DMRC

Digimarc CORP

Nasdaq · Services-Computer Integrated Systems Design · Inc. OR · CIK 0001438231

$11.31 +0.35% $252.5M

7 New Institutional Positions

Vol

Market Cap$252.5M

Cap SizeMicro Cap

Analyst ConsensusStrong Buy (75%)

Inst. Holders37 funds

Inst. Value$20.9M

Inst. Activity7 buys / 2 sells

SEC Reports6

Exchange Nasdaq·Sector Services-Computer Integrated Systems Design·Inc. OR·CIK 0001438231·Prev Close $11.27

Recent Activity

Jun 8, 2026 SEC

Digimarc Corp filed an 8-K announcing a $17.5M at-the-market (ATM) equity offering through Needham & Company, a CEO tran

8-K — Impact 6/10

Jun 8, 2026 SEC

Digimarc Corp filed a 424B5 prospectus supplement to sell up to $17.5 million of common stock in an at-the-market offeri

424B5 — Impact 5/10

Jun 1, 2026 Insider

Quinn Carle Ann was granted 11,991 shares

EVP, Chief Operating Officer @ $16.43 ($197.0K)

Jun 1, 2026 Insider

Rodriguez Tony was granted 10,393 shares

EVP, Chief Technology Officer @ $16.43 ($170.8K)

May 22, 2026 SEC

The SEC declared effective a shelf registration statement (File No. 333-272903) for Old Digimarc Corp (DMRC), allowing t

EFFECT — Impact 4/10

May 21, 2026 Insider

mccormack riley was granted 500 shares

Chief Executive Officer

Inst.

MARSHALL WACE, LLP — DOUBLED

271,858 shares ($1.3M)

Inst.

MORGAN STANLEY — TRIM

191,687 shares ($941.2K)

Price Targets

$11.50 +1.7% upside Hold

Current $11.31 Low $8.00 Median $11.50 High $15.00 2 analysts

$8.00 $15.00

Analyst Ratings

Buy75% buy · 8 analysts

2Strong Buy

4Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 14, 2026	Needham	MAINTAIN	Buy → Buy
Mar 16, 2026	Needham	MAINTAIN	Buy → Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.10 ▼ -5.6%	$-0.11 — $-0.08	14% YoY	2
Next Q	$-0.08 ▼ -60.0%	$-0.08 — $-0.08	20% YoY	2
Current FY	$-0.33 ▼ -10.2%	$-0.34 — $-0.31	42% YoY	2
Next FY	$-0.34	$-0.37 — $-0.31	-5% YoY	2

Latest Reports

BEARISH 8-K 6/10

Digimarc Corp filed an 8-K announcing a $17.5M at-the-market (ATM) equity offering through Needham & Company, a CEO tran

Jun 8, 2026

BEARISH 424B5 5/10

Digimarc Corp filed a 424B5 prospectus supplement to sell up to $17.5 million of common stock in an at-the-market offeri

Jun 8, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$5.3M	—
VANGUARD CAPITAL MANAGEMENT LLC	$3.8M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1M	—
D. E. Shaw &	$1.6M	ADD
STATE STREET CORP	$1.6M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 1, 2026	Quinn Carle	A	$197.0K
Jun 1, 2026	Rodriguez Tony	A	$170.8K
May 21, 2026	mccormack riley	A	$0.00
May 21, 2026	mccormack riley	A	$6.0K
May 21, 2026	mccormack riley	M	$0.00

