Accenture PLC $ACN Stock Holdings Increased by L. Roy Papp & Associates LLP

L. Roy Papp & Associates LLP raised its stake in Accenture PLC (NYSE:ACN) by 2.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 113,108 shares of the information technology services provider’s stock after buying an additional 2,362 shares during the quarter. Accenture comprises about 3.1% of L. Roy Papp & Associates LLP’s portfolio, making the stock its 7th biggest holding. L. Roy Papp & Associates LLP’s holdings in Accenture were worth $27,892,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in ACN. Aprio Wealth Management LLC lifted its holdings in shares of Accenture by 2.1% in the 1st quarter. Aprio Wealth Management LLC now owns 1,640 shares of the information technology services provider’s stock worth $512,000 after acquiring an additional 33 shares during the last quarter. Texas Bank & Trust Co lifted its stake in Accenture by 0.4% during the first quarter. Texas Bank & Trust Co now owns 8,181 shares of the information technology services provider’s stock worth $2,553,000 after purchasing an additional 35 shares in the last quarter. Norway Savings Bank lifted its stake in Accenture by 0.9% during the second quarter. Norway Savings Bank now owns 4,123 shares of the information technology services provider’s stock worth $1,232,000 after purchasing an additional 36 shares in the last quarter. Firethorn Wealth Partners LLC grew its stake in shares of Accenture by 4.4% in the second quarter. Firethorn Wealth Partners LLC now owns 854 shares of the information technology services provider’s stock valued at $255,000 after buying an additional 36 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC raised its holdings in shares of Accenture by 0.8% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 4,902 shares of the information technology services provider’s stock valued at $1,465,000 after buying an additional 38 shares during the period. 75.14% of the stock is owned by hedge funds and other institutional investors.

Accenture Trading Up 1.0%

NYSE ACN opened at $272.57 on Friday. Accenture PLC has a 52 week low of $229.40 and a 52 week high of $398.35. The firm has a 50 day moving average of $252.81 and a two-hundred day moving average of $264.05. The company has a quick ratio of 1.42, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $179.48 billion, a PE ratio of 22.53, a price-to-earnings-growth ratio of 2.63 and a beta of 1.26.

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

Accenture Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th will be given a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, January 13th. Accenture’s dividend payout ratio is currently 53.66%.

Insider Activity

In other Accenture news, insider Manish Sharma sold 6,902 shares of the firm’s stock in a transaction that occurred on Wednesday, October 22nd. The shares were sold at an average price of $250.01, for a total transaction of $1,725,569.02. Following the sale, the insider owned 1,860 shares of the company’s stock, valued at approximately $465,018.60. This trade represents a 78.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Julie Spellman Sweet sold 9,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 22nd. The stock was sold at an average price of $249.57, for a total transaction of $2,246,130.00. Following the sale, the chief executive officer owned 23,516 shares of the company’s stock, valued at $5,868,888.12. This represents a 27.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 33,319 shares of company stock worth $8,335,225. 0.02% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Morgan Stanley lowered their target price on Accenture from $325.00 to $271.00 and set an “equal weight” rating for the company in a report on Tuesday, September 9th. Evercore ISI reissued an “outperform” rating and issued a $300.00 price objective on shares of Accenture in a research note on Thursday. Susquehanna upped their target price on shares of Accenture from $270.00 to $277.00 and gave the stock a “neutral” rating in a research note on Friday. Citigroup upgraded shares of Accenture to a “hold” rating in a report on Thursday, October 23rd. Finally, BNP Paribas Exane dropped their price target on shares of Accenture from $300.00 to $255.00 and set a “neutral” rating for the company in a research note on Wednesday, September 24th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $298.29.

Accenture News Summary

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Beat on revenue and earnings; bookings strength. Accenture reported Q1 FY2026 revenue (~$18.7B) and EPS that topped consensus, and management said bookings rose in the double‑digits — a core reason analysts cite for confidence. Accenture Reports First-Quarter Fiscal 2026 Results
• Positive Sentiment: AI momentum and client adoption. Management said roughly 100 incremental clients started AI projects over nine quarters and emphasized AI bookings as a growth driver — a positive catalyst for longer‑term revenue mix and margins. Accenture’s AI Momentum Impresses Analysts Despite Early-Stage Rollouts
• Positive Sentiment: Strategic government/AI partnerships. Accenture Federal Services announced work with the U.S. Department of Energy’s Genesis Mission — a high‑profile AI initiative that can expand federal revenue and credibility in cutting‑edge AI services. Accenture Partners With U.S. Department of Energy
• Positive Sentiment: Dividend and cash flow strength. Company declared a quarterly dividend ($1.63 per share) and reported stronger operating cash flow, supporting shareholder returns and the balance sheet. (Dividend announcement included in company filings.)
• Positive Sentiment: Institutional endorsement. The Aoris International Fund flagged a positive outlook on Accenture in its investor letter, signaling continued institutional interest. Aoris International Fund Has a Positive Outlook on Accenture
• Neutral Sentiment: Analyst moves are mixed. TD Cowen raised its target to $300 (buy), Susquehanna nudged its target to $277 (neutral). These adjustments show differing views on upside but don’t move consensus decisively. TD Cowen Adjusts Price Target Susquehanna Adjusts Price Target
• Negative Sentiment: Near‑term revenue guidance disappointed some. Management’s Q2 revenue range and FY revenue midpoint were viewed as slightly conservative versus Street expectations, prompting profit‑taking despite the beat. Accenture dips despite Q1 beat, Q2 revenue outlook below estimates
• Negative Sentiment: Mixed investor concerns about AI’s long‑term impact and recent stock weakness. Some commentaries point to investor worry over how AI changes demand dynamics and note ACN’s price has pulled back from earlier highs — factors that can amplify volatility. Accenture stock price dropped after earnings

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.