Lombard Odier Asset Management Europe Ltd Has $4.10 Million Position in Accenture PLC $ACN

Lombard Odier Asset Management Europe Ltd raised its position in Accenture PLC (NYSE:ACN) by 27.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,673 shares of the information technology services provider’s stock after buying an additional 4,423 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in Accenture were worth $4,099,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Pine Valley Investments Ltd Liability Co raised its stake in Accenture by 0.7% during the first quarter. Pine Valley Investments Ltd Liability Co now owns 15,516 shares of the information technology services provider’s stock worth $3,077,000 after acquiring an additional 102 shares in the last quarter. Farmers National Bank increased its holdings in Accenture by 6.0% in the first quarter. Farmers National Bank now owns 22,580 shares of the information technology services provider’s stock valued at $4,477,000 after purchasing an additional 1,270 shares during the period. Financial Solutions Advisory Group Inc. bought a new position in shares of Accenture during the first quarter worth about $939,000. Ipsen Advisor Group LLC lifted its stake in shares of Accenture by 12.9% in the first quarter. Ipsen Advisor Group LLC now owns 2,352 shares of the information technology services provider’s stock worth $466,000 after acquiring an additional 269 shares during the period. Finally, Asset Dedication LLC boosted its holdings in Accenture by 139.8% in the first quarter. Asset Dedication LLC now owns 2,755 shares of the information technology services provider’s stock valued at $546,000 after acquiring an additional 1,606 shares during the last quarter. 75.14% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ACN has been the topic of several analyst reports. Mizuho cut their target price on Accenture from $280.00 to $226.00 and set an “outperform” rating on the stock in a research report on Tuesday, June 23rd. Wolfe Research reissued an “outperform” rating and set a $200.00 target price on shares of Accenture in a research report on Tuesday, June 16th. Guggenheim lowered their price target on shares of Accenture from $225.00 to $185.00 and set a “buy” rating on the stock in a report on Monday, June 22nd. Susquehanna dropped their price objective on Accenture from $186.00 to $140.00 and set a “neutral” rating on the stock in a research note on Monday, June 22nd. Finally, Oppenheimer set a $201.00 price objective on Accenture in a report on Monday, June 8th. Twelve analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Accenture has an average rating of “Hold” and a consensus target price of $192.96.

Accenture Price Performance

Shares of NYSE:ACN opened at $166.34 on Monday. The business has a fifty day moving average price of $152.56 and a 200-day moving average price of $190.48. The company has a market capitalization of $111.08 billion, a PE ratio of 13.29, a PEG ratio of 1.72 and a beta of 1.13. Accenture PLC has a 1-year low of $118.15 and a 1-year high of $291.09. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.34 and a quick ratio of 1.34.

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

Accenture Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 9th will be given a dividend of $1.63 per share. The ex-dividend date is Thursday, July 9th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.9%. Accenture’s dividend payout ratio (DPR) is presently 52.08%.

Accenture announced that its Board of Directors has authorized a stock buyback program on Tuesday, June 23rd that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the information technology services provider to purchase up to 2.4% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.

Key Stories Impacting Accenture

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

Insider Activity

In related news, General Counsel Joel Unruch sold 10,498 shares of the business’s stock in a transaction dated 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 sale, the general counsel directly owned 17,735 shares in the company, valued at approximately $2,890,450.30. The trade was a 37.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.02% of the company’s stock.

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.