information, while material-agreement filings describe financing arrangements such as the company’s revolving credit facility and related borrowing terms.
Proxy materials cover shareholder voting matters, board governance, executive compensation and equity-award disclosures. The filing record also documents OneSpan’s public-company structure and recurring reporting around authentication, identity, e-signature, digital workflow and mobile application protection businesses.
Vanguard Capital Management reported beneficial ownership of 1,860,934 shares of OneSpan Inc. (OSPN) as of September 30, 2026, representing 5.04% of the class. It reported sole voting power over 241,243 shares and sole dispositive power over 1,860,934 shares; shared voting and dispositive power were each 0 shares. The reported position includes securities held by Vanguard funds or sleeves over which Vanguard Capital Management LLC exercises dispositive power, as well as client securities over which Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, Vanguard Investments Australia Ltd. or their business divisions exercise dispositive and/or voting power. Vanguard stated that no other person's interest in the reported securities is more than 5%.
OneSpan Inc. (OSPN) reported third-quarter 2026 revenue of $63.9 million, up from $57.1 million a year earlier, and net income of $7.8 million versus $6.5 million. For the first nine months, revenue was $190.3 million compared with $180.3 million, while net income was $26.1 million versus $29.4 million. Quarterly subscription revenue grew 17% in Cybersecurity and 14% in Digital Agreements.
Operating cash flow for the nine months was $44.6 million, compared with $46.9 million. OneSpan completed its acquisition of Build38 GmbH on February 27, 2026; provisional purchase consideration was $37.9 million, including $34.6 million in cash consideration paid and $2.4 million in deferred consideration. OneSpan repaid the $5.0 million outstanding under its revolving credit facility on October 6, 2026. On October 29, 2026, the board declared a $0.13-per-share quarterly cash dividend, payable December 4, 2026 to shareholders of record November 13, 2026.
OneSpan Inc. reported third-quarter 2026 revenue of $63.9 million, up 12% year over year, including subscription revenue of $51.5 million, up 16%. Operating income was $9.2 million, up 12%, and net income was $7.8 million versus $6.5 million a year earlier; diluted earnings per share were $0.20 versus $0.17. Adjusted EBITDA was $19.3 million, up 10%; ARR rose 9% to $195.5 million, and net retention rate was 105%.
For the first nine months of 2026, revenue was $190.3 million versus $180.3 million in 2025, while operating income was $32.8 million versus $35.9 million and net income was $26.1 million versus $29.4 million. Cash and cash equivalents were $51.4 million at September 30, 2026, compared with $70.5 million at December 31, 2025.
OneSpan raised its full-year 2026 outlook for revenue to $254 million to $258 million, software and services revenue to $208 million to $210 million, ARR to $197 million to $201 million, and Adjusted EBITDA to $72 million to $76 million; hardware revenue guidance remained $46 million to $48 million. The board declared a $0.13-per-share quarterly dividend, payable December 4, 2026, to shareholders of record November 13, 2026.
OneSpan Inc. is the issuer in a Schedule 13G reporting that Dimensional Fund Advisors beneficially owned 1,910,302 common shares, equal to 5.2% of the class, as of September 30, 2026. Dimensional reported sole voting power over 1,875,580 shares and sole dispositive power over 1,910,302 shares. The shares are owned by the Funds, and Dimensional disclaims beneficial ownership.
OneSpan Inc. (OSPN) reported insider equity transactions by Chief Financial Officer Jorge Garcia Martell. On September 4 and 6, 2026, he exercised restricted stock units into a total of 4,818 shares of common stock. In related code F transactions, 1,415 shares of common stock were delivered or withheld for payment of exercise price or tax liability at $16.70 per share. No Rule 10b5-1 trading plan is reported in connection with these transactions.
OneSpan Inc. (OSPN) reported that its General Counsel, Lara Mataac, exercised 1,197 Restricted Stock Units into an equal number of shares of common stock on September 4, 2026. Of these shares, 352 were delivered or withheld to pay the exercise price or tax liability, and 3,591 Restricted Stock Units remain directly held. No Rule 10b5-1 trading plan is reported. The restricted stock units vest over three years starting March 4, 2025.
OneSpan Inc. (OSPN) reported that CEO and President Victor Limongelli exercised 6,299 Restricted Stock Units into 6,299 shares of common stock on September 4, 2026. In connection with this vesting, 3,199 common shares were delivered or withheld for payment of exercise price or tax liability, and 18,898 Restricted Stock Units remain directly owned. Each RSU represents a contingent right to receive one share of common stock, and the RSUs vest over three years starting March 4, 2025. No Rule 10b5-1 trading plan is reported for these transactions.
BlackRock, Inc. filed an amended Schedule 13G reporting its beneficial ownership of common stock of OneSpan Inc.. BlackRock reports beneficial ownership of 3,759,502 shares of OneSpan common stock, representing 10.1% of the class. It has sole voting power over 3,721,056 shares and sole dispositive power over 3,759,502 shares, with no shared voting or dispositive power. Various underlying clients and investors have rights to dividends and sale proceeds from these shares, but no single such person has an interest in more than five percent of OneSpan’s outstanding common shares.
OneSpan Inc. reported Q2 2026 revenue of $60.5 million, slightly above $59.8 million a year earlier, with gross margin at 74%. Net income was $6.8 million versus $8.3 million and diluted EPS $0.18 versus $0.21 as profitability softened despite higher sales.
Cybersecurity revenue declined to $40.9 million from $44.2 million, while Digital Agreements increased to $19.5 million from $15.6 million. The company reports subscription revenue growth of 2% in Cybersecurity and 25% in Digital Agreements for the quarter, reflecting a shift away from hardware and perpetual licenses.
Cash and cash equivalents were $43.3 million at June 30, 2026, down from $70.5 million at year-end, including $34.6 million paid for the Build38 GmbH acquisition, $9.8 million of dividends and $8.3 million of share repurchases in the first half, partly offset by $28.1 million of operating cash flow and $5.0 million drawn on a $100 million revolving credit facility. The Board maintained a recurring quarterly dividend of $0.13 per share, including a subsequent dividend declared for payment in September 2026.
OneSpan Inc. reported second quarter 2026 revenue of $60.5 million, up 1% year-over-year. Cybersecurity revenue was $40.9 million, down 7%, while Digital Agreements revenue rose 25% to $19.5 million. Subscription revenue increased 11% to $46.7 million, with ARR $189.7 million, up 7%, and a Net Retention Rate of 103%. Gross margin was 74%. Operating income was $8.7 million versus $10.5 million a year earlier, net income was $6.8 million or $0.18 per diluted share, and Adjusted EBITDA was $16.9 million versus $17.6 million.
Cash and cash equivalents were $43.3 million at June 30, 2026, compared with $70.5 million at December 31, 2025, after $34.6 million of acquisition-related cash outflows. Operating cash flow for the first half of 2026 was $28.1 million. The company drew $5.0 million on its revolving credit facility and repurchased approximately 230,000 shares for $2.9 million. The board declared a quarterly dividend of $0.13 per share, payable September 4, 2026 to shareholders of record on August 14, 2026.
Management launched the new DigipassONE unified authentication platform, spanning Authenticate, Verify, Protect and Insights components. Full-year 2026 guidance was raised, with total revenue now expected between $248 million and $252 million and Adjusted EBITDA between $67 million and $71 million, alongside ARR guidance of $194 million to $198 million.