Achmea Investment Management B.V. Increases Stock Position in Accenture PLC $ACN

Achmea Investment Management B.V. lifted its stake in Accenture PLC (NYSE:ACN) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 106,658 shares of the information technology services provider’s stock after acquiring an additional 2,739 shares during the quarter. Achmea Investment Management B.V.’s holdings in Accenture were worth $26,302,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Caerus Investment Advisors LLC purchased a new position in shares of Accenture in the 3rd quarter worth $640,000. Sunbelt Securities Inc. increased its position in Accenture by 13.9% during the third quarter. Sunbelt Securities Inc. now owns 5,490 shares of the information technology services provider’s stock valued at $1,354,000 after acquiring an additional 672 shares during the last quarter. Captrust Financial Advisors lifted its holdings in Accenture by 6.5% in the third quarter. Captrust Financial Advisors now owns 90,074 shares of the information technology services provider’s stock valued at $22,212,000 after acquiring an additional 5,509 shares during the period. Aspire Private Capital LLC boosted its position in Accenture by 50.0% in the third quarter. Aspire Private Capital LLC now owns 5,697 shares of the information technology services provider’s stock worth $1,405,000 after purchasing an additional 1,899 shares during the last quarter. Finally, Danske Bank A S bought a new stake in shares of Accenture during the 3rd quarter valued at about $96,864,000. Institutional investors own 75.14% of the company’s stock.

Accenture Price Performance

ACN stock opened at $198.73 on Wednesday. Accenture PLC has a 52 week low of $188.73 and a 52 week high of $326.73. The firm has a market capitalization of $122.34 billion, a P/E ratio of 16.42, a price-to-earnings-growth ratio of 1.89 and a beta of 1.27. The company has a fifty day simple moving average of $239.14 and a two-hundred day simple moving average of $247.84. 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 (NYSE:ACN) last announced its earnings results on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $18.51 billion. During the same period in the prior year, the company earned $3.59 EPS. The business’s 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. Analysts anticipate that Accenture PLC will post 12.73 earnings per share for the current fiscal year.

Accenture Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th were paid a $1.63 dividend. 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 dividend payout ratio (DPR) is presently 53.88%.

Insider Transactions at Accenture

In other news, General Counsel Joel Unruch sold 1,332 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $275.00, for a total transaction of $366,300.00. Following the transaction, the general counsel owned 28,207 shares of the company’s stock, valued at approximately $7,756,925. The trade was a 4.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Manish Sharma sold 2,731 shares of the stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $288.13, for a total value of $786,883.03. Following the sale, the insider owned 7,057 shares in the company, valued at $2,033,333.41. The trade was a 27.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 22,088 shares of company stock worth $5,970,434. 0.02% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. BMO Capital Markets reaffirmed a “market perform” rating and set a $300.00 price target on shares of Accenture in a research report on Thursday, December 18th. Evercore restated an “outperform” rating and set a $300.00 target price on shares of Accenture in a research report on Thursday, December 18th. Susquehanna upped their target price on shares of Accenture from $270.00 to $277.00 and gave the company a “neutral” rating in a report on Friday, December 19th. Argus dropped their price target on shares of Accenture from $370.00 to $335.00 and set a “buy” rating on the stock in a research note on Monday, December 29th. Finally, Guggenheim cut their price objective on shares of Accenture from $305.00 to $275.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Accenture has an average rating of “Moderate Buy” and an average target price of $286.19.

Key Stories Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture and Databricks announced a partnership to accelerate enterprise adoption of AI applications and agents at scale — a strategic tie-up that can drive higher‑margin AI services and platform initiatives. Accenture and Databricks Accelerate Enterprise Adoption of AI Applications and Agents at Scale
• Positive Sentiment: Accenture completed the acquisition of UK AI firm Faculty and named its CEO Dr. Marc Warner as Accenture CTO — a capability‑building move that strengthens the company’s AI bench and go‑to‑market for advanced AI services. Accenture Completes Acquisition of Faculty
• Positive Sentiment: Accenture inked a six‑year partnership as Official Business & Technology Consulting Partner of The R&A (golf), which supports brand, commercial and industry visibility — a modest but positive commercial win. Accenture Named Official Partner of Leading Golf Governing Body, The R&A
• Neutral Sentiment: Wall Street previews and earnings previews point to continued revenue and EPS growth in fiscal Q2 (y/y revenue seen rising ~6–7%), making the upcoming results a key near‑term catalyst. Accenture Set to Report Q2 Earnings: Here’s What You Should Know
• Neutral Sentiment: Analyst models and metric previews (Zacks/Yahoo) provide detail on bookings, margins and headcount trends investors will focus on in Q2 — these data points will drive sentiment more than headlines. Insights Into Accenture (ACN) Q2: Wall Street Projections for Key Metrics
• Neutral Sentiment: Morgan Stanley flagged that Accenture might raise the low end of its 2026 revenue outlook despite mixed demand — a signal that management could tweak guidance, which would influence near‑term expectations. Accenture May Raise Low End of 2026 Revenue Outlook Despite Weak Demand, Morgan Stanley Says
• Negative Sentiment: Morgan Stanley cut its price target on ACN from $320 to $240 while keeping an Overweight rating, citing weaker bookings and a talent shift — the PT cut reduces upside expectations and likely pressured the stock. Morgan Stanley Updates Accenture (ACN) View on Weak Bookings and Talent Shift
• Negative Sentiment: Analyst commentary and a Zacks piece note that while ACN looks cheaper on valuation and is doubling down on GenAI, weak recent price performance and rising talent costs create investor uncertainty about near‑term returns. Is Accenture’s Cheap Valuation Reason Enough to Invest in the Stock?

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.