Acco Brands (NYSE:ACCO) Announces Earnings Results

Acco Brands (NYSE:ACCO) issued its earnings results on Monday. The industrial products company reported $0.38 earnings per share for the quarter, hitting the consensus estimate of $0.38, FiscalAI reports. The company had revenue of $428.80 million for the quarter, compared to analyst estimates of $431.94 million. Acco Brands had a return on equity of 12.52% and a net margin of 2.71%. Acco Brands updated its Q1 2026 guidance to -0.060–0.030 EPS and its FY 2026 guidance to 0.840-0.890 EPS.

Here are the key takeaways from Acco Brands’ conference call:

• EPOS acquisition adds premium audio to ACCO’s portfolio (EPOS ≈ $90M in 2025), is expected to be slightly EBITDA‑accretive in year one, and management cites identified cost synergies (near‑term $15M and references to a larger annual synergy opportunity) while expanding tech‑peripherals to roughly 25% of projected revenues.
• The company delivered $35M of cost savings in 2025 (>$60M cumulative) and is on track for the $100M multi‑year cost reduction target by end of 2026, supporting expected gross margin expansion and planned mid‑single‑digit U.S. price increases in April 2026.
• 2026 guidance calls for reported sales flat to +3%, adjusted EPS of $0.84–$0.89, free cash flow of $75M–$85M, and a targeted consolidated leverage ratio of 3.7–3.9x, while Q1 is expected to show a small adjusted loss per share.
• Demand remains uneven — Americas showed sequential improvement driven by technology accessories (PowerA, Kensington), but International results were weak (notably EMEA) and Brazil saw adverse mix and down‑trading, pressuring margins.
• Liquidity and balance‑sheet flexibility remain intact with ~$292M available on the revolver, no debt maturities until 2029, $70M adjusted free cash flow in 2025 (includes $19M facility sale), and management expects a significant cash‑flow improvement in 2026 excluding asset sales.

Acco Brands Stock Down 1.2%

ACCO opened at $3.63 on Wednesday. The business has a 50 day moving average of $3.99 and a 200-day moving average of $3.87. The stock has a market capitalization of $326.76 million, a price-to-earnings ratio of 8.24, a P/E/G ratio of 0.42 and a beta of 1.08. The company has a current ratio of 1.68, a quick ratio of 0.96 and a debt-to-equity ratio of 1.30. Acco Brands has a 1-year low of $3.20 and a 1-year high of $4.93.

Acco Brands Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Friday, March 20th will be issued a dividend of $0.075 per share. The ex-dividend date is Friday, March 20th. This represents a $0.30 dividend on an annualized basis and a dividend yield of 8.3%. Acco Brands’s payout ratio is 71.43%.

Wall Street Analysts Forecast Growth

Several research firms have commented on ACCO. Wall Street Zen raised shares of Acco Brands from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Weiss Ratings raised shares of Acco Brands from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, February 9th. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Acco Brands presently has an average rating of “Hold” and an average price target of $6.00.

Acco Brands News Summary

Here are the key news stories impacting Acco Brands this week:

• Positive Sentiment: Q4 earnings matched expectations: ACCO reported $0.38 EPS, in line with consensus, showing operating profitability held up despite top-line pressure. MarketBeat Q4 Report
• Neutral Sentiment: Company released conference call materials and a slide deck that provide detail on segment performance and the strategy shift toward technology/EPOS integration — useful for judging whether guidance weakness is cyclical or structural. Conference Call Slide Deck
• Neutral Sentiment: Local and preview coverage summarized the results and scheduling for the earnings event if you want a brief snapshot. Acco: Q4 Earnings Snapshot
• Negative Sentiment: Very soft Q1 guidance: ACCO issued Q1 FY2026 EPS guidance of -$0.06 to -$0.03 versus a consensus of ~$0.38, and Q1 revenue guidance of $317.4M–$326.9M vs. ~$431.9M expected — a large near-term shortfall. ACCO Brands Reports Fourth Quarter and Full Year Results
• Negative Sentiment: FY2026 guidance revised below Street: management now targets $0.84–$0.89 EPS vs. the prior consensus ~ $1.05 and issued a slightly lower revenue range (~$1.5B–$1.6B). The trimmed full-year outlook and weak quarter-to-start raise concerns about demand and margin pressure. Seeking Alpha: 2026 Outlook
• Negative Sentiment: Market reaction and coverage highlight investor worry: multiple outlets note shares fell following the soft outlook despite matched earnings, and analysts/market participants focused on the revenue miss ($428.8M vs. ~$431.9M est.) and cautious commentary. MarketWatch: Shares Down After Soft Outlook

Institutional Trading of Acco Brands

Hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. raised its position in shares of Acco Brands by 1.8% during the third quarter. Vanguard Group Inc. now owns 6,237,515 shares of the industrial products company’s stock valued at $24,888,000 after buying an additional 107,480 shares during the last quarter. Charles Schwab Investment Management Inc. increased its stake in Acco Brands by 27.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 3,148,160 shares of the industrial products company’s stock valued at $11,743,000 after acquiring an additional 682,260 shares during the period. Geode Capital Management LLC raised its holdings in Acco Brands by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 2,171,280 shares of the industrial products company’s stock valued at $8,101,000 after acquiring an additional 15,545 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Acco Brands by 17.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,654,306 shares of the industrial products company’s stock worth $6,171,000 after acquiring an additional 240,878 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Acco Brands by 102.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,550,367 shares of the industrial products company’s stock worth $5,550,000 after purchasing an additional 784,826 shares in the last quarter. 84.56% of the stock is owned by institutional investors.

About Acco Brands

Acco Brands Corporation is a global provider of branded office and school supplies, serving consumers, educational institutions and commercial customers. Headquartered in Lake Zurich, Illinois, the company designs, manufactures and distributes a wide range of products that enhance productivity and organization in work and learning environments.

The company’s portfolio includes staplers, hole punches, binding and laminating systems, writing tools, binders, folders and desktop accessories under well-known names such as ACCO, Swingline, GBC, Kensington, Mead and Five Star.