A Look At ACI Worldwide (ACIW) Valuation After UBX Partnership Extension And Raised 2026 Guidance
ACI Worldwide (ACIW) is gaining investor attention following its extended partnership with UBX Tanzania, a significant share buyback, and raised 2026 revenue guidance. Despite a year-to-date share price decline of 5.3%, the stock is considered undervalued, trading at a substantial discount to analyst price targets and intrinsic value estimates. The company's new cloud-native payments hub, Connetic, is expected to drive recurring revenue growth and higher margins, though competitive pressures and ongoing investment needs present potential challenges.
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UBX Tanzania Deepens Partnership with ACI Worldwide to Power the Next Phase of the Nation’s Digital Economy
UBX Tanzania has extended its nearly two-decade partnership with ACI Worldwide to strengthen its payments infrastructure, enhance scalability, and support Tanzania's digital economy. The upgraded platform will allow UBX to nearly double its monthly payment transaction processing capacity, onboard new financial institutions faster, and offer new value-added services like digital wallets. This collaboration aims to promote financial inclusion and drive economic growth in Tanzania.
UBX Tanzania Deepens Partnership with ACI Worldwide to Power the Next Phase of the Nation’s Digital Economy
UBX Tanzania has extended and deepened its nearly two-decade partnership with ACI Worldwide to enhance infrastructure resilience, scalability, and innovation for Tanzania's digital economy. This collaboration aims to significantly increase UBX's payment processing capacity, onboard more financial institutions, and enable direct merchant services and new value-added services like digital wallets. The partnership underscores a commitment to fostering financial inclusion and economic growth in the East African nation by building a robust and adaptable payments platform.
Aristotle Capital Boston Cuts ACI Worldwide Stake by 105,810 Shares in Q1 2026 - News and Statistics
Aristotle Capital Boston reduced its stake in ACI Worldwide by 105,810 shares, valued at approximately $4.44 million, during Q1 2026. This transaction caused ACI Worldwide to represent 1.68% of the firm's 13F assets under management, despite ACI Worldwide reporting increased Q1 revenue and adjusted EBITDA. The investment firm's top holdings include Advanced Energy Industries, MTSI, HASI, AER, and AGI.
ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million
Aristotle Capital Boston reduced its stake in ACI Worldwide (NASDAQ:ACIW) by 105,810 shares, valued at approximately $4.44 million, according to a recent SEC filing. This cut comes as ACI Worldwide's stock has underperformed the S&P 500 despite the company reporting improved financial performance in the first quarter, including an 8% rise in revenue and 12% increase in adjusted EBITDA. The article suggests investors may be reallocating to faster-growing fintech and AI infrastructure sectors, even though ACI Worldwide's underlying business appears healthy.
ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million
Aristotle Capital Boston reduced its stake in ACI Worldwide (NASDAQ:ACIW) by 105,810 shares, valued at an estimated $4.44 million, during the first quarter of 2026. This divestiture comes as ACI Worldwide's stock has underperformed the S&P 500 significantly despite the company reporting improved first-quarter revenue and adjusted EBITDA. The article notes that while ACI's business appears healthy, investors may be reallocating to faster-growing fintech and AI sectors.
ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million
Aristotle Capital Boston reduced its stake in ACI Worldwide by $4.44 million in the first quarter of 2026, selling 105,810 shares. This move comes despite ACI Worldwide showing improved financial performance, with first-quarter revenue up 8% and adjusted EBITDA up 12%, and boosted full-year guidance. The stock, however, has underperformed the S&P 500, dropping 15% over the past year compared to the S&P's 25% gain, suggesting some investors might be reallocating to faster-growing tech sectors.
ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million
Aristotle Capital Boston reduced its stake in ACI Worldwide (NASDAQ: ACIW) by 105,810 shares, valued at an estimated $4.44 million, during the first quarter. Despite recent operational improvements, ACI Worldwide's stock has underperformed the S&P 500, dropping 15% over the past year compared to the S&P 500's 25% gain. This divestment suggests some investors may be reallocating funds to faster-growing areas within fintech and AI infrastructure.
