Accel Entertainment (ACEL) Stock Rises on Q4 2025 Earnings

Accel Entertainment Inc. ($ACEL) reported fourth-quarter 2025 revenue of $341.4 million, up 7.5% year-over-year, with gross profit rising to $108.3 million (up 12.1% YoY).

Notable profitability and per-share figures:

Operating profit of $29.7 million, up 42.6% YoY.

Net income attributable to common shareholders of $16.2 million, up 93.3% YoY.

Diluted earnings per share of $0.19, up 111.1% YoY; consensus EPS estimate was $0.2027.

Revenue came in at $341.4 million, versus an estimate of $341.9 million.

Cash flow and balance-sheet highlights:

Cash from operating activities of $31.1 million, up 129.8% YoY.

Capital expenditures (purchases of property, plant and equipment) of $15.1 million, up 31.9% YoY.

Cash and cash equivalents totaled $296.6 million, up 5.4% YoY.

Total liabilities were $829.6 million, up 5.1% YoY.

Market reaction: the stock was up 7.64% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Accel Entertainment Inc. Insider Trading Activity

Accel Entertainment Inc. insiders have traded $ACEL stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $ACEL stock by insiders over the last 6 months:

DAVID W. RUTTENBERG has made 0 purchases and 10 sales selling 125,000 shares for an estimated $1,398,245.
ANDREW H. RUBENSTEIN (CEO and President) sold 45,000 shares for an estimated $464,103
DEREK HARMER (Chief Compliance Officer) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $226,100.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Accel Entertainment Inc. Hedge Fund Activity

We have seen 77 institutional investors add shares of Accel Entertainment Inc. stock to their portfolio, and 81 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. removed 823,273 shares (-88.9%) from their portfolio in Q4 2025, for an estimated $9,393,544
1060 CAPITAL, LLC added 510,881 shares (+1565.5%) to their portfolio in Q4 2025, for an estimated $5,829,152
GOLDMAN SACHS GROUP INC added 351,012 shares (+177.3%) to their portfolio in Q4 2025, for an estimated $4,005,046
ALGERT GLOBAL LLC added 284,979 shares (+87.6%) to their portfolio in Q4 2025, for an estimated $3,251,610
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 249,075 shares (+60.3%) to their portfolio in Q4 2025, for an estimated $2,841,945
OCONNOR, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS (LLC) added 246,728 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,815,166
BALYASNY ASSET MANAGEMENT L.P. removed 228,991 shares (-91.0%) from their portfolio in Q4 2025, for an estimated $2,612,787

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Accel Entertainment Inc. Analyst Ratings

Wall Street analysts have issued reports on $ACEL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citizens issued a "Market Outperform" rating on 12/05/2025

To track analyst ratings and price targets for Accel Entertainment Inc., check out Quiver Quantitative's $ACEL forecast page.

Accel Entertainment Inc. Price Targets

Multiple analysts have issued price targets for $ACEL recently. We have seen 4 analysts offer price targets for $ACEL in the last 6 months, with a median target of $14.5.

Here are some recent targets:

An analyst from CBRE set a target price of $17.0 on 01/16/2026
Patrick Keough from Truist Securities set a target price of $13.0 on 12/16/2025
Jordan Bender from Citizens set a target price of $13.0 on 12/05/2025
Chad Beynon from Macquarie set a target price of $16.0 on 11/05/2025