Capital World Investors Makes New $268.58 Million Investment in Accenture PLC $ACN

Capital World Investors acquired a new stake in shares of Accenture PLC (NYSE:ACN) during the third quarter, according to its most recent disclosure with the SEC. The fund acquired 1,089,125 shares of the information technology services provider’s stock, valued at approximately $268,578,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ACN. Brighton Jones LLC increased its stake in shares of Accenture by 36.2% in the fourth quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider’s stock worth $6,486,000 after purchasing an additional 4,905 shares in the last quarter. 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 valued at $618,000 after buying an additional 660 shares in the last quarter. United Bank boosted its holdings in Accenture by 49.8% in the 2nd 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. AE Wealth Management LLC increased its stake in Accenture by 69.7% in the 2nd quarter. AE Wealth Management LLC now owns 7,097 shares of the information technology services provider’s stock worth $2,121,000 after buying an additional 2,914 shares in the last quarter. Finally, Los Angeles Capital Management LLC raised its holdings in Accenture by 95.3% during the second quarter. Los Angeles Capital Management LLC now owns 6,035 shares of the information technology services provider’s stock valued at $1,804,000 after acquiring an additional 2,945 shares during the period. 75.14% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Accenture

In related news, COO Catherine Kiernan Hogan sold 660 shares of the stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $280.93, for a total value of $185,413.80. Following the transaction, the chief operating officer owned 12,688 shares of the company’s stock, valued at $3,564,439.84. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO John F. Walsh sold 3,986 shares of the stock in a transaction on 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 transaction, the chief executive officer directly owned 27,221 shares in the company, valued at $7,523,339.98. The trade was a 12.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 22,088 shares of company stock valued at $5,970,434 in the last ninety days. Corporate insiders own 0.02% of the company’s stock.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture announced a Google Cloud security collaboration that should help expand its cloud security services and win enterprise engagements, supporting longer‑term revenue in cloud transformation. Accenture Helps Organizations Strengthen Cloud Security with Google Cloud
• Positive Sentiment: Brokerage consensus remains constructive — analyst coverage average is around a “Moderate Buy,” which provides baseline support for shares even as targets move. Accenture PLC Given Average Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Accenture is drawing investor attention and coverage (Zacks/Yahoo) — increased eyeballs can boost liquidity but doesn’t resolve near‑term valuation debate. Accenture PLC (ACN) is Attracting Investor Attention
• Neutral Sentiment: Market commentary frames the recent pullback as a potential buying opportunity for long‑term investors, noting steep declines YTD and over the past year — signals both value and uncertainty. Is There Now An Opportunity In Accenture (ACN) After Steep Share Price Pullback?
• Negative Sentiment: Analysts have trimmed price targets this week: Truist cut its target to $260 (still Buy), and Truist cited weaker enterprise AI demand that could pressure fiscal 2027 estimates. Analyst Target Adjustments Hit Accenture
• Negative Sentiment: Guggenheim lowered its target (from $305 to $275) and Deutsche Bank cut its target to $230 while keeping a Hold—these downward adjustments are applying near‑term pressure on the stock. Guggenheim target note Deutsche Bank Lowers Accenture Target
• Negative Sentiment: Shares have recently slid amid broader negative sentiment toward large IT services names and concerns around adoption ramp for AI tools; coverage highlights internal AI adoption targets that could create execution and human‑capital risks. Assessing Accenture Valuation and AI Tool Adoption
• Negative Sentiment: Recent headlines and analyst moves have coincided with near‑term share weakness and elevated volatility — traders are reacting more to downward target revisions than to strategic deal news for now. Accenture Stock Slides as Market Rises

Analyst Ratings Changes

A number of research firms have recently weighed in on ACN. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price objective on shares of Accenture in a research note on Thursday, December 18th. Guggenheim lowered their price target on Accenture from $305.00 to $275.00 and set a “buy” rating on the stock in a report on Wednesday. Piper Sandler set a $282.00 price target on Accenture in a research note on Thursday, March 5th. Berenberg Bank started coverage on shares of Accenture in a report on Thursday, January 22nd. They set a “buy” rating and a $313.00 price objective for the company. Finally, Rothschild & Co Redburn lifted their price objective on shares of Accenture from $205.00 to $210.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Sixteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $288.35.

Accenture Stock Down 0.2%

NYSE ACN opened at $201.22 on Thursday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. Accenture PLC has a 52 week low of $188.73 and a 52 week high of $330.00. The firm has a market capitalization of $123.87 billion, a price-to-earnings ratio of 16.63, a PEG ratio of 1.91 and a beta of 1.27. The company has a fifty day moving average of $244.68 and a two-hundred day moving average of $249.57.

Accenture (NYSE:ACN) last posted its quarterly earnings data on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share for the quarter, topping 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 company had revenue of $18.74 billion for the quarter, compared to analyst estimates of $18.51 billion. During the same period in the prior year, the company posted $3.59 EPS. The firm’s revenue for the quarter was up 5.7% on a year-over-year basis. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, analysts predict that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th were given a dividend of $1.63 per share. The ex-dividend date of this dividend was Tuesday, January 13th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.2%. Accenture’s dividend payout ratio (DPR) is 53.88%.

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.