Acushnet Holdings Corp. (GOLF)

In the past six months, Acushnet Holdings Corp. reported financial results and saw analyst activity. For Q3 2025, net sales increased by 6.0% year-over-year, and adjusted EBITDA grew by 10.4%. Management updated its full-year 2025 revenue guidance to a range of $2,520 to $2,540 million. As of February 7, 2026, analysts have a "Hold" consensus rating, with a price target of $85.20. The stock price gained 1.70% on February 6, 2026, rising to $101.54, and has shown a 7.63% increase over the prior two weeks. In early February 2026, the stock set new 12-month and 1-year highs. On January 23, 2026, JPMorgan Chase & Co. upgraded Acushnet Holdings to "Neutral."

Demand for Acushnet Holdings Corp.'s products is influenced by the seasonality of golf, with higher sales during warmer months. The company introduces new golf equipment and apparel strategically to drive consumer demand and maintain market leadership. The golf industry's demand is also driven by golfer demographics, the engagement of dedicated golfers, and prevailing weather and economic conditions.

Acushnet Holdings Corp. is a global leader in performance-driven golf products, operating in the Consumer Cyclical sector, specifically in the Leisure and Sports Equipment industries. The company's mission is to be the performance and quality leader across all golf product categories, focusing on dedicated golfers. Its major product categories and brands include Titleist, FootJoy, Pinnacle, KJUS, Club Glove, and Links & Kings.

Acushnet Holdings Corp. has a significant global presence, distributing to over 100 countries. The majority of its revenue comes from the United States, followed by EMEA, Japan, and Korea. Manufacturing operations are primarily located in Massachusetts, California, China, Thailand, and Japan.

Acushnet Holdings Corp. maintains a strong brand reputation as a global leader in performance-driven golf products, recognized for its commitment to quality excellence. Titleist and FootJoy are highly regarded in the golf industry. Titleist has consistently been the #1 ball in professional golf for 68 years, and FootJoy has held the position of the #1 shoe on the PGA Tour for over six decades. Acushnet's focus on continuous innovation and serving dedicated golfers underpins its strong market position. There have been no widely reported events in the past year that have negatively impacted Acushnet Holdings Corp.'s brand reputation.

Magnus Holdings Co., Ltd., a subsidiary of Fila Holdings Corp., holds a majority stake of 50.7% of outstanding common stock as of August 9, 2024. Institutional investors collectively owned 66.31% of the company's shares as of July 2025. Major institutional shareholders include Kayne Anderson Rudnick Investment Management Llc, BlackRock, Inc., Vanguard Group Inc, DFA Australia Ltd., Capital Research & Management Co., and State Street Corp. Individual insider holdings accounted for 2.48% in July 2025, including Yoon Soo Gene Yoon, Keun Chang Kevin Yoon, Ho Yeon Aaron Lee, and Misto Holdings Corp.