ACI Worldwide raises 2026 revenue outlook to $1.89B-$1.92B and adjusted EBITDA to $540M-$555M
ACI Worldwide has raised its financial outlook for 2026, projecting revenue between $1.89 billion and $1.92 billion and adjusted EBITDA between $540 million and $555 million. This revised forecast indicates increased confidence in the company's future performance.
ACI Worldwide and Security Bank Philippines Set New Benchmark for Enterprise-Wide Payments Modernization
ACI Worldwide and Security Bank Corporation have won the "Best Payment Technology Initiative in Asia Pacific" award for their transformation of Security Bank's payment infrastructure. They consolidated fragmented systems into a unified, scalable platform capable of processing low and high-value ISO20022 real-time payments across all channels. This initiative has significantly improved operational efficiency, accelerated time to market, and increased transaction volumes while maintaining high uptime.
ACI Worldwide and Security Bank Philippines Set New Benchmark for Enterprise-wide Payments Modernization
ACI Worldwide and Security Bank Corporation won the "Best Payment Technology Initiative in Asia Pacific" award for their collaborative effort in modernizing Security Bank's payment infrastructure. This initiative consolidated fragmented systems into a unified, cloud-ready platform, enabling 35% transaction growth and tripling processing capacity. The project highlights the strategic importance of advanced payment solutions in achieving competitive advantage and operational resilience for banks.
ACI Worldwide, Inc. $ACIW Shares Purchased by UBS Group AG
UBS Group AG significantly increased its stake in ACI Worldwide (NASDAQ: ACIW) by 30.8% in the fourth quarter, purchasing 70,401 additional shares to bring its total holdings to 299,135 shares valued at $14.3 million. Additionally, company insiders, including directors Juan Benitez II and Adalio T. Sanchez, acquired shares in early March, indicating strong internal confidence. ACI Worldwide also surpassed earnings expectations in its latest quarter, reporting $0.61 EPS against an estimated $0.45, with revenues reaching $425.75 million.
ACI Worldwide Inc (ACIW) Shares Fall 3.2% -- What GF Score of 83 Tells Investors
ACI Worldwide Inc (ACIW) shares fell 3.2% to $40.82 on May 13, 2026, continuing a downward trend. Despite the price drop, ACIW appears undervalued with a GF Value™ estimate of $48.68 and boasts a strong GF Score™ of 83/100, particularly in profitability and valuation. Positive insider buying activity further suggests confidence in its future prospects, indicating a potential buying opportunity for investors.
ACI Worldwide (NASDAQ: ACIW) executive surrenders RSU shares for tax liabilities
Ronald Craig Shultz, GM of ACI Speedpay at ACI Worldwide (NASDAQ: ACIW), surrendered 732 and 366 shares of common stock at $42.36 per share on May 11, 2026. These shares were returned to the issuer to cover tax liabilities associated with the vesting of 749 and 1,498 restricted stock units granted on May 11, 2023. Following these transactions, and including 149 shares acquired through an Employee Stock Purchase Plan, Shultz directly owns 62,468 common shares.
ACI Worldwide to Attend Upcoming Investor Conferences
ACI Worldwide (NASDAQ: ACIW) announced that its management will participate in three upcoming investor conferences in May and June 2026. President and CEO Thomas Warsop, CFO Bobby Leibrock, and SVP John Kraft are scheduled to represent the company. These conferences include the J.P. Morgan 2026 Global Technology, Media and Communications Conference, the Baird 2026 Global Consumer, Technology & Services Conference, and the D.A. Davidson 2026 Technology Conference.
Where ACI Worldwide execs will meet investors in May and June
ACI Worldwide (NASDAQ: ACIW) announced that its management will participate in three upcoming investor conferences in May and June 2026. These conferences include the J.P. Morgan Global Technology, Media and Communications Conference, the Baird Global Consumer, Technology & Services Conference, and the D.A. Davidson Technology Conference. Key executives, including President and CEO Thomas Warsop, CFO Bobby Leibrock, and SVP John Kraft, will represent the company at these events.
