Franklin Resources Adds $39M in ACI Worldwide, Inc. ($ACIW)
Franklin Resources boosted its holdings in ACI Worldwide by 13.3%, now holding over 6.6 million shares.
Key Points
- Franklin Resources increased its stake in ACI Worldwide by 13.3%, adding 775,171 shares to hold a total of 6,616,371 shares.
- ACI Worldwide shares traded near $49.26 on Sunday, with a market cap of approximately $5 billion and a forward P/E of 12.87.
- Analysts like DA Davidson and Seaport Global maintain buy ratings, with price targets up to $70.
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Franklin Resources has increased its stake in ACI Worldwide, Inc. (NASDAQ: ACIW) by 13.3%. According to the latest Form 13F filing with the SEC, the investment firm added 775,171 shares during the reporting period, bringing its total holdings to 6,616,371 shares valued at approximately $325.9 million.
Franklin Resources vs. the S&P 500
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What Changed in Franklin Resources' ACI Worldwide Position
Franklin Resources boosted its position in ACI Worldwide by adding 775,171 shares, resulting in a 13.3% increase in its holdings. The firm now holds 6,616,371 shares, up from 5,841,200 previously, with a total reported value of about $325.9 million.
Other Institutional Activity in ACI Worldwide
In recent institutional activity, BlackRock, Inc. trimmed its holdings by 159,067 shares, now holding 17,018,137 shares worth around $697.9 million. Vanguard Portfolio Management LLC opened a new position with 8,056,347 shares valued at approximately $330.4 million. Vanguard Capital Management LLC also initiated a new stake, acquiring 4,540,512 shares valued at $186.2 million. Meanwhile, State Street Corp increased its shares by 16,732 to hold 4,150,909 shares valued at $170.2 million, and Geode Capital Management, LLC added 96,684 shares, bringing its total to 3,174,725 shares worth $130.2 million.
ACI Worldwide, Inc. Stock Down 6.8%
Shares of ACI Worldwide traded near $49.26 on Sunday. The company has a market cap of about $5 billion, with a P/E ratio of 24.88 and a forward P/E of 12.87. ACI Worldwide's beta is 1.007, indicating moderate volatility. The stock's 52-week range is between $38.05 and $54.28, with a 50-day moving average of $43.68 and a 200-day moving average of $45.15. The company's current ratio is 1.532, and its quick ratio is 0.837, with a debt-to-equity ratio of 56.98.
$ACIW stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its recent earnings report, ACI Worldwide recorded revenue of $1.79 billion, reflecting a growth of 7.9%. The company's earnings per share (EPS) stood at $1.98, with a net margin of 11.5% and a return on equity (ROE) of 13.8%. The next earnings release is scheduled for August 6, 2026.
Insider Buying and Selling at ACI Worldwide, Inc.
Recent insider transactions at ACI Worldwide include several sales. On June 24, 2026, CFO Robert William Leibrock sold 2,454 shares at an average price of $46.39. Earlier, on June 6, 2026, Erich Litch, General Manager of Payment Software, sold 1,003 shares at $42.80, while Ronald Craig Shultz, GM of ACI Speedpay, sold 739 shares at the same price.
Analysts Set New Price Targets
Analyst activity around ACI Worldwide includes DA Davidson maintaining a buy rating with a $60 price target as of May 11, 2026. Seaport Global also maintained its buy rating with a higher target of $70 set on January 14, 2026. The consensus among analysts is a buy recommendation, with a mean target price of $65.33 based on three opinions.
About ACI Worldwide
ACI Worldwide, Inc. is a technology company based in Elkhorn, Nebraska, focused on developing software products that facilitate electronic payments globally. The company operates through its Payment Software and Billers segments, providing solutions like ACI Acquiring and ACI Issuing for processing transactions and fraud prevention. Led by CEO Thomas Woodrow Warsop III, ACI Worldwide employs around 2,930 people.
Bottom Line
Franklin Resources' decision to increase its stake in ACI Worldwide by 13.3% highlights the investment firm's growing confidence in the company. While 13F filings reflect past positions, they are closely watched by investors for insights into institutional sentiment. ACI Worldwide's stock performance, coupled with positive analyst ratings, makes it a company to watch in the payment software sector.
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