Acco Brands (NYSE:ACCO) Issues Earnings Results, Hits Expectations

Acco Brands (NYSE:ACCO) released its quarterly earnings data on Monday. The industrial products company reported $0.38 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.38, FiscalAI reports. The company had revenue of $428.80 million for the quarter, compared to the consensus estimate of $431.94 million. Acco Brands had a return on equity of 12.96% and a net margin of 2.63%. 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 0.4%

Shares of NYSE ACCO traded down $0.02 during mid-day trading on Tuesday, hitting $3.66. The company had a trading volume of 254,401 shares, compared to its average volume of 645,275. The company has a current ratio of 1.68, a quick ratio of 0.96 and a debt-to-equity ratio of 1.30. The firm has a 50-day simple moving average of $3.99 and a two-hundred day simple moving average of $3.87. The company has a market capitalization of $329.46 million, a PE ratio of 8.70, a price-to-earnings-growth ratio of 0.37 and a beta of 1.08. Acco Brands has a one year low of $3.20 and a one 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. Shareholders of record on Friday, March 20th will be given a dividend of $0.075 per share. The ex-dividend date of this dividend is Friday, March 20th. This represents a $0.30 annualized dividend and a yield of 8.2%. Acco Brands’s payout ratio is 71.43%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Acco Brands by 1.8% during the 3rd quarter. Vanguard Group Inc. now owns 6,237,515 shares of the industrial products company’s stock worth $24,888,000 after purchasing an additional 107,480 shares during the last quarter. Charles Schwab Investment Management Inc. grew its holdings in Acco Brands by 27.7% in the 4th 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 buying an additional 682,260 shares in the last quarter. Geode Capital Management LLC grew 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 buying an additional 15,545 shares in the last quarter. Goldman Sachs Group Inc. increased its position in Acco Brands by 17.0% during 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 buying an additional 240,878 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of Acco Brands by 102.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 1,550,367 shares of the industrial products company’s stock worth $5,550,000 after buying an additional 784,826 shares in the last quarter. 84.56% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Acco Brands

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

• Positive Sentiment: Q4 EPS matched consensus at $0.38, showing the company hit earnings expectations despite top-line pressure. Acco Brands (ACCO) Matches Q4 Earnings Estimates
• Positive Sentiment: Management reiterated a strategic pivot (technology focus and EPOS integration) and forecasts up to ~3% sales growth for FY 2026, which could support longer-term margin improvement if execution succeeds. Acco Brands outlines 2026 sales growth…
• Positive Sentiment: Valuation and profitability metrics are modestly supportive for value-oriented investors (trailing P/E ~8.6, ROE ~13%), which may attract buyers if the business stabilizes.
• Neutral Sentiment: Q4 revenue was $428.8M versus estimates of ~$431.9M — a small miss that, combined with the guidance, explains mixed market reaction. ACCO Brands Reports Fourth Quarter and Full Year Results and Provides Outlook for 2026
• Negative Sentiment: FY 2026 EPS guidance was lowered to $0.84–$0.89 versus a consensus near $1.05, signaling weaker full-year profit expectations. Shares of Acco Brands Down Following 4Q Revenue Decline, Soft Outlook
• Negative Sentiment: Q1 2026 guidance is notably weak: EPS -$0.06 to -$0.03 versus a $0.38 consensus and revenue guidance of $317.4M–$326.9M vs. ~$431.9M expected — this large near-term shortfall is the primary driver of the stock decline. ACCO Brands shares drop more than 3% after weak outlook…

Wall Street Analysts Forecast Growth

Several analysts have recently commented on ACCO shares. Wall Street Zen raised shares of Acco Brands from a “hold” rating to a “buy” rating in a research note on Saturday, February 14th. Weiss Ratings raised Acco Brands from a “sell (d+)” rating to a “hold (c-)” rating in a 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. According to MarketBeat.com, Acco Brands currently has a consensus rating of “Hold” and a consensus price target of $6.00.

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.