Lecap Asset Management Ltd. Takes Position in Accenture PLC $ACN

Lecap Asset Management Ltd. acquired a new stake in Accenture PLC (NYSE:ACN) in the third quarter, Holdings Channel.com reports. The firm acquired 6,127 shares of the information technology services provider’s stock, valued at approximately $1,511,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ACN. Investors Research Corp grew its position in shares of Accenture by 73.8% during the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 45 shares in the last quarter. Harbor Capital Advisors Inc. grew its position in Accenture by 132.6% during the third quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider’s stock worth $26,000 after buying an additional 61 shares in the last quarter. Davis Capital Management bought a new position in Accenture in the 3rd quarter worth about $28,000. Elevation Wealth Partners LLC raised its holdings in shares of Accenture by 146.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 123 shares of the information technology services provider’s stock valued at $30,000 after acquiring an additional 73 shares in the last quarter. Finally, Heartwood Wealth Advisors LLC bought a new stake in shares of Accenture during the 3rd quarter valued at about $32,000. Institutional investors own 75.14% of the company’s stock.

Insider Activity

In other news, CEO Mauro Macchi sold 500 shares of the stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $280.00, for a total transaction of $140,000.00. Following the completion of the sale, the chief executive officer directly owned 7,623 shares in the company, valued at approximately $2,134,440. This represents a 6.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Ryoji Sekido sold 2,500 shares of the 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 completion of the sale, the chief executive officer owned 1,390 shares of the company’s stock, valued at approximately $346,763.30. This trade represents a 64.27% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 35,151 shares of company stock valued at $8,841,525. 0.02% of the stock is owned by corporate insiders.

Accenture Price Performance

Shares of Accenture stock opened at $274.00 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.41 and a quick ratio of 1.41. Accenture PLC has a one year low of $229.40 and a one year high of $398.35. The business’s 50 day simple moving average is $259.04 and its two-hundred day simple moving average is $259.82. The stock has a market capitalization of $168.68 billion, a P/E ratio of 22.64, a price-to-earnings-growth ratio of 2.66 and a beta of 1.25.

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

Accenture Dividend Announcement

The company also recently disclosed 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. The ex-dividend date is Tuesday, January 13th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 2.4%. Accenture’s payout ratio is presently 53.88%.

Key Headlines Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Truist began coverage on ACN with a “buy” and $317 price target, giving the stock visible analyst backing and implying meaningful upside. Accenture (ACN) Has a New Rating from Truist Financial
• Positive Sentiment: Accenture agreed to acquire Faculty, an AI-native services/products firm — a deal that expands its GenAI capabilities and go‑to‑market for client AI transformations. This is a strategic revenue-growth catalyst. Accenture to Acquire Faculty to Scale AI Capabilities
• Positive Sentiment: Partnership with NTT DOCOMO GLOBAL to build Universal Wallet Infrastructure showcases Accenture’s positioning in large data-led, identity and digital‑trust initiatives — another strategic growth opportunity. NTT DOCOMO GLOBAL and Accenture Launch Universal Wallet Infrastructure
• Neutral Sentiment: Coverage and valuation pieces are taking stock of the AI M&A and partnerships — useful context for investors but not an immediate catalyst on their own. Assessing Accenture (ACN) Valuation After New AI Acquisition And Digital Trust Partnership
• Neutral Sentiment: Rothschild & Co Redburn adjusted its price target (low relative to the stock) and maintained neutral — a reminder that some analysts remain cautious about near‑term upside. Rothschild & Co Redburn adjusts PT
• Negative Sentiment: Coverage flagged softer public‑sector demand, which could pressure consulting revenue in the near term and weigh on sentiment for a material part of Accenture’s business. Is Softer Public-Sector Demand Undermining the Resilience of Accenture’s Consulting Engine?
• Negative Sentiment: Insider selling: CEO Mauro Macchi sold 500 shares and General Counsel Joel Unruch sold 1,332 shares in early January. Sizeable insiders remain invested, but these disclosed sales can create short‑term negative optics. SEC Filing – CEO Sale SEC Filing – GC Sale

Analyst Ratings Changes

A number of brokerages recently weighed in on ACN. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 target price on shares of Accenture in a research note on Thursday, December 18th. Weiss Ratings reissued a “hold (c-)” rating on shares of Accenture in a report on Wednesday, October 8th. JPMorgan Chase & Co. dropped their price objective on shares of Accenture from $302.00 to $290.00 and set an “overweight” rating for the company in a report on Friday, September 26th. Truist Financial started coverage on Accenture in a research note on Tuesday. They issued a “buy” rating and a $317.00 target price on the stock. Finally, Citigroup raised Accenture to a “hold” rating in a research note on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $295.84.

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.