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Upturn stock ratingUpturn stock rating
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Acacia Research Corporation (ACTG)

Upturn stock ratingUpturn stock rating
$3.58
Last Close (24-hour delay)
Profit since last BUY-7.73%
upturn advisory
WEAK BUY
BUY since 33 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: ACTG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

1 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Year Target Price $6

Year Target Price $6

Analyst’s Price TargetsFor last 52 week
$6Target price
Low$2.7
Current$3.58
high$5.7

Analysis of Past Performance

Type Stock
Historic Profit -23.1%
Avg. Invested days 32
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 354.87M USD
Price to earnings Ratio -
1Y Target Price 6
Price to earnings Ratio -
1Y Target Price 6
Volume (30-day avg) 1
Beta 0.61
52 Weeks Range 2.70 - 5.70
Updated Date 06/30/2025
52 Weeks Range 2.70 - 5.70
Updated Date 06/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.11

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -5.21%
Operating Margin (TTM) 30.79%

Management Effectiveness

Return on Assets (TTM) 0.96%
Return on Equity (TTM) -1.88%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 145573580
Price to Sales(TTM) 1.6
Enterprise Value 145573580
Price to Sales(TTM) 1.6
Enterprise Value to Revenue 0.65
Enterprise Value to EBITDA 3.56
Shares Outstanding 96171696
Shares Floating 33058061
Shares Outstanding 96171696
Shares Floating 33058061
Percent Insiders 1.42
Percent Institutions 87.92

Analyst Ratings

Rating 1
Target Price 6
Buy -
Strong Buy 1
Buy -
Strong Buy 1
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Acacia Research Corporation

stock logo

Company Overview

overview logo History and Background

Acacia Research Corporation was founded in 1993. Initially focused on patent licensing, it has evolved into an investment company that acquires undervalued businesses, deploying capital to generate long-term shareholder value.

business area logo Core Business Areas

  • Direct Investments: Acacia acquires operating businesses, focusing on sectors with strong growth potential and identifiable competitive advantages.
  • Patent Licensing: Monetizes patent portfolios through licensing and enforcement activities. This area has decreased in significance as their main strategy has moved to acquiring other companies.

leadership logo Leadership and Structure

The CEO is Clifford Press. Acacia operates with a lean corporate structure, empowering its acquired businesses to operate independently while leveraging corporate resources for strategic guidance and capital allocation.

Top Products and Market Share

overview logo Key Offerings

  • Direct Investments in Operating Companies: Acacia's primary focus is now investing in, and managing, operating companies across various industries. Specific revenue breakdowns for each individual investment fluctuate. Competitors vary based on each underlying investment. Acacia faces general competition from other PE firms.
  • Patent Licensing (Historically):: While less emphasized now, the company historically focused on licensing and enforcement of patent portfolios, generating revenue through royalties and settlements. Competitors include other patent assertion entities like Intellectual Ventures and Marathon Patent Group. Market Share data unavailable and fluctuating.

Market Dynamics

industry overview logo Industry Overview

Acacia's business now primarily exists as a holding company that owns other companies, so it participates in multiple different industries. These industries have varying growth and competitive characteristics.

Positioning

Acacia differentiates itself by focusing on acquiring undervalued businesses and deploying capital strategically to improve operations and generate returns. They look for operating companies with strong market positioning and growth.

Total Addressable Market (TAM)

Varies based on their acquisitions. It's difficult to place an exact market value, but their goal is to purchase profitable operating companies at reasonable values and capitalize on market opportunities.

Upturn SWOT Analysis

Strengths

  • Diverse investment portfolio
  • Experienced management team
  • Strong capital allocation capabilities
  • Operational expertise

Weaknesses

  • Reliance on successful acquisitions
  • Complexity in managing diverse business units
  • Fluctuating revenue streams
  • Dependence on market trends to buy operating companies

Opportunities

  • Expansion into new industries
  • Strategic acquisitions of complementary businesses
  • Increased operational efficiencies within portfolio companies
  • Growth of invested operating companies

Threats

  • Economic downturn impacting portfolio companies
  • Increased competition for acquisitions
  • Operational challenges within acquired businesses
  • Changes in intellectual property law

Competitors and Market Share

competitor logo Key Competitors

  • Private Equity firms such as BX
  • KKR
  • BAM

Competitive Landscape

Acacia competes with private equity firms and other investment companies for acquisitions. Their competitive advantage lies in their operational expertise and strategic capital allocation.

Major Acquisitions

Perfect Memory SA

  • Year: 2021
  • Acquisition Price (USD millions): 15
  • Strategic Rationale: Acquisition of its patent portfolio to expand monetization opportunities.

Printronix Holding Corporation

  • Year: 2016
  • Acquisition Price (USD millions): 58
  • Strategic Rationale: Diversified Acacia's business and increased the opportunity for long-term revenue from operating businesses.

Growth Trajectory and Initiatives

Historical Growth: Growth trajectory is tied to the success of acquisitions and is therefore variable.

Future Projections: Analyst estimates are not available at this time. Future growth depends on the success of acquisitions and operational improvements within the portfolio.

Recent Initiatives: Focus on identifying and acquiring undervalued businesses with growth potential.

Summary

Acacia Research Corporation has transitioned from a patent licensing firm into a diversified investment company. Their strategy relies on identifying and acquiring undervalued businesses with growth potential, a process that inherently carries risk. The firm does not pay dividends. Future performance is tied closely to the success of their acquisitions and the management of their portfolio companies. Recent moves have increased their investments in other companies.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings (SEC)
  • Company website
  • Publicly available news sources

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance may change, impacting the accuracy of this analysis.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Acacia Research Corporation

Exchange NASDAQ
Headquaters New York, NY, United States
IPO Launch date 1996-07-08
CEO, COO, Head of M&A and Director Mr. Martin D. McNulty Jr.
Sector Industrials
Industry Business Equipment & Supplies
Full time employees 1036
Full time employees 1036

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; and designs and manufactures purchase brochure, folder, applications display holders, plastic injection-molded office supply and arts, crafts and education products, plastic and aluminum air venting and air control products, extruded vinyl chair mats, safety reflectors for bicycles, and mud flaps and splash guards for the heavy duty truck market. Acacia Research Corporation was incorporated in 1993 and is headquartered in New York, New York.