ACI Worldwide (ACIW)

• Market cap: $5.01B
• 1 day: -2.71%
• 5 days: -2.03%
• 1 month: -3.90%
• 3 months: -7.56%
• 6 months: -12.68%
• Year to date: -9.13%
• 1 year: 28.16%
• 5 years: 80.68%
• 10 years: 98.05%
• Sector: Technology
• Industry: Software - Infrastructure

About: ACI Worldwide Inc develops, markets and installs a portfolio of software products focused on facilitating electronic payments. The firm also leverages its distribution network in the Americas; Europe, the Middle East, and Africa, or EMEA; and Asia-Pacific regions to sell software developed by third parties. ACI software products process payment transactions for retail banking clients, billers such as utilities and healthcare providers, and community banks and credit unions. ACI's customers are financial institutions all over the world, but majority of the revenue is generated in the United States and EMEA regions.

Employees: 3,103

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

17% more funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 7 (+1) [Q1 2025]

6% more funds holding

Funds holding: 372 [Q4 2024] → 395 (+23) [Q1 2025]

4% more capital invested

Capital invested by funds: $5.35B [Q4 2024] → $5.54B (+$199M) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

1.93% less ownership

Funds ownership: 98.18% [Q4 2024] → 96.25% (-1.93%) [Q1 2025]

55% less call options, than puts

Call options by funds: $897K | Put options by funds: $2.01M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $60 26% upside
• Avg. target: $60 26% upside
• High target: $60 26% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

DA Davidson Peter Heckmann

26% upside $60

Buy Upgraded

12 May 2025