Acacia Research (ACTG) Financials: Revenue & Earnings
ACTG$4.29-0.01 -0.12%
$419.14M
Market Cap
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P/E
—
Forward P/E
—
Score
Acacia Research (ACTG) Financials: Revenue & Earnings
ACTG price $4.29 -0.01 -0.12%
- Ticker
- ACTG
- Price
- $4.29
- Change
- -0.01 -0.12%
- Market cap ?
- $419.14M
- Beta ?
- 0.44
- Sector
- Industrials
- Industry
- Specialty Business Services
Fair value
ACTG fair value $6.82. Price $4.29. Price is 37% below fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 61.33M. Growth 0.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 97.59M. Net debt -202.05M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-05 | — | -0.10 | — | 45.50M |
| 2026-08-05 | 0.13 | -0.09 | 114.56M | 49.50M |
| 2026-05-07 | -0.07 | -0.09 | 54.24M | 50.00M |
| 2026-03-11 | 0.03 | -0.14 | 50.13M | 38.00M |
| 2025-11-05 | -0.01 | -0.14 | 59.45M | 38.00M |
| 2025-08-06 | -0.06 | -0.05 | 51.24M | 55.00M |
| 2025-05-08 | 0.34 | -0.05 | 124.42M | 55.00M |
| 2025-03-13 | -0.07 | -0.07 | 48.84M | 47.80M |
| 2024-11-12 | -0.13 | 0.01 | 23.31M | 27.30M |
| 2024-08-08 | -0.08 | 0.08 | 25.84M | 19.80M |
| 2024-05-09 | 0.06 | 1.58 | 24.32M | 11.00M |
| 2024-03-14 | 0.62 | 0.07 | 92.30M | 8.00M |
| 2023-11-13 | -0.06 | 0.12 | 10.08M | 8.00M |
| 2023-08-03 | -0.09 | 0.01 | 7.90M | 16.00M |
| 2023-05-11 | -0.07 | -0.02 | 14.80M | 16.00M |
| 2023-03-16 | 0.04 | -0.04 | 13.12M | 13.50M |
| 2022-11-10 | -0.01 | -0.04 | 15.88M | 13.50M |
| 2022-08-11 | -1.40 | -0.04 | 16.72M | 13.50M |
| 2022-05-12 | -1.57 | -0.01 | 13.51M | 13.50M |
| 2022-03-31 | 0.10 | -0.04 | 63.26M | 5.00M |
| 2021-11-15 | -0.03 | -0.06 | 1.58M | 5.00M |
| 2021-08-16 | 0.04 | 0.05 | 17.40M | 3.75M |
| 2021-05-17 | -0.19 | 0.05 | 5.80M | 3.75M |
| 2021-03-29 | -0.09 | -0.01 | 4.38M | 600.00K |
| 2020-11-09 | -0.04 | -0.02 | 19.47M | 70.08M |
| 2020-08-10 | -0.11 | -0.02 | 2.12M | 385.09K |
| 2020-05-11 | -0.07 | — | 3.81M | — |
| 2020-03-12 | 0.02 | — | 688.00K | — |
| 2019-11-12 | -0.03 | — | 1.71M | — |
| 2019-08-05 | -0.04 | — | 5.46M | — |
| 2019-05-09 | -0.10 | — | 3.39M | — |
| 2019-03-13 | 0.41 | — | 49.20M | — |
| 2018-10-25 | -0.56 | -0.08 | 13.72M | 9.98M |
| 2018-08-08 | 0.13 | -0.08 | 6.49M | 5.19M |
| 2018-05-01 | -0.51 | -0.03 | 62.09M | 6.21M |
| 2018-02-13 | -2.04 | 0.03 | 3.46M | 50.88K |
| 2017-10-26 | 3.31 | -0.05 | 36.63M | 221.33K |
| 2017-07-27 | -0.14 | -0.03 | 16.46M | 9.41M |
| 2017-05-04 | -0.08 | 0.10 | 8.85M | 11.06M |
| 2017-03-09 | 0.02 | 0.08 | 21.97M | 87.88M |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency Quarterly.
