Acacia Research Corp. (ACTG)
NASDAQ:ACTG
ACTG Stock Chart & Stats
$4.90
-$0.05(-1.16%)
At close: 4:00 PM EST
$4.90
-$0.05(-1.16%)
Day’s Range― - ―
52-Week Range$2.70 - $5.22
Previous CloseN/A
Volume98.17K
Average Volume (3M)146.16K
Market Cap
$472.73M
Enterprise Value$266.50M
Total Cash (Recent Filing)$330.09M
Total Debt (Recent Filing)$100.49M
Price to Earnings (P/E)26.4
Beta0.68
Next Earnings
May 07, 2026EPS Estimate
-0.09Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.03
Shares Outstanding96,475,470
10 Day Avg. Volume149,947
30 Day Avg. Volume146,158
Financial Highlights & Ratios
PEG Ratio-0.10
Price to Book (P/B)0.66
Price to Sales (P/S)1.26
P/FCF Ratio6.15
Enterprise Value/Market Cap0.56
Enterprise Value/Revenue0.93
Enterprise Value/Gross Profit1.13
Enterprise Value/Ebitda5.36
Forecast
1Y Price Target
$6.00Price Target Upside22.45% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)-0.53
Revenue Forecast (FY)$170.00M
Bulls Say, Bears Say
Bulls Say
Conservative Balance SheetA large cash/securities position (~$340M) and zero parent indebtedness provide durable financial flexibility to fund operations, drill or retrofit assets, and selectively pursue acquisitions without relying on high leverage. This underpins capital allocation optionality and downside protection over coming quarters.
Operated-segment Margin ExpansionA multi-year step-up in operated adjusted EBITDA signals scalable operational improvements and better unit economics. Sustained higher segment EBITDA supports internal cash generation, funds organic growth like Cherokee drilling, and reduces reliance on episodic IP proceeds for operating cash.
IP Monetization CapabilityThe IP business continues to deliver high-margin, cash-generative outcomes when monetizations occur. While episodic, meaningful annual IP settlements materially bolster consolidated profitability and free cash flow, creating strategic optionality to fund acquisitions or reduce subsidiary debt when realized.
Bears Say
Multi-year Earnings VolatilityHistoric swings between large profits and deep losses indicate earnings are sensitive to timing of IP monetizations, commodity cycles, and subsidiary performance. This unpredictability weakens forecasting confidence, can strain ROE consistency, and complicates reliable free cash flow expectations over the next several quarters.
Episodic IP Revenue TimingDependence on sporadic IP settlements makes recurring revenue less predictable and hinders sustainable margin visibility. Management can generate outsized cash in some years and little in others, complicating investment planning and making core operating results the primary source for durable cash flow going forward.
Manufacturing/cyclical And Tariff RisksIndustrial subsidiaries face structural cyclicality and tariff-driven input cost risk that can depress margins and working-capital timing. Even with consolidation savings, exposure to end-market cycles and tariff shifts can produce recurring pressure on manufacturing cash flow and dilute consolidated earnings durability.
Acacia Research News
ACTG FAQ
What was Acacia Research Corp.’s price range in the past 12 months?
Acacia Research Corp. lowest stock price was $2.70 and its highest was $5.22 in the past 12 months.
What is Acacia Research Corp.’s market cap?
Acacia Research Corp.’s market cap is $472.73M.
When is Acacia Research Corp.’s upcoming earnings report date?
Acacia Research Corp.’s upcoming earnings report date is May 07, 2026 which is in 24 days.
How were Acacia Research Corp.’s earnings last quarter?
Acacia Research Corp. released its earnings results on Mar 11, 2026. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of -$0.14 by $0.17.
Is Acacia Research Corp. overvalued?
According to Wall Street analysts Acacia Research Corp.’s price is currently Undervalued.
Does Acacia Research Corp. pay dividends?
Acacia Research Corp. pays a Quarterly dividend of $0.125 which represents an annual dividend yield of N/A. See more information on Acacia Research Corp. dividends here
What is Acacia Research Corp.’s EPS estimate?
Acacia Research Corp.’s EPS estimate is -0.09.
How many shares outstanding does Acacia Research Corp. have?
Acacia Research Corp. has 96,475,470 shares outstanding.
What happened to Acacia Research Corp.’s price movement after its last earnings report?
Acacia Research Corp. reported an EPS of $0.03 in its last earnings report, beating expectations of -$0.14. Following the earnings report the stock price went up 20.482%.
Which hedge fund is a major shareholder of Acacia Research Corp.?
Currently, no hedge funds are holding shares in ACTG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Acacia Research Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$6.00 (22.45% Upside)
$6.00 (22.45% Upside)
Blogger Sentiment
Bullish
ACTG Sentiment 100%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Increased
By 13.6K Shares
Last Quarter.
Last Quarter.
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-24.77%
12-Months-Change
Fundamentals
Return on Equity
4.02%
Trailing 12-Months
Asset Growth
1.93%
Trailing 12-Months
Company Description
Acacia Research Corp.
Acacia Research Corporation, together with its subsidiaries, invests in intellectual property and related absolute return assets; and engages in the licensing and enforcement of patented technologies. The company operates through two segments, Intellectual Property Operations and Industrial Operations. The company owns or controls the rights to various patent portfolios, which include U.S. patents and foreign counterparts covering technologies used in a range of industries. It has executed approximately 1,600 license agreements, and approximately 200 patent portfolio licensing and enforcement programs. It also designs manufactures printers and parts, and consumable products through dealers and distributors for various industrial printing applications. In addition, the company offers supply-chain printing solutions for manufacturing, transportation and logistics, retail distribution, food and beverage distribution, and pharmaceutical distribution industries; and line matrix printers for mission critical applications within labeling and inventory management, build sheets, invoicing, manifests and bills of lading, and reporting industries. Acacia Research Corporation was incorporated in 1993 and is based in New York, New York.
ACTG Company Deck
ACTG Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive tone: management delivered record consolidated revenue, strong adjusted EBITDA and operating cash flow, materially improved operated-segment economics (LTM adj. EBITDA up from $4.3M to >$40M), preserved a strong cash position and paid down subsidiary debt while executing operational improvements (e.g., plant consolidation, Cherokee well drilling). Challenges remain—tariff impacts, cyclical weakness at Deflecto, manufacturing cash flow timing, hedging that limits upside to higher oil prices, and the episodic nature of IP monetization—but these headwinds were presented as manageable and being actively mitigated. Overall, the highlights and strategic progress outweigh the lowlights.View all ACTG earnings summariesACTG Stock 12 Month Forecast
Average Price Target
$6.00
▲(22.45% Upside)
Technical Analysis
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Ownership Overview
Currently, No data available
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