Acacia Research Corporation ACTG R2KR3K
Company Overview
Acacia Research Corporation operates as an acquirer and operator of businesses across industrial, energy, and technology sectors in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It operates through four segments: Intellectual Property Operations, Industrial Operations, Energy Operations, and Manufacturing Operations. The company is involved in investing in IP; and licensing and enforcement of patented technologies. It also designs and manufactures printers, including hardware and embedded software, as well as consumable products, such as inked ribbons for various industrial printing applications. In addition, the company acquires, explores, develops, and produces oil and natural gas resources located in Texas and Oklahoma. Further, it designs and manufactures purchase brochure, folder, and applications display holders; plastic injection-molded office supply, as well as arts, crafts, and education products; plastic and aluminum air venting and air control products; extruded vinyl chair mats; safety reflectors for bicycles; and emergency warning triangles, mud flaps, and splash guards for the heavy duty truck market and transportation industry. Acacia Research Corporation was incorporated in 1993 and is headquartered in New York, New York.
Why Investors Should Care
Revenue has grown at a 23.4% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.18.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $285.23M (+133.2% YoY); net profit $21.68M.
- Trailing 12 Months Year-on-year growth — revenue +123.6%.
- 5-Year Trend Long-term compounding — revenue CAGR 23.4%, profit CAGR -3.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 23.42% |
| 1 Year: | 123.60% |
Compounded Profit Growth
| 5 Years: | -3.17% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | +31.98% |
| 6 Months: | +11.27% |
| 3 Months: | -1.73% |
| 1 Month: | -2.78% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)49.02 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 23.4% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -3.2% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACTG Acacia Research Corporation R2KR3K | 4.54 | -28.38 | $443.04M | 0.00% | 0.89% | -4.17% | 23.42% | -3.17% |
| 2 | SPCX Space Exploration Technologies Corp. R3KAIDEFENCE | 147.95 | -134.50 | $1.12T | 0.00% | -3.22% | -11.95% | 34.08% | -3.34% |
| 3 | CAT Caterpillar Inc. SPXR3K | 813.94 | 35.05 | $374.15B | 0.76% | 17.98% | 56.97% | 2.29% | 5.24% |
| 4 | GE GE Aerospace SPXR3KDEFENCE | 337.12 | 39.85 | $349.78B | 0.50% | 9.52% | 48.23% | -7.42% | -5.36% |
| 5 | RTX RTX Corporation SPXR3KDEFENCE | 200.79 | 35.41 | $270.62B | 1.31% | 8.28% | 12.27% | 2.61% | 2.62% |
| 6 | GEV GE Vernova Inc. SPXR3KAI | 941.95 | 26.98 | $250.87B | 0.20% | 6.30% | 82.58% | 8.68% | - |
| 7 | DE Deere & Company SPXR3K | 693.53 | 39.29 | $187.33B | 1.05% | 12.53% | 18.35% | 3.43% | 5.10% |
| 8 | UNP Union Pacific Corporation SPXR3K | 291.88 | 23.83 | $173.40B | 1.92% | 15.22% | 39.70% | 2.30% | 7.77% |
| 9 | BA The Boeing Company SPXR3KDEFENCE | 212.25 | 76.08 | $167.63B | 0.00% | -9.01% | - | 1.67% | -3.28% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.39M | 5.46M | 1.71M | - | 3.81M | 2.12M | 19.47M | - | 5.80M | 17.40M | 1.58M | 13.51M | 16.72M | 15.88M | 14.80M | 7.90M | 10.08M | 24.32M | 25.84M | - | - | 124.42M | 51.24M | 59.45M | 50.13M | 54.24M | 114.56M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 65.48M | 44.70M | 53.25M | 22.67M | 42.18M | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 4.75M | 7.49M | 5.95M | 4.84M | -1.04M | 237.00K | 11.96M | 6.76M | - | - | 58.94M | 6.54M | 6.20M | 27.46M | 12.05M | 30.65M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 20.63M | 18.93M | 12.63M | 40.54M | 20.41M | - |
| Operating Income | -113.18M | -9.70M | -34.94M | 16.29M | -9.05M | -11.58M | -7.92M | -442.00K | -7.33M | 8.97M | -38.84M | -4.96M | 10.04M | -6.91M | -3.97M | -5.11M | -7.43M | -3.57M | -6.75M | -2.78M | -6.42M | -5.68M | 1.64M | -12.72M | -8.51M | -5.67M | -11.37M | -9.32M | -12.53M | -13.15M | -2.09M | -4.76M | - | - | 38.30M | -12.38M | -6.43M | -13.09M | -8.36M | 8.52M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 42.67M | 12.88M | 9.70M | 18.39M | -9.79M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.45M | 2.33M | 2.23M | 1.98M | 1.89M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 29.61M | -890.00K | -3.36M | 5.95M | -20.16M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 6.08M | 547.00K | -968.00K | 1.18M | -2.56M | - |
