RELL

RICHARDSON ELECTRONICS, LTD.

Nasdaq · Wholesale-Electronic Parts & Equipment, NEC · Inc. DE · CIK 0000355948
$16.63 +2.65% $242.1M
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$242.1M
Cap SizeMicro Cap
Inst. Holders7 funds
Inst. Value$13.2M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$500.7K
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases2
Exchange Nasdaq·Sector Wholesale-Electronic Parts & Equipment, NEC·Inc. DE·CIK 0000355948·Prev Close $16.20

Recent Activity

May 21, 2026 SEC
The New York Appellate Division affirmed the trial court's denial of Richardson Electronics' motion for summary judgment
COURT-RULING — Impact 3/10
May 20, 2026 Press
Richardson Electronics announced a global strategic partnership with NoMIS Power to distribute advanced silicon carbide
Impact 4/10
May 20, 2026 contract
Richardson Electronics Announces Strategic Technology Partnership with NoMIS Power to Advance Silicon Carbide Solutions
Expands silicon carbide portfolio to capture growth in electrification and high-efficiency power mar
May 20, 2026 Insider
MCNALLY KATHLEEN sold 1,836 shares
EVP Global Supply Chain @ $4.26 ($7.8K)
May 20, 2026 Insider
MCNALLY KATHLEEN sold 6,636 shares
EVP Global Supply Chain @ $16.85 ($111.8K)
May 20, 2026 Insider
MCNALLY KATHLEEN sold 1,836 shares
EVP Global Supply Chain @ $0.00 ($0.00)
Apr 8, 2026 SEC
Richardson Electronics reported Q3 FY26 net sales of $55.5M (+3.1% YoY) and net income of $0.9M ($0.07 EPS), a significa
8-K — Impact 8/10
Apr 8, 2026 SEC
Richardson Electronics (RELL) reported Q3 FY26 earnings with EPS of $0.07, beating the consensus loss of $0.02, and reve
PRESS-RELEASE — Impact 7/10

Price Targets

Historical data — last covering-analyst action Apr 2024. No current recommendation available.
$14.50 (Apr 2024)
Current $16.26 Low $14.00 Median $14.50 High $15.00 2 analysts
$14.00 $15.00

Analyst Ratings

Historical distribution0% buy · 6 analysts · last covering-analyst action Apr 2024
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Apr 29, 2024 Northland Capital Markets INITIATE Outperform
Oct 17, 2012 Craig-Hallum DOWNGRADE Buy → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.07 ▼ -18.8% $0.06 — $0.07 -46% YoY 2
Next Q $0.10 $0.09 — $0.11 -23% YoY 2
Current FY $0.26 ▲ +15.9% $0.25 — $0.26 16% YoY 2
Next FY $0.39 ▼ -29.1% $0.39 — $0.39 53% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$7.2M
RENAISSANCE TECHNOLOGIES LLC$3.9M
MORGAN STANLEY$1.2MADD
BANK OF AMERICA CORP$463.5KDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$385.2KNEW

