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Acacia Research Corporation ACTG
Industrials - Specialty Business Services - NASDAQ - US
Watchlist
$ 3.845
0.806 %
$ 370 M
Market Cap
-34.09
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one ACTG stock under the worst case scenario is HIDDEN Compared to the current market price of 3.85 USD, Acacia Research Corporation is HIDDEN

ACTG Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one ACTG stock under the base case scenario is HIDDEN Compared to the current market price of 3.85 USD, Acacia Research Corporation is HIDDEN

ACTG Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one ACTG stock under the best case scenario is HIDDEN Compared to the current market price of 3.85 USD, Acacia Research Corporation is HIDDEN

ACTG Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart ACTG

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1M 1%
6M -17%
1Y -31%
3Y -24%
5Y --%
All
$4.6$4.6$4.4$4.4$4.2$4.2$4.0$4.0$3.8$3.8$3.6$3.6$3.4$3.4$3.2$3.2$3.0$3.0$2.8$2.815 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '25
FINANCIALS
122 M REVENUE
-2.23%
Growth Rates
1Year -2.23%
3Years 11.58%
5Years 61.17%
7Years 9.36%
10Years -0.67%
-32.9 M OPERATING INCOME
-157.27%
Growth Rates
1Year -157.27%
3Years -72.96%
5Years -7.05%
7Years -2.73%
10Years 6.16%
-34.7 M NET INCOME
-54.95%
Growth Rates
1Year -54.95%
3Years -7.17%
5Years -15.16%
7Years -14.63%
10Years 6.32%
50.1 M OPERATING CASH FLOW
322.71%
Growth Rates
1Year 322.71%
3Years 55.52%
5Years 88.37%
7Years 10.78%
10Years 28.19%
-213 M INVESTING CASH FLOW
-1316.37%
Growth Rates
1Year -1316.37%
3Years -90.90%
5Years -25.63%
7Years -44.60%
10Years -23.52%
97.6 M FINANCING CASH FLOW
66.39%
Growth Rates
1Year 66.39%
3Years 17.76%
5Years 23.53%
7Years 102.45%
10Years 19.21%
124 M REVENUE
154.73%
Growth Rates
1Year -2.23%
3Years 11.58%
5Years 61.17%
7Years 9.36%
10Years -0.67%
38.3 M OPERATING INCOME
342.30%
Growth Rates
1Year -157.27%
3Years -72.96%
5Years -7.05%
7Years -2.73%
10Years 6.16%
23.5 M NET INCOME
263.29%
Growth Rates
1Year -54.95%
3Years -7.17%
5Years -15.16%
7Years -14.63%
10Years 6.32%
2.42 M OPERATING CASH FLOW
111.97%
Growth Rates
1Year 322.71%
3Years 55.52%
5Years 88.37%
7Years 10.78%
10Years 28.19%
1.04 M INVESTING CASH FLOW
101.08%
Growth Rates
1Year -1316.37%
3Years -90.90%
5Years -25.63%
7Years -44.60%
10Years -23.52%
-6.07 M FINANCING CASH FLOW
-19.60%
Growth Rates
1Year 66.39%
3Years 17.76%
5Years 23.53%
7Years 102.45%
10Years 19.21%
Balance Sheet Acacia Research Corporation
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Current Assets 420 M
Cash & Short-Term Investments 334 M
Receivables 26.9 M
Other Current Assets 59.5 M
Non-Current Assets 336 M
Long-Term Investments 0
PP&E 225 M
Other Non-Current Assets 111 M
44.13 %3.56 %7.86 %29.72 %14.73 %Total Assets$756.4m
Current Liabilities 47.2 M
Accounts Payable 12.1 M
Short-Term Debt 3.56 M
Other Current Liabilities 31.6 M
Non-Current Liabilities 157 M
Long-Term Debt 121 M
Other Non-Current Liabilities 35.8 M
5.93 %15.51 %59.26 %17.55 %Total Liabilities$203.8m
EFFICIENCY
Earnings Waterfall Acacia Research Corporation
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Revenue 122 M
Cost Of Revenue 92.7 M
Gross Profit 29.7 M
Operating Expenses 62.6 M
Operating Income -32.9 M
Other Expenses 1.77 M
Net Income -34.7 M
140m140m120m120m100m100m80m80m60m60m40m40m20m20m00(20m)(20m)(40m)(40m)122m(93m)30m(63m)(33m)(2m)(35m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
24.24% GROSS MARGIN
24.24%
Averages
1Year 24.24%
3Years 39.63%
5Years 38.91%
7Years 23.78%
10Years 19.53%
-26.92% OPERATING MARGIN
-26.92%
Averages
1Year -26.92%
3Years -6.57%
5Years -15.25%
7Years -43.34%
10Years -49.16%
-29.48% NET MARGIN
-29.48%
Averages
1Year -29.48%
3Years -54.40%
5Years 74.60%
7Years 20.12%
10Years 1.14%
-7.00% ROE
-7.00%
Averages
1Year -7.00%
3Years -12.72%
5Years 7.24%
7Years -4.08%
10Years -9.22%
-4.77% ROA
-4.77%
Averages
1Year -4.77%
3Years -5.72%
5Years 4.54%
7Years -4.58%
10Years -8.91%
-4.20% ROIC
-4.20%
Averages
1Year -4.20%
3Years -0.58%
5Years -0.95%
7Years -4.00%
10Years -10.70%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Acacia Research Corporation
