Accenture PLC $ACN Shares Acquired by Global Frontier Investments LLC

Global Frontier Investments LLC increased its stake in shares of Accenture PLC (NYSE:ACN) by 666.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 115,000 shares of the information technology services provider’s stock after buying an additional 100,000 shares during the quarter. Accenture accounts for about 5.5% of Global Frontier Investments LLC’s investment portfolio, making the stock its 7th largest position. Global Frontier Investments LLC’s holdings in Accenture were worth $28,359,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of ACN. Investors Research Corp raised its stake in Accenture by 73.8% during the third quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock worth $26,000 after acquiring an additional 45 shares in the last quarter. Harbor Capital Advisors Inc. boosted its stake in shares of Accenture by 132.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 61 shares in the last quarter. Triumph Capital Management bought a new stake in shares of Accenture in the 3rd quarter worth about $26,000. Davis Capital Management acquired a new stake in shares of Accenture during the 3rd quarter worth about $28,000. Finally, Elevation Wealth Partners LLC lifted its holdings in Accenture by 146.0% during the 3rd quarter. Elevation Wealth Partners LLC now owns 123 shares of the information technology services provider’s stock valued at $30,000 after purchasing an additional 73 shares during the last quarter. 75.14% of the stock is currently owned by institutional investors.

More Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture and Databricks announced a partnership to accelerate enterprise adoption of AI applications and agents at scale — a strategic tie-up that can drive higher‑margin AI services and platform initiatives. Accenture and Databricks Accelerate Enterprise Adoption of AI Applications and Agents at Scale
• Positive Sentiment: Accenture completed the acquisition of UK AI firm Faculty and named its CEO Dr. Marc Warner as Accenture CTO — a capability‑building move that strengthens the company’s AI bench and go‑to‑market for advanced AI services. Accenture Completes Acquisition of Faculty
• Positive Sentiment: Accenture inked a six‑year partnership as Official Business & Technology Consulting Partner of The R&A (golf), which supports brand, commercial and industry visibility — a modest but positive commercial win. Accenture Named Official Partner of Leading Golf Governing Body, The R&A
• Neutral Sentiment: Wall Street previews and earnings previews point to continued revenue and EPS growth in fiscal Q2 (y/y revenue seen rising ~6–7%), making the upcoming results a key near‑term catalyst. Accenture Set to Report Q2 Earnings: Here’s What You Should Know
• Neutral Sentiment: Analyst models and metric previews (Zacks/Yahoo) provide detail on bookings, margins and headcount trends investors will focus on in Q2 — these data points will drive sentiment more than headlines. Insights Into Accenture (ACN) Q2: Wall Street Projections for Key Metrics
• Neutral Sentiment: Morgan Stanley flagged that Accenture might raise the low end of its 2026 revenue outlook despite mixed demand — a signal that management could tweak guidance, which would influence near‑term expectations. Accenture May Raise Low End of 2026 Revenue Outlook Despite Weak Demand, Morgan Stanley Says
• Negative Sentiment: Morgan Stanley cut its price target on ACN from $320 to $240 while keeping an Overweight rating, citing weaker bookings and a talent shift — the PT cut reduces upside expectations and likely pressured the stock. Morgan Stanley Updates Accenture (ACN) View on Weak Bookings and Talent Shift
• Negative Sentiment: Analyst commentary and a Zacks piece note that while ACN looks cheaper on valuation and is doubling down on GenAI, weak recent price performance and rising talent costs create investor uncertainty about near‑term returns. Is Accenture’s Cheap Valuation Reason Enough to Invest in the Stock?

Insider Activity at Accenture

In other news, CEO Julie Spellman Sweet sold 6,057 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $241.23, for a total transaction of $1,461,130.11. Following the transaction, the chief executive officer owned 15,255 shares of the company’s stock, valued at $3,679,963.65. This represents a 28.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO John F. Walsh sold 3,986 shares of Accenture stock in a transaction dated Tuesday, January 27th. The stock was 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 owned 27,221 shares of the company’s stock, valued at approximately $7,523,339.98. The trade was a 12.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 22,088 shares of company stock valued at $5,970,434 over the last quarter. 0.02% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have weighed in on ACN shares. Wells Fargo & Company upped their price objective on shares of Accenture from $251.00 to $275.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 14th. Citigroup cut their target price on shares of Accenture from $266.00 to $215.00 and set a “neutral” rating for the company in a research note on Wednesday, February 25th. Evercore reissued an “outperform” rating and issued a $300.00 target price on shares of Accenture in a report on Thursday, December 18th. Piper Sandler set a $282.00 price target on Accenture in a report on Thursday, March 5th. Finally, TD Cowen cut their price objective on Accenture from $282.00 to $275.00 and set a “buy” rating for the company in a research report on Monday. Eighteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Accenture presently has an average rating of “Moderate Buy” and a consensus target price of $286.19.

Accenture Price Performance

Shares of ACN stock opened at $198.73 on Wednesday. Accenture PLC has a 1 year low of $188.73 and a 1 year high of $326.73. 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 firm’s 50 day moving average is $239.14 and its 200-day moving average is $247.84. The firm has a market capitalization of $122.34 billion, a price-to-earnings ratio of 16.42, a PEG ratio of 1.89 and a beta of 1.28.

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. 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 quarter last year, the business posted $3.59 earnings per share. Accenture’s revenue for the quarter was up 5.7% compared to the same quarter last year. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Sell-side analysts forecast that Accenture PLC will post 12.73 EPS for the current fiscal year.

Accenture Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th were paid a $1.63 dividend. This represents a $6.52 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s dividend payout ratio (DPR) is 53.88%.

Accenture Company 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.