ACI Worldwide, Inc. $ACIW Shares Bought by Reinhart Partners LLC.

Key Points

• Reinhart Partners increased its ACI Worldwide stake by 8.5% in the second quarter, purchasing 189,433 additional shares to reach 2.42 million shares valued at approximately $121.9 million. Institutional investors and hedge funds collectively own 94.73% of ACIW.
• ACI Worldwide reported strong second-quarter results, with adjusted earnings of $0.54 per share versus the $0.30 consensus and revenue up 7.3% year over year to $430.42 million. Management raised its full-year 2026 outlook and expects roughly $1.9 billion in revenue.
• Despite the earnings beat, third-quarter revenue guidance of $417 million to $427 million fell below the $472.1 million analyst consensus, potentially weighing on the stock. Analysts maintain a consensus “Hold” rating with a $66 price target.

Reinhart Partners LLC. increased its holdings in ACI Worldwide, Inc. (NASDAQ:ACIW - Free Report) by 8.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,424,247 shares of the technology company's stock after purchasing an additional 189,433 shares during the quarter. ACI Worldwide accounts for 2.8% of Reinhart Partners LLC.'s holdings, making the stock its 13th biggest position. Reinhart Partners LLC. owned about 2.38% of ACI Worldwide worth $121,916,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ACIW. Millennium Management LLC boosted its holdings in ACI Worldwide by 879.8% during the third quarter. Millennium Management LLC now owns 1,430,404 shares of the technology company's stock worth $75,482,000 after buying an additional 1,284,419 shares in the last quarter. Norges Bank acquired a new stake in shares of ACI Worldwide during the 4th quarter valued at $54,735,000. Fuller & Thaler Asset Management Inc. lifted its position in shares of ACI Worldwide by 90.3% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 1,816,588 shares of the technology company's stock valued at $86,851,000 after acquiring an additional 861,779 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of ACI Worldwide by 13.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,813,150 shares of the technology company's stock worth $115,364,000 after acquiring an additional 344,358 shares in the last quarter. Finally, Renaissance Technologies LLC grew its holdings in shares of ACI Worldwide by 1,875.6% in the 1st quarter. Renaissance Technologies LLC now owns 350,333 shares of the technology company's stock worth $14,367,000 after acquiring an additional 332,600 shares during the last quarter. 94.73% of the stock is owned by institutional investors and hedge funds.

ACI Worldwide News Roundup

Here are the key news stories impacting ACI Worldwide this week:

• Positive Sentiment: ACI Worldwide reported second-quarter adjusted earnings of $0.54 per share, well above the $0.30 analyst consensus and up from $0.35 a year earlier. Revenue rose 7.3% year over year to $430.42 million, broadly matching the $430.60 million consensus. ACI Worldwide Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its full-year 2026 outlook and reaffirmed expected revenue of approximately $1.9 billion, signaling confidence in continued demand for the company’s payment software and services. ACI Worldwide Reports Strong Second Quarter 2026 Results and Raises Full-Year Guidance
• Positive Sentiment: Profitability improved substantially compared with last year, while the earnings presentation highlighted the quarter’s operating performance and updated guidance. ACI Worldwide 2026 Q2 Results Earnings Call Presentation
• Neutral Sentiment: Momentum-focused analysis remains favorable, pointing to ACIW’s earnings strength, positive revenue trend and recent stock performance; however, this is a quantitative screen rather than a new company catalyst. Why ACI Worldwide Is a Great Momentum Stock to Buy
• Negative Sentiment: Third-quarter revenue guidance of $417 million to $427 million is below the $472.1 million consensus estimate cited in the company update. That apparent shortfall may be driving selling pressure, even though full-year guidance was maintained or raised. ACI Worldwide Quarterly Earnings Results

ACI Worldwide Stock Performance

Shares of ACIW stock opened at $53.67 on Friday. ACI Worldwide, Inc. has a 1-year low of $38.05 and a 1-year high of $61.08. The company has a current ratio of 1.58, a quick ratio of 1.53 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $5.46 billion, a price-to-earnings ratio of 24.62 and a beta of 0.97. The stock's fifty day simple moving average is $51.37 and its 200-day simple moving average is $45.17.

ACI Worldwide (NASDAQ:ACIW - Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The technology company reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.16. ACI Worldwide had a return on equity of 17.62% and a net margin of 12.40%.The firm had revenue of $425.75 million for the quarter, compared to analyst estimates of $410.08 million. During the same period in the previous year, the firm earned $0.51 earnings per share. ACI Worldwide's quarterly revenue was up 7.9% on a year-over-year basis. On average, sell-side analysts predict that ACI Worldwide, Inc. will post 2.69 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on ACIW. Weiss Ratings raised ACI Worldwide from a "hold (c)" rating to a "hold (c+)" rating in a report on Tuesday, June 30th. Zacks Research raised ACI Worldwide from a "strong sell" rating to a "hold" rating in a research note on Monday, June 1st. DA Davidson set a $66.00 price objective on ACI Worldwide in a report on Friday. Finally, Wall Street Zen lowered shares of ACI Worldwide from a "buy" rating to a "hold" rating in a research note on Saturday. One analyst has rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $66.00.

ACI Worldwide Profile

ACI Worldwide NASDAQ: ACIW is a global software company that provides electronic payment and banking solutions to financial institutions, merchants and billers. The company's platforms enable real-time processing of credit, debit, ACH, bill payments, faster payments and money transfers, as well as integrated fraud prevention services. Headquartered in Naples, Florida, ACI serves clients across banking, payments and commerce sectors worldwide.

ACI's modular suite of applications can be deployed on-premise, in the cloud or in hybrid environments to meet diverse operational needs.

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