Tran Capital Management L.P. Decreases Stake in Accenture PLC $ACN

Tran Capital Management L.P. cut its position in Accenture PLC (NYSE:ACN) by 43.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,708 shares of the information technology services provider’s stock after selling 5,241 shares during the period. Tran Capital Management L.P.’s holdings in Accenture were worth $1,654,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its position in shares of Accenture by 36.2% during the 4th quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider’s stock worth $6,486,000 after acquiring an additional 4,905 shares in the last quarter. SCS Capital Management LLC acquired a new stake in shares of Accenture during the 1st quarter worth about $1,827,000. Advisory Alpha LLC lifted its stake in Accenture by 15.7% during the first quarter. Advisory Alpha LLC now owns 1,778 shares of the information technology services provider’s stock worth $555,000 after purchasing an additional 241 shares during the last quarter. SageView Advisory Group LLC increased its stake in Accenture by 12.6% in the first quarter. SageView Advisory Group LLC now owns 2,736 shares of the information technology services provider’s stock valued at $854,000 after purchasing an additional 307 shares during the last quarter. Finally, Ilmarinen Mutual Pension Insurance Co raised its holdings in Accenture by 7.9% during the first quarter. Ilmarinen Mutual Pension Insurance Co now owns 102,500 shares of the information technology services provider’s stock worth $31,984,000 after purchasing an additional 7,500 shares in the last quarter. 75.14% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. TD Cowen upped their target price on shares of Accenture from $295.00 to $300.00 and gave the company a “buy” rating in a report on Friday, December 19th. UBS Group reissued a “buy” rating on shares of Accenture in a research report on Wednesday. Evercore ISI reaffirmed an “outperform” rating and set a $300.00 price objective on shares of Accenture in a report on Thursday, December 18th. Rothschild & Co Redburn boosted their price objective on Accenture from $205.00 to $210.00 and gave the company a “neutral” rating in a research note on Monday. Finally, Robert W. Baird cut their target price on shares of Accenture from $350.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, September 26th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $295.84.

Accenture Trading Down 0.7%

NYSE:ACN opened at $274.00 on Thursday. Accenture PLC has a 12-month low of $229.40 and a 12-month high of $398.35. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.16. The stock’s 50 day simple moving average is $259.04 and its 200-day simple moving average is $259.82. The firm has a market cap of $168.68 billion, a P/E ratio of 22.64, a PEG ratio of 2.66 and a beta of 1.25.

Accenture (NYSE:ACN) last posted 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. The firm had revenue of $18.74 billion for the quarter, compared to analyst estimates of $18.51 billion. Accenture had a net margin of 10.76% and a return on equity of 26.65%. Accenture’s quarterly revenue was up 5.7% on a year-over-year basis. During the same period last year, the firm posted $3.59 EPS. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Equities analysts anticipate that Accenture PLC will post 12.73 EPS for the current year.

Accenture Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Tuesday, January 13th will be issued a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, January 13th. Accenture’s dividend payout ratio is currently 53.88%.

Accenture News Summary

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

Insider Transactions at Accenture

In other Accenture news, 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 owned 1,390 shares of the company’s stock, valued at approximately $346,763.30. The trade was a 64.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Joel Unruch sold 1,332 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $275.00, for a total value of $366,300.00. Following the transaction, the general counsel directly owned 28,207 shares in the company, valued at $7,756,925. This represents a 4.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 35,151 shares of company stock valued at $8,841,525 over the last 90 days. 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.