Jun 2026 (Q2 FY26) — Aug 5, 2026
Acacia Research Corporation Q2 FY26 — Strong Operating Performance and IP Licensing
Read the full callAcacia Research (ACTG) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Acacia Research earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 115 | +123.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.4 | +31.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 0.05 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$4.17 −1.42% · −$0.06
Performance +19.5% 1Y
1Y: $3.49 on 17 Oct 2025 → $4.17. High $5.16 (4 May 2026), low $3.26 (3 Nov 2025).
- Previous close
- $4.23
- 52-week range
- $3.26 – $5.16
- One year
- +17.46%
Overview
- Symbol
- ACTG
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Acacia Research earnings calls (ACTG)
Financials
What the filings say
Net profit, year on year: +101% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 23 | 49 | 124 | 51 | 59 | 50 | 54 | 115 |
| Expenses | 34 | 65 | 86 | 64 | 66 | 63 | 63 | 106 |
| Operating profit | -10 | -16 | 38 | -12 | -6 | -13 | -8 | 9 |
| Operating margin | −44.1% | −32.4% | 30.8% | −24.2% | −10.8% | −26.1% | −15.4% | 7.4% |
| Other income | 4 | 1 | -9 | 11 | 3 | 19 | -12 | -18 |
| Profit before tax | -6 | -15 | 30 | -1 | -3 | 6 | -20 | -10 |
| Tax rate | −89.2% | 5.2% | 20.5% | −61.5% | 28.8% | 19.8% | 12.7% | 13.5% |
| Net profit | -14 | -13 | 24 | -3 | -3 | 3 | -16 | 0 |
| EPS ($ per share) | -0.14 | — | 0.25 | -0.03 | -0.03 | — | -0.16 | 0 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -423 | -440 | -331 | -182 | -307 | -240 | -276 | -254 |
| Total liabilities | 33 | 35 | 212 | 354 | 194 | 44 | 204 | 187 |
| Fixed assets | — | — | 0 | 4 | 4 | 2 | 24 | 21 |
| Investments | 37 | 111 | — | 399 | 98 | 100 | — | — |
| Total assets | 224 | 218 | 511 | 799 | 483 | 634 | 756 | 771 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 21 | -2 | -20 | 13 | -37 | -23 | 50 | 75 |
| Cash from investing | -24 | -68 | 19 | 36 | 184 | 16 | -213 | -21 |
| Cash from financing | -5 | 34 | 109 | 60 | -166 | 59 | 98 | -23 |
| Net cash flow | — | — | — | 109 | -22 | 52 | -66 | 33 |
| Capital expenditure | -0 | -0 | -0 | -0 | -1 | -0 | -149 | -14 |
| Free cash flow | 21 | -2 | -20 | 13 | -38 | -23 | -99 | 61 |
Insider filings
26 filings between Dec 31, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$457.6K
5 sales by 2 insiders
Compensation
not trading decisions- 14
- Award — granted as compensation
- 5
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kohlberg Isaac T. | — | $259.5K | Sep 15, 2026 |
| OCONNELL MAUREEN | — | $198.0K | Sep 3, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Molinelli Gavin Director | Award | 6,961 | $30.0K |
| Sep 15, 2026 | Kohlberg Isaac T. Director | Sale | 24,000 | $109.2K |
| Sep 3, 2026 | OCONNELL MAUREEN Director | Sale | 12,466 | $57.0K |
| Sep 2, 2026 | OCONNELL MAUREEN Director | Sale | 20,534 | $95.1K |
| Aug 28, 2026 | FELMAN MICHELLE Director | Gift | 16,086 | $72.2K |
| Aug 28, 2026 | FELMAN MICHELLE Director | Gift | 16,086 | $72.2K |
| Aug 19, 2026 | OCONNELL MAUREEN Director | Sale | 10,000 | $46.0K |
| Aug 12, 2026 | Kohlberg Isaac T. Director | Sale | 32,188 | $150.3K |
| Jun 30, 2026 | Molinelli Gavin Director | Award | 6,438 | $30.0K |
| Jun 23, 2026 | FELMAN MICHELLE Director | Award | 25,052 | $0 |
