ACIW

ACI WORLDWIDE, INC.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0000935036
$43.25 +1.55% $4.3B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)5 New Institutional Positions
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders9 funds
Inst. Value$982.1M
Inst. Activity5 buys / 0 sells
Insider Activity2B / 0S
Insider Net $$223.5K
SEC Reports4
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0000935036·Prev Close $42.59

Recent Activity

May 11, 2026 Insider
Shultz Ronald Craig sold 366 shares
GM, ACI Speedpay @ $42.36 ($15.5K)
May 7, 2026 SEC
ACI Worldwide reported strong Q1 2026 results with revenue of $426M (+8% YoY) and adjusted diluted EPS of $0.61 (+20% Yo
8-K — Impact 7/10
May 7, 2026 earnings_calendar
ACIW Q1 2026 Earnings Scheduled — 2026-05-07
Apr 13, 2026 Insider
Warsop Thomas W III sold 176,755 shares
President and CEO @ $0.00 ($0.00)
Apr 13, 2026 Insider
Warsop Thomas W III sold 69,552 shares
President and CEO @ $41.24 ($2.9M)
Mar 6, 2026 SEC
Two ACI Worldwide insiders made open-market purchases totaling $223,487 in the past week, while one executive disposed o
CLUSTER — Impact 6/10
Mar 4, 2026 SEC
Two ACI Worldwide insiders made open-market purchases totaling approximately $223,500 in the past week, with Adalio Sanc
CLUSTER — Impact 4/10
Inst.
FMR LLC — DOUBLED
1,150,774 shares ($55.0M)

Price Targets

$64.00 +48.0% upside Strong Buy
Current $43.25 Low $60.00 Median $63.00 High $70.00 4 analysts
$60.00 $70.00

Analyst Ratings

Strong Buy83% buy · 12 analysts
4Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 DA Davidson MAINTAIN Buy → Buy
Jan 14, 2026 Seaport Global MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.53 ▼ -12.1% $0.50 — $0.58 51% YoY 4
Next Q $0.85 ▼ -23.0% $0.55 — $1.12 -22% YoY 4
Current FY $3.52 ▲ +5.2% $3.41 — $3.68 24% YoY 3
Next FY $3.82 ▲ +0.8% $3.77 — $3.88 9% YoY 4

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$641.0M
MORGAN STANLEY$104.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT$61.9MNEW
FMR LLC$55.0MDOUBLED
NORGES BANK$54.7MNEW