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40m40m20m20m00(20m)(20m)(40m)(40m)(60m)(60m)(80m)(80m)(100m)(100m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -34.7 M
Depreciation & Amortization 33.6 M
Capital Expenditures -149 M
Stock-Based Compensation 4.8 M
Change in Working Capital 48 M
Others -15.7 M
Free Cash Flow -98.5 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Acacia Research Corporation
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ACTG has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.125 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.6000.6000.5000.5000.4000.4000.3000.3000.2000.2000.1000.1000.0000.0000.1250.1250.1250.1250.5020152015
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5. COMPETITION
slide 2 of 4
6. Ownership
Insider Ownership Acacia Research Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
68.6 K USD 1
9-12 MONTHS
0 USD 0
Bought
46.5 K USD 2
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Acacia Research: More Volatile Than Expected, But Still A Buy Acacia Research experienced heavy turbulence during last month's broad market sell-off, but has bounced back in a big way as of late. A big reason for this has been the recently released quarterly results, which included better-than-expected revenue and earnings due to this holding company's latest IP licensing windfall. Based on a sum-of-the-parts calculation, ACTG continues to trade at a heavy discount to the company's underlying value. seekingalpha.com - 1 month ago
Acacia Research Corporation (ACTG) Q1 2025 Earnings Call Transcript Acacia Research Corporation (NASDAQ:ACTG ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Brent Anderson - Managing Director-Gagnier Communications MJ McNulty - Chief Executive Officer Kirsten Hoover - Interim Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Brett Reiss - Janney Montgomery Scott Operator Good morning, everyone. Thank you for joining Acacia Research First Quarter 2025 Earnings Conference Call. seekingalpha.com - 1 month ago
Acacia Research Corporation Reports First Quarter 2025 Financial Results NEW YORK--(BUSINESS WIRE)--Acacia Research Corporation (Nasdaq: ACTG) (“Acacia” or the “Company”), which acquires and operates businesses across the industrial, energy and technology sectors, today reported financial results for the three months ended March 31, 2025. The Company also posted its first quarter 2025 earnings presentation on its website at www.acaciaresearch.com under Events & Presentations. Martin (“MJ”) D. McNulty, Jr., Chief Executive Officer, stated, “Acacia had a very stro. businesswire.com - 1 month ago
Acacia Research to Release First Quarter 2025 Financial Results on May 8, 2025 NEW YORK--(BUSINESS WIRE)--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 first quarter 2025 financial results before market open on May 8, 2025. The Company also announced that it will host a conference call on May 8, 2025 at 8:00 a.m. ET / 5:00 a.m. PT to discuss its first quarter 2025 results. To access the live call, please dial 877-5. businesswire.com - 1 month ago
Acacia Research Corporation (ACTG) Q4 2024 Earnings Call Transcript Acacia Research Corporation (NASDAQ:ACTG ) Q4 2024 Earnings Conference Call March 13, 2025 8:00 AM ET Company Participants Brent Anderson - Managing Director-Gagnier Communications MJ McNulty - Chief Executive Officer Kirsten Hoover - Interim Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Brett Reiss - Janney Montgomery Scott Operator Good morning, everyone. Thank you for joining Acacia Research's Fourth Quarter and Year-End 2024 Earnings Conference Call. seekingalpha.com - 3 months ago
Acacia Research Corporation Reports Fourth Quarter and Year End 2024 Financial Results NEW YORK--(BUSINESS WIRE)--Acacia Research Corporation (Nasdaq: ACTG) (“Acacia” or the “Company”), which acquires and operates businesses across the industrial, energy, and technology sectors, today reported financial results for the three months and full year ended December 31, 2024. The Company also posted its fourth quarter 2024 earnings presentation on its website at www.acaciaresearch.com under Events & Presentations. Martin (“MJ”) D. McNulty, Jr., Chief Executive Officer, stated, “202. businesswire.com - 3 months ago
