Acacia Research Corporation (ACTG)

In the past six months, Acacia Research Corp.'s stock price has been impacted by several events. The company reported its Third Quarter and Fourth Quarter 2025 financial results. For the full year 2025, Acacia reported record revenue and a GAAP net income. In the fourth quarter of 2025, total revenue increased from the prior-year quarter, with a GAAP net income. During Q4 2025, Acacia also completed the acquisition of a portfolio of commercial loans collateralized by Bitcoin. The company's stock price increased between March 2025 and March 2026. Acacia Research's shares crossed above its 200-day moving average. The company's Q4 2025 earnings per share beat the consensus estimate.

Specific demand seasonality for Acacia Research Corp.'s portfolio is not explicitly detailed, but historical stock performance analysis indicates some seasonality. September has been the strongest month for ACTG, while July has tended to be the weakest month. The demand seasonality for its underlying products and services would likely vary significantly by individual operating company.

Acacia Research Corp. is an American company that acquires and operates businesses across the industrial, energy, and technology sectors. The company operates through four segments: Intellectual Property Operations, Industrial Operations, Energy Operations, and Manufacturing Operations. The Intellectual Property Operations segment is a primary revenue source, involving investing in IP assets and engaging in the licensing and enforcement of patented technologies. The Industrial Operations segment focuses on the design and manufacture of printers and consumable products. The Energy Operations segment is involved in the acquisition, exploration, development, and production of oil and natural gas resources. The Manufacturing Operations segment designs and manufactures a range of products.

Acacia Research Corp. operates in the Americas, Europe, the Middle East and Africa, China, India, and the Asia-Pacific region. The company's corporate office is located in New York, United States. Its focus, particularly in acquisitions, is on North America.

Acacia Research Corporation has been characterized as a "patent troll." The company's business model of acquiring and operating diverse businesses shapes its public perception.

Acacia Research Corp. has significant institutional ownership. Major institutional owners include Starboard Value LP, State Street Corp, Dimensional Fund Advisors Lp, BlackRock, Inc., Vanguard Group Inc, Renaissance Technologies Llc, Krilogy Financial LLC, Levin Capital Strategies, L.p., Formidable Asset Management, LLC, and Geode Capital Management, Llc. Institutions collectively hold a substantial portion of the company's shares. Individual insiders own a smaller percentage of the shares.