Glenmede Investment Management LP Raises Stock Position in Accenture PLC $ACN

Glenmede Investment Management LP boosted its stake in shares of Accenture PLC (NYSE:ACN) by 5.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 460,812 shares of the information technology services provider’s stock after acquiring an additional 25,563 shares during the period. Glenmede Investment Management LP owned about 0.07% of Accenture worth $113,636,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of ACN. Vanguard Group Inc. raised its position in shares of Accenture by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock worth $19,466,641,000 after purchasing an additional 1,315,548 shares during the last quarter. State Street Corp increased its stake in Accenture by 1.2% during the 2nd quarter. State Street Corp now owns 28,016,605 shares of the information technology services provider’s stock worth $8,373,925,000 after buying an additional 326,979 shares in the last quarter. Capital International Investors raised its holdings in shares of Accenture by 41.1% during the third quarter. Capital International Investors now owns 17,128,134 shares of the information technology services provider’s stock valued at $4,223,839,000 after acquiring an additional 4,984,930 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position in shares of Accenture by 12.8% in the third quarter. Massachusetts Financial Services Co. MA now owns 10,147,796 shares of the information technology services provider’s stock valued at $2,502,446,000 after acquiring an additional 1,148,970 shares in the last quarter. Finally, Sanders Capital LLC acquired a new stake in shares of Accenture in the second quarter worth approximately $2,637,640,000. Institutional investors and hedge funds own 75.14% of the company’s stock.

Accenture News Summary

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Udacity (part of Accenture) launched an accredited MBA program aimed at training AI product leaders — a revenue/brand-positive move that strengthens Accenture’s talent pipeline and positioning in AI services. Udacity, Part of Accenture, Launches Accredited MBA to Train the Next Generation of AI Product Leaders
• Positive Sentiment: Investor research argues Accenture is well-placed to benefit from AI implementation contracts, highlighting upside from rising enterprise AI spend — a bullish narrative for medium-term revenue growth. Accenture (ACN) is Poised to Benefit from AI Implementation Contracts
• Positive Sentiment: Accenture expanded its Google Cloud partnership to help clients strengthen cloud security — a direct revenue-opportunity in managed security and cloud transformation services. Accenture Helps Organizations Strengthen Cloud Security with Google Cloud
• Positive Sentiment: A Seeking Alpha piece argues Accenture may be undervalued after prior overvaluation, presenting a valuation-based bullish case for long-term investors. Accenture: Undervalued After Years Of Overvaluation
• Neutral Sentiment: Zacks previews Accenture’s upcoming earnings and suggests the company may not have the setup for an earnings beat, signaling investor caution into the report. Accenture (ACN) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Reminder: Accenture is projected to post quarterly earnings this week, a scheduled catalyst that could swing the stock depending on guidance and margins. Accenture (ACN) Projected to Post Earnings on Thursday
• Negative Sentiment: Truist cut its price target on ACN to $260 (from $317) and warned of pressure on long-term estimates after its enterprise-AI checks — the downgrade dampens sentiment despite a maintained Buy rating. Truist Financial Cuts Accenture (NYSE:ACN) Price Target to $260.00 Truist Lowers Accenture (ACN) Target to $260, Warns of Pressure on Long-Term Estimates
• Negative Sentiment: Guggenheim lowered its price target on Accenture to $275, adding to analyst-driven downward pressure on the stock in the run-up to earnings. Guggenheim Lowers Accenture (NYSE:ACN) Price Target to $275.00

Accenture Stock Up 0.2%

Shares of ACN opened at $196.41 on Friday. Accenture PLC has a 52-week low of $188.73 and a 52-week high of $326.73. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. The stock has a fifty day simple moving average of $241.97 and a two-hundred day simple moving average of $248.78. The company has a market capitalization of $120.91 billion, a PE ratio of 16.23, a price-to-earnings-growth ratio of 1.86 and a beta of 1.27.

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

Accenture Dividend Announcement

The company also recently declared 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. This represents a $6.52 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s payout ratio is presently 53.88%.

Insider Transactions at Accenture

In other news, insider Manish Sharma sold 2,731 shares of the stock in a transaction on 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 in the company, valued at approximately $2,033,333.41. This represents a 27.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Julie Spellman Sweet sold 6,057 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $241.23, for a total value of $1,461,130.11. Following the sale, the chief executive officer directly owned 15,255 shares of the company’s stock, valued at $3,679,963.65. The trade was a 28.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 22,088 shares of company stock valued at $5,970,434 in the last ninety days. 0.02% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

ACN has been the subject of several recent research reports. Rothschild & Co Redburn increased their price objective on Accenture from $205.00 to $210.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Royal Bank Of Canada set a $300.00 target price on shares of Accenture in a research note on Thursday, December 18th. TD Cowen reiterated a “buy” rating on shares of Accenture in a research report on Thursday, March 5th. HSBC raised their price target on shares of Accenture from $215.00 to $235.00 in a research note on Friday, December 19th. Finally, Jefferies Financial Group upped their price objective on shares of Accenture from $270.00 to $280.00 and gave the company a “hold” rating in a research note on Thursday, January 8th. Sixteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $288.35.

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.