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    ACIW — ACI Worldwide News Story

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    ACI Worldwide Q4 revenue beats estimates, net income misses

    Picture of ACI Worldwide logoACI Worldwide
    26/02/2026 11:12
    Overview

Payments technology provider's Q4 revenue beat analyst expectations

Net income for Q4 missed analyst estimates

Company signed major UK bank for Connetic platform, expanding geographic reach

Outlook

Company expects full-year 2026 revenue between $1.88 bln and $1.91 bln

ACI Worldwide anticipates Q1 2026 revenue between $405 mln and $415 mln

Company plans to allocate 50% to 60% of operating cash flow to share repurchases

Result Drivers

PAYMENT SOFTWARE GROWTH - Payment Software segment revenue increased 9% in 2025, contributing to overall revenue growth

BILLER SEGMENT PERFORMANCE - Biller segment revenue grew 13% in 2025, supporting total revenue increase

CONNETIC PLATFORM EXPANSION - Signed major UK bank for Connetic platform in Q4, expanding geographic reach

Company press release: ID:nBwb9dDbva

Key Details


    MetricBeat/MissActualConsensus Estimate
    Q4 RevenueBeat$481.60 mln$464.68 mln (6 Analysts)
    Q4 EPS$0.62
    Q4 Net IncomeMiss$64.34 mln$82.80 mln (6 Analysts)
    Q4 Operating incomeMiss$108.83 mln$118.56 mln (6 Analysts)
    Q4 Pretax ProfitMiss$99.04 mln$110.10 mln (6 Analysts)
    

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "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 44.6% above its February 25 closing price of $41.48

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 19 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)

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