Update shared on 05 Nov 2025
Fair value Increased 2.64%Analysts have raised their price target for Acushnet Holdings by $2.00. They cite stronger revenue growth, improved profit margins, and positive momentum from recent product launches.
Analyst Commentary
Following the latest quarterly results, analysts have provided updated perspectives on Acushnet Holdings that reflect both optimism and caution regarding the company's trajectory.
Bullish Takeaways
- Bullish analysts highlighted the price target increase to $67. They point to expectations for continued revenue growth and margin improvement in the near term.
- The successful launch of the new T-series iron clubs has driven strong initial sell-through trends and contributed to positive sales momentum.
- Analysts noted the company’s favorable orderbook and inventory position, which is expected to support consistent demand throughout the remainder of the year.
- Management’s proactive approach to product launches and inventory management signals effective execution, which could drive further upside in valuation.
Bearish Takeaways
- Bearish analysts remain cautious. They maintain a more reserved outlook despite the price target increase due to challenges in the Korean apparel market.
- There are concerns over ongoing headwinds within the company’s key international segments, which may impact overall growth.
- Analysts also point to the deliberate repositioning of the FootJoy footwear line as an uncertain factor that could weigh on near-term performance if not executed effectively.
What's in the News
- Announced a quarterly dividend of USD 0.2500 per share, payable on August 29, 2025. The ex-date and record date are August 18, 2025 (Key Developments).
- Completed the repurchase of 1,348,369 shares between April 1 and June 30, 2025, representing 2.27% of outstanding shares for $88.37 million. This brings the total to 17,925,484 shares repurchased since 2018 (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased slightly from $75.86 to $77.86 per share.
- The Discount Rate has decreased modestly from 7.68% to 7.31%.
- The Revenue Growth expectation has risen from 2.52% to 2.72%.
- The Net Profit Margin has improved slightly from 7.78% to 7.94%.
- The Future P/E Ratio has decreased marginally from 23.59x to 23.34x.
Disclaimer
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