Safety score 49/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 3 separate years. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2015-11-04 | $0.12 | 2015-11-06 | 2015-11-30 | Quarterly |
| 2015-08-03 | $0.12 | 2015-08-05 | 2015-08-31 | Quarterly |
| 2015-04-30 | $0.12 | 2015-05-04 | 2015-05-29 | Quarterly |
| 2015-02-26 | $0.12 | 2015-03-02 | 2015-03-30 | Quarterly |
| 2014-10-30 | $0.12 | 2014-11-03 | 2014-11-28 | Special |
| 2014-07-31 | $0.12 | 2014-08-04 | 2014-08-31 | Quarterly |
| 2014-04-29 | $0.12 | 2014-05-01 | 2014-05-30 | Quarterly |
| 2014-02-27 | $0.12 | 2014-03-03 | 2014-03-31 | Quarterly |
| 2013-10-30 | $0.12 | 2013-11-01 | 2013-11-29 | Quarterly |
| 2013-07-30 | $0.12 | 2013-08-01 | 2013-08-30 | Quarterly |
| 2013-05-01 | $0.12 | 2013-05-03 | 2013-05-30 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-30 | Molinelli Gavin | Buy | 6.96K | $4.31 | 30.00K |
| 2026-09-15 | Kohlberg Isaac T. | Sell | 24.00K | $4.55 | 109.20K |
| 2026-09-03 | OCONNELL MAUREEN | Sell | 12.47K | $4.57 | 56.97K |
| 2026-09-02 | OCONNELL MAUREEN | Sell | 20.53K | $4.63 | 95.07K |
| 2026-08-28 | FELMAN MICHELLE | Sell | 16.09K | $4.49 | 72.23K |
| 2026-08-28 | FELMAN MICHELLE | Sell | 16.09K | $4.49 | 72.23K |
| 2026-08-19 | OCONNELL MAUREEN | Sell | 10.00K | $4.60 | 46.00K |
| 2026-08-12 | Kohlberg Isaac T. | Sell | 32.19K | $4.67 | 150.32K |
| 2026-06-30 | Molinelli Gavin | Buy | 6.44K | $4.66 | 30.00K |
| 2026-06-23 | Sundar Ajay | Buy | 4.17K | $4.79 | 20.00K |
| 2026-06-23 | Molinelli Gavin | Buy | 25.05K | — | — |
| 2026-06-23 | Kohlberg Isaac T. | Buy | 25.05K | — | — |
| 2026-06-23 | OCONNELL MAUREEN | Buy | 25.05K | — | — |
| 2026-06-23 | FELMAN MICHELLE | Buy | 25.05K | — | — |
| 2026-06-08 | Soncini Jason W. | Sell | 48.98K | $4.62 | 226.31K |
| 2026-06-08 | Rasamny Robert | Sell | 28.39K | $4.62 | 131.16K |
| 2026-06-08 | McNulty Martin D. Jr. | Sell | 287.13K | $4.62 | 1.33M |
| 2026-06-05 | Soncini Jason W. | Buy | 93.05K | — | — |
| 2026-06-05 | Rasamny Robert | Buy | 60.28K | — | — |
| 2026-06-05 | McNulty Martin D. Jr. | Buy | 539.16K | — | — |
| 2026-03-31 | Molinelli Gavin | Buy | 6.24K | $4.81 | 30.00K |
| 2026-03-31 | Sundar Ajay | Buy | 4.16K | $4.81 | 20.00K |
| 2026-03-23 | Soncini Jason W. | Sell | 6.15K | $4.85 | 29.81K |
| 2026-03-10 | McNulty Martin D. Jr. | Sell | 8.21K | $4.15 | 34.06K |
| 2025-12-31 | Sundar Ajay | Buy | 5.35K | $3.74 | 20.00K |
| 2025-12-31 | Molinelli Gavin | Buy | 8.02K | $3.74 | 30.00K |
| 2025-09-30 | Sundar Ajay | Buy | 6.15K | $3.25 | 20.00K |
| 2025-09-30 | Molinelli Gavin | Buy | 9.23K | $3.25 | 30.00K |
| 2025-08-11 | Zambito Michael SIKORYAK | Buy | 7.70K | $3.27 | 25.15K |
| 2025-08-11 | FELMAN MICHELLE | Sell | 11.56K | — | — |
| 2025-08-11 | FELMAN MICHELLE | Sell | 11.56K | — | — |
| 2025-06-30 | Sundar Ajay | Buy | 5.59K | $3.58 | 20.00K |
| 2025-06-30 | Molinelli Gavin | Buy | 8.38K | $3.58 | 30.00K |
| 2025-06-24 | Zambito Michael SIKORYAK | Other | 0 | — | — |
| 2025-06-11 | Kohlberg Isaac T. | Sell | 16.00K | $3.84 | 61.44K |
| 2025-06-09 | Soncini Jason W. | Sell | 11.49K | $3.83 | 43.99K |
