Acacia Research Corporation (ACTG) Stock

Acacia Research Corporation (ACTG) is a Financials stock trading at $4.68 (as of 2026-07-24), with a market capitalization of $452.04M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Acacia Research Corporation and its subsidiaries focus on investing in intellectual property and related absolute return assets, and on licensing and enforcing patented technologies through programs involving patent portfolio rights. It also designs and manufactures industrial printers and related consumable products and provides supply-chain printing solutions for industries such as manufacturing, transportation and logistics, retail distribution, food and beverage distribution, and pharmaceutical distribution.

Understand Acacia Research Corporation: how it makes money

Acacia Research invests in intellectual property and related absolute return assets, then monetizes it by licensing and enforcing patented technologies through licensing agreements.

Profit is primarily driven by monetizing owned and controlled patent rights, through licensing and enforcement that converts patent portfolios into licensing revenue.

Revenue by segment (latest quarter)
IP Ops$0.1B
Industrial Ops$0.0B

Business quality (Weak): The model relies on intellectual property licensing and enforcement, evidenced by about 1,600 license agreements and about 200 patent portfolio licensing and enforcement actions, while the latest quarter shows negative operating margin.

Bull case

  • IP monetization track record: The company reports about 1,600 license agreements and about 200 patent portfolio licensing and enforcement actions.
  • Business is concentrated in IP operations: In the latest quarter, Intellectual Property Operations account for the larger share of segment revenue in the provided breakdown.

Bear case

  • Operating losses in the latest quarter: Operating margin is negative for the period shown.
  • Revenue depends on successful licensing and enforcement: Because the business monetizes patented technologies via licensing and enforcement, the timing and outcome of these activities can affect results.
Valuation — source: SEC EDGAR (first-party)
Price$4.68
Market Cap$452.04M
EV / EBITDA242.3
Price / Book0.80
Price / Sales2.10
DCF Value (model)$0.91
DCF Upside vs Price-80.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$285.23M
Net Margin7.6%
Revenue Growth (YoY)-56.4%
EPS Growth (YoY)-164.0%
Financial Health — source: SEC EDGAR
Altman Z-Score2.01 (grey)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Sector P/E (Financials)15.4
Industry P/E (Trading)34.8
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderStarboard Value LP ($294.00M)
Institutional Holders Tracked10
Company
SectorFinancials
IndustryTrading
CEOMartin D. McNulty Jr.
Employees1,036
CountryUS
IPO Date2002-12-16

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ACTG earnings history · ACTG institutional & insider holders · ACTG KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.