Is ACI Worldwide Stock a Buy After Reinhart Partners Purchased 1.1 Million Shares?

4 hours ago 1

Robert Izquierdo, The Motley Fool

Tue, April 14, 2026 astatine 9:01 AM CDT 4 min read

According to an SEC filing dated April 13, 2026, Reinhart Partners, LLC. added 1,103,405 shares of ACI Worldwide (NASDAQ:ACIW) to its portfolio. The estimated worth of this commercialized is $46.34 million, calculated utilizing the mean closing terms for the archetypal 4th of 2026.

The fund’s full ACI Worldwide presumption accrued to 2,234,814 shares worthy $91.65 cardinal astatine quarter-end. The nett presumption worth roseate by $37.56 million, incorporating some caller purchases and terms movement.

  • This was a buy, raising the ACI Worldwide involvement to 2.63% of the fund’s 13F reportable AUM.

  • Top holdings aft the filing include:

    • NASDAQ: ACLS: $154.30 cardinal (4.4% of AUM)

    • UNK: FCNCA: $147.60 cardinal (4.2% of AUM)

    • NASDAQ: SIMO: $147.56 cardinal (4.2% of AUM)

    • NYSE: MOD: $130.29 cardinal (3.7% of AUM)

    • NASDAQ: IDCC: $127.54 cardinal (3.7% of AUM)

  • As of April 10, 2026, ACI Worldwide shares were priced astatine $39.89, down 21.68% implicit the past year, underperforming the S&P 500 by 50.15 percent points.

Metric

Value

Price (as of marketplace adjacent April 10, 2026)

$39.89

Market Capitalization

$4.23 billion

Revenue (TTM)

$1.76 billion

Net Income (TTM)

$226.66 million

  • ACI Worldwide offers integer outgo bundle solutions including merchant acquiring, outgo processing, fraud management, and omni-channel commerce platforms.

  • It generates gross chiefly done bundle licensing, transaction-based fees, and value-added services to fiscal institutions and merchants.

  • The institution serves banks, merchants, billers, and organizations crossed sectors specified arsenic finance, insurance, healthcare, utilities, and government.

ACI Worldwide, Inc. is simply a planetary supplier of bundle and services that alteration real-time integer payments and fraud prevention for fiscal institutions and merchants. The institution leverages a wide portfolio of outgo solutions to code the analyzable needs of clients successful highly regulated industries.

Reinhart Partners’ acquisition of 1,103,405 further ACI Worldwide shares successful the archetypal 4th of 2026 is noteworthy due to the fact that it suggests the concern advisory steadfast has a bullish outlook towards the stock.

The bargain came astatine a clip erstwhile ACI shares were down. The banal deed a 52-week debased of $38.05 successful February. It seems Reinhart Partners recovered the driblet a compelling accidental to prime up shares for less.

ACI Worldwide banal is down due to the fact that the institution missed forecasts for 4th fourth net per stock of $1.01, coming successful astatine $0.90 instead. But ACI is increasing revenue.

It posted Q4 income of $481.6 million, up from the anterior year’s $453.0 million. It expects Q1 gross to travel successful betwixt $405 cardinal and $415 million. This represents maturation implicit the erstwhile year’s $394.6 million.

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