| Net Income | -115.91M | -9.96M | -40.57M | 7.08M | -10.61M | -11.83M | -14.25M | 158.47M | -110.20M | -32.04M | -28.43M | -33.20M | -11.37M | -4.38M | -5.76M | -7.61M | 634.00K | -11.29M | 6.15M | 38.35M | 80.24M | -164.47M | 19.66M | 89.76M | -73.27M | -61.50M | 28.09M | 9.45M | -18.78M | 1.64M | -186.00K | -8.45M | - | - | 24.29M | -3.29M | -2.73M | 3.42M | -15.74M | 47.00K |
| Diluted EPS | - | - | - | 0.14 | - | - | - | 3.13 | - | -0.63 | -0.57 | -0.67 | -0.23 | 0.09 | 0.12 | 0.15 | 0.05 | 0.24 | 0.09 | 0.32 | 1.33 | -2.81 | 0.23 | 0.86 | -1.61 | -1.44 | 0.02 | -0.07 | -0.36 | -0.03 | 0.00 | -0.08 | - | - | 0.25 | -0.03 | -0.03 | 0.04 | -0.16 | 0.00 |
| R&D Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0 | 0 | 0 | 190.00K | 145.00K | 156.00K | 216.00K | 205.00K | 172.00K | 134.00K | 178.00K | 108.00K | 37.00K | - | - | - | - | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 65.40M | 131.51M | 11.25M | 29.78M | - | 59.22M | 125.10M | 122.31M | 285.23M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | 37.39M | 52.83M | 92.66M | 200.75M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | 21.84M | 72.27M | 29.65M | 84.48M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | 61.93M | 51.34M | 62.58M | 78.07M |
| Operating Income | 38.62M | 30.26M | 80.41M | -82.93M | -62.16M | -152.62M | -37.41M | -27.27M | -24.69M | -23.42M | -19.52M | - | -40.09M | 20.94M | -32.93M | 6.41M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | -107.20M | 84.22M | 1.89M | 83.65M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | 6.43M | 2.06M | 6.46M | 8.99M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | -127.15M | 67.43M | -38.15M | 31.31M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | -16.21M | -1.50M | -3.45M | 6.84M |
| Net Income | 34.05M | 21.11M | 59.45M | -56.43M | -66.03M | -160.04M | -54.07M | 22.18M | -105.03M | -17.11M | 109.23M | - | -125.06M | 67.06M | -36.06M | 21.68M |
| Diluted EPS | 0.97 | 0.50 | 1.21 | -1.18 | -1.37 | - | - | - | -2.10 | -0.40 | 1.48 | - | -3.13 | 0.58 | -0.36 | 0.22 |
| R&D Expense | - | - | - | - | - | - | - | - | - | - | 0 | 200.00K | 626.00K | 735.00K | - | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 352.88M | 668.72M | 593.39M | 536.35M | 347.90M | 296.00M | 308.77M | 223.95M | 218.16M | 511.31M | 564.90M | 623.83M | 746.08M | - | 482.93M | 633.54M | 756.39M | 770.96M |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 427.99M | 554.51M | 420.15M | 450.09M |
| Cash & Equivalents | 51.73M | 102.52M | 314.73M | 221.80M | 126.69M | 134.47M | 135.22M | 139.05M | 136.60M | 128.81M | 57.36M | 165.55M | - | - | - | - | 287.79M | 340.09M | 273.88M | 306.72M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 14.22M | 10.92M | 27.48M | 26.56M |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 8.23M | 80.56M | 26.91M | 26.16M |
| Total Liabilities | - | - | 30.77M | 50.24M | 31.20M | 47.30M | 33.75M | 28.56M | 13.11M | 32.71M | 35.11M | 212.07M | - | - | - | - | 213.61M | 43.94M | 203.78M | 186.92M |
| Current Liabilities | - | - | 30.13M | 21.99M | 26.00M | 45.91M | 33.23M | 28.19M | 9.56M | 31.04M | 11.71M | 124.82M | - | - | - | - | 87.21M | 27.64M | 49.64M | 49.04M |
| Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 10.53M | 111.59M | 92.07M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 63.88M | 13.51M | 124.33M | 104.67M |
| Total Equity | 55.97M | 113.85M | 319.95M | 611.50M | 555.71M | 483.56M | 310.21M | 265.59M | 294.30M | 189.39M | 173.12M | 277.27M | 124.09M | 143.20M | 232.11M | - | 258.28M | 568.27M | 514.83M | 543.45M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 59.67M | 116.08M | 116.59M | 117.02M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 44.92M | 60.59M | 104.60M | -3.51M | 4.18M | -9.95M | 34.06M | 12.97M | 20.88M | -2.31M | -19.62M | - | -37.34M | -22.51M | 50.12M | 75.24M |
| Investing Cash Flow | -8.10M | -23.24M | -408.79M | -66.06M | 29.30M | 39.31M | -40.63M | -16.11M | -24.07M | -68.06M | 18.60M | - | 184.46M | 16.18M | -212.96M | -21.01M |
