Davis Rea LTD. increased its holdings in Accenture PLC (NYSE:ACN – Free Report) by 36.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 36,955 shares of the information technology services provider’s stock after purchasing an additional 9,856 shares during the quarter. Accenture accounts for about 2.2% of Davis Rea LTD.’s holdings, making the stock its 16th largest holding. Davis Rea LTD.’s holdings in Accenture were worth $9,113,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also made changes to their positions in the company. Investors Research Corp grew its stake in Accenture by 73.8% in the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock valued at $26,000 after acquiring an additional 45 shares during the period. Harbor Capital Advisors Inc. grew its position in shares of Accenture by 132.6% in the third quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 61 shares during the period. Davis Capital Management purchased a new stake in shares of Accenture during the third quarter worth about $28,000. RMG Wealth Management LLC acquired a new position in shares of Accenture during the 2nd quarter worth about $33,000. Finally, Elevation Wealth Partners LLC lifted its stake in Accenture by 146.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 123 shares of the information technology services provider’s stock valued at $30,000 after buying an additional 73 shares in the last quarter. 75.14% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity
In related news, CEO Mauro Macchi sold 500 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $280.00, for a total value of $140,000.00. Following the sale, the chief executive officer directly owned 7,123 shares in the company, valued at approximately $1,994,440. The trade was a 6.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 directly owned 1,390 shares in the company, valued at $346,763.30. The trade was a 64.27% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 40,076 shares of company stock worth $10,256,788. 0.02% of the stock is currently owned by corporate insiders.
Key Accenture News
- Positive Sentiment: Accenture was named a Leader in Gartner’s new “Magic Quadrant for Digital Technology and Business Consulting Services,” reinforcing its market positioning in high-value consulting and digital transformation work. This recognition supports premium pricing power and deal flow. Accenture Named a Leader in Gartner Magic Quadrant
- Positive Sentiment: Reports of unusually high call‑option volume on ACN indicate some traders are placing bullish bets on near‑term upside, which can lift implied volatility and support share price if flows continue. Traders Purchase High Volume of Call Options on Accenture
- Neutral Sentiment: Industry coverage pieces are highlighting Accenture’s role in AI workflow automation and comparing it with peers — useful context for investors assessing secular growth exposure but not an immediate catalyst. Who is Winning AI Workflow Automation?
- Neutral Sentiment: Analyst and feature pieces (Zacks, Benzinga) are drawing investor attention to ACN’s fundamentals and analyst views; these keep the stock in focus but don’t introduce new financials or guidance beyond the company’s recent quarterly beat. Accenture PLC (ACN) is Attracting Investor Attention Where Accenture Stands With Analysts
- Negative Sentiment: Multiple insider sales disclosed (Jan 14): CEO Julie Spellman Sweet sold 1,694 shares (~$488k); insider Manish Sharma sold 2,731 shares (~$787k); Mauro Macchi sold 500 shares (~$140k). While insider sales can be routine (diversification/liquidity), clustered sales by senior executives may be interpreted negatively by some investors as reduced insider conviction. SEC filings: Julie Spellman Sweet Form 4 Manish Sharma Form 4 Mauro Macchi Form 4
Analyst Upgrades and Downgrades
A number of equities analysts have commented on ACN shares. UBS Group reissued a “buy” rating on shares of Accenture in a report on Wednesday, January 7th. HSBC increased their price objective on Accenture from $215.00 to $235.00 in a research note on Friday, December 19th. Guggenheim upped their target price on shares of Accenture from $285.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, December 15th. BNP Paribas Exane decreased their price target on shares of Accenture from $300.00 to $255.00 and set a “neutral” rating on the stock in a research note on Wednesday, September 24th. Finally, Citigroup raised shares of Accenture to a “hold” rating in a research note on Thursday, October 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $297.20.
View Our Latest Research Report on Accenture
Accenture Price Performance
Accenture stock opened at $288.42 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.16. The company has a 50-day moving average price of $263.38 and a 200 day moving average price of $259.51. Accenture PLC has a 12-month low of $229.40 and a 12-month high of $398.35. The stock has a market cap of $177.55 billion, a P/E ratio of 23.84, a PEG ratio of 2.78 and a beta of 1.25.
Accenture (NYSE:ACN – Get Free Report) last posted its earnings results on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share for the quarter, beating the consensus estimate of $3.73 by $0.21. The company had revenue of $18.74 billion for the quarter, compared to analyst estimates of $18.51 billion. Accenture had a net margin of 10.76% and a return on equity of 26.65%. Accenture’s revenue was up 5.7% on a year-over-year basis. During the same period in the previous year, the business posted $3.59 EPS. 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 Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th will be paid a $1.63 dividend. This represents a $6.52 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, January 13th. Accenture’s dividend payout ratio is 53.88%.
Accenture Company 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.
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