| Jun 23, 2026 | Kohlberg Isaac T. Director | Award | 25,052 | $0 |
| Jun 23, 2026 | Sundar Ajay Insider | Award | 4,175 | $20.0K |
| Jun 23, 2026 | Molinelli Gavin Director | Award | 25,052 | $0 |
| Jun 23, 2026 | OCONNELL MAUREEN Director | Award | 25,052 | $0 |
| Jun 8, 2026 | McNulty Martin D. Jr. Chief Executive Officer | Tax withheld | 287,133 | $1.33M |
| Jun 8, 2026 | Rasamny Robert Chief Administrative Officer | Tax withheld | 28,390 | $131.2K |
| Jun 8, 2026 | Soncini Jason W. General Counsel | Tax withheld | 48,985 | $226.3K |
| Jun 5, 2026 | Soncini Jason W. General Counsel | Award | 93,049 | $0 |
| Jun 5, 2026 | Rasamny Robert Chief Administrative Officer | Award | 60,285 | $0 |
| Jun 5, 2026 | McNulty Martin D. Jr. Chief Executive Officer | Award | 539,160 | $0 |
| Mar 31, 2026 | Sundar Ajay Director | Award | 4,158 | $20.0K |
| Mar 31, 2026 | Molinelli Gavin Director | Award | 6,237 | $30.0K |
| Mar 23, 2026 | Soncini Jason W. General Counsel | Tax withheld | 6,147 | $29.8K |
| Mar 10, 2026 | McNulty Martin D. Jr. Chief Executive Officer | Tax withheld | 8,207 | $34.1K |
| Dec 31, 2025 | Sundar Ajay Director | Award | 5,348 | $20.0K |
| Dec 31, 2025 | Molinelli Gavin Director | Award | 8,021 | $30.0K |
| Sep 30, 2025 | Sundar Ajay Director | Award | 6,154 | $20.0K |
| Sep 30, 2025 | Molinelli Gavin Director | Award | 9,231 | $30.0K |
| Aug 11, 2025 | Zambito Michael SIKORYAK Chief Financial Officer | Purchase | 7,700 | $25.1K |
| Aug 11, 2025 | FELMAN MICHELLE Director | Gift | 11,560 | $0 |
| Aug 11, 2025 | FELMAN MICHELLE Director | Gift | 11,561 | $0 |
| Jun 30, 2025 | Sundar Ajay Director | Award | 5,587 | $20.0K |
| Jun 30, 2025 | Molinelli Gavin Director | Award | 8,380 | $30.0K |
| Jun 11, 2025 | Kohlberg Isaac T. Director | Sale | 16,000 | $61.4K |
| Jun 9, 2025 | McNulty Martin D. Jr. Chief Executive Officer | Tax withheld | 10,507 | $40.2K |
| Jun 9, 2025 | Soncini Jason W. General Counsel | Tax withheld | 11,486 | $44.0K |
| Jun 9, 2025 | Hoover Kirsten Interim CFO | Tax withheld | 6,464 | $24.8K |
| Jun 9, 2025 | Rasamny Robert Chief Administrative Officer | Tax withheld | 6,657 | $25.5K |
| May 30, 2025 | Molinelli Gavin Director | Award | 32,172 | $0 |
| May 30, 2025 | Sundar Ajay Director | Award | 32,172 | $0 |
| May 30, 2025 | OCONNELL MAUREEN Director | Award | 32,172 | $0 |
| May 30, 2025 | Kohlberg Isaac T. Director | Award | 32,172 | $0 |
| May 30, 2025 | FELMAN MICHELLE Director | Award | 32,172 | $0 |
| May 30, 2025 | RIBAR GEOFFREY G Director | Award | 32,172 | $0 |
| May 21, 2025 | Soncini Jason W. General Counsel | Purchase | 7,000 | $26.5K |
| May 19, 2025 | McNulty Martin D. Jr. Chief Executive Officer | Purchase | 5,300 | $20.0K |
| Mar 21, 2025 | Soncini Jason W. General Counsel | Tax withheld | 6,147 | $21.0K |
| Mar 21, 2025 | Hoover Kirsten Interim CFO | Tax withheld | 3,486 | $11.9K |
| Mar 10, 2025 | Soncini Jason W. General Counsel | Tax withheld | 6,844 | $28.7K |
| Mar 10, 2025 | McNulty Martin D. Jr. Chief Executive Officer | Tax withheld | 7,804 | $32.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for ACACIA RESEARCH CORP
Free account. Everything above stays public.
Write why you follow ACACIA RESEARCH CORP and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading