ACI Worldwide, Inc.

NasdaqGS:ACIW Voorraadrapport

Marktkapitalisatie: US$5.7b

ACI Worldwide Beheer

Beheer criteriumcontroles 1/4

De CEO ACI Worldwide is Tom Warsop, benoemd in Nov2022, heeft een ambtstermijn van 3.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 15.00M, bestaande uit 5% salaris en 95% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.32% van de aandelen van het bedrijf, ter waarde $ 18.16M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.2 jaar en 2.4 jaar.

Belangrijke informatie

Tom Warsop

Algemeen directeur

US$15.0m

Totale compensatie

Percentage CEO-salaris5.00%
Dienstverband CEO3.7yrs
Eigendom CEO0.3%
Management gemiddelde ambtstermijn2.2yrs
Gemiddelde ambtstermijn bestuur2.4yrs

Recente managementupdates

Recent updates

Narratiefupdate Jun 28

ACIW: European Instant Payments Role And High Institutional Support Will Drive Upside

Analysts have raised their price target for ACI Worldwide to $65.33 from $63.20, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for ACI Worldwide Rabobank is moving the iDEAL payment method to Wero, with ACI Worldwide’s Real-Time Payments Processing technology supporting the migration and providing resilience and interoperability for pan European instant payments, source: ACI Worldwide Powers Rabobank’s Wero Instant Payments.
Analyseartikel Jun 20

ACI Worldwide (ACIW) Stock Could Be 30.2% Undervalued After Europe Payments Push

Why ACI Worldwide’s European payments role matters for investors ACI Worldwide (ACIW) has moved closer to the core of Europe’s instant payments push, joining the European Payments Initiative as a principal member and hosting its Wero digital wallet on ACI’s Payments Orchestration Platform. This development sits alongside ACI Worldwide’s existing role in powering instant payment rails across Europe and supporting Rabobank’s planned migration of iDEAL transactions to Wero, tying the company...
Narratiefupdate Jun 09

ACIW: Cloud Payment Connectivity And Guidance Raise Will Drive Future Upside

Analysts are maintaining their price target for ACI Worldwide at $70.00. This reflects slightly higher assumed revenue growth and profit margins, offset by a modestly higher discount rate and a similar forward P/E multiple.
Narratiefupdate May 25

ACIW: Cloud Payment Connectivity Expansion Will Support Future Upside Potential

Analysts have kept the ACI Worldwide price target steady at $70.00, with updated assumptions that include a slightly different discount rate, modestly adjusted revenue growth outlook, higher profit margin expectations, and a somewhat lower future P/E multiple. What's in the News Extended partnership with UBX Tanzania Limited, supporting core payments infrastructure for 18 banks, over 250 ATMs and more than 1.3 million transactions per month, with a focus on resilience, scalability and new services such as digital wallets (Client Announcements).
Narratiefupdate Apr 27

ACIW: Cloud Payment Connectivity And Margin Discipline Will Drive Future Upside

Analysts have adjusted their price target for ACI Worldwide slightly to $70.00, reflecting refined assumptions around discount rate, revenue growth, profit margin, and future P/E, while keeping their overall valuation view steady. What's in the News ACI Worldwide and Kinexys by J.P. Morgan integrated Kinexys Liink’s Confirm application into ACI’s Fraud and Financial Crime solution, adding embedded account and payee verification across ACH, wire and instant payments within the ACI Connetic platform (Key Developments).
Narratiefupdate Apr 12

ACIW: Margin Discipline And Cash Returns Will Support Future Upside

Analysts have trimmed their price target on ACI Worldwide by $7, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary While the headline move is a lower price target, bullish analysts still point to several reasons why ACI Worldwide’s equity story can remain appealing for investors who are comfortable with execution risk and valuation resets.
Narratiefupdate Mar 29

ACIW: Higher Margins And Cash Generation Will Support Future Upside

Analysts have reduced their 12 month price target on ACI Worldwide by $7, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions discussed in recent research. Analyst Commentary While the latest research includes a lower 12 month price target, some readers may still see room for upside if ACI Worldwide executes well on its revenue growth and margin plans.
Narratiefupdate Mar 13

ACIW: Recalibrated Expectations And New Payment Deals Will Support Future Upside

Analysts have reduced their price target on ACI Worldwide by $7 to reflect updated views on the discount rate, revenue growth, profit margin and future P/E assumptions, as highlighted in recent Street research. Analyst Commentary Recent Street research around ACI Worldwide focuses on how updated assumptions for the discount rate, revenue growth, profit margin and future P/E filter through to the new price target.
Narratiefupdate Feb 26

ACIW: Recalibrated Discount Rate And Payments Execution Will Support Future Upside

