ACCO Brands Corp. (ACCO)
NYSEIndustrialsBusiness Equipment & SuppliesSnapshot 2026-09-04
$4.42+1.84%
Close 2026-09-04 · 1-day change
NYSEIndustrialsBusiness Equipment & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · ACCO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -63.2% |
| Our one-year growth estimate | diamond | 1.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 65.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 1 industry peers
ACCO — earnings in line
Dated 2026-03-09
is being furnished and shall not be deemed "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing. Section 9 - Financial Statements and Exhibits
Why it matters: Keeping this guidance shows ACCO can keep earnings steady, even with problems.
Supportive ifAdjusted EPS reported within the range of $0.87 to $0.91 for 2026.
Worry ifAdjusted EPS reported below $0.87 for 2026.
Why it matters: Steady dividends show financial strength and a promise to give back to shareholders.
Supportive ifThe company announces a quarterly dividend of $0.075 for each share.
Worry ifDividend is cut or suspended.
Why it matters: Better free cash flow is important for funding growth and keeping dividends.
Supportive ifFree cash flow reported closer to $75 million by year-end.
Worry ifFree cash flow is still negative or far below $75 million.
Why it matters: Keeping the dividend shows financial strength. It builds investor trust and makes stocks more appealing.
Supportive ifDividend per share reported at $0.075 or higher.
Worry ifDividend per share reported below $0.075.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$130 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $344 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,094 loss on $10,000 · 30.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This growth range helps us see if demand is stable. It shows the effects of the EPOS deal and market conditions.
Supportive ifQ2 reported sales growth falls within the range of 1.0% to 4.0%.
Worry ifQ2 reported sales growth falls below 1.0%.
Why it matters: ACCO aims for $75M to $85M in free cash flow. Progress signals financial health.
Supportive ifFree cash flow reported above $85M would indicate strong cash generation.
Worry ifFree cash flow reported below $75M would show limited progress towards the target.
Why it matters: The industrial sector is slowing. Changes in growth signals could impact ACCO's performance.
Worry ifSector revenue growth speeds up to over 5% each year.
Less concerning ifSector revenue growth slows down to under 5% each year.
Why it matters: If revenue growth picks up, it could signal a stronger market for ACCO Brands.
Supportive if3-year revenue growth in the industrials sector rises back toward 10% or higher.
Worry if3-year revenue growth remains below 5% or continues to slow.
Why it matters: Closing this deal helps ACCO grow in technology peripherals. It shows ACCO's focus on its new strategy.
Supportive ifThe Trust acquisition closes by the end of Q3 or early Q4.
Worry ifThe purchase is delayed past Q4. This is because of regulatory problems.
Why it matters: Hitting or beating this target shows ACCO can stay profitable in tough markets. It shows efficiency.
Supportive ifQ3 adjusted EPS is reported at $0.17 or higher.
Worry ifQ3 adjusted EPS falls below $0.17.
Why it matters: Reaching this target is key for making more money. It shows ACCO can manage costs well.
Supportive ifManagement says they are making progress toward the $100 million cost savings goal.
Worry ifManagement reports problems in reaching the $100 million cost savings goal.
Why it matters: This range tests if the company can maintain momentum after a strong Q2. It shows how well ACCO adapts to market conditions.
Watch forQ3 reported sales growth lands between 1% and 2%.
Also watch forQ3 reported sales growth falls below -1%.