| 2025-06-09 | Rasamny Robert | Sell | 6.66K | $3.83 | 25.50K |
| 2025-06-09 | McNulty Martin D. Jr. | Sell | 10.51K | $3.83 | 40.24K |
| 2025-06-09 | Hoover Kirsten | Sell | 6.46K | $3.83 | 24.76K |
| 2025-05-30 | Sundar Ajay | Buy | 32.17K | — | — |
| 2025-05-30 | Molinelli Gavin | Buy | 32.17K | — | — |
| 2025-05-30 | RIBAR GEOFFREY G | Buy | 32.17K | — | — |
| 2025-05-30 | Kohlberg Isaac T. | Buy | 32.17K | — | — |
| 2025-05-30 | OCONNELL MAUREEN | Buy | 32.17K | — | — |
| 2025-05-30 | FELMAN MICHELLE | Buy | 32.17K | — | — |
| 2025-05-21 | Soncini Jason W. | Buy | 7.00K | $3.79 | 26.52K |
| 2025-05-19 | McNulty Martin D. Jr. | Buy | 5.30K | $3.77 | 19.98K |
| 2025-05-16 | Starboard Principal Co LP | Buy | 3.26M | $3.71 | 12.08M |
| 2025-05-16 | Starboard Principal Co LP | Buy | 290.00K | $3.71 | 1.08M |
| 2025-05-16 | Starboard Principal Co LP | Sell | 290.00K | $3.71 | 1.08M |
| 2025-05-16 | Starboard Principal Co LP | Sell | 3.26M | $3.71 | 12.08M |
| 2025-05-16 | Starboard Value LP | Buy | 3.26M | $3.71 | 12.08M |
| 2025-05-16 | Starboard Value LP | Buy | 290.00K | $3.71 | 1.08M |
| 2025-05-16 | Starboard Value LP | Sell | 290.00K | $3.71 | 1.08M |
| 2025-05-16 | Starboard Value LP | Sell | 3.26M | $3.71 | 12.08M |
| 2025-05-14 | Sundar Ajay | Buy | 10.72K | $3.73 | 40.00K |
| 2025-05-14 | Molinelli Gavin | Buy | 16.09K | $3.73 | 60.00K |
| 2025-03-21 | Soncini Jason W. | Sell | 6.15K | $3.42 | 21.02K |
| 2025-03-21 | Hoover Kirsten | Sell | 3.49K | $3.42 | 11.92K |
| 2025-03-10 | McNulty Martin D. Jr. | Sell | 7.80K | $4.19 | 32.70K |
| 2025-03-10 | Soncini Jason W. | Sell | 6.84K | $4.19 | 28.68K |
| 2025-03-10 | Hoover Kirsten | Sell | 4.11K | $4.19 | 17.21K |
| 2024-11-25 | Kohlberg Isaac T. | Sell | 15.00K | $4.57 | 68.57K |
| 2024-11-14 | Sundar Ajay | Buy | 9.15K | $4.37 | 40.00K |
| 2024-11-14 | Molinelli Gavin | Buy | 13.73K | $4.37 | 60.00K |
| 2024-11-12 | Hoover Kirsten | Sell | 3.57K | $4.31 | 15.38K |
| 2024-06-07 | Sundar Ajay | Buy | 23.12K | — | — |
| 2024-06-07 | Molinelli Gavin | Buy | 23.12K | — | — |
| 2024-06-07 | Rasamny Robert | Sell | 6.66K | $5.19 | 34.55K |
| 2024-06-07 | McNulty Martin D. Jr. | Sell | 10.51K | $5.19 | 54.53K |
| 2024-06-07 | Soncini Jason W. | Sell | 11.49K | $5.19 | 59.61K |
| 2024-06-07 | Hoover Kirsten | Sell | 6.45K | $5.19 | 33.45K |
| 2024-06-07 | FELMAN MICHELLE | Buy | 23.12K | — | — |
| 2024-06-07 | OCONNELL MAUREEN | Buy | 23.12K | — | — |
| 2024-06-07 | Kohlberg Isaac T. | Buy | 23.12K | — | — |
| 2024-06-07 | RIBAR GEOFFREY G | Buy | 23.12K | — | — |
| 2024-05-21 | FELMAN MICHELLE | Other | 0 | — | — |
| 2024-05-21 | Sundar Ajay | Buy | 1.76K | $5.68 | 10.00K |
| 2024-05-21 | Sundar Ajay | Buy | 5.25K | — | — |
| 2024-05-21 | Molinelli Gavin | Buy | 12.10K | $5.68 | 68.75K |
| 2024-05-17 | Soncini Jason W. | Buy | 5.00K | $5.36 | 26.80K |
| 2024-05-17 | McNulty Martin D. Jr. | Buy | 4.43K | $5.42 | 24.00K |
| 2024-05-16 | McNulty Martin D. Jr. | Buy | 14.53K | $5.25 | 76.30K |
| 2024-03-21 | Hoover Kirsten | Sell | 3.34K | $5.18 | 17.31K |
| 2024-03-21 | Soncini Jason W. | Sell | 6.15K | $5.18 | 31.84K |
