ACI Worldwide Q3 revenue tops estimates, announces $500 mln share repurchase

ACI Worldwide

06/11/2025 11:13

Overview

ACI Q3 revenue up 7% yr/yr, beating analyst expectations

Adjusted EPS for Q3 exceeds analyst estimates

Company announces $500 mln share repurchase authorization

Outlook

ACI Worldwide raises full-year 2025 revenue guidance to $1.730 bln-$1.754 bln

Company expects full-year 2025 adjusted EBITDA of $495 mln-$510 mln

Result Drivers

RECURRING REVENUE GROWTH - Recurring revenue in Q3 rose 10% yr/yr, indicating strong demand for ACI's services

ACI CONNETIC LAUNCH - Signed first customer for ACI Connetic, reflecting early demand for cloud-native payments hub

OPERATIONAL EXCELLENCE - Co attributes high-value growth to disciplined operational execution and innovation in products like Speedpay

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$482.36 mln
$465.30 mln (6 Analysts)
Q3 Adjusted EPS
Beat
$1.09
$0.80 (6 Analysts)
Q3 Net Income
Beat
$91.25 mln
$79.80 mln (6 Analysts)
Q3 Adjusted EBITDA
Beat
$171 mln
$160.50 mln (6 Analysts)
Q3 Operating income
Beat
$127.71 mln
$119.50 mln (6 Analysts)
Q3 Pretax Profit
Beat
$118.12 mln
$103.70 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the financial technology (fintech) peer group is "buy"

Wall Street's median 12-month price target for ACI Worldwide Inc is $60.00, about 19.6% above its November 5 closing price of $48.24

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw62vJYga

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)