Accenture PLC $ACN Stake Lessened by Calydon Capital

Calydon Capital decreased its holdings in shares of Accenture PLC (NYSE:ACN) by 69.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,861 shares of the information technology services provider’s stock after selling 4,192 shares during the quarter. Calydon Capital’s holdings in Accenture were worth $459,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in shares of Accenture by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock valued at $19,466,641,000 after acquiring an additional 1,315,548 shares in the last quarter. State Street Corp increased its holdings in shares of Accenture by 1.2% during the 2nd quarter. State Street Corp now owns 28,016,605 shares of the information technology services provider’s stock valued at $8,373,925,000 after acquiring an additional 326,979 shares during the last quarter. Capital International Investors lifted its stake in shares of Accenture by 41.1% in the third quarter. Capital International Investors now owns 17,128,134 shares of the information technology services provider’s stock worth $4,223,839,000 after buying an additional 4,984,930 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position in Accenture by 12.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 10,147,796 shares of the information technology services provider’s stock worth $2,502,446,000 after acquiring an additional 1,148,970 shares during the last quarter. Finally, Sanders Capital LLC boosted its stake in Accenture by 9.0% during the 3rd quarter. Sanders Capital LLC now owns 9,615,366 shares of the information technology services provider’s stock valued at $2,371,149,000 after purchasing an additional 790,580 shares during the period. 75.14% of the stock is owned by hedge funds and other institutional investors.

Key Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Udacity (part of Accenture) launched an accredited MBA program aimed at training AI product leaders — a revenue/brand-positive move that strengthens Accenture’s talent pipeline and positioning in AI services. Udacity, Part of Accenture, Launches Accredited MBA to Train the Next Generation of AI Product Leaders
• Positive Sentiment: Investor research argues Accenture is well-placed to benefit from AI implementation contracts, highlighting upside from rising enterprise AI spend — a bullish narrative for medium-term revenue growth. Accenture (ACN) is Poised to Benefit from AI Implementation Contracts
• Positive Sentiment: Accenture expanded its Google Cloud partnership to help clients strengthen cloud security — a direct revenue-opportunity in managed security and cloud transformation services. Accenture Helps Organizations Strengthen Cloud Security with Google Cloud
• Positive Sentiment: A Seeking Alpha piece argues Accenture may be undervalued after prior overvaluation, presenting a valuation-based bullish case for long-term investors. Accenture: Undervalued After Years Of Overvaluation
• Neutral Sentiment: Zacks previews Accenture’s upcoming earnings and suggests the company may not have the setup for an earnings beat, signaling investor caution into the report. Accenture (ACN) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Reminder: Accenture is projected to post quarterly earnings this week, a scheduled catalyst that could swing the stock depending on guidance and margins. Accenture (ACN) Projected to Post Earnings on Thursday
• Negative Sentiment: Truist cut its price target on ACN to $260 (from $317) and warned of pressure on long-term estimates after its enterprise-AI checks — the downgrade dampens sentiment despite a maintained Buy rating. Truist Financial Cuts Accenture (NYSE:ACN) Price Target to $260.00 Truist Lowers Accenture (ACN) Target to $260, Warns of Pressure on Long-Term Estimates
• Negative Sentiment: Guggenheim lowered its price target on Accenture to $275, adding to analyst-driven downward pressure on the stock in the run-up to earnings. Guggenheim Lowers Accenture (NYSE:ACN) Price Target to $275.00

Insiders Place Their Bets

In other news, CEO John F. Walsh sold 3,986 shares of the company’s stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $276.38, for a total value of $1,101,650.68. Following the completion of the transaction, the chief executive officer owned 27,221 shares in the company, valued at $7,523,339.98. This represents a 12.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Joel Unruch sold 1,026 shares of the company’s stock in a transaction on Friday, January 23rd. The stock was sold at an average price of $281.70, for a total transaction of $289,024.20. Following the completion of the transaction, the general counsel directly owned 27,181 shares of the company’s stock, valued at approximately $7,656,887.70. The trade was a 3.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 22,088 shares of company stock worth $5,970,434 over the last 90 days. 0.02% of the stock is currently owned by corporate insiders.

Accenture Trading Up 0.2%

ACN opened at $196.41 on Monday. Accenture PLC has a 1-year low of $188.73 and a 1-year high of $326.73. The stock has a market capitalization of $120.91 billion, a PE ratio of 16.23, a PEG ratio of 1.87 and a beta of 1.28. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.16. The firm has a 50-day moving average price of $241.97 and a two-hundred day moving average price of $248.67.

Accenture (NYSE:ACN) last announced its quarterly earnings data on Thursday, December 18th. The information technology services provider reported $3.94 EPS for the quarter, beating analysts’ consensus estimates of $3.73 by $0.21. The firm had revenue of $18.74 billion for the quarter, compared to analyst estimates of $18.51 billion. Accenture had a return on equity of 26.65% and a net margin of 10.76%.The business’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same period last year, the company earned $3.59 EPS. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. As a group, equities analysts anticipate that Accenture PLC will post 12.73 earnings per share for the current fiscal year.

Accenture Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th were paid a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s dividend payout ratio is presently 53.88%.

Analyst Ratings Changes

A number of research firms recently weighed in on ACN. Berenberg Bank started coverage on Accenture in a research report on Thursday, January 22nd. They set a “buy” rating and a $313.00 target price on the stock. Citigroup dropped their price target on shares of Accenture from $266.00 to $215.00 and set a “neutral” rating for the company in a research report on Wednesday, February 25th. BMO Capital Markets reiterated a “market perform” rating and issued a $300.00 price objective on shares of Accenture in a research note on Thursday, December 18th. Rothschild & Co Redburn raised their target price on Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Finally, Wells Fargo & Company upped their price target on Accenture from $251.00 to $275.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 14th. Sixteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $288.35.

Accenture Company Profile

Accenture is a global professional services company that provides a broad range of services and solutions in strategy, consulting, digital, technology and operations. The firm works with organizations across industries to design and implement business transformation programs, deploy and manage enterprise technology, optimize operations, and develop customer and digital experiences. Its offerings encompass management and technology consulting, systems integration, application and infrastructure services, cloud migration and managed services, as well as security and analytics capabilities.

The company delivers industry- and function-specific solutions, combining consulting expertise with proprietary tools, platforms and partnerships with major technology vendors.