Troy Asset Management Ltd Purchases 23,343 Shares of Accenture PLC $ACN

Troy Asset Management Ltd boosted its holdings in Accenture PLC (NYSE:ACN) by 42.1% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 78,822 shares of the information technology services provider’s stock after acquiring an additional 23,343 shares during the quarter. Accenture accounts for about 0.5% of Troy Asset Management Ltd’s investment portfolio, making the stock its 26th largest position. Troy Asset Management Ltd’s holdings in Accenture were worth $19,438,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of ACN. Brighton Jones LLC boosted its position in Accenture by 36.2% during the 4th quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider’s stock valued at $6,486,000 after buying an additional 4,905 shares during the period. Sivia Capital Partners LLC boosted its holdings in Accenture by 46.9% in the second quarter. Sivia Capital Partners LLC now owns 2,066 shares of the information technology services provider’s stock valued at $618,000 after acquiring an additional 660 shares in the last quarter. Harbour Investments Inc. raised its holdings in Accenture by 3.6% in the 2nd quarter. Harbour Investments Inc. now owns 1,274 shares of the information technology services provider’s stock worth $381,000 after purchasing an additional 44 shares in the last quarter. Empirical Asset Management LLC bought a new position in shares of Accenture in the 2nd quarter worth approximately $332,000. Finally, Nicholson Wealth Management Group LLC grew its stake in Accenture by 6.4% in the second quarter. Nicholson Wealth Management Group LLC now owns 4,560 shares of the information technology services provider’s stock worth $1,363,000 after purchasing an additional 276 shares during the period. Institutional investors own 75.14% of the company’s stock.

Analysts Set New Price Targets

ACN has been the topic of several analyst reports. Jefferies Financial Group upped their price objective on Accenture from $270.00 to $280.00 and gave the company a “hold” rating in a research report on Thursday, January 8th. BMO Capital Markets restated a “market perform” rating and set a $300.00 price objective on shares of Accenture in a research report on Thursday, December 18th. Evercore restated an “outperform” rating and issued a $300.00 price target on shares of Accenture in a research note on Thursday, December 18th. Wolfe Research upped their target price on shares of Accenture from $300.00 to $330.00 and gave the company an “outperform” rating in a report on Thursday, December 11th. Finally, Royal Bank Of Canada set a $300.00 price objective on Accenture in a research note on Thursday, December 18th. Sixteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $298.38.

Insiders Place Their Bets

In other news, CAO Melissa A. Burgum sold 3,588 shares of the company’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $281.01, for a total transaction of $1,008,263.88. Following the sale, 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 legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO John F. Walsh sold 3,986 shares of the firm’s stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $276.38, for a total transaction of $1,101,650.68. Following the transaction, the chief executive officer owned 27,221 shares in the company, valued at approximately $7,523,339.98. This trade represents a 12.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 22,088 shares of company stock valued at $5,970,434. 0.02% of the stock is owned by company insiders.

Key Stories Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Big institutional backing: Value investor Ruane Cunniff has boosted Accenture to a ~3.95% weight in a portfolio, signaling conviction from a respected long-term manager and potentially supporting demand for the shares. Ruane Cunniff stake article
• Positive Sentiment: Dividend continuity and a long increase streak: Accenture paid $1.63 per share (Feb 13) and has more than 20 years of consecutive annual dividend increases — a positive for income-focused investors and a sign of cash-generation discipline. Dividend coverage
• Neutral Sentiment: Analyst view is modestly favorable: Analysts give ACN an average “Moderate Buy” rating, which suggests cautious optimism but not a broad consensus of strong upside. This supports steady interest but may limit dramatic upgrades. Analyst rating article
• Neutral Sentiment: Value/opportunity debate after big pullback: Commentary notes ACN is down ~40.9% year-over-year, prompting arguments that the stock may be an attractive entry for value-oriented investors if growth and margins stabilize. That narrative can attract bargain hunters but depends on fundamentals and guidance. Opportunity article
• Negative Sentiment: Insider selling and a new 52-week low: The CEO recently sold about $1.46M of ACN stock, and reporting highlighted that the shares hit a new 52‑week low — developments that can spook some investors and amplify downside momentum. Insider selling article 52-week low article

Accenture Price Performance

Shares of Accenture stock opened at $224.03 on Friday. The business has a 50-day moving average price of $266.75 and a 200 day moving average price of $254.78. Accenture PLC has a twelve month low of $215.16 and a twelve month high of $392.02. The firm has a market cap of $137.92 billion, a PE ratio of 18.51, a P/E/G ratio of 2.16 and a beta of 1.24. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.16.

Accenture (NYSE:ACN) last issued its quarterly earnings results 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% compared to the same quarter last year. During the same period last year, the company posted $3.59 EPS. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Sell-side analysts predict that Accenture PLC will post 12.73 earnings per share for the current fiscal year.

Accenture Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th were paid a dividend of $1.63 per share. The ex-dividend date was Tuesday, January 13th. This represents a $6.52 dividend on an annualized basis and a yield of 2.9%. Accenture’s dividend payout ratio is 53.88%.

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.