Recent Insider Trades

DateInsiderTypeValue
May 11, 2026Shultz RonaldD$15.5K
Apr 13, 2026Warsop ThomasA$0.00
Apr 13, 2026Warsop ThomasD$2.9M
Apr 13, 2026Shultz RonaldA$0.00
Apr 13, 2026Shultz RonaldD$282.0K
9 institutional holders with $982.1M total value (20,541,157 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,407,325$641.0M65.3%
2MORGAN STANLEY2,188,415$104.6M10.7%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,294,771$61.9M6.3%NEW
4FMR LLC1,150,774$55.0M5.6%DOUBLED +176.7%
5NORGES BANK1,144,849$54.7M5.6%NEW
6BANK OF AMERICA CORP /DE/645,817$30.9M3.1%
7TWO SIGMA INVESTMENTS, LP551,903$26.4M2.7%DOUBLED +1090.0%
8WELLS FARGO & COMPANY/MN139,570$6.7M0.7%ADD +72.1%
9RENAISSANCE TECHNOLOGIES LLC17,733$847.8K0.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED415,9631,150,774+176.7%$55.0M2025-Q4
NORGES BANKNEW1,144,849$54.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED46,378551,903+1090.0%$26.4M2025-Q4
WELLS FARGO & COMPANY/MNADD81,118139,570+72.1%$6.7M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW17,733$847.8K2025-Q4
FMR LLCTRIM753,591415,963-44.8%$22.0M2025-Q3
UBS Group AGTRIM504,515228,734-54.7%$12.1M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM96,35846,378-51.9%$2.4M2025-Q3
NORGES BANKEXIT1,037,7010-100.0%$0.002025-Q3
NORGES BANKNEW1,037,701$47.6M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED4,41296,358+2084.0%$4.4M2025-Q2
WELLS FARGO & COMPANY/MNTRIM145,42671,045-51.1%$3.3M2025-Q2
CITADEL ADVISORS LLCDOUBLED30,84884,651+174.4%$4.6M2025-Q1
NORGES BANKEXIT1,461,5350-100.0%$0.002025-Q1
UBS Group AGDOUBLED190,334490,910+157.9%$25.5M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT176,57630,848-82.5%$1.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,389,734$70.7M2024-Q3
7 unique insiders with 2 transactions. Net insider value: $223.5K ($223.5K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 11, 2026Shultz Ronald CraigGM, ACI SpeedpayD366$42.36$15.5K
Apr 13, 2026Warsop Thomas W IIIPresident and CEOA176,755$0.00$0.00
Apr 13, 2026Warsop Thomas W IIIPresident and CEOD69,552$41.24$2.9M
Apr 13, 2026Shultz Ronald CraigGM, ACI SpeedpayA13,894$0.00$0.00
Apr 13, 2026Shultz Ronald CraigGM, ACI SpeedpayD6,837$41.24$282.0K
Mar 24, 2026Leibrock Robert WilliamChief Financial OfficerD2,148$39.86$85.6K
Mar 19, 2026deBeers Kimberly A.DirectorA1,575$0.00$0.00
Mar 6, 2026Leibrock Robert WilliamChief Financial OfficerA49,354$0.00$0.00
Mar 6, 2026Warsop Thomas W IIIDirector, President and CEOA85,546$0.00$0.00
Mar 6, 2026Litch Erich JGM, Payment SoftwareA23,502$0.00$0.00
Mar 6, 2026Shultz Ronald CraigGM, ACI SpeedpayA17,626$0.00$0.00
Mar 4, 2026Warsop Thomas W IIIDirector, President and CEOD12,268$42.44$520.7K
Mar 4, 2026Litch Erich JGM, Payment SoftwareD147$42.44$6.2K
Mar 4, 2026Shultz Ronald CraigGM, ACI SpeedpayD370$42.44$15.7K
Mar 3, 2026Benitez Juan IIDirectorBUY2,400$41.90$100.6K
Mar 2, 2026SANCHEZ ADALIO TDirectorBUY3,000$40.98$122.9K
Feb 11, 2026Shultz Ronald CraigGM, ACI SpeedpayD371$40.33$15.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 4 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$64.00 mean target +48.0% upside Strong Buy (1.40)
$60.00 Low $70.00 High
MetricValue
Current Price$43.25
Target Low$60.00
Target Mean$64.00
Target Median$63.00
Target High$70.00
# Analysts4
RecommendationStrong Buy (1.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.53 $0.50 $0.58 50.7% -12.1% 0↑ 1↓ $0.4B 7.2% 4
Next Q
2026-09-30
$0.85 $0.55 $1.12 -21.6% -23.0% 0↑ 1↓ $0.5B -6.2% 4
Current FY
2026-12-31
$3.52 $3.41 $3.68 24.4% +5.2% 1↑ 0↓ $1.9B 8.1% 3
Next FY
2027-12-31
$3.82 $3.77 $3.88 8.5% +0.8% 1↑ 1↓ $2.0B 7.4% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.527
7d ago$0.600-0.073
30d ago$0.600-0.073
60d ago$0.600-0.073
90d ago$0.605-0.078
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 DA Davidson MAINTAIN Buy Buy
Jan 14, 2026 Seaport Global MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20264620083%
Apr 1, 20264620083%
Mar 1, 20265620085%
Feb 1, 20265620085%
Jan 1, 20265620085%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings_calendar
ACIW Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: ACIW — 60.7% short (0.3M / 0.6M)
Short: 335,919 | Exempt: 25,182 | TRF Vol: 553,309 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: ACIW — 80.2% short (0.4M / 0.5M)
Short: 412,916 | Exempt: 36 | TRF Vol: 514,727 | Short Ratio: 80.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: ACIW — 68.5% short (0.4M / 0.6M)
Short: 435,111 | Exempt: 0 | TRF Vol: 635,495 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Feb 26, 2026
earnings_calendar
ACIW Q4 2025 Earnings Before Market Open — 2026-02-26