The insider buying is too small to move the stock but signals C-suite confidence after a 20%+ post-earnings decline. Monitor for additional insider purchases or a 13D filing; the next catalyst is likely the Q2 report in October. The poor historical track record of bullish calls on ACI (13% win rate at T+20) argues against reading this as a strong buy signal.
Price Chart
Executive Summary
CEO Susan Morris and EVP Thomas Moriarty made open-market purchases totaling $2.19M over two days, following a bearish Q1 earnings report that missed EPS consensus and slashed full-year guidance. The buying represents only ~0.04% of ACI's $6.0B market cap, making it a trivial signal in absolute terms, though the C-suite participation after a steep sell-off may indicate perceived undervaluation.
Key Financial Metrics
Key Facts
- CEO Susan Morris purchased 39,409 shares at ~$11.42 avg ($450K total) on July 28.
- EVP Thomas Moriarty purchased 170,500 shares at $11.51 ($1.96M) on July 27.
- Total insider buying of $2.19M is ~0.04% of ACI's $6.0B market cap.
- Purchases occurred 7 days after ACI reported Q1 FY2026 adjusted EPS of $0.42 vs $0.54 consensus and cut FY2026 Adjusted EBITDA guidance to $3.55-3.625B.
Financial Impact
Insider purchases of $2.19M represent a trivial fraction of market cap; no material financial impact.
Risk Factors
- Insider buying is tiny relative to market cap and may be routine portfolio rebalancing.
- Q1 earnings miss and guidance cut suggest ongoing operational headwinds (deflating identical sales, pharmacy IRA impact).
- Historical performance on ACI shows negative average alpha at T+20 (-4.25% vs SPY) and low win rate.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ACI-1785416498674 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 3 | $12.08 $12.35 | ▲ +2.24% | ▲ +2.46% | $11.75 (−2.73%) |
Sep 9, 2026 23d ago | 8-K | $11.85 $12.82 | ▲ +8.14% | ▲ +8.48% | $11.75 (−0.84%) |
Aug 26, 2026 5w ago | Court Ruling | $12.40 $12.48 | ▼ −0.65% | ▼ −0.77% | $11.75 (+5.24%) |
Aug 12, 2026 7w ago | Institutional Cluster | $12.01 $12.12 | ▼ −0.92% | ▼ −1.36% | $11.75 (+2.16%) |
Aug 11, 2026 7w ago | Court Ruling | $12.25 $12.21 | ▼ −0.33% | ▲ +0.08% | $11.75 (−4.08%) |
Aug 3, 2026 8w ago | Insider Cluster | $12.07 $12.25 | ▲ +1.49% | ▲ +1.59% | $11.75 (−2.65%) |
Jul 30, 2026 9w ago | Insider Cluster | $11.60 $12.08 | ▲ +4.14% | ▲ +0.52% | $11.75 (+1.29%) |
Jul 23, 2026 10w ago | 8-K | $11.44 $11.60 | ▼ −1.40% | ▼ −0.92% | $11.75 (−2.71%) |
Jul 23, 2026 10w ago | 8-K | $11.44 $11.60 | ▲ +1.40% | ▲ +0.92% | $11.75 (+2.71%) |
Jul 9, 2026 12w ago | Court Ruling | $14.34 $15.02 | ▲ +4.74% | ▲ +4.87% | $11.75 (−18.06%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access