Analysts have reduced their price target on ACI Worldwide by $7, reflecting updated views on discount rates, revenue growth assumptions, profit margins, and future P/E multiples. Analyst Commentary Even with the lower price target, bullish analysts are still highlighting reasons they think ACI Worldwide can justify a higher valuation over time, with the revised target reflecting updated assumptions rather than a loss of confidence in the business.
Narratiefupdate Feb 12

ACIW: Reset Expectations And New Deals Will Support Future Upside

Analysts have trimmed their price target on ACI Worldwide by $1.40. The shift is tied to updated views on fair value, discount rate, growth, margins and future P/E assumptions following the latest research, including the recent cut at Seaport Research.
Narratiefupdate Jan 29

ACIW: Execution On Payments Contracts And Buybacks Will Support Future Upside

Analysts have trimmed their price target on ACI Worldwide by $7, reflecting updated assumptions around discount rates, growth, margins, and future P/E that feed into their valuation work. Analyst Commentary Even with the $7 trim to the price target, bullish analysts still see room for ACI Worldwide to execute on its plan and support their valuation work.
Narratiefupdate Jan 15

ACIW: Higher Earnings Power And Buybacks Will Support Future Upside

Analysts have reduced their price target on ACI Worldwide by $7 to $70, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research points to a more cautious stance on ACI Worldwide, with the latest published work highlighting adjustments to discount rates, revenue growth, profit margins, and assumed future P/E multiples.
Analyseartikel Nov 21

ACI Worldwide, Inc.'s (NASDAQ:ACIW) Business Is Yet to Catch Up With Its Share Price

It's not a stretch to say that ACI Worldwide, Inc.'s ( NASDAQ:ACIW ) price-to-earnings (or "P/E") ratio of 18x right...
Seeking Alpha Oct 13

ACI Worldwide: Mix Shifting Towards Payment Software Will Continue To Increase Margins

Summary ACI rebounded from about 40 dollars on August 1 to about 52 dollars today, with momentum improving despite a weak Seeking Alpha quant score from earnings revisions. H1 2025 delivered solid execution: revenue rose about 15 percent to roughly 796 million dollars, adjusted EBITDA grew about 24 percent, and recurring reached about 76 percent of sales. Management raised full-year 2025 guidance to 1.71 to 1.74 billion dollars of revenue and 490 to 505 million dollars of adjusted EBITDA, signaling confidence in execution and margin trajectory. I expect further margin expansion as the mix tilts to higher-margin Payment Software near 50 percent segment EBITDA versus Biller near 17 percent. My discounted EPS base case values ACI at around 64 dollars per share versus roughly 52 today, and the raised full-year guidance strengthens the risk-reward. Read the full article on Seeking Alpha
Analyseartikel Sep 07

Here's Why We Think ACI Worldwide (NASDAQ:ACIW) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Aug 26

Are Investors Undervaluing ACI Worldwide, Inc. (NASDAQ:ACIW) By 41%?

Key Insights The projected fair value for ACI Worldwide is US$82.90 based on 2 Stage Free Cash Flow to Equity ACI...
Analyseartikel Aug 10

ACI Worldwide, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

NasdaqGS:ACIW 1 Year Share Price vs Fair Value Explore ACI Worldwide's Fair Values from the Community and select yours...
Analyseartikel Aug 04

There's Been No Shortage Of Growth Recently For ACI Worldwide's (NASDAQ:ACIW) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analyseartikel Jul 23

What Is ACI Worldwide, Inc.'s (NASDAQ:ACIW) Share Price Doing?

ACI Worldwide, Inc. ( NASDAQ:ACIW ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Mar 26

Bullish On ACI Worldwide's Innovating Bet In Global Payments

Summary ACI Worldwide is well established, operating across 94 countries and delivering payment solutions to banks, merchants, and billers globally. They’re also merging their Bank and Merchant segments into a unified Payment Software unit for operational efficiency. Interestingly, ACIW is also preparing a new product called Kinetic, which is a cloud-native payments hub aimed at driving high-volume, real-time processing. Overall, their portfolio includes fraud prevention, digital payments, and an extensive API library servicing over 80,000 merchants. I believe ACIW’s robust financials and growing cash flow justify its valuation, which is why I rate it a good long-term “Buy” at these levels. Read the full article on Seeking Alpha
Seeking Alpha Jan 13

ACI Worldwide: The Future Has Never Looked So Bright

Summary ACI Worldwide is a mature player in the digital payments market, with a stock appreciation of over 75% in the past year. ACIW's business model supports over 6,000 organizations globally, with significant revenue growth in banking and merchant segments, and 66.7% of revenues being recurring. Despite external risks like currency fluctuations, ACIW's strong financial performance and promising U.S. market position justify a buy rating and a $61.8 stock price target. ACIW outperforms peers like PayPal and Block in net margins and several key metrics, indicating a bright future and solid investment potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