ACI Worldwide to Attend Upcoming Investor Conferences
ACI Worldwide (NASDAQ: ACIW) announced its management will participate in three upcoming investor conferences. These include the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, the Baird 2026 Global Consumer, Technology & Services Conference on June 4, and the D.A. Davidson 2026 Technology Conference on June 11. Key executives like President and CEO Thomas Warsop, CFO Bobby Leibrock, and SVP John Kraft will represent the company at these events.
ACI Worldwide Drops 6.9% Amid Sector-Wide Selling
ACI Worldwide (ACIW) shares dropped 6.9% on Monday, closing at $42.35, amidst a broad sector-wide selloff in software infrastructure stocks. The decline was attributed to deteriorating sentiment across the segment, rather than company-specific news, with other peers like TTAN, APPF, and ZETA also experiencing losses. Investors are now watching whether this represents a temporary rotation or the beginning of a sustained revaluation of software infrastructure multiples.
ACI Worldwide's (ACIW) "Buy" Rating Reiterated at DA Davidson
DA Davidson has reiterated a "Buy" rating for ACI Worldwide (ACIW) with a $60 price target, suggesting a 38.7% upside. This comes despite the stock being down 4.9% on Monday, as the company recently surpassed quarterly earnings and revenue expectations. While analysts' views are mixed, insiders have been buying shares, and hedge funds hold a significant portion of the stock.
ACI Worldwide (ACIW) Is Up 7.9% After Raising 2026 Outlook On Real Time Payments Momentum
ACI Worldwide saw its stock rise by 7.9% after reporting first-quarter 2026 results and raising its full-year 2026 revenue and adjusted EBITDA guidance. This positive outlook is primarily driven by strong Real Time Payments growth, expanding SaaS revenues, and a growing backlog for its cloud-native payments platform, despite a decrease in net income and EPS compared to the previous year. The company's investment narrative focuses on converting contract wins and backlog into recurring revenue through its Connetic platform and Real Time Payments engine.
ACI Worldwide Raises 2026 Outlook After Strong Q1
ACI Worldwide reported a strong first quarter in 2026, with an 8% increase in revenue, a 10% rise in recurring revenue, and a 12% increase in adjusted EBITDA. The company also saw a 20% climb in adjusted EPS and repurchased 1.5 million shares. Following this performance, ACI Worldwide raised its full-year 2026 guidance for both revenue and adjusted EBITDA, driven by growth in Real Time Payments and Merchant segments, and a robust cloud-native platform pipeline.
ACI Worldwide, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
ACI Worldwide, Inc. (NASDAQ:ACIW) exceeded analyst revenue and earnings per share estimates for its latest quarter, reporting US$426m in revenue and US$0.37 EPS. Following these strong results, analysts adjusted their 2026 forecasts, showing increased optimism for the company's earnings potential. Despite the positive earnings outlook and an expected acceleration in growth, ACI Worldwide's projected revenue growth for 2026 is still anticipated to be slower than the average for its industry.
ACI Worldwide, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:ACIW) 2026-05-08
ACI Worldwide, Inc. (ACIW) released its Q1 2026 earnings, reporting an EPS of $0.61, which beat estimates by $0.11, and revenue of $425.75 million, surpassing expectations by $15.63 million with a 7.90% year-over-year increase. The company published a slide deck in conjunction with its earnings call. This presentation provides details on ACIW's financial performance for the first quarter of 2026.
ACI Worldwide, Inc. (NASDAQ:ACIW) Q1 2026 Earnings Call Transcript
ACI Worldwide, Inc. reported its Q1 2026 earnings, missing EPS expectations (reported $0.38 vs. $0.45). Despite the miss, the company showed strong performance with 8% year-over-year revenue growth and 12% adjusted EBITDA increase, driven by operational efficiency and growth in Payment Software and Biller segments. ACI is optimistic about its strategic initiatives, particularly the Kinetic platform for payment modernization and the Speedpay One platform for biller services, while also raising its full-year 2026 financial guidance.
ACI Worldwide Sees 2Q Rev $420M-$440M >ACIW
ACI Worldwide expects second-quarter revenue to be between $420 million and $440 million. This financial outlook provides guidance for investors regarding the company's anticipated performance in the upcoming quarter.
