Mitsubishi UFJ Asset Management Co. Ltd. reduced its stake in Accenture PLC (NYSE:ACN – Free Report) by 17.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,724,344 shares of the information technology services provider’s stock after selling 586,284 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.41% of Accenture worth $671,823,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of ACN. Vanguard Group Inc. increased its stake in Accenture by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock valued at $19,466,641,000 after purchasing an additional 1,315,548 shares in the last quarter. State Street Corp increased its holdings in shares of Accenture by 1.2% in the 2nd quarter. State Street Corp now owns 28,016,605 shares of the information technology services provider’s stock worth $8,373,925,000 after purchasing an additional 326,979 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Accenture by 1.1% in the second quarter. Geode Capital Management LLC now owns 14,042,843 shares of the information technology services provider’s stock worth $4,182,331,000 after purchasing an additional 147,931 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of Accenture by 12.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 10,147,796 shares of the information technology services provider’s stock valued at $2,502,446,000 after purchasing an additional 1,148,970 shares in the last quarter. Finally, Sanders Capital LLC bought a new stake in Accenture in the 2nd quarter worth about $2,637,640,000. Hedge funds and other institutional investors own 75.14% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts have issued reports on ACN shares. HSBC upped their target price on shares of Accenture from $215.00 to $235.00 in a research note on Friday, December 19th. Truist Financial initiated coverage on Accenture in a research report on Tuesday, January 6th. They set a “buy” rating and a $317.00 price objective for the company. Deutsche Bank Aktiengesellschaft raised their target price on Accenture from $265.00 to $280.00 and gave the stock a “hold” rating in a research report on Monday, January 26th. BMO Capital Markets reiterated a “market perform” rating and issued a $300.00 price objective on shares of Accenture in a research note on Thursday, December 18th. Finally, Jefferies Financial Group upped their target price on shares of Accenture from $270.00 to $280.00 and gave the company a “hold” rating in a report on Thursday, January 8th. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $296.42.
Insider Activity
In related news, General Counsel Joel Unruch sold 1,026 shares of the stock in a transaction dated Friday, January 23rd. The shares were sold at an average price of $281.70, for a total value of $289,024.20. Following the completion of the transaction, the general counsel owned 27,181 shares of the company’s stock, valued at approximately $7,656,887.70. This trade represents a 3.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Melissa A. Burgum sold 3,588 shares of Accenture stock in a transaction that occurred on 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 completion of the transaction, the chief accounting officer owned 8,179 shares of the company’s stock, valued at approximately $2,298,380.79. This trade represents a 30.49% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 22,088 shares of company stock worth $5,970,434. 0.02% of the stock is owned by insiders.
Accenture Stock Down 2.6%
ACN opened at $191.62 on Thursday. Accenture PLC has a fifty-two week low of $188.73 and a fifty-two week high of $363.01. 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 market cap of $117.96 billion, a price-to-earnings ratio of 15.84, a price-to-earnings-growth ratio of 1.89 and a beta of 1.24. The firm’s fifty day moving average is $257.04 and its 200 day moving average is $252.37.
Accenture (NYSE:ACN – Get Free Report) last announced its quarterly earnings data on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.73 by $0.21. Accenture had a net margin of 10.76% and a return on equity of 26.65%. The business had revenue of $18.74 billion during the quarter, compared to analyst estimates of $18.51 billion. During the same period last year, the firm posted $3.59 EPS. The company’s revenue was up 5.7% on a year-over-year basis. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, sell-side analysts forecast that Accenture PLC will post 12.73 earnings per share for the current fiscal year.
Accenture Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th were paid a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s dividend payout ratio (DPR) is presently 53.88%.
Key Stories Impacting Accenture
Here are the key news stories impacting Accenture this week:
- Positive Sentiment: Accenture Ventures led a $9M Series A in Profitmind, reinforcing ACN’s push into retail AI platforms and early-stage AI deal flow that could feed future services revenue. Profitmind Raises $9 Million Series A Led by Accenture Ventures
- Positive Sentiment: Accenture agreed to acquire Verum Partners to expand capital‑projects capabilities in Latin America — a targeted tuck‑in to grow industry-specific consulting revenue in infrastructure and energy. Accenture to Acquire Verum Partners
- Positive Sentiment: UBS flagged Accenture’s selloff as an opportunity tied to its AI positioning — suggesting some investors view the pullback as a buying window given ACN’s AI partnerships and services exposure. Accenture offers AI opportunity after selloff, UBS says
- Neutral Sentiment: Coverage and feature pieces question how Accenture’s multi‑partner AI strategy (OpenAI alliances, internal AI culture changes) will convert into near‑term profits — these are constructive long‑term moves but raise execution and valuation questions in the near term. Accenture’s Frontier Alliance Role And AI Culture Shift Raise Valuation Question
- Neutral Sentiment: ACN is a trending stock with heightened retail and analyst attention; that can increase volatility but not directly change fundamentals. Accenture PLC (ACN) Is a Trending Stock
- Negative Sentiment: Citigroup cut its price target to $215 from $266 and kept a neutral rating — the cut reduces near‑term analyst support and likely pressured sentiment. Citigroup adjusts price target on Accenture to $215
- Negative Sentiment: Short interest jumped ~24.5% in February to ~15.2M shares (about 2.5% of float) with a ~2.3 days-to-cover — a meaningful rise in bearish positions that can amplify downward pressure and volatility.
- Negative Sentiment: Recent coverage and market moves highlight a near‑term selloff driven by concerns about enterprise IT spending and discretionary consulting budgets; several headlines note the stock has weakened after recent declines. Accenture Stock’s Road To $260
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.
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