Accenture PLC $ACN Position Raised by GFG Capital LLC

GFG Capital LLC increased its stake in Accenture PLC (NYSE:ACN) by 28.3% during the third quarter, according to its most recent filing with the SEC. The fund owned 16,495 shares of the information technology services provider’s stock after buying an additional 3,638 shares during the quarter. GFG Capital LLC’s holdings in Accenture were worth $3,025,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Bank of America Corp DE raised its position in Accenture by 2.2% in the first quarter. Bank of America Corp DE now owns 6,531,231 shares of the information technology services provider’s stock worth $1,295,078,000 after acquiring an additional 143,483 shares during the period. First Trust Advisors LP grew its position in shares of Accenture by 120.0% during the 1st quarter. First Trust Advisors LP now owns 3,482,150 shares of the information technology services provider’s stock valued at $690,475,000 after acquiring an additional 1,899,305 shares during the period. Flossbach Von Storch SE bought a new position in shares of Accenture during the 2nd quarter valued at approximately $309,873,000. Pzena Investment Management LLC grew its position in shares of Accenture by 84.0% during the 1st quarter. Pzena Investment Management LLC now owns 2,405,683 shares of the information technology services provider’s stock valued at $477,023,000 after acquiring an additional 1,097,961 shares during the period. Finally, The Manufacturers Life Insurance Company increased its stake in shares of Accenture by 24.3% during the 1st quarter. The Manufacturers Life Insurance Company now owns 2,384,954 shares of the information technology services provider’s stock worth $472,913,000 after purchasing an additional 466,452 shares during the last quarter. Institutional investors own 75.14% of the company’s stock.

Insider Buying and Selling at Accenture

In related news, COO Catherine Hogan sold 1,320 shares of Accenture stock in a transaction on Thursday, October 8th. The stock was sold at an average price of $200.00, for a total transaction of $264,000.00. Following the completion of the sale, the chief operating officer owned 12,556 shares of the company’s stock, valued at approximately $2,511,200. This trade represents a 9.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Joel Unruch sold 10,498 shares of the business’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $162.98, for a total value of $1,710,964.04. Following the transaction, the general counsel owned 17,735 shares of the company’s stock, valued at approximately $2,890,450.30. The trade was a 37.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 12,518 shares of company stock worth $2,124,932. Insiders own 0.02% of the company’s stock.

Accenture Price Performance

ACN stock opened at $229.63 on Friday. The firm has a 50 day moving average of $189.39 and a 200-day moving average of $174.54. The company has a current ratio of 1.43, a quick ratio of 1.34 and a debt-to-equity ratio of 0.31. Accenture PLC has a 12 month low of $118.15 and a 12 month high of $291.09. The firm has a market capitalization of $153.35 billion, a P/E ratio of 16.11, a price-to-earnings-growth ratio of 1.85 and a beta of 1.11.

Accenture (NYSE:ACN) last posted its earnings results on Thursday, October 1st. The information technology services provider reported $3.29 earnings per share for the quarter, topping analysts’ consensus estimates of $3.18 by $0.11. The business had revenue of $18.68 billion for the quarter, compared to analyst estimates of $18.03 billion. Accenture had a net margin of 11.28% and a return on equity of 26.53%. Accenture’s revenue was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.03 EPS. Accenture has set its FY 2027 guidance at 14.390-14.810 EPS. As a group, sell-side analysts predict that Accenture PLC will post 14.68 earnings per share for the current fiscal year.

Accenture declared that its Board of Directors has approved a stock buyback program on Tuesday, June 23rd that allows the company to repurchase $2.00 billion in outstanding shares. This buyback authorization allows the information technology services provider to purchase up to 2.4% of its shares through open market purchases. Share buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Accenture Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Tuesday, October 13th will be given a dividend of $1.71 per share. This is an increase from Accenture’s previous quarterly dividend of $1.63. The ex-dividend date is Tuesday, October 13th. This represents a $6.84 dividend on an annualized basis and a dividend yield of 3.0%. Accenture’s dividend payout ratio (DPR) is presently 50.44%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on ACN shares. Mizuho lifted their price target on shares of Accenture from $226.00 to $241.00 and gave the stock an “outperform” rating in a report on Tuesday, October 6th. Susquehanna increased their price objective on Accenture from $210.00 to $230.00 and gave the company a “neutral” rating in a report on Thursday. Evercore set a $250.00 target price on Accenture and gave the stock an “outperform” rating in a research report on Thursday, October 1st. Dbs Bank lowered Accenture from a “moderate buy” rating to a “hold” rating in a research note on Tuesday, June 23rd. Finally, Guggenheim reaffirmed a “neutral” rating on shares of Accenture in a research report on Friday, October 2nd. Eleven research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $219.26.

Key Headlines Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture outlined a three-year plan targeting at least mid-single-digit revenue growth, with AI expected to become a net demand driver as clients move from pilot projects to broader implementation. The company highlighted AI-related work with UMass Memorial Health and expanded partnerships with Dell, Microsoft and Workday. Accenture Sees AI as Net Demand Driver
• Positive Sentiment: Accenture plans approximately $8 billion in fiscal 2027 acquisitions to expand cybersecurity capabilities, industry expertise and other growth areas. Investors may view the spending as a catalyst for revenue growth and deeper AI offerings, although successful integration will be important. Accenture’s $8B Acquisition Push
• Positive Sentiment: Several analysts raised their price targets after the investor day, citing Accenture’s AI opportunity and multi-year growth framework. Susquehanna increased its target to $230, while TD Cowen raised its target to $201, though both maintained non-bullish ratings. Analysts Raise Price Targets
• Neutral Sentiment: Wells Fargo maintained a Hold rating, reflecting investor debate over whether AI-driven growth can offset slower consulting demand and execution risks. BNP Paribas similarly said Accenture’s positive tailwinds have not yet fully overcome existing headwinds. Accenture Tailwinds and Headwinds
• Negative Sentiment: Accenture reportedly capped employees’ monthly Claude spending at $29 after some users spent as much as $1,000. The move may signal tighter control of internal AI costs and raises questions about how aggressively the company is using AI internally, despite marketing AI transformation to clients. Accenture Caps Claude Spending

Accenture Company Profile

Accenture plc (NYSE: ACN) is a global professional services company that helps organizations improve performance, modernize operations and respond to technological and market changes. Its services span strategy and consulting, technology, operations, and managed services, with expertise across industries including communications, financial services, health care, public service, retail, manufacturing and resources.

The company provides digital transformation, cloud migration, data and artificial intelligence, cybersecurity, systems integration and technology implementation services.