Seilern Investment Management Ltd Has $49.08 Million Holdings in Accenture PLC $ACN

Seilern Investment Management Ltd cut its position in shares of Accenture PLC (NYSE:ACN) by 7.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 199,022 shares of the information technology services provider’s stock after selling 15,041 shares during the period. Accenture comprises 3.6% of Seilern Investment Management Ltd’s holdings, making the stock its 15th largest position. Seilern Investment Management Ltd’s holdings in Accenture were worth $49,079,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in ACN. Vanguard Group Inc. boosted its stake in Accenture by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock worth $19,466,641,000 after purchasing an additional 1,315,548 shares during the period. State Street Corp lifted its holdings in shares of Accenture by 1.2% in the second 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 purchasing an additional 326,979 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Accenture by 1.1% during the second quarter. Geode Capital Management LLC now owns 14,042,843 shares of the information technology services provider’s stock valued at $4,182,331,000 after buying an additional 147,931 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in Accenture by 0.6% during the second quarter. Massachusetts Financial Services Co. MA now owns 8,998,826 shares of the information technology services provider’s stock valued at $2,689,659,000 after buying an additional 56,108 shares during the period. Finally, Sanders Capital LLC purchased a new stake in Accenture in the 2nd quarter worth about $2,637,640,000. Institutional investors and hedge funds own 75.14% of the company’s stock.

Insider Transactions at Accenture

In other Accenture news, CEO Julie Spellman Sweet sold 9,000 shares of the firm’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 value of $2,246,130.00. Following the completion of the sale, the chief executive officer owned 23,516 shares in the company, valued at approximately $5,868,888.12. This trade represents a 27.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ryoji Sekido sold 2,500 shares of Accenture stock in a transaction that occurred on Wednesday, October 22nd. The stock was sold at an average price of $249.47, for a total value of $623,675.00. Following the sale, the chief executive officer directly owned 1,390 shares in the company, valued at $346,763.30. The trade was a 64.27% 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 company insiders.

Accenture Price Performance

Shares of NYSE:ACN opened at $272.57 on Monday. The company has a market cap of $179.48 billion, a price-to-earnings ratio of 22.53, a PEG ratio of 2.65 and a beta of 1.26. The business has a 50 day moving average price of $252.81 and a 200 day moving average price of $263.33. The company has a quick ratio of 1.42, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. Accenture PLC has a twelve month low of $229.40 and a twelve month high of $398.35.

Accenture (NYSE:ACN) last issued its quarterly earnings results on Thursday, December 18th. The information technology services provider reported $3.94 EPS for the quarter, topping analysts’ consensus estimates of $3.73 by $0.21. The company had revenue of $18.74 billion during 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 company’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same period in the previous year, the company earned $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Research analysts predict that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th will be given a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, January 13th. Accenture’s dividend payout ratio (DPR) is currently 53.88%.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft upped their target price on Accenture from $235.00 to $265.00 and gave the company a “hold” rating in a report on Wednesday, December 10th. TD Cowen upped their price objective on shares of Accenture from $295.00 to $300.00 and gave the company a “buy” rating in a research note on Friday. BNP Paribas Exane cut their price target on Accenture from $300.00 to $255.00 and set a “neutral” rating for the company in a research note on Wednesday, September 24th. Guggenheim lifted their price objective on shares of Accenture from $285.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Finally, Cowen reissued a “buy” rating on shares of Accenture in a research note on Friday, September 26th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $298.29.

Key Accenture News

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

About Accenture

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.