ACI Worldwide (NASDAQ:ACIW) Posts Quarterly Earnings Results, Beats Estimates By $0.16 EPS
ACI Worldwide (NASDAQ:ACIW) announced strong quarterly earnings, beating analyst estimates by $0.16 EPS with revenue of $425.75 million, an increase of 7.9% year-over-year. The company also raised its full-year guidance and reported positive momentum in its Connetic platform and Biller/Speedpay One segment. Insider buying and institutional investment activity were noted, despite some analyst sentiment cautioning about valuation.
ACI Worldwide (ACIW) Margin Compression Challenges Bullish Earnings Growth Narrative In Q1 2026
ACI Worldwide (ACIW) reported Q1 2026 revenue of US$425.7 million and basic EPS of US$0.38, with a trailing 12-month net margin of 11.5%, down from 16.1% a year prior. Despite revenue growth to US$1.79 billion, net income only slightly increased, indicating margin compression. The company's stock trades below industry averages and analyst price targets, suggesting potential value, but high debt and declining margins are points of concern for cautious investors.
Press Release: ACI Worldwide Reports Strong First Quarter 2026 Results and Raises Full-Year Guidance
ACI Worldwide reported strong first quarter 2026 results, surpassing its revenue and adjusted EBITDA expectations. The company also announced a raise in its full-year guidance for 2026, driven by an anticipated improvement in its payments processing business and continued demand for its software solutions. This positive performance reflects robust growth across various segments and a proactive strategy in a dynamic market.
ACI Worldwide (NASDAQ: ACIW) boosts 2026 guidance after solid Q1 growth and buybacks
ACI Worldwide reported strong first-quarter 2026 results, with revenue up 8% to $425.7 million and adjusted EBITDA increasing 12% to $105.2 million. The company raised its full-year 2026 guidance for both revenue and adjusted EBITDA, driven by growth in its Payment Software and Biller segments, particularly in Real Time Payments and Merchant. ACI Worldwide also repurchased 1.5 million shares for $65 million, demonstrating its commitment to returning capital to shareholders.
ACI WORLDWIDE, INC. 1Q 2026: Revenue $425.75M, EPS $0.37— 10-Q Summary
ACI WORLDWIDE, INC. (ACIW) reported its first-quarter 2026 results, showing a 7.9% increase in revenue to $425.75M compared to the prior year. Despite revenue growth driven by SaaS/PaaS expansion and higher transaction volumes, net income and diluted EPS saw declines of 34.9% and 32.7% respectively. The company continued its shift to cloud and SaaS, expanding its ACI Connetic hub, and made operational investments in R&D and global delivery.
ACI Worldwide 1Q Net $38.3M >ACIW
The article reports that ACI Worldwide's net income for the first quarter was $38.3 million. This brief financial update provides key performance information for the company, indicated by its stock symbol >ACIW. No further details are given in the provided content.
ACI Worldwide (ACIW) shares jump after earnings beat and higher outlook
ACI Worldwide (ACIW) reported better-than-expected earnings and provided a higher outlook for the future, leading to a jump in its share price. The company's performance has positively impacted investor sentiment and future expectations.
ACI Worldwide Reports Strong First Quarter 2026 Results and Raises Full-Year Guidance
ACI Worldwide announced strong first-quarter 2026 financial results, with revenue increasing 8% to $426 million and adjusted EBITDA rising 12% to $105 million. The company's President and CEO, Thomas Warsop, highlighted significant growth in Real-Time Payments, Merchant, and Biller segments, alongside a 39% increase in new ARR bookings. Due to this performance, ACI Worldwide is raising its full-year 2026 guidance for both revenue and adjusted EBITDA, and continues to prioritize investments in organic growth, strategic M&A, and shareholder returns through share repurchases.