| 2024-03-18 | Soncini Jason W. | Sell | 6.90K | $4.65 | 32.07K |
| 2024-03-11 | McNulty Martin D. Jr. | Sell | 8.26K | $4.02 | 33.22K |
| 2024-03-08 | Soncini Jason W. | Sell | 6.84K | $4.02 | 27.50K |
| 2024-03-08 | Hoover Kirsten | Sell | 4.10K | $4.02 | 16.47K |
| 2024-02-13 | Sundar Ajay | Other | 0 | — | — |
| 2023-11-13 | Hoover Kirsten | Sell | 3.46K | $3.63 | 12.55K |
| 2023-07-13 | Starboard Principal Co LP | Buy | 17.04M | $3.65 | 62.18M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 5.20M | $3.65 | 18.98M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 5.36M | $3.65 | 19.55M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 3.15M | $3.65 | 11.50M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 1.63M | $3.65 | 5.97M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 2.40M | $3.65 | 8.78M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 1.83M | $3.65 | 6.67M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 1.73M | $3.65 | 6.33M |
| 2023-07-13 | Starboard Principal Co LP | Buy | 961.67K | $3.65 | 3.51M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 125, holders +4 vs prior quarter. Ownership 88.94%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| STARBOARD VALUE LP | 61.12M | 0 | 0.00% | 284.84M |
| STATE STREET CORP | 3.17M | 61.68K | +1.99% | 14.76M |
| DIMENSIONAL FUND ADVISORS LP | 2.94M | 87.83K | +3.08% | 13.71M |
| BLACKROCK, INC. | 2.60M | 190.91K | +7.93% | 12.10M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.49M | -110.93K | -6.95% | 6.92M |
| RENAISSANCE TECHNOLOGIES LLC | 1.42M | 7.50K | +0.53% | 6.59M |
| GOLDMAN SACHS GROUP INC | 1.18M | 591.06K | +101.19% | 5.48M |
| KRILOGY FINANCIAL LLC | 1.13M | 344 | +0.03% | 5.26M |
| PEAPOD LANE CAPITAL LLC | 994.77K | -96.57K | -8.85% | 4.64M |
| GEODE CAPITAL MANAGEMENT, LLC | 900.81K | 43.09K | +5.02% | 4.20M |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 810.96K | -6.28K | -0.77% | 3.78M |
| FORMIDABLE ASSET MANAGEMENT, LLC | 793.14K | -45.73K | -5.45% | 3.74M |
| AMERICAN CENTURY COMPANIES INC | 693.31K | 181.94K | +35.58% | 3.23M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 629.33K | 25.82K | +4.28% | 2.93M |
| AEGIS FINANCIAL CORP | 491.09K | 0 | 0.00% | 2.29M |
| TIDAL INVESTMENTS LLC | 424.17K | -13.26K | -3.03% | 1.98M |
| EMPOWERED FUNDS, LLC | 366.03K | 25.82K | +7.59% | 1.71M |
| NORTHERN TRUST CORP | 289.83K | 20.19K | +7.49% | 1.35M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 289.40K | 27.49K | +10.49% | 1.35M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 288.46K | 276.66K | +2344.59% | 1.34M |
| ACADIAN ASSET MANAGEMENT LLC | 263.88K | 108.35K | +69.67% | 1.22M |
| CITADEL ADVISORS LLC | 249.52K | 232.02K | +1325.85% | 1.16M |
| AQR CAPITAL MANAGEMENT LLC | 236.39K | 154.68K | +189.31% | 1.10M |
| VANGUARD FIDUCIARY TRUST CO | 235.36K | 13.98K | +6.31% | 1.10M |
| MORGAN STANLEY | 213.14K | -63.77K | -23.03% | 993.22K |
Earnings and financials
Acacia Research Corporation (ACTG) trades at $4.29, with a market cap of $419.14M and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
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