Acushnet Holdings Corp. (GOLF)

In the past six months, Acushnet's stock (GOLF) has experienced several events and movements. As of December 19, 2025, the share price was $82.45, representing a 17.92% increase from December 20, 2024. Acushnet reported Q2 2025 earnings per share (EPS) of $1.25, missing the anticipated $1.32, but revenue surpassed forecasts at $720.5 million. The company reported Q3 net sales of $657.7 million, a 6.0% year-over-year increase, surpassing consensus estimates, but net income dropped 13.7% to $48.5 million. Acushnet's Board of Directors declared a quarterly cash dividend of $0.235 per share, payable on December 19, 2025. During the nine months ended September 30, 2025, the company repurchased 2,842,719 shares for approximately $187.5 million. In November 2025, insider Steven Francis Pelisek sold 20,000 shares, and CEO David Eugene Maher sold 26,939 shares of company stock. As of January 2026, Acushnet has a consensus "Hold" rating from analysts, with a consensus price target of $78.17. Acushnet Holdings and Myre formed a joint venture to manufacture footwear in Vietnam.

Demand for Acushnet's products and services exhibits seasonality, closely tied to the golf season. The company begins selling products into the golf retail channel for the new golf season in the first quarter. Sales are significantly influenced by sell-through and reorders of products sold in the first quarter during the second quarter. Sales are generally dependent on reorder business in the third quarter. The overall demand for golf-related products, especially golf balls, is directly linked to the number of golf participants and rounds played. Acushnet's product portfolio, which includes a favorable mix of consumable products and durable products, helps to differentiate it from other pure golf equipment manufacturers and makes it less economically cyclical.

Acushnet Holdings Corp. (GOLF) is a global leader in the design, development, manufacture, and distribution of performance-driven golf products, operating within the Consumer Discretionary sector. The company's business model is centered on technical innovation and high-quality products, primarily targeting dedicated golfers. Its major product categories include golf balls, golf clubs, wedges, putters, golf shoes, golf gloves, and golf and ski outerwear and apparel, marketed under brands like Titleist, FootJoy, Pinnacle, KJUS, Club Glove, and Links & Kings. Acushnet maintains significant internal production capacity, operating three state-of-the-art golf ball manufacturing facilities that produce over 1 million golf balls daily.

Acushnet Holdings Corp. has a substantial global presence, extending its geographic reach to over 100 to 120 countries. The company's manufacturing and sourcing locations include the United States, China, Thailand, the United Kingdom, and Japan. Key markets for sales and operations include the US, Europe, Japan, South Korea, Canada, and Australia. North America remains its largest market, while the Asia-Pacific region shows the fastest growth.

Acushnet Holdings Corp. enjoys a strong brand reputation, primarily through its flagship brands Titleist and FootJoy, which are widely recognized for their quality excellence, performance, and innovation. Titleist has maintained its status as the number one golf ball for over 75 years, with 73% of professional tour players opting for Titleist golf balls in 2024. FootJoy holds a commanding position as the number one seller of golf shoes and gloves in the United States, capturing 39% of sales value in golf footwear and 49.5% in the glove market in 2024. The company's commitment to research and development (R&D) and its focus on dedicated golfers contribute significantly to its premium positioning and strong brand equity.

Acushnet Holdings Corp. has a significant institutional ownership base, with 583 institutional owners and shareholders holding a total of 45,915,219 shares. Major institutional owners include Kayne Anderson Rudnick Investment Management Llc, BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, Capital Research Global Investors, State Street Corp, and Misto Holdings Corp. Misto Holdings Corp. holds a substantial 44.4% of the shares.