Acushnet Holdings Corp. (GOLF)

Acushnet's stock experienced several notable events over the past six months. In Q1 2025, the company reported an EPS of $1.62, beating the consensus forecast. In Q2 2025, worldwide net sales increased by 5% year-over-year, driven by Titleist Golf Equipment. FootJoy experienced weakness with revenue declines in Q1 and Q2 2025. The company noted a $5 million cost impact from recent tariffs in Q2 2025 and anticipated a $30 million tariff impact in the second half of 2025. Acushnet has shown a continued upward trend in quarterly dividends. As of October 26, 2025, the stock was trading at $81.74.

Demand for Acushnet Holdings Corp.'s products and services is subject to seasonality due to golf being a seasonal sport, leading to potential revenue fluctuations. Demand is also discretionary and can be impacted by economic downturns. Sustained demand industry-wide, driven by steady golf participation rates and premium product launches, continues to be a key growth catalyst. The rise of health and fitness culture also positively affects the company.

Acushnet Holdings Corp. is a global leader in the design, development, manufacture, and distribution of performance-driven golf products, primarily catering to dedicated golfers. The company operates within the sports equipment and consumer durables sector, specifically in the golf equipment and apparel industry, focusing on high-quality, innovative products. Its major brands include Titleist, FootJoy, Scotty Cameron, Vokey Design, Pinnacle, Club Glove, Links & Kings, and KJUS.

Acushnet Holdings Corp. has a significant global presence, distributing its products in over 100 countries. The company operates in the United States, Europe, the Middle East, Africa, Japan, Korea, and internationally, including countries such as the US, UK, Germany, France, Sweden, Switzerland, Japan, South Korea, China, Singapore, Canada, and Australia. Manufacturing operations are primarily located in Massachusetts and California, with distribution centers across the U.S. and internationally.

Acushnet Holdings Corp. holds a dominant market position within the global golf equipment and apparel industry, underpinned by strong brand leadership and an extensive product portfolio. Its reputation is built on a focus on dedicated golfers and a commitment to superior performance, quality, and innovation. Brands like Titleist are globally recognized, with Titleist being "The #1 Ball in Golf," and FootJoy recognized as "The #1 Shoe in Golf". The company's brand reputation has been reinforced by strong Titleist sales and product innovation. Consistent profitability and robust cash flow generation also contribute to a strong financial reputation.

As of September 2025, Acushnet Holdings Corp. is held by 3 institutional firms, collectively holding 0.0% of the company's total shares outstanding, a significant decrease from 61.1% in June 2025. However, other data from June 2025 indicates that 53.12% of the stock is held by institutions, and 53.60% by insiders. Major institutional holders as of June 30, 2025, include KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BlackRock, Inc., and VANGUARD GROUP INC. As of September 30, 2025, PRAXIS INVESTMENT MANAGEMENT INC was the largest institutional holder. Acushnet insiders have sold more company stock than they have bought in the past three months. Acushnet Holdings Corp. is a subsidiary of FILA Holdings Corporation.