Compass Capital Management Inc. Has $45.30 Million Position in Accenture PLC $ACN

Compass Capital Management Inc. grew its position in Accenture PLC (NYSE:ACN) by 2.7% in the first quarter, HoldingsChannel.com reports. The fund owned 228,461 shares of the information technology services provider’s stock after buying an additional 5,927 shares during the period. Accenture comprises about 2.7% of Compass Capital Management Inc.’s portfolio, making the stock its 23rd biggest holding. Compass Capital Management Inc.’s holdings in Accenture were worth $45,302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of ACN. Norges Bank bought a new position in Accenture during the fourth quarter worth about $2,146,995,000. First Trust Advisors LP raised its stake in Accenture by 120.0% in the first 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 buying an additional 1,899,305 shares during the period. Voloridge Investment Management LLC bought a new stake in Accenture in the third quarter valued at approximately $311,694,000. Franklin Resources Inc. lifted its position in shares of Accenture by 15.9% in the fourth quarter. Franklin Resources Inc. now owns 8,173,338 shares of the information technology services provider’s stock valued at $2,192,907,000 after buying an additional 1,122,855 shares during the last quarter. Finally, Pzena Investment Management LLC boosted its stake 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 worth $477,023,000 after acquiring an additional 1,097,961 shares during the period. 75.14% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, General Counsel Joel Unruch sold 10,498 shares of the firm’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $162.98, for a total transaction of $1,710,964.04. Following the transaction, the general counsel directly owned 17,735 shares of the company’s stock, valued at approximately $2,890,450.30. This trade represents a 37.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate 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 research analysts recently weighed in on the company. Dbs Bank cut Accenture from a “moderate buy” rating to a “hold” rating in a research note on Tuesday, June 23rd. Truist Financial reduced their price objective on shares of Accenture from $210.00 to $150.00 and set a “hold” rating for the company in a research report on Monday, June 22nd. Mizuho decreased their price objective on shares of Accenture from $280.00 to $226.00 and set an “outperform” rating on the stock in a report on Tuesday, June 23rd. Wells Fargo & Company dropped their price objective on shares of Accenture from $200.00 to $194.00 and set an “overweight” rating on the stock in a research report on Monday, July 20th. Finally, BMO Capital Markets restated a “market perform” rating and set a $150.00 target price on shares of Accenture in a research note on Friday, June 19th. Twelve equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $192.96.

Accenture Stock Performance

NYSE:ACN opened at $166.34 on Friday. The stock has a 50 day simple moving average of $152.56 and a 200 day simple moving average of $191.12. The stock has a market cap of $111.08 billion, a P/E ratio of 13.29, a PEG ratio of 1.69 and a beta of 1.13. Accenture PLC has a 1-year low of $118.15 and a 1-year high of $291.09. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.15.

Accenture (NYSE:ACN) last issued its quarterly earnings data 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. The firm had revenue of $18.72 billion for the quarter, compared to analyst estimates of $18.78 billion. Accenture had a return on equity of 26.47% and a net margin of 10.66%.The company’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the firm posted $3.49 EPS. Accenture has set its FY 2026 guidance at 13.780-13.900 EPS. Research analysts anticipate that Accenture PLC will post 13.85 earnings per share for the current year.

Accenture declared that its Board of Directors has initiated a share buyback program on Tuesday, June 23rd that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the information technology services provider to buy up to 2.4% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its stock is undervalued.

Accenture Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Thursday, July 9th will be paid a $1.63 dividend. The ex-dividend date is Thursday, July 9th. This represents a $6.52 annualized dividend and a dividend yield of 3.9%. Accenture’s dividend payout ratio is 52.08%.

About Accenture

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.