Andra AP fonden Acquires 45,500 Shares of Accenture PLC $ACN

Andra AP fonden increased its stake in Accenture PLC (NYSE:ACN) by 31.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 189,877 shares of the information technology services provider’s stock after purchasing an additional 45,500 shares during the quarter. Andra AP fonden’s holdings in Accenture were worth $46,824,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Investors Research Corp lifted its stake in shares of Accenture by 73.8% during the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock valued at $26,000 after buying an additional 45 shares in the last quarter. Harbor Capital Advisors Inc. raised its holdings in Accenture by 132.6% during the third quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider’s stock valued at $26,000 after acquiring an additional 61 shares during the period. Davis Capital Management purchased a new position in shares of Accenture in the third quarter valued at about $28,000. Elevation Wealth Partners LLC raised its position in shares of Accenture by 146.0% during the third 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 during the last quarter. Finally, Heartwood Wealth Advisors LLC purchased a new position in shares of Accenture in the third quarter worth $32,000. 75.14% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

ACN has been the subject of several research analyst reports. BMO Capital Markets reaffirmed a “market perform” rating and set a $300.00 target price on shares of Accenture in a research note on Thursday, December 18th. Rothschild & Co Redburn lifted their target price on Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Guggenheim increased their price target on Accenture from $285.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, December 15th. TD Cowen lifted their price objective on Accenture from $295.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Finally, UBS Group cut Accenture from a “buy” rating to a “hold” rating in a report on Thursday, January 22nd. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, Accenture currently has a consensus rating of “Moderate Buy” and a consensus price target of $296.42.

Accenture Price Performance

ACN stock opened at $207.35 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. Accenture PLC has a 12 month low of $188.73 and a 12 month high of $361.62. The stock has a market cap of $127.65 billion, a PE ratio of 17.14, a P/E/G ratio of 1.84 and a beta of 1.24. The company has a 50-day moving average price of $255.79 and a 200 day moving average price of $252.06.

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, topping the consensus estimate of $3.73 by $0.21. The business had revenue of $18.74 billion during the quarter, compared to the consensus estimate of $18.51 billion. Accenture had a net margin of 10.76% and a return on equity of 26.65%. The firm’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same quarter last year, the firm earned $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Equities research analysts anticipate that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th were paid a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s payout ratio is currently 53.88%.

Insider Transactions at Accenture

In other Accenture news, CEO John F. Walsh sold 3,986 shares of the company’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $276.38, for a total value of $1,101,650.68. Following the transaction, the chief executive officer directly owned 27,221 shares in the company, valued at $7,523,339.98. This represents a 12.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Melissa A. Burgum sold 3,588 shares of Accenture stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $281.01, for a total transaction of $1,008,263.88. Following the sale, the chief accounting officer directly owned 8,179 shares of the company’s stock, valued at $2,298,380.79. This represents a 30.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 22,088 shares of company stock valued at $5,970,434. Company insiders own 0.02% of the company’s stock.

Key Stories Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture announced a strategic collaboration with Mistral AI to scale advanced, enterprise-grade AI across Europe and globally — a deal that reinforces Accenture’s AI services pipeline and client demand for model deployment. WSJ: Mistral lands Accenture BusinessWire: Accenture and Mistral AI
• Positive Sentiment: Accenture agreed to acquire Verum Partners to expand infrastructure and capital-projects capabilities in Latin America (mining, metals, transport, energy) — a targeted buy that supports sector-specific consulting and systems integration revenue. Yahoo Finance: Verum acquisition
• Positive Sentiment: Accenture Ventures led a $9M Series A for Profitmind, signaling continued corporate venture activity to bolster Accenture’s retail AI offerings and potential client/technology synergies. BusinessWire: Profitmind funding
• Positive Sentiment: Analysis pieces note Accenture’s fundamentals (revenue growth, margins, guidance) diverging from softer market sentiment — suggesting potential upside if market re-rