Carmignac Gestion Reduces Position in Accenture PLC $ACN

Carmignac Gestion reduced its position in shares of Accenture PLC (NYSE:ACN) by 99.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,665 shares of the information technology services provider’s stock after selling 529,376 shares during the period. Carmignac Gestion’s holdings in Accenture were worth $528,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the business. Teacher Retirement System of Texas increased its stake in Accenture by 27.7% in the fourth quarter. Teacher Retirement System of Texas now owns 282,340 shares of the information technology services provider’s stock valued at $75,752,000 after purchasing an additional 61,314 shares during the last quarter. Sequoia Financial Advisors LLC lifted its position in shares of Accenture by 197.2% during the 4th quarter. Sequoia Financial Advisors LLC now owns 141,484 shares of the information technology services provider’s stock worth $37,960,000 after buying an additional 93,880 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in shares of Accenture by 36.6% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 557,516 shares of the information technology services provider’s stock valued at $149,582,000 after buying an additional 149,357 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of Accenture by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 66,070,930 shares of the information technology services provider’s stock valued at $17,726,831,000 after buying an additional 854,361 shares in the last quarter. Finally, Swiss Life Asset Management Ltd grew its position in shares of Accenture by 12.0% in the 4th quarter. Swiss Life Asset Management Ltd now owns 335,314 shares of the information technology services provider’s stock valued at $89,965,000 after buying an additional 36,037 shares during the last quarter. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Insider Buying and Selling at Accenture

In other Accenture news, General Counsel Joel Unruch sold 10,498 shares of Accenture stock in a transaction that occurred on 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 directly owned 17,735 shares in the company, valued at approximately $2,890,450.30. This trade represents a 37.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.02% of the company’s stock.

Accenture News Summary

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: UniCredit digital-transformation deal: Accenture and IBM are collaborating with UniCredit to build a next-generation European banking platform. The project reinforces Accenture’s position in large, strategic technology-transformation contracts and could support future bookings and revenue. UniCredit, Accenture and IBM Collaborate to Build Europe’s Next-Generation Banking Platform
• Positive Sentiment: AI strategy remains a potential catalyst: Coverage highlighted Accenture’s investments in artificial intelligence and its Edge business as opportunities to capture demand for AI implementation and enterprise modernization. Successful execution could improve growth prospects and sentiment toward the stock. Why Is Accenture Strengthening Its AI Strategy?
• Positive Sentiment: Deeply discounted valuation: Analysts noted that ACN trades at roughly 12 times fiscal 2026 earnings following a steep decline, with an approximately 4% dividend yield. The valuation has prompted cautious views that the market may be pricing in more permanent business damage than ultimately occurs. ACN Got Cheaper. The Business Did Not Get Worse
• Neutral Sentiment: Insider selling disclosed: General Counsel Joel Unruch sold 10,498 shares for about $1.7 million, reducing his holdings by 37.2%. Because the transaction was executed under a pre-arranged Rule 10b5-1 plan, it offers limited insight into current management expectations. Accenture Insider Trading Filing
• Negative Sentiment: Execution concerns remain: Accenture’s organic growth is weak and bookings have declined, while Capgemini’s stronger performance suggests that some of ACN’s pressure may reflect company-specific execution issues rather than industry conditions. AI initiatives are promising, but their ability to scale and expand margins remains unproven. Accenture: The Market Is Pricing In Too Much Permanent Damage

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on ACN. Evercore set a $180.00 price target on shares of Accenture in a research report on Thursday, June 18th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $136.00 price objective on shares of Accenture in a report on Friday, July 10th. Stifel Nicolaus cut their target price on Accenture from $315.00 to $270.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. Morgan Stanley decreased their target price on Accenture from $177.00 to $130.00 and set an “equal weight” rating for the company in a research report on Monday, June 22nd. Finally, William Blair downgraded Accenture from an “outperform” rating to a “market perform” rating in a research note on Thursday, June 18th. Twelve research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Accenture currently has a consensus rating of “Hold” and an average target price of $192.96.

Accenture Trading Up 0.3%

Shares of Accenture stock opened at $166.34 on Monday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.34 and a current ratio of 1.34. The company has a market capitalization of $111.08 billion, a P/E ratio of 13.29, a PEG ratio of 1.72 and a beta of 1.09. Accenture PLC has a 1 year low of $118.15 and a 1 year high of $291.09. The company’s fifty day moving average is $152.56 and its two-hundred day moving average is $190.48.

Accenture (NYSE:ACN) last announced its earnings results on Thursday, June 18th. The information technology services provider reported $3.80 EPS for the quarter, beating analysts’ consensus estimates of $3.70 by $0.10. Accenture had a net margin of 10.66% and a return on equity of 26.47%. The business had revenue of $18.72 billion during the quarter, compared to analysts’ expectations of $18.78 billion. During the same period in the prior year, the company earned $3.49 earnings per share. The business’s revenue was up 5.6% compared to the same quarter last year. Accenture has set its FY 2026 guidance at 13.780-13.900 EPS. Analysts forecast that Accenture PLC will post 13.85 earnings per share for the current year.

Accenture announced that its Board of Directors has approved a share buyback plan on Tuesday, June 23rd that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the information technology services provider to reacquire up to 2.4% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

Accenture Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Thursday, July 9th will be given a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date of this dividend is Thursday, July 9th. Accenture’s dividend payout ratio (DPR) is presently 52.08%.

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.