Compass Capital Management Inc. Acquires 5,927 Shares of Accenture PLC $ACN

Compass Capital Management Inc. lifted its holdings in shares of Accenture PLC (NYSE:ACN) by 2.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 228,461 shares of the information technology services provider’s stock after purchasing an additional 5,927 shares during the quarter. Accenture accounts for about 2.7% of Compass Capital Management Inc.’s portfolio, making the stock its 23rd biggest position. Compass Capital Management Inc.’s holdings in Accenture were worth $45,302,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Triumph Capital Management bought a new stake in Accenture during the 3rd quarter worth approximately $26,000. Laurel Wealth Advisors LLC bought a new position in Accenture in the fourth quarter valued at approximately $27,000. McMillan Office Inc. acquired a new position in shares of Accenture in the fourth quarter valued at approximately $27,000. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Accenture during the fourth quarter worth $27,000. Finally, Private Wealth Management Group LLC increased its position in shares of Accenture by 96.4% during the fourth quarter. Private Wealth Management Group LLC now owns 108 shares of the information technology services provider’s stock worth $29,000 after acquiring an additional 53 shares in the last quarter. 75.14% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Accenture news, General Counsel Joel Unruch sold 10,498 shares of the firm’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $162.98, for a total value of $1,710,964.04. Following the completion of the transaction, the general counsel directly owned 17,735 shares in the company, valued at $2,890,450.30. This trade represents a 37.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.02% of the stock is currently owned by corporate insiders.

Accenture Stock Up 1.9%

Shares of ACN stock opened at $166.34 on Friday. The firm’s fifty day moving average price is $152.56 and its two-hundred day moving average price is $191.12. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.15. Accenture PLC has a 1 year low of $118.15 and a 1 year high of $291.09. The firm has a market capitalization of $111.08 billion, a P/E ratio of 13.29, a PEG ratio of 1.69 and a beta of 1.13.

Accenture (NYSE:ACN) last posted its quarterly earnings data on Thursday, June 18th. The information technology services provider reported $3.80 EPS for the quarter, topping analysts’ consensus estimates of $3.70 by $0.10. The company had revenue of $18.72 billion during the quarter, compared to the consensus estimate of $18.78 billion. Accenture had a net margin of 10.66% and a return on equity of 26.47%. The company’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the prior year, the business posted $3.49 EPS. Accenture has set its FY 2026 guidance at 13.780-13.900 EPS. On average, equities analysts predict that Accenture PLC will post 13.85 EPS for the current fiscal year.

Accenture announced that its board has approved a stock repurchase plan on Tuesday, June 23rd that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the information technology services provider to reacquire up to 2.4% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

Accenture Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Thursday, July 9th will be given a dividend of $1.63 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $6.52 annualized dividend and a yield of 3.9%. Accenture’s dividend payout ratio is 52.08%.

Accenture News Summary

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: UniCredit digital-transformation deal: Accenture and IBM are collaborating with UniCredit to build a next-generation European banking platform. The project reinforces Accenture’s position in large, strategic technology-transformation contracts and could support future bookings and revenue. UniCredit, Accenture and IBM Collaborate to Build Europe’s Next-Generation Banking Platform
• Positive Sentiment: AI strategy remains a potential catalyst: Coverage highlighted Accenture’s investments in artificial intelligence and its Edge business as opportunities to capture demand for AI implementation and enterprise modernization. Successful execution could improve growth prospects and sentiment toward the stock. Why Is Accenture Strengthening Its AI Strategy?
• Positive Sentiment: Deeply discounted valuation: Analysts noted that ACN trades at roughly 12 times fiscal 2026 earnings following a steep decline, with an approximately 4% dividend yield. The valuation has prompted cautious views that the market may be pricing in more permanent business damage than ultimately occurs. ACN Got Cheaper. The Business Did Not Get Worse
• Neutral Sentiment: Insider selling disclosed: General Counsel Joel Unruch sold 10,498 shares for about $1.7 million, reducing his holdings by 37.2%. Because the transaction was executed under a pre-arranged Rule 10b5-1 plan, it offers limited insight into current management expectations. Accenture Insider Trading Filing
• Negative Sentiment: Execution concerns remain: Accenture’s organic growth is weak and bookings have declined, while Capgemini’s stronger performance suggests that some of ACN’s pressure may reflect company-specific execution issues rather than industry conditions. AI initiatives are promising, but their ability to scale and expand margins remains unproven. Accenture: The Market Is Pricing In Too Much Permanent Damage

Wall Street Analyst Weigh In

ACN has been the topic of several research reports. HSBC cut their price objective on shares of Accenture from $220.00 to $210.00 and set a “hold” rating on the stock in a research report on Tuesday, April 14th. BNP Paribas Exane dropped their price target on Accenture from $180.00 to $130.00 and set a “neutral” rating on the stock in a research note on Friday, June 26th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $136.00 price target on shares of Accenture in a report on Friday, July 10th. Morgan Stanley reduced their price objective on Accenture from $177.00 to $130.00 and set an “equal weight” rating for the company in a research report on Monday, June 22nd. Finally, Royal Bank Of Canada dropped their target price on Accenture from $253.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, June 22nd. Twelve equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $192.96.

Accenture 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.