ACI Worldwide: Up Over 100% In The Last Year But Still Undervalued

Summary I am initiating coverage with a ‘Buy’ rating due to their mature business model, expanding margins, and modest valuation despite significant stock appreciation. Financially, ACI has shown renewed revenue growth, margin expansion, and healthy cash generation, positioning them well despite a mature business cycle. Despite past inconsistencies in meeting forecasts, ACI appears undervalued compared to peers, suggesting potential for continued outperformance for long-term investors. Read the full article on Seeking Alpha
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Nieuw narratief Aug 30

Decisive Partnerships And Innovative Payments Hub Propel Future Earnings And Market Positioning

ACI Worldwide shows robust growth with significant increases in revenues and EBITDA in the Biller and Bank segments, indicating successful expansion and partnerships.

Analyse CEO-vergoeding

Hoe is Tom Warsop's beloning veranderd ten opzichte van ACI Worldwide's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$206m

Dec 31 2025US$15mUS$750k

US$227m

Sep 30 2025n/an/a

US$261m

Jun 30 2025n/an/a

US$251m

Mar 31 2025n/an/a

US$270m

Dec 31 2024US$12mUS$750k

US$203m

Sep 30 2024n/an/a

US$227m

Jun 30 2024n/an/a

US$184m

Mar 31 2024n/an/a

US$146m

Dec 31 2023US$5mUS$2m

US$122m

Sep 30 2023n/an/a

US$89m

Jun 30 2023n/an/a

US$74m

Mar 31 2023n/an/a

US$94m

Dec 31 2022US$924kUS$578k

US$142m

Sep 30 2022n/an/a

US$161m

Jun 30 2022n/an/a

US$152m

Mar 31 2022n/an/a

US$145m

Dec 31 2021US$328kn/a

US$128m

Sep 30 2021n/an/a

US$85m

Jun 30 2021n/an/a

US$88m

Mar 31 2021n/an/a

US$95m

Dec 31 2020US$321kn/a

US$73m

Sep 30 2020n/an/a

US$61m

Jun 30 2020n/an/a

US$77m

Mar 31 2020n/an/a

US$69m

Dec 31 2019US$317kn/a

US$67m

Compensatie versus markt: De totale vergoeding ($USD 15.00M ) Tom } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.35M ).

Compensatie versus inkomsten: De beloning van Tom is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.


CEO

Tom Warsop (60 yo)

3.7yrs
Tenure
US$14,999,961
Compensatie

Mr. Thomas Woodrow Warsop, III, also known as Tom, is an Independent Director at Altus Group Limited since May 1, 2024. He served as Interim Chief Executive Officer and Interim President of ACI Worldwide,...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Thomas Warsop
CEO, President & Director3.7yrsUS$15.00m0.32%
$ 18.2m
Robert Leibrock
Chief Financial Officer1yrUS$9.46m0.016%
$ 938.4k
J. Krishnamoorthy
Chief Innovation & Technology Officerless than a yeargeen gegevensgeen gegevens
Dennis Byrnes
Executive VP23.1yrsUS$2.40mgeen gegevens
Praveena Nathawat
Chief Human Resources Officer2.2yrsgeen gegevensgeen gegevens
Craig Maki
Chief Development Officerno dataUS$1.26mgeen gegevens
John Kraft
Head of Strategy & Finance4.5yrsgeen gegevensgeen gegevens
Craig Ramsey
Head of Real-Time Paymentsno datageen gegevensgeen gegevens
Philip Bruno
Chief Strategy & Growth Officer1.5yrsgeen gegevensgeen gegevens
2.2yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van ACIW wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Thomas Warsop
CEO, President & Director11.1yrsUS$15.00m0.32%
$ 18.2m
Todd Ford
Independent Directorless than a yearUS$184.02k0.0032%
$ 182.4k
Katrinka McCallum
Independent Director2.4yrsUS$318.00k0.014%
$ 816.8k
Kimberly DeBeers
Independent Directorless than a yeargeen gegevens0.0015%
$ 88.9k
Samir Zabaneh
Independent Director5.3yrsUS$338.00k0.041%
$ 2.3m
Didier Lamouche
Independent Directorless than a yearUS$184.02k0.0032%
$ 182.4k
Adalio Sanchez
Independent Non-Executive Chair11.1yrsUS$418.00k0.094%
$ 5.4m
Juan Benitez
Independent Director2.4yrsUS$318.00k0.017%
$ 952.7k
Mary Harman
Independent Director5.3yrsUS$333.00k0.034%
$ 1.9m
2.4yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van ACIW wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.4 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/12 05:00
Aandelenkoers aan het einde van de dag2026/07/10 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ACI Worldwide, Inc. wordt gevolgd door 14 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Paul CondraBMO Capital Markets Equity Research
Thomas McCrohanBrean Capital Historical (Janney Montgomery)
Mark PalmerBTIG