37 institutional holders with $20.9M total value (4,314,566 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 7 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	1,069,372	$5.3M	25.1%	—
2	VANGUARD CAPITAL MANAGEMENT LLC	778,255	$3.8M	18.3%	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	418,304	$2.1M	9.8%	—
4	D. E. Shaw & Co., Inc.	331,409	$1.6M	7.8%	ADD +43.6%
5	STATE STREET CORP	316,268	$1.6M	7.4%	—
6	MARSHALL WACE, LLP	271,858	$1.3M	6.4%	DOUBLED +1467.5%
7	MORGAN STANLEY	191,687	$941.2K	4.5%	TRIM -62.2%
8	RENAISSANCE TECHNOLOGIES LLC	167,100	$820.5K	3.9%	DOUBLED +583.1%
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	155,854	$765.2K	3.7%	ADD +31.3%
10	GOLDMAN SACHS GROUP INC	139,170	$683.3K	3.3%	—
11	VANGUARD FIDUCIARY TRUST CO	109,887	$539.5K	2.6%	—
12	DEUTSCHE BANK AG\	58,333	$286.4K	1.4%	—
13	CAPTRUST FINANCIAL ADVISORS	51,129	$251.0K	1.2%	—
14	Nuveen, LLC	31,766	$156.0K	0.7%	TRIM -45.1%
15	ALLIANCEBERNSTEIN L.P.	23,360	$153.2K	0.7%	—
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,382	$139.4K	0.7%	—
17	Invesco Ltd.	21,037	$103.3K	0.5%	ADD +77.1%
18	BANK OF AMERICA CORP /DE/	19,700	$96.7K	0.5%	TRIM -69.7%
19	RHUMBLINE ADVISERS	19,329	$94.9K	0.5%	—
20	FMR LLC	10,234	$50.3K	0.2%	ADD +34.0%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MARSHALL WACE, LLP	DOUBLED	17,343	271,858	+1467.5%	$1.3M	2026-Q1
MORGAN STANLEY	TRIM	507,460	191,687	-62.2%	$941.2K	2026-Q1
Invesco Ltd.	ADD	11,878	21,037	+77.1%	$103.3K	2026-Q1
FMR LLC	ADD	7,639	10,234	+34.0%	$50.3K	2026-Q1
Russell Investments Group, Ltd.	DOUBLED	2,386	5,449	+128.4%	$26.8K	2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.	DOUBLED	39	3,249	+8230.8%	$16.0K	2026-Q1
CWM, LLC	DOUBLED	476	3,219	+576.3%	$15.8K	2026-Q1
NISA INVESTMENT ADVISORS, LLC	TRIM	849	619	-27.1%	$3.0K	2026-Q1
Allworth Financial LP	DOUBLED	3	142	+4633.3%	$698.00	2026-Q1
D. E. Shaw & Co., Inc.	ADD	210,102	301,641	+43.6%	$2.0M	2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	ADD	122,666	161,024	+31.3%	$1.1M	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	11,361	18,702	+64.6%	$122.7K	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	57,424	17,375	-69.7%	$114.0K	2025-Q4
FMR LLC	DOUBLED	1,586	7,639	+381.7%	$50.1K	2025-Q4
FEDERATED HERMES, INC.	DOUBLED	674	3,478	+416.0%	$22.8K	2025-Q4
NISA INVESTMENT ADVISORS, LLC	DOUBLED	9	849	+9333.3%	$5.6K	2025-Q4
GROUP ONE TRADING LLC	NEAR_EXIT	1,635	259	-84.2%	$1.7K	2025-Q4
LOS ANGELES CAPITAL MANAGEMENT LLC	NEAR_EXIT	12,284	114	-99.1%	$1.1K	2025-Q4
PRICE T ROWE ASSOCIATES INC /MD/	ADD	29,969	51,869	+73.1%	$341.00	2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.	ADD	31	39	+25.8%	$256.00	2025-Q4
CWM, LLC	DOUBLED	98	476	+385.7%	$3.00	2025-Q4
D. E. Shaw & Co., Inc.	ADD	139,372	210,102	+50.7%	$2.1M	2025-Q3
CITADEL ADVISORS LLC	ADD	134,056	172,287	+28.5%	$1.7M	2025-Q3
UBS Group AG	TRIM	192,518	136,174	-29.3%	$1.3M	2025-Q3
MetLife Investment Management, LLC	TRIM	8,583	3,861	-55.0%	$37.7K	2025-Q3

