ACI Worldwide, Inc. $ACIW Shares Acquired by North Reef Capital Management LP

Posted by George Bondi on Jul 26th, 2026

North Reef Capital Management LP lifted its holdings in shares of ACI Worldwide, Inc. (NASDAQ:ACIW – Free Report) by 13.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,230,000 shares of the technology company’s stock after acquiring an additional 260,000 shares during the period. ACI Worldwide accounts for about 3.1% of North Reef Capital Management LP’s holdings, making the stock its 10th biggest position. North Reef Capital Management LP’s holdings in ACI Worldwide were worth $91,452,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Farther Finance Advisors LLC raised its position in ACI Worldwide by 226.8% in the 4th quarter. Farther Finance Advisors LLC now owns 536 shares of the technology company’s stock valued at $26,000 after purchasing an additional 372 shares during the last quarter. Allworth Financial LP grew its position in ACI Worldwide by 93.5% during the 3rd quarter. Allworth Financial LP now owns 532 shares of the technology company’s stock worth $28,000 after purchasing an additional 257 shares during the last quarter. Eagle Bay Advisors LLC purchased a new position in ACI Worldwide during the 4th quarter worth $37,000. State of Wyoming acquired a new position in ACI Worldwide in the second quarter valued at $37,000. Finally, EverSource Wealth Advisors LLC increased its stake in ACI Worldwide by 122.1% in the second quarter. EverSource Wealth Advisors LLC now owns 944 shares of the technology company’s stock valued at $43,000 after purchasing an additional 519 shares during the period. 94.73% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have recently weighed in on ACIW. DA Davidson increased their target price on shares of ACI Worldwide from $60.00 to $64.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Zacks Research upgraded ACI Worldwide from a “strong sell” rating to a “hold” rating in a research report on Monday, June 1st. Wall Street Zen raised ACI Worldwide from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Weiss Ratings raised ACI Worldwide from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, June 30th. One investment analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $64.00.

Read Our Latest Stock Analysis on ACIW

ACI Worldwide Stock Up 3.3%

ACIW opened at $56.31 on Friday. ACI Worldwide, Inc. has a 12 month low of $38.05 and a 12 month high of $60.17. The business has a 50 day simple moving average of $48.43 and a 200-day simple moving average of $44.34. The stock has a market capitalization of $5.72 billion, a P/E ratio of 28.30 and a beta of 0.98. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.53 and a quick ratio of 1.53.

ACI Worldwide (NASDAQ:ACIW – Get Free Report) last released its earnings results on Thursday, May 7th. The technology company reported $0.61 EPS for the quarter, topping the consensus estimate of $0.45 by $0.16. The firm had revenue of $425.75 million during the quarter, compared to analysts’ expectations of $410.08 million. ACI Worldwide had a net margin of 11.51% and a return on equity of 16.76%. ACI Worldwide’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.51 EPS. On average, equities analysts anticipate that ACI Worldwide, Inc. will post 2.69 earnings per share for the current fiscal year.

ACI Worldwide Company Profile

(Free Report)

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.