| Financing Cash Flow | 13.96M | 174.87M | 211.26M | -25.55M | -25.70M | -28.60M | -1.11M | 700.00K | -4.61M | 33.92M | 109.21M | - | -166.14M | 58.63M | 97.56M | -22.73M |
| Capital Expenditure | -58.00K | -190.00K | -268.00K | -675.00K | -109.00K | -8.00K | -4.00K | -2.00K | -34.00K | -183.00K | -199.00K | - | -5.73M | -6.19M | -162.67M | -16.69M |
| Free Cash Flow | 44.86M | 60.40M | 104.33M | -4.18M | 4.08M | -9.96M | 34.06M | 12.96M | 20.84M | -2.49M | -19.82M | - | -43.07M | -28.70M | -112.55M | 58.55M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | -19.01M | 52.30M | -65.28M | 31.50M |
| Share Buybacks | 0 | 0 | 26.73M | 7.93M | 0 | 0 | 82.00K | 0 | 4.63M | 0 | 4.00M | 4.01M | 50.99M | 0 | 20.29M | 0 |
| Dividends Paid | - | 0 | 0 | 18.63M | 25.04M | 25.43M | 0 | 0 | - | 0 | 1.38M | 1.45M | 2.80M | 1.40M | 0 | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | 36.9% | 57.8% | 24.2% | 29.6% |
| Operating Margin % | - | - | - | - | - | - | - | -41.7% | -18.8% | -208.2% | -65.5% | - | -67.7% | 16.7% | -26.9% | 2.2% |
| Net Margin % | - | - | - | - | - | - | - | 33.9% | -79.9% | -152.2% | 366.8% | - | -211.2% | 53.6% | -29.5% | 7.6% |
| ROE % | 29.9% | 6.6% | 9.7% | -10.2% | -13.7% | -51.6% | -20.4% | 7.5% | -55.5% | -9.9% | 39.4% | - | -48.4% | 11.8% | -7.0% | 4.0% |
| ROCE % | - | 9.4% | 12.4% | -14.6% | -12.7% | -48.5% | -14.0% | -9.1% | -12.8% | -11.3% | -5.1% | - | -10.1% | 3.5% | -4.7% | 0.9% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Starboard Value LP | 62.64% | 61.12M | $273.22M |
| 2 | State Street Corporation | 3.25% | 3.17M | $14.16M |
| 3 | Dimensional Fund Advisors LP | 3.01% | 2.94M | $13.15M |
| 4 | Blackrock Inc. | 2.66% | 2.60M | $11.61M |
| 5 | Vanguard Capital Management LLC | 1.52% | 1.49M | $6.64M |
| 6 | Renaissance Technologies, LLC | 1.45% | 1.42M | $6.33M |
| 7 | Goldman Sachs Group Inc | 1.20% | 1.18M | $5.25M |
| 8 | Krilogy Financial, LLC | 1.16% | 1.13M | $5.04M |
| 9 | Peapod Lane Capital LLC | 1.02% | 994.77K | $4.45M |
| 10 | Geode Capital Management, LLC | 0.92% | 900.81K | $4.03M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ACTG
Acacia Research (ACTG) Q2 2026 Earnings Call Transcript
IP licensing settlement drives record $114.6M revenue amid Life Sciences write-down.
Acacia Research Corporation Q2 2026 Earnings Call Summary
Moby summary of Acacia Research Corporation's Q2 2026 earnings call
Acacia Research Q2 Earnings Call Highlights
Acacia Research (NASDAQ:ACTG) reported second-quarter 2026 revenue of $114.6 million, up from $51.2 million in the prior-year period, as licensing activity in its intellectual property business and contributions from its operating companies…
Acacia Research to Release Second Quarter 2026 Financial Results on August 5, 2026
NEW YORK, July 22, 2026--Acacia Research Corporation (Nasdaq: ACTG) ("Acacia" or the "Company"), which acquires and operates businesses across the industrial, energy and technology sectors, announced today that it will release its second qu…
Acacia Research (ACTG) Q1 2026 Earnings Transcript
Before MJ and Mike begin their prepared remarks, please be reminded that certain information provided during this call may contain forward-looking statements relating to current expectations, estimates, forecasts and projections about futur…
Acacia Research Q1 Earnings Call Highlights
Acacia Research (NASDAQ:ACTG) executives highlighted improving operating performance at the company’s energy and industrial businesses and continued cost actions at its manufacturing unit, while also acknowledging the inherently “episodic” …
ACTG — Frequently Asked Questions
What is the current share price of Acacia Research Corporation (ACTG)?
As of 2026-09-07 16:24 PDT, Acacia Research Corporation (ACTG) trades at $4.54 on NasdaqGS. Its 52-week range is $3.15 to $5.16.
What is the market capitalisation of ACTG?
Acacia Research Corporation (ACTG) has a market capitalisation of $443.04M on NasdaqGS.
What is the P/E ratio of ACTG?
ACTG trades at a trailing price-to-earnings (P/E) ratio of -28.38. The industry average P/E is 27.38. Its price-to-book (P/B) ratio is 0.88.
What is the return on equity (ROE) of ACTG?
ACTG has a return on equity (ROE) of -4.17%. Its return on capital employed (ROCE) is 0.89%.
Is ACTG a good stock to buy?
This page provides a data-driven analysis of Acacia Research Corporation (ACTG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.