Aquatic Capital Management LLC Acquires 94,225 Shares of Accenture PLC $ACN

Aquatic Capital Management LLC raised its stake in shares of Accenture PLC (NYSE:ACN) by 152.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 155,843 shares of the information technology services provider’s stock after purchasing an additional 94,225 shares during the quarter. Accenture accounts for 0.7% of Aquatic Capital Management LLC’s portfolio, making the stock its 21st largest holding. Aquatic Capital Management LLC’s holdings in Accenture were worth $38,431,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Sanders Capital LLC acquired a new position in Accenture during the second quarter worth $2,637,640,000. Norges Bank bought a new position in shares of Accenture during the second quarter valued at $2,216,850,000. Capital International Investors grew its holdings in shares of Accenture by 41.1% in the 3rd quarter. Capital International Investors now owns 17,128,134 shares of the information technology services provider’s stock worth $4,223,839,000 after purchasing an additional 4,984,930 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of 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 last quarter. Finally, Massachusetts Financial Services Co. MA increased its position in shares of Accenture by 12.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 10,147,796 shares of the information technology services provider’s stock worth $2,502,446,000 after purchasing an additional 1,148,970 shares in the last quarter. 75.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on ACN shares. HSBC raised their price objective on shares of Accenture from $215.00 to $235.00 in a report on Friday, December 19th. Wolfe Research increased their price target on Accenture from $300.00 to $330.00 and gave the stock an “outperform” rating in a research report on Thursday, December 11th. Piper Sandler set a $282.00 price objective on Accenture in a research report on Thursday, March 5th. Rothschild & Co Redburn boosted their price objective on Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a research note on Monday, January 5th. Finally, UBS Group cut Accenture from a “buy” rating to a “hold” rating in a report on Thursday, January 22nd. Sixteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $288.35.

Accenture Stock Up 0.2%

NYSE ACN opened at $196.41 on Friday. The stock has a market capitalization of $120.91 billion, a P/E ratio of 16.23, a price-to-earnings-growth ratio of 1.87 and a beta of 1.27. Accenture PLC has a 52 week low of $188.73 and a 52 week high of $326.73. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.41 and a current ratio of 1.41. The stock has a fifty day moving average of $241.97 and a 200-day moving average of $248.73.

Accenture (NYSE:ACN) last announced its quarterly earnings data 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 firm 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 revenue was up 5.7% on a year-over-year basis. During the same period last year, the company earned $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, equities research analysts forecast that Accenture PLC will post 12.73 EPS for the current year.

Accenture Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Tuesday, January 13th were paid a dividend of $1.63 per share. The ex-dividend date of this dividend was Tuesday, January 13th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.3%. Accenture’s payout ratio is 53.88%.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Udacity (part of Accenture) launched an accredited MBA program aimed at training AI product leaders — a revenue/brand-positive move that strengthens Accenture’s talent pipeline and positioning in AI services. Udacity, Part of Accenture, Launches Accredited MBA to Train the Next Generation of AI Product Leaders
• Positive Sentiment: Investor research argues Accenture is well-placed to benefit from AI implementation contracts, highlighting upside from rising enterprise AI spend — a bullish narrative for medium-term revenue growth. Accenture (ACN) is Poised to Benefit from AI Implementation Contracts
• Positive Sentiment: Accenture expanded its Google Cloud partnership to help clients strengthen cloud security — a direct revenue-opportunity in managed security and cloud transformation services. Accenture Helps Organizations Strengthen Cloud Security with Google Cloud
• Positive Sentiment: A Seeking Alpha piece argues Accenture may be undervalued after prior overvaluation, presenting a valuation-based bullish case for long-term investors. Accenture: Undervalued After Years Of Overvaluation
• Neutral Sentiment: Zacks previews Accenture’s upcoming earnings and suggests the company may not have the setup for an earnings beat, signaling investor caution into the report. Accenture (ACN) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Reminder: Accenture is projected to post quarterly earnings this week, a scheduled catalyst that could swing the stock depending on guidance and margins. Accenture (ACN) Projected to Post Earnings on Thursday
• Negative Sentiment: Truist cut its price target on ACN to $260 (from $317) and warned of pressure on long-term estimates after its enterprise-AI checks — the downgrade dampens sentiment despite a maintained Buy rating. Truist Financial Cuts Accenture (NYSE:ACN) Price Target to $260.00 Truist Lowers Accenture (ACN) Target to $260, Warns of Pressure on Long-Term Estimates
• Negative Sentiment: Guggenheim lowered its price target on Accenture to $275, adding to analyst-driven downward pressure on the stock in the run-up to earnings. Guggenheim Lowers Accenture (NYSE:ACN) Price Target to $275.00

Insiders Place Their Bets

In other Accenture news, CAO Melissa A. Burgum sold 3,588 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $281.01, for a total value of $1,008,263.88. Following the transaction, the chief accounting officer owned 8,179 shares of the company’s stock, valued at approximately $2,298,380.79. This represents a 30.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, General Counsel Joel Unruch sold 1,026 shares of the stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $281.70, for a total transaction of $289,024.20. Following the completion of the sale, the general counsel owned 27,181 shares in the company, valued at $7,656,887.70. This represents a 3.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 22,088 shares of company stock valued at $5,970,434 in the last ninety days. 0.02% of the stock is currently owned by insiders.

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.