Voya Investment Management LLC Sells 534,448 Shares of Accenture PLC $ACN

Voya Investment Management LLC lowered its stake in Accenture PLC (NYSE:ACN) by 77.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 152,151 shares of the information technology services provider’s stock after selling 534,448 shares during the period. Voya Investment Management LLC’s holdings in Accenture were worth $37,521,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Global Retirement Partners LLC purchased a new position in shares of Accenture in the 2nd quarter valued at $2,658,000. C WorldWide Group Holding A S increased its stake in shares of Accenture by 35.9% in the second quarter. C WorldWide Group Holding A S now owns 8,148 shares of the information technology services provider’s stock worth $2,435,000 after acquiring an additional 2,151 shares during the period. Truist Financial Corp grew its stake in shares of Accenture by 7.0% during the 2nd quarter. Truist Financial Corp now owns 436,202 shares of the information technology services provider’s stock worth $130,376,000 after purchasing an additional 28,685 shares during the period. Norges Bank acquired a new position in Accenture in the 2nd quarter worth about $2,216,850,000. Finally, Redwood Investments LLC lifted its position in shares of Accenture by 6.2% in the first quarter. Redwood Investments LLC now owns 22,087 shares of the information technology services provider’s stock valued at $6,892,000 after acquiring an additional 1,287 shares in the last quarter. 75.14% of the stock is currently owned by hedge funds and other institutional investors.

Accenture Trading Up 1.0%

Shares of NYSE:ACN opened at $272.57 on Friday. The company has a quick ratio of 1.42, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. Accenture PLC has a fifty-two week low of $229.40 and a fifty-two week high of $398.35. The company’s 50-day moving average price is $252.81 and its 200 day moving average price is $263.70. The company has a market cap of $179.48 billion, a PE ratio of 22.53, a P/E/G ratio of 2.65 and a beta of 1.26.

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. Accenture had a return on equity of 26.65% and a net margin of 10.76%.The company had revenue of $18.74 billion for the quarter, compared to the consensus estimate of $18.51 billion. During the same quarter in the previous year, the business earned $3.59 EPS. The company’s quarterly revenue was up 5.7% compared to the same quarter last year. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Sell-side analysts anticipate that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Tuesday, January 13th will be issued a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, January 13th. Accenture’s dividend payout ratio (DPR) is 53.66%.

Key Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Beat on revenue and earnings; bookings strength. Accenture reported Q1 FY2026 revenue (~$18.7B) and EPS that topped consensus, and management said bookings rose in the double‑digits — a core reason analysts cite for confidence. Accenture Reports First-Quarter Fiscal 2026 Results
• Positive Sentiment: AI momentum and client adoption. Management said roughly 100 incremental clients started AI projects over nine quarters and emphasized AI bookings as a growth driver — a positive catalyst for longer‑term revenue mix and margins. Accenture’s AI Momentum Impresses Analysts Despite Early-Stage Rollouts
• Positive Sentiment: Strategic government/AI partnerships. Accenture Federal Services announced work with the U.S. Department of Energy’s Genesis Mission — a high‑profile AI initiative that can expand federal revenue and credibility in cutting‑edge AI services. Accenture Partners With U.S. Department of Energy
• Positive Sentiment: Dividend and cash flow strength. Company declared a quarterly dividend ($1.63 per share) and reported stronger operating cash flow, supporting shareholder returns and the balance sheet. (Dividend announcement included in company filings.)
• Positive Sentiment: Institutional endorsement. The Aoris International Fund flagged a positive outlook on Accenture in its investor letter, signaling continued institutional interest. Aoris International Fund Has a Positive Outlook on Accenture
• Neutral Sentiment: Analyst moves are mixed. TD Cowen raised its target to $300 (buy), Susquehanna nudged its target to $277 (neutral). These adjustments show differing views on upside but don’t move consensus decisively. TD Cowen Adjusts Price Target Susquehanna Adjusts Price Target
• Negative Sentiment: Near‑term revenue guidance disappointed some. Management’s Q2 revenue range and FY revenue midpoint were viewed as slightly conservative versus Street expectations, prompting profit‑taking despite the beat. Accenture dips despite Q1 beat, Q2 revenue outlook below estimates
• Negative Sentiment: Mixed investor concerns about AI’s long‑term impact and recent stock weakness. Some commentaries point to investor worry over how AI changes demand dynamics and note ACN’s price has pulled back from earlier highs — factors that can amplify volatility. Accenture stock price dropped after earnings

Insider Buying and Selling at Accenture

In other news, CEO Ryoji Sekido sold 2,500 shares of the company’s stock in a transaction dated Wednesday, October 22nd. The shares were sold at an average price of $249.47, for a total transaction of $623,675.00. Following the completion of the transaction, the chief executive officer owned 1,390 shares of the company’s stock, valued at approximately $346,763.30. This represents a 64.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Manish Sharma sold 6,902 shares of the company’s stock in a transaction dated Wednesday, October 22nd. The shares were sold at an average price of $250.01, for a total transaction of $1,725,569.02. Following the completion of the sale, the insider directly owned 1,860 shares in the company, valued at approximately $465,018.60. The trade was a 78.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 33,319 shares of company stock valued at $8,335,225 in the last 90 days. 0.02% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts have recently commented on ACN shares. Rothschild Redb lowered shares of Accenture from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, September 3rd. Morgan Stanley decreased their price objective on shares of Accenture from $325.00 to $271.00 and set an “equal weight” rating for the company in a research note on Tuesday, September 9th. TD Cowen upped their price objective on Accenture from $295.00 to $300.00 and gave the company a “buy” rating in a research note on Friday. The Goldman Sachs Group reiterated a “buy” rating and issued a $330.00 price objective on shares of Accenture in a research report on Thursday. Finally, Evercore ISI reiterated an “outperform” rating and set a $300.00 target price on shares of Accenture in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $298.29.

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.