ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million

A Motley Fool report notes Aristotle Capital Boston cut its stake in ACI Worldwide (per a May 15, 2026 SEC filing), selling 105,810 shares in Q1 in a trade valued at about $4.44 million. The article highlights that ACI shares have materially underperformed the S&P 500 (trailing by roughly 40 percentage points) despite improving fundamentals—Q1 revenue rose 8% to $426M and adjusted EBITDA climbed 12% to $105M—and a $65M buyback with ~$391M remaining authorization. The filing and underperformance suggest some institutional reallocation away from ACI toward faster-growing fintech/AI areas, a dynamic that can pressure the stock even as the business shows operational progress. Market impact: the sale is a modest institutional outflow for ACI but underscores investor caution and contributes to relative weakness versus the broader US SP 500 index.