NASDAQ$ACTG
Acacia Research Corporation · Q3 2021 earnings
Q3 2021 earnings · · Investor relations
Briefing
Acacia Research reported a milestone quarter highlighted by the IPO of Oxford Nanopore Technologies Limited, resulting in substantial realized and unrealized gains.
Acacia Research reported a significant quarter with $101 million in realized and unrealized gains from its life sciences portfolio, driven by the Oxford Nanopore IPO. The company's pro forma book value increased to $6.31 per share. Additionally, Acacia completed its first operating company acquisition, Printronix.
- Recognized $101 million in realized and unrealized gains from the life sciences portfolio.
- Pro forma book value at September 30, 2021 increased to $6.31 per share.
- Completed the acquisition of Printronix.
- Recovered $256 million of the aggregate portfolio purchase price of $282 million from the life sciences portfolio.
Headline financials
Revenue & EPS history
Acacia · Revenue · Quarterly
$1.58M
Revenue by segment
Acacia · $10.1M total across 2 segments · Q3 2023
- Industrial Operations$8.32M-12.9%82.5%
- Intellectual Property Operations$1.76M-72.2%17.5%
Forward guidance
Acacia is positioned as a corporate acquirer with the flexibility, capability and expertise to pursue multiple public and private opportunities.
Tailwinds
- Expanded team.
- Bolstered capital base.
- Positioned as a corporate acquirer.
- Flexibility to pursue multiple opportunities.
- Healthy pipeline of potential attractive operating company investments.
Headwinds
- Strategic plan implementation risks.
- Risks in identifying and completing acquisitions.
- Changes in demand for intellectual property rights.
- Legislative, regulatory, and competitive developments.
- General economic conditions, including the impact of the COVID-19 pandemic.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q3 2021
-1.1%
Avg return
Earnings day
+0.8%
Avg return
5 days after
+2.8%
Avg return
30 days after
42%
27 / 65 earnings
Positive
+20.7%
Q4 2025
Best reaction
-27.2%
Q1 2013
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -7.3% | -7.5% | -8.9% | |
| Q4 2025 | +20.7% | +18.8% | +18.1% | |
| Q3 2025 | +9.4% | +11.3% | +12.8% | |
| Q1 2025 | +15.7% | +26.4% | +24.8% | |
| Q4 2024 | -14.5% | -18.5% | -31.0% | |
| Q3 2024 | -8.9% | -6.3% | -4.9% | |
| Q2 2024 | -4.8% | -6.9% | -2.5% | |
| Q1 2024 | -1.9% | +2.1% | +0.2% | |
| Q4 2023 | +16.3% | +26.3% | +25.5% | |
| Q3 2023 | +1.7% | +3.0% | +6.1% | |
| Q2 2023 | -7.2% | -3.2% | -5.5% | |
| Q1 2023 | -1.2% | +0.8% | +14.5% | |
| Q4 2022 | -7.5% | -5.9% | -16.7% | |
| Q3 2022 | +2.0% | +0.0% | -5.3% | |
| Q2 2022 | -3.0% | -6.0% | -16.1% | |
| Q1 2022 | -3.9% | -1.3% | -0.9% | |
| Q4 2021 | +12.3% | +8.4% | +12.2% | |
| Q3 2021 | +5.3% | -3.1% | -10.2% | |
| Q2 2021 | -4.9% | -4.3% | +9.7% | |
| Q1 2021 | -5.1% | +0.5% | +12.6% | |
| Q4 2020 | +0.7% | +5.3% | +0.8% | |
| Q3 2020 | +1.4% | -2.5% | +0.0% | |
| Q2 2020 | -1.0% | -3.4% | -7.7% | |
| Q1 2020 | -0.2% | -8.6% | +62.9% | |
| Q4 2019 | +3.6% | -0.5% | +14.0% | |
| Q3 2019 | +14.2% | +13.0% | +13.8% | |
| Q2 2019 | -3.6% | -4.9% | -14.4% | |
| Q1 2019 | +1.0% | +1.0% | -0.6% | |
| Q4 2018 | -3.2% | -1.9% | -1.0% | |
| Q3 2018 | +2.7% | +1.3% | +3.7% | |
| Q2 2018 | +2.6% | +2.6% | -7.9% | |
| Q1 2018 | +1.4% | +1.4% | +5.5% | |
| Q4 2017 | -1.4% | -1.4% | +2.8% | |
| Q3 2017 | +6.1% | +9.8% | +4.9% | |
| Q2 2017 | -10.0% | -15.0% | -17.5% | |
| Q1 2017 | -4.9% | -3.9% | -22.5% | |
| Q4 2016 | -9.6% | -11.3% | -3.5% | |
| Q3 2016 | +1.7% | -2.5% | +24.4% | |
| Q2 2016 | +7.6% | +17.5% | +16.7% | |
| Q1 2016 | +4.1% | — | — | |
| Q4 2015 | -21.8% | — | — | |
| Q3 2015 | -14.4% | — | — | |
| Q2 2015 | +9.1% | — | — | |
| Q1 2015 | +12.9% | — | — | |
| Q4 2014 | -3.6% | — | — | |
| Q3 2014 | +1.2% | — | — | |
| Q2 2014 | +16.8% | — | — | |
| Q1 2014 | -0.2% | — | — | |
| Q4 2013 | -6.1% | — | — | |
| Q3 2013 | -25.3% | — | — | |
| Q2 2013 | -12.4% | — | — | |
| Q1 2013 | -27.2% | — | — | |
| Q4 2012 | +3.8% | — | — | |
| Q3 2012 | -0.2% | — | — | |
| Q2 2012 | +1.1% | — | — | |
| Q1 2012 | +2.3% | — | — | |
| Q1 2010 | -2.9% | — | — | |
| Q1 2011 | -2.9% | — | — | |
| Q4 2011 | -2.9% | — | — | |
| Q4 2009 | -2.9% | — | — | |
| Q3 2011 | -6.9% | — | — | |
| Q3 2010 | -6.9% | — | — | |
| Q2 2011 | -1.8% | — | — | |
| Q2 2010 | -1.8% | — | — | |
| Q4 2010 | -1.8% | — | — |
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