13 unique insiders with 40 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 1, 2026	Quinn Carle Ann	EVP, Chief Operating Officer	AWARD	11,991	$16.43	$197.0K
Jun 1, 2026	Rodriguez Tony	EVP, Chief Technology Officer	AWARD	10,393	$16.43	$170.8K
May 21, 2026	mccormack riley	Chief Executive Officer	AWARD	500	—	—
May 21, 2026	mccormack riley	Chief Executive Officer	AWARD	500	$12.05	$6.0K
May 21, 2026	mccormack riley	Chief Executive Officer	EXERCISE	500	—	—
May 19, 2026	mccormack riley	Chief Executive Officer	AWARD	5,103	$9.80	$50.0K
May 19, 2026	mccormack riley	Chief Executive Officer	AWARD	1,050,000	—	—
May 15, 2026	Sickles Ken	EVP, Chief Product Officer	AWARD	17,868	$9.80	$175.1K
May 15, 2026	Sickles Ken	EVP, Chief Product Officer	TAX W/H	971	$9.80	$9.5K
May 15, 2026	Rodriguez Tony	EVP, Chief Technology Officer	AWARD	22,716	$9.80	$222.6K
May 15, 2026	Rodriguez Tony	EVP, Chief Technology Officer	TAX W/H	617	$9.80	$6.0K
May 15, 2026	Quinn Carle Ann	EVP, Chief Operating Officer	AWARD	26,796	$9.80	$262.6K
May 15, 2026	Quinn Carle Ann	EVP, Chief Operating Officer	TAX W/H	4,055	$9.80	$39.7K
May 15, 2026	Beck Charles	EVP, Chief Financial Officer	AWARD	26,796	$9.80	$262.6K
May 15, 2026	Beck Charles	EVP, Chief Financial Officer	TAX W/H	967	$9.80	$9.5K
Apr 30, 2026	Bajaj Rishi	Director	AWARD	13,643	$7.33	$100.0K
Apr 30, 2026	Park Michael	Director	AWARD	13,643	$7.33	$100.0K
Apr 30, 2026	Kool Kathleen	Director	AWARD	13,643	$7.33	$100.0K
Apr 30, 2026	CHESTON SHEILA C.	Director	AWARD	13,643	$7.33	$100.0K
Apr 30, 2026	Anderson-Williams LaShonda	Director	AWARD	13,643	$7.33	$100.0K
Apr 30, 2026	Dadlani Sandeep	Director	AWARD	13,643	$7.33	$100.0K
Apr 30, 2026	McIlwain Dana	Director	AWARD	13,643	$7.33	$100.0K
Apr 1, 2026	Beck Charles	EVP, Chief Financial Officer	AWARD	3,894	$5.06	$19.7K
Apr 1, 2026	Quinn Carle Ann	EVP, Chief Operating Officer	AWARD	3,894	$5.06	$19.7K
Apr 1, 2026	Rodriguez Tony	EVP, Chief Technology Officer	AWARD	3,375	$5.06	$17.1K
Apr 1, 2026	Sickles Ken	EVP, Chief Product Officer	AWARD	3,375	$5.06	$17.1K
Apr 1, 2026	Dadlani Sandeep	Director	AWARD	2,545	$4.91	$12.5K
Apr 1, 2026	Park Michael	Director	AWARD	1,272	$4.91	$6.2K
Apr 1, 2026	McIlwain Dana	Director	AWARD	1,654	$4.91	$8.1K
Apr 1, 2026	Anderson-Williams LaShonda	Director	AWARD	1,654	$4.91	$8.1K
Feb 15, 2026	Sickles Ken	EVP, Chief Product Officer	AWARD	10,847	$4.86	$52.7K
Feb 15, 2026	Sickles Ken	EVP, Chief Product Officer	TAX W/H	591	$4.86	$2.9K
Feb 15, 2026	Rodriguez Tony	EVP, Chief Technology Officer	AWARD	9,901	$4.86	$48.1K
Feb 15, 2026	Rodriguez Tony	EVP, Chief Technology Officer	TAX W/H	823	$4.86	$4.0K
Feb 15, 2026	Quinn Carle Ann	EVP, Chief Operating Officer	AWARD	9,257	$4.86	$45.0K
Feb 15, 2026	Quinn Carle Ann	EVP, Chief Operating Officer	TAX W/H	4,054	$4.86	$19.7K
Feb 15, 2026	Karamanos George	EVP, Chief Legal Officer	AWARD	11,254	$4.86	$54.7K
Feb 15, 2026	Karamanos George	EVP, Chief Legal Officer	TAX W/H	1,097	$4.86	$5.3K
Feb 15, 2026	Beck Charles	EVP, Chief Financial Officer	AWARD	8,135	$4.86	$39.5K
Feb 15, 2026	Beck Charles	EVP, Chief Financial Officer	TAX W/H	1,470	$4.86	$7.1K