ACI Worldwide: Q1 Earnings Snapshot
ACI Worldwide Inc. (ACIW) reported first-quarter earnings of $38.3 million, or 37 cents per share, with adjusted earnings of 61 cents per share. The company posted revenue of $425.7 million for the period and expects revenue between $420 million and $440 million for the current quarter, with full-year projections ranging from $1.89 billion to $1.92 billion. ACI Worldwide shares have seen declines of 9% year-to-date and 20% over the past 12 months.
ACI Worldwide: Q1 Earnings Snapshot
ACI Worldwide Inc. (ACIW) reported first-quarter earnings of $38.3 million, or 37 cents per share, with adjusted earnings of 61 cents per share. The company posted revenue of $425.7 million and expects Q2 revenue between $420 million and $440 million, with full-year revenue projected at $1.89 billion to $1.92 billion. ACIW shares have seen a decline of over 9% year-to-date and 20% over the last 12 months.
ACI Worldwide earnings up next: Can payments firm explain EPS slide?
ACI Worldwide is set to report Q1 earnings, with analysts expecting a 48.73% year-over-year decline in EPS despite revenue growth. Investors will be focused on management's explanation for the profit slide and updates on the company's full-year outlook and ACI Connetic platform. Despite recent stock weakness, analysts maintain a strong buy rating, with a mean price target indicating a significant upside.
Peru, Chile and Argentina Enter a New Phase of Growth Driven by Real-Time Payments, ACI Worldwide Report Finds
A report commissioned by ACI Worldwide indicates that Peru, Chile, and Argentina are poised for significant economic growth and boosted financial inclusion due to the modernization of real-time payments. By 2028, real-time payments are projected to contribute billions to their GDPs and bring millions into the formal financial system. The success of real-time payment systems in Brazil and Colombia serves as a regional benchmark for these developments.
Real-time payments could bring 1.4M Peruvians into banking
A report commissioned by ACI Worldwide projects significant economic growth and financial inclusion in Peru, Chile, and Argentina due to real-time payment modernization. Peru alone is expected to see an additional $376 million in GDP and bring 1.4 million people into the banking system by 2028. The report highlights Brazil and Colombia as regional benchmarks, with Brazil's Pix ecosystem projected to facilitate $49.9 billion in additional formal GDP and Colombia's Bre-B expected to include 5.1 million people in the banking system.
Vanguard Group Inc. Sells 233,525 Shares of ACI Worldwide, Inc. $ACIW
Vanguard Group Inc. decreased its stake in ACI Worldwide, Inc. by 1.7% in the fourth quarter, selling 233,525 shares and now holding 13,407,325 shares valued at approximately $641 million. Despite this, other institutional investors like Franklin Resources and Millennium Management significantly increased their holdings. ACI Worldwide missed EPS estimates but beat revenue expectations in its latest quarterly report, maintaining an average "Hold" rating from analysts with a consensus target price of $60.00.
Should ACI’s Expanded Real-Time Payments and Fraud Tools Reshape ACI Worldwide’s (ACIW) Investment Narrative?
ACI Worldwide (ACIW) has enhanced its real-time payments and fraud prevention capabilities through the integration of Liink’s Confirm application with ACI’s Fraud and Financial Crime solution and the rollout of its cloud-native ACI Connetic platform. These advancements, which connect eight major U.S. payment networks and embed cross-rail fraud controls, simplify compliance and reinforce ACI's role in the evolving payment landscape. The company's investment narrative now hinges on consistent adoption of these new platforms by banks, with forecast revenues of $2.0 billion and earnings of $277.3 million by 2028, suggesting a potential 44% upside to its current price.
Should ACI’s Expanded Real-Time Payments and Fraud Tools Reshape ACI Worldwide’s (ACIW) Investment Narrative?
ACI Worldwide (ACIW) has enhanced its real-time payments and fraud prevention capabilities by integrating Liink’s Confirm application into its Fraud and Financial Crime solution and rolling out the cloud-native ACI Connetic platform. These advancements aim to strengthen ACI's position in multi-rail payments and compliance, reinforcing the investment thesis that banks will consolidate these functions on modern platforms. However, investors should consider the execution risks and cost pressures associated with ACI's continued heavy investment in next-generation infrastructure.
