Rock Point Advisors LLC Boosts Holdings in Accenture PLC $ACN

Rock Point Advisors LLC raised its position in Accenture PLC (NYSE:ACN) by 53.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 43,738 shares of the information technology services provider’s stock after buying an additional 15,222 shares during the quarter. Accenture comprises about 2.9% of Rock Point Advisors LLC’s holdings, making the stock its 11th largest position. Rock Point Advisors LLC’s holdings in Accenture were worth $10,786,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Investors Research Corp lifted its position in Accenture by 73.8% in the third 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 during the period. Harbor Capital Advisors Inc. raised its stake in shares of Accenture by 132.6% during the 3rd 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 purchased a new stake in shares of Accenture in the third quarter valued at approximately $28,000. Elevation Wealth Partners LLC grew its holdings in Accenture by 146.0% during the third quarter. Elevation Wealth Partners LLC now owns 123 shares of the information technology services provider’s stock worth $30,000 after acquiring an additional 73 shares during the period. Finally, Heartwood Wealth Advisors LLC purchased a new position in Accenture in the third quarter worth $32,000. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Insider Buying and Selling at Accenture

In other Accenture news, insider Manish Sharma sold 2,731 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $288.13, for a total transaction of $786,883.03. Following the transaction, the insider owned 7,057 shares of the company’s stock, valued at $2,033,333.41. This represents a 27.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CEO John F. Walsh sold 3,986 shares of Accenture stock in a transaction on Tuesday, January 27th. The shares were sold at an average price of $276.38, for a total value of $1,101,650.68. Following the completion of the sale, the chief executive officer directly owned 27,221 shares of the company’s stock, valued at approximately $7,523,339.98. This represents a 12.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 22,088 shares of company stock valued at $5,970,434. 0.02% of the stock is owned by corporate insiders.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture agreed to acquire Ookla (Speedtest) as part of a broader push into network intelligence and data for AI — strengthens Accenture’s ability to offer network performance and experience data to enterprise GenAI and cloud customers. Accenture to Acquire Ookla
• Positive Sentiment: Accenture is buying Ziff Davis’s Connectivity division for $1.2B (includes Ookla/Ekahau), a deal that adds high-value data and telemetry assets that are strategically important for enterprise AI and network analytics. This M&A move is being read as a clear, tangible investment in Accenture’s AI-enabled services growth. Ziff Davis to Sell Connectivity Division to Accenture for $1.2 Billion
• Positive Sentiment: Accenture announced an alliance with Mistral AI to put enterprise GenAI at center stage — enhances product/partner ecosystem and signals continued leadership in AI consulting and platform integrations. Accenture Mistral AI Alliance Puts Enterprise GenAI At Center Stage
• Positive Sentiment: Accenture acquired the parent of Downdetector as part of a larger deal, adding real-time outage/availability intelligence that complements its network and AI offerings. Accenture acquires Downdetector parent as part of larger deal
• Neutral Sentiment: Q1 FY26 results showed revenue and EPS beats and AI revenues up ~120% YoY, but operating income/EPS declined modestly and free-cash-flow guidance was trimmed — a mixed read: strong AI traction but some near-term margin/cash concerns. AI Panic Has Crushed Accenture – And Created An Opportunity
• Neutral Sentiment: Company set a date to report Q2 FY26 results (March 19) — a scheduled catalyst investors will watch for updated guidance and execution on recent deals. Accenture to Announce Second-Quarter Fiscal 2026 Results
• Negative Sentiment: Recent articles noted a pullback in Accenture’s share price and flagged unusual options activity, reflecting investor caution/volatility despite the strategic news flow. Short-term sentiment may remain choppy as the market digests deal costs and integration risk. Accenture (ACN) Stock Drops Despite Market Gains: Important Facts to Note

Accenture Price Performance

ACN stock opened at $209.77 on Wednesday. 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’s 50 day moving average price is $251.99 and its 200 day moving average price is $251.45. The firm has a market cap of $129.14 billion, a P/E ratio of 17.34, a PEG ratio of 1.98 and a beta of 1.27. Accenture PLC has a 1 year low of $188.73 and a 1 year high of $349.24.

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

Accenture Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th were given a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s payout ratio is currently 53.88%.

Analyst Ratings Changes

Several brokerages have commented on ACN. UBS Group lowered shares of Accenture from a “buy” rating to a “hold” rating in a research report on Thursday, January 22nd. Wolfe Research boosted their price objective on shares of Accenture from $300.00 to $330.00 and gave the stock an “outperform” rating in a report on Thursday, December 11th. Guggenheim increased their target price on shares of Accenture from $285.00 to $305.00 and gave the company a “buy” rating in a report on Monday, December 15th. Berenberg Bank started coverage on Accenture in a report on Thursday, January 22nd. They issued a “buy” rating and a $313.00 price target on the stock. Finally, Rothschild & Co Redburn lifted their price objective on Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Accenture presently has an average rating of “Moderate Buy” and a consensus price target of $296.42.

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.