6 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 4 neutral. Avg impact: 4.7/10.

BEARISH 8-K 6/10

Digimarc Corp filed an 8-K announcing a $17.5M at-the-market (ATM) equity offering through Needham &

Jun 8, 2026

BEARISH 424B5 5/10

Digimarc Corp filed a 424B5 prospectus supplement to sell up to $17.5 million of common stock in an

Jun 8, 2026

NEUTRAL EFFECT 4/10

The SEC declared effective a shelf registration statement (File No. 333-272903) for Old Digimarc Cor

May 22, 2026

NEUTRAL 8-K 4/10

Digimarc Corporation completed its previously announced reorganization into a holding company struct

May 18, 2026

NEUTRAL DEFA14A 5/10

Digimarc Corporation is seeking shareholder approval for a reorganization in which it will become a

Apr 20, 2026

NEUTRAL 8-K 4/10

Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes I

Mar 11, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$11.50 mean target +1.7% upside Hold (3.00)

$8.00 Low $15.00 High

Metric	Value
Current Price	$11.31
Target Low	$8.00
Target Mean	$11.50
Target Median	$11.50
Target High	$15.00
# Analysts	2
Recommendation	Hold (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$-0.10	$-0.11	$-0.08	13.6%	-5.6%	0↑ 2↓	$0.0B	-11.5%	2
Next Q 2026-09-30	$-0.08	$-0.08	$-0.08	20.0%	-60.0%	0↑ 2↓	$0.0B	-6.4%	2
Current FY 2026-12-31	$-0.33	$-0.34	$-0.31	42.0%	-10.2%	0↑ 2↓	$0.0B	-14.1%	2
Next FY 2027-12-31	$-0.34	$-0.37	$-0.31	-4.6%	—	—	$0.0B	8.1%	2

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.095
7d ago	$-0.090	-0.005
30d ago	$-0.090	-0.005
60d ago	$-0.070	-0.025
90d ago	$-0.025	-0.070

1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 14, 2026	Needham	MAINTAIN	Buy	Buy
Mar 16, 2026	Needham	MAINTAIN	Buy	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	2	4	2	75%
May 1, 2026	2	4	2	75%
Apr 1, 2026	2	4	2	75%
Mar 1, 2026	2	4	2	75%
Feb 1, 2026	2	4	2	75%
Jan 1, 2026	2	4	2	75%

Strong BuyBuyHoldSellStrong Sell

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

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 12, 2026

earnings_calendar

DMRC Q1 2026 Earnings Scheduled — 2026-05-12

Mar 11, 2026

earnings_calendar

DMRC Q4 2025 Earnings After Market Close — 2026-03-11

Mar 4, 2026

earnings_calendar

DMRC Q4 2025 Earnings After Market Close — 2026-03-04