Assessing ACI Worldwide (ACIW) Valuation After Mixed Returns And Growing Optimism Around Connetic
ACI Worldwide (ACIW) is under investor scrutiny due to mixed recent share performance, but a Simply Wall St narrative suggests it's 31% undervalued at $63.20, primarily due to optimism around its new Connetic platform. This valuation hinges on the successful execution and adoption of Connetic, which offers AI-powered, cloud-native payments. The article advises investors to consider both this potential and underlying risks like competition and investment needs.
ACI Worldwide (ACIW) Expected to Announce Earnings on Thursday
ACI Worldwide (ACIW) is scheduled to announce its Q1 2026 earnings before market open on Thursday, May 7th, with analysts forecasting earnings of $0.45 per share and revenue of $410.12 million. The company's Q4 results missed EPS estimates but beat revenue expectations, and recent insider transactions show directors increasing their stake. Institutional investors are also making significant moves in ACIW stock, which currently holds an average "Hold" rating from Wall Street analysts.
ACI Worldwide, Inc. (NASDAQ:ACIW) Receives Average Rating of "Hold" from Brokerages
ACI Worldwide, Inc. (NASDAQ:ACIW) has received an average "Hold" rating from five brokerages, with an average 12-month target price of $60.00. The company recently missed quarterly EPS estimates but exceeded revenue expectations, with insider buying activity also noted. Institutional investors hold a significant portion of the stock.
Vanguard (NYSE: ACIW) reports 5.33M-share stake; 5.23% ownership
Vanguard Capital Management has disclosed a passive investment in ACI Worldwide Inc (ACIW), reporting beneficial ownership of 5,328,380 shares, which constitutes 5.23% of the company's common stock. The Schedule 13G filing indicates that Vanguard holds sole voting power for 787,868 shares and sole dispositive power for all 5,328,380 shares. This disclosure, made via a Schedule 13G, signals a passive ownership stake rather than an active attempt to influence company control.
Franklin Resources (NYSE: ACIW) holds 6.6M ACI Worldwide shares
Franklin Resources, Inc. has reported beneficial ownership of 6,616,371 shares of ACI Worldwide (ACIW) common stock, which represents 6.5% of the class as of March 31, 2026. This ownership is primarily held through its investment management subsidiaries, with Franklin Mutual Advisers, LLC accounting for 5,153,780 shares (5.1%). The filing, a SCHEDULE 13G, indicates that the holdings are for investment management clients, and Franklin Resources disclaims pecuniary interest, in accordance with SEC guidelines.
Analysts Offer Insights on Technology Companies: ACI Worldwide (ACIW) and Adobe (ADBE)
Two analysts have issued bullish sentiments on technology companies ACI Worldwide (ACIW) and Adobe (ADBE). D.A. Davidson analyst Peter Heckmann maintained a Buy rating on ACI Worldwide with a price target of $60.00, while D.A. Davidson analyst Gil Luria maintained a Buy rating on Adobe with a price target of $300.00. Both companies have an analyst consensus of Moderate Buy with significant upside potential.
ACI Connetic Adds Networks and other Digital Transactions News briefs from 4/23/26
ACI Worldwide's ACI Connetic platform has expanded to include access to major payment systems like Fedwire, CHIPS, Swift, and Zelle, with Nacha ACH coming next year, and will support stablecoins. Other payment industry news includes FreedomPay launching its app for BigCommerce, American Express partnering with the NFL Draft, InterPayments integrating with Stripe, SoundHound AI renewing its partnership with Casey's, and Chico's FAS launching co-branded credit cards with Synchrony Financial. PayNearMe also appointed Niall Hayes as chief development officer.
ACI Worldwide and Kinexys by J.P. Morgan Collaborate to Mitigate Global Real-Time Payments Fraud
ACI Worldwide and Kinexys by J.P. Morgan have partnered to integrate Kinexys Liink's Confirm application into ACI's Fraud and Financial Crime solution. This collaboration aims to combat the rising global real-time payments fraud by embedding account and payee verification directly into payment workflows. The integration allows banks to validate account ownership before payments are initiated, helping to reduce scams and misdirected payments while supporting secure and faster transactions.