Acacia Research to Release Fourth Quarter and Full Year 2024 Financial Results on March 13, 2025 NEW YORK--(BUSINESS WIRE)--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 fourth quarter and full year 2024 financial results before market open on March 13, 2025. The Company will host a conference call at 8:00 a.m. ET / 5:00 a.m. PT on March 13, 2025 to discuss its fourth quarter and full year 2024 financial results. To access the live. businesswire.com - 3 months ago
Acacia Research: Big Upside Remains, But Patience Is Key It makes sense why investors continue to sleep on Acacia Research, but ACTG's short-term performance belies its long-term potential. A valuation analysis indicates ACTG is worth nearly 40% more than its current trading price. It may take time, but in the quarters ahead, improved earnings and/or positive developments could close the gap between fair value and trading price. seekingalpha.com - 4 months ago
Acacia Research Corporation (ACTG) Q3 2024 Earnings Call Transcript Acacia Research Corporation (NASDAQ:ACTG ) Q3 2024 Earnings Conference Call November 12, 2024 8:00 AM ET Company Participants Brent Anderson - Managing Director-Gagnier Communications MJ McNulty - Chief Executive Officer Kirsten Hoover - Interim Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Brett Reiss - Janney Montgomery Scott Adam Eagleston - Formidable Asset Management Operator Good morning, ladies and gentlemen, and thank you for joining us for Acacia Research Third Quarter 2024 Earnings Conference Call. My name is Jenny, and I'll be your conference facilitator today. seekingalpha.com - 7 months ago
Acacia Research: Stepping Up Its Pace Of Acquisitions For quite a while before its recapitalization was completed in July 2023, Acacia did not announce engagement in any new investments. Since completion of the recapitalization, however, Acacia closed three investments: two in the oil & gas field and recently in the consumer, road safety, and air distribution spaces. In the last year, ACTG accelerated the pace at which it puts its large cash stack to work. seekingalpha.com - 7 months ago
Acacia Research: What To Make Of The Latest Acquisition Announcement Acacia Research (ACTG), a holding company controlled by investment firm Starboard Value, continues to trade at a discount to its underlying value. However, a recent acquisition announcement could mark the start of a change in approach that helps to bridge this valuation gap, and perhaps drive the next big run-up for shares. Even if Starboard Value's game plan for ACTG stock doesn't entail turning this holding company into a growth-focused industrial conglomerate, from a risk/return standpoint shares remain worthy of a buy. seekingalpha.com - 7 months ago
Acacia Research to Release Third Quarter 2024 Financial Results on November 12, 2024 NEW YORK--(BUSINESS WIRE)--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 third quarter 2024 financial results before market open on November 12, 2024. The Company will host a conference call at 8:00 a.m. ET / 5:00 a.m. PT on November 12, 2024 to discuss its results. To access the live call, please dial 877-545-0523 (U.S. and Canada) or 9. businesswire.com - 7 months ago
8. Profile Summary

Acacia Research Corporation ACTG

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COUNTRY US
INDUSTRY Specialty Business Services
MARKET CAP $ 370 M
Dividend Yield 0.00%
Description 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.
Contact 767 Third Avenue, New York City, NY, 10017 https://www.acaciaresearch.com
IPO Date Dec. 16, 2002
Employees 1036
Officers Mr. Jason W. Soncini J.D. General Counsel Mr. Robert Rasamny Chief Administrative Officer Mr. Martin D. McNulty Jr. Chief Executive Officer, Chief Operating Officer, Head of M&A and Director Mr. Daniel Troy Principal Ms. Kirsten Hoover Interim Chief Financial Officer, Principal Accounting Officer & Corporate Controller Mr. George Broadbin Principal Ms. Jennifer Graff Corporate Secretary