ACI Worldwide Explores $1.5B Sale of Billing Unit to Sharpen Focus on Payments
ACIW sits 55% above its 52-week low of $38.055.
Summary
ACI Worldwide is exploring a sale of its billing division, which could fetch around $1.5 billion based on 10-12x its 2025 adjusted EBITDA of $141 million. The unit generated $818 million in revenue last year and serves large clients like the IRS and Blue Cross Blue Shield. A divestiture would leave ACI as a pure-play payments software company, following last year's consolidation of its banking and merchant segments. The process is in early stages with private equity firms showing interest, though no deal is certain. This move could unlock significant value and sharpen strategic focus, aligning with strong investor appetite for recurring-revenue fintech assets.
At the time of this announcement, ACIW was trading at $58.91 on NASDAQ in the Technology sector, with a market capitalization of approximately $6B. The 52-week trading range was $38.05 to $59.69. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.