Roth Capital Has Bullish Estimate for Acushnet Q3 Earnings

Key Points

• Roth Capital has revised its Q3 2025 EPS estimate for Acushnet to $0.73, increasing from the previous estimate of $0.66, while the consensus for the full year is $3.06 per share.
• Acushnet reported Q2 earnings of $1.25 per share, which is below the analysts' expectations of $1.33, despite a revenue increase of 5.4% year-over-year.
• The company recently announced a quarterly dividend of $0.235, with a yield of 1.2% and a payout ratio of 25.13%.

Acushnet (NYSE:GOLF - Free Report) - Analysts at Roth Capital raised their Q3 2025 earnings per share (EPS) estimates for Acushnet in a research note issued to investors on Monday, August 11th. Roth Capital analyst G. Kelly now forecasts that the company will post earnings per share of $0.73 for the quarter, up from their prior estimate of $0.66. The consensus estimate for Acushnet's current full-year earnings is $3.06 per share. Roth Capital also issued estimates for Acushnet's Q4 2025 earnings at ($0.21) EPS, Q4 2026 earnings at ($0.10) EPS and FY2026 earnings at $3.44 EPS.

Acushnet (NYSE:GOLF - Get Free Report) last posted its quarterly earnings results on Thursday, August 7th. The company reported $1.25 earnings per share for the quarter, missing the consensus estimate of $1.33 by ($0.08). The company had revenue of $720.48 million for the quarter, compared to analyst estimates of $713.70 million. Acushnet had a return on equity of 28.05% and a net margin of 9.24%. The firm's revenue for the quarter was up 5.4% compared to the same quarter last year. During the same period last year, the firm earned $1.11 EPS.

Several other equities analysts also recently commented on the company. Truist Financial increased their target price on Acushnet from $64.00 to $65.00 and gave the company a "hold" rating in a research report on Thursday, May 8th. Compass Point cut Acushnet from a "buy" rating to a "neutral" rating and cut their price target for the stock from $80.00 to $71.00 in a report on Monday, May 5th. KeyCorp lifted their target price on Acushnet from $80.00 to $85.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. Finally, Morgan Stanley boosted their price objective on Acushnet from $63.00 to $80.00 and gave the stock an "equal weight" rating in a research report on Friday, July 18th. One investment analyst has rated the stock with a sell rating, five have assigned a hold rating and one has issued a buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $73.33.

Acushnet Price Performance

Shares of NYSE:GOLF traded down $0.93 during trading on Wednesday, reaching $78.23. 316,934 shares of the company traded hands, compared to its average volume of 438,430. The company's 50 day moving average is $76.60 and its two-hundred day moving average is $69.67. The firm has a market capitalization of $4.59 billion, a PE ratio of 20.92 and a beta of 0.84. The company has a quick ratio of 1.21, a current ratio of 2.25 and a debt-to-equity ratio of 1.13. Acushnet has a 52 week low of $55.31 and a 52 week high of $84.40.

Acushnet Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 19th. Shareholders of record on Friday, September 5th will be paid a dividend of $0.235 per share. This represents a $0.94 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, September 5th. Acushnet's payout ratio is presently 25.13%.

Insider Activity at Acushnet

In other Acushnet news, Director Holdings Corp. Misto sold 953,406 shares of the company's stock in a transaction on Thursday, July 10th. The stock was sold at an average price of $65.56, for a total transaction of $62,505,297.36. Following the completion of the sale, the director owned 29,523,653 shares in the company, valued at $1,935,570,690.68. This represents a 3.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mary Louise Bohn sold 13,190 shares of the stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $78.85, for a total value of $1,040,031.50. Following the sale, the insider directly owned 191,786 shares in the company, valued at $15,122,326.10. This represents a 6.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 53.60% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Lord Abbett & CO. LLC purchased a new position in shares of Acushnet in the fourth quarter worth approximately $28,641,000. Norges Bank acquired a new stake in Acushnet in the 2nd quarter valued at about $20,963,000. Vanguard Group Inc. boosted its stake in shares of Acushnet by 9.6% in the 1st quarter. Vanguard Group Inc. now owns 3,090,666 shares of the company's stock valued at $212,205,000 after purchasing an additional 269,742 shares during the last quarter. Nuveen LLC bought a new position in Acushnet during the 1st quarter worth approximately $9,376,000. Finally, Bank of America Corp DE raised its holdings in shares of Acushnet by 31.8% in the second quarter. Bank of America Corp DE now owns 457,460 shares of the company's stock valued at $33,312,000 after purchasing an additional 110,245 shares during the last quarter. 53.12% of the stock is currently owned by institutional investors and hedge funds.

About Acushnet

Acushnet Holdings Corp. designs, develops, manufactures, and distributes golf products in the United States, Europe, the Middle East, Africa, Japan, Korea, and internationally. The company operates through four segments: Titleist Golf Balls, Titleist Golf Clubs, Titleist Golf Gear, and FootJoy Golf Wear.