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026MCNALLY KATHLEENM$7.8K
May 20, 2026MCNALLY KATHLEENSELL$111.8K
May 20, 2026MCNALLY KATHLEENM$0.00
May 5, 2026Halverson KennethM$0.00
May 5, 2026Halverson KennethSELL$146.9K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
7 institutional holders with $13.2M total value (1,213,595 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC657,950$7.2M54.2%
2RENAISSANCE TECHNOLOGIES LLC357,177$3.9M29.4%
3MORGAN STANLEY106,247$1.2M8.8%ADD +99.4%
4BANK OF AMERICA CORP /DE/42,605$463.5K3.5%DOUBLED +414.3%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC35,401$385.2K2.9%NEW
6WELLS FARGO & COMPANY/MN13,568$147.6K1.1%ADD +46.2%
7FMR LLC647$7.0K0.1%TRIM -40.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD53,295106,247+99.4%$1.2M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED8,28442,605+414.3%$463.5K2025-Q4
WELLS FARGO & COMPANY/MNADD9,28013,568+46.2%$147.6K2025-Q4
FMR LLCTRIM1,080647-40.1%$7.0K2025-Q4
UBS Group AGADD4,6319,170+98.0%$89.8K2025-Q3
MORGAN STANLEYADD37,56853,052+41.2%$512.0K2025-Q2
BANK OF AMERICA CORP /DE/TRIM26,8769,588-64.3%$92.5K2025-Q2
UBS Group AGTRIM17,5424,631-73.6%$44.7K2025-Q2
FMR LLCTRIM2,7571,216-55.9%$11.7K2025-Q2
CITADEL ADVISORS LLCDOUBLED36,778147,759+301.8%$1.6M2025-Q1
CITADEL ADVISORS LLCNEW36,778$516.0K2024-Q4
UBS Group AGDOUBLED6,11814,119+130.8%$198.1K2024-Q4
WELLS FARGO & COMPANY/MNADD5,6417,213+27.9%$101.2K2024-Q4
MORGAN STANLEYADD35,30750,323+42.5%$621.0K2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW35,386$436.7K2024-Q3
4 unique insiders with 5 transactions. Net insider value: -$500.7K ($0.00 bought, $500.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026MCNALLY KATHLEENEVP Global Supply ChainM1,836$4.26$7.8K
May 20, 2026MCNALLY KATHLEENEVP Global Supply ChainSELL6,636$16.85$111.8K
May 20, 2026MCNALLY KATHLEENEVP Global Supply ChainM1,836$0.00$0.00
May 5, 2026Halverson KennethDirectorM5,000$0.00$0.00
May 5, 2026Halverson KennethDirectorSELL10,000$14.69$146.9K
May 5, 2026Halverson KennethDirectorM5,000$9.10$45.5K
Feb 19, 2026Ben Robert JCFO, CAO, Corporate SecretarySELL4,000$12.99$51.9K
Feb 12, 2026Halverson KennethDirectorM5,000$5.61$28.1K
Feb 12, 2026Halverson KennethDirectorSELL10,000$13.09$130.9K
Feb 12, 2026Halverson KennethDirectorM5,000$0.00$0.00
Feb 4, 2026Ben Robert JCFO, CAO, Corporate SecretarySELL4,969$11.90$59.1K
Feb 4, 2026Diddell WendyCOOG200$0.00$0.00
Feb 2, 2026Diddell WendyCOOG400$0.00$0.00
Historical analyst distribution (last covering-analyst action Apr 2024): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Apr 2024. No current recommendation available.
$14.50 mean target (Apr 2024)
$14.00 Low $15.00 High
MetricValue
Current Price$16.26
Target Low$14.00
Target Mean$14.50
Target Median$14.50
Target High$15.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.07 $0.06 $0.07 -45.8% -18.8% 0↑ 1↓ $0.1B 6.7% 2
Next Q
2026-08-31
$0.10 $0.09 $0.11 -23.1% +0.0% 0↑ 1↓ $0.1B 7.1% 2
Current FY
2026-05-31
$0.26 $0.25 $0.26 15.9% +15.9% 1↑ 0↓ $0.2B 4.2% 2
Next FY
2027-05-31
$0.39 $0.39 $0.39 52.9% -29.1% 0↑ 1↓ $0.2B 7.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.065
7d ago$0.080-0.015
30d ago$0.080-0.015
60d ago$0.080-0.015
90d ago$0.080-0.015
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 29, 2024 Northland Capital Markets INITIATE Outperform
Oct 17, 2012 Craig-Hallum DOWNGRADE Buy Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026003120%
May 1, 2026003120%
Apr 1, 2026003120%
Mar 1, 2026003120%
Feb 1, 2026003120%
Jan 1, 2026003120%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026150° Neutral001
Jun 10, 2026150° Neutral001
May 20, 2026
contract
Richardson Electronics Announces Strategic Technology Partnership with NoMIS Power to Advance Silicon Carbide Solutions
Expands silicon carbide portfolio to capture growth in electrification and high-efficiency power markets <pre>Expands silicon carbide portfolio to cap
May 13, 2026
contract
Richardson Electronics, Ltd. Announces Technology Partnership with Gotion to Deliver U.S.-Manufactured Battery Energy Storage Systems
Collaboration Expands Battery Energy Storage Solutions for Commercial, Industrial, and Utility-Scale Projects <pre>Collaboration Expands Battery Energ
May 11, 2026
other
Richardson Electronics to Present at the 16th Annual LD Micro Invitational on May 18, 2026
<p>LAFOX, Ill., May 11, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=B_5-9X3hixoihdaaA9OcphgsWjZGH2Wmm6uOPyDRJLyl4-k
May 7, 2026
other
Canvys Expands 4K Display Platform for Medical Applications with New 32-Inch Monitor
Expanded platform supports enhanced visualization and seamless OEM system integration <pre>Expanded platform supports enhanced visualization and seaml
Apr 22, 2026
other
Richardson Electronics Expands Availability of LaserSlat SAVER™ to Brazil, Enhancing Laser Cutting Efficiency Across Latin America
Expansion into Brazil brings eco-friendly, cost-saving laser maintenance technology to Latin American fabricators <pre>Expansion into Brazil brings ec
Apr 8, 2026
earnings
Richardson Electronics Reports Third Quarter Results; Declares Quarterly Cash Dividend
<p align="center"><em>Third-Quarter Net Income of $0.9 million, or $0.07 per diluted share</em></p>
Apr 8, 2026
earnings_calendar
RELL Q3 2026 Earnings Scheduled — 2026-04-08
Apr 1, 2026
earnings
Richardson Electronics Announces Date of Third Quarter Fiscal Year 2026 Conference Call
<p align="justify">LAFOX, Ill., April 01, 2026 (GLOBE NEWSWIRE) -- Richardson Electronics, Ltd. (NASDAQ: RELL) plans to release its financial result