Accenture PLC $ACN Shares Sold by Martingale Asset Management L P

Martingale Asset Management L P cut its stake in Accenture PLC (NYSE:ACN) by 24.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 62,300 shares of the information technology services provider’s stock after selling 20,162 shares during the quarter. Martingale Asset Management L P’s holdings in Accenture were worth $15,363,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in ACN. Brighton Jones LLC boosted its stake in Accenture by 36.2% during the fourth quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider’s stock worth $6,486,000 after buying an additional 4,905 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Accenture by 46.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,066 shares of the information technology services provider’s stock worth $618,000 after acquiring an additional 660 shares during the last quarter. United Bank increased its stake in shares of Accenture by 49.8% during the second quarter. United Bank now owns 3,639 shares of the information technology services provider’s stock worth $1,088,000 after buying an additional 1,209 shares during the period. Verus Capital Partners LLC increased its holdings in shares of Accenture by 16.5% during the second quarter. Verus Capital Partners LLC now owns 820 shares of the information technology services provider’s stock valued at $245,000 after purchasing an additional 116 shares during the period. Finally, Police & Firemen s Retirement System of New Jersey boosted its stake in Accenture by 4.0% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 95,051 shares of the information technology services provider’s stock worth $28,410,000 after acquiring an additional 3,659 shares during the last quarter. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on ACN. Royal Bank Of Canada set a $300.00 price objective on Accenture in a report on Thursday, December 18th. Argus reduced their target price on Accenture from $370.00 to $335.00 and set a “buy” rating for the company in a report on Monday, December 29th. BMO Capital Markets reiterated a “market perform” rating and issued a $300.00 price objective on shares of Accenture in a report on Thursday, December 18th. Wolfe Research raised their price target on Accenture from $300.00 to $330.00 and gave the company an “outperform” rating in a report on Thursday, December 11th. Finally, Truist Financial dropped their price objective on shares of Accenture from $317.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday. Sixteen investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $288.35.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Udacity (part of Accenture) launched an accredited MBA focused on AI product leadership — strengthens Accenture’s talent pipeline and positioning as a provider of AI skills and services, which supports long‑term demand for consulting and implementation work. Udacity, Part of Accenture, Launches Accredited MBA to Train the Next Generation of AI Product Leaders
• Positive Sentiment: Analysts and investors highlight Accenture’s exposure to AI implementation contracts as a key growth driver — supports revenue upside if enterprise AI spending accelerates. Accenture (ACN) is Poised to Benefit from AI Implementation Contracts
• Positive Sentiment: Accenture expanded a Google Cloud security partnership to help customers strengthen cloud security — reinforces pipeline for cloud/security services and cross‑sell into large enterprise accounts. Accenture Helps Organizations Strengthen Cloud Security with Google Cloud
• Neutral Sentiment: Seeking Alpha published a bullish valuation take that argues Accenture may now be undervalued after years of premium multiples — supportive long‑term view but not an immediate catalyst. Accenture: Undervalued After Years Of Overvaluation
• Neutral Sentiment: Coverage and investor‑attention pieces (Zacks, Yahoo summaries) are highlighting Accenture ahead of earnings — increases visibility but not a directional catalyst by itself. Accenture PLC (ACN) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Guggenheim trimmed its price target (still a Buy) — a modest signal that some analysts are moderating upside expectations while remaining positive on the name. Benzinga
• Negative Sentiment: Truist cut its price target from $317 to $260 and warned of pressure on long‑term estimates tied to enterprise AI adoption checks — contributes to downward pressure on the stock and investor caution. Truist Lowers Accenture (ACN) Target to $260, Warns of Pressure on Long-Term Estimates
• Negative Sentiment: Deutsche Bank lowered its target to $230 and maintained a Hold — another sign of tempered analyst expectations ahead of results. Deutsche Bank Lowers Accenture (ACN) Target as it Maintains Hold View
• Negative Sentiment: A Zacks preview flagged that Accenture may lack the ideal setup for an earnings beat in the upcoming report — could increase downside volatility if results or guidance disappoint. Accenture (ACN) Earnings Expected to Grow: Should You Buy?

Accenture Trading Down 2.8%

Accenture stock opened at $195.93 on Friday. The stock has a market cap of $120.61 billion, a PE ratio of 16.19, a price-to-earnings-growth ratio of 1.91 and a beta of 1.27. Accenture PLC has a one year low of $188.73 and a one year high of $326.73. The stock has a 50-day moving average of $243.23 and a two-hundred day moving average of $249.20. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.41 and a current ratio of 1.41.

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

Accenture Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Tuesday, January 13th were paid a $1.63 dividend. The ex-dividend date was Tuesday, January 13th. This represents a $6.52 dividend on an annualized basis and a yield of 3.3%. Accenture’s payout ratio is currently 53.88%.

Insider Buying and Selling

In other news, CAO Melissa A. Burgum sold 3,588 shares of Accenture stock in a transaction 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 sale, the chief accounting officer directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Manish Sharma sold 2,731 shares of Accenture stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $288.13, for a total transaction of $786,883.03. Following the completion of the transaction, the insider directly owned 7,057 shares of the company’s stock, valued at $2,033,333.41. This trade represents a 27.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 22,088 shares of company stock worth $5,970,434. Company insiders own 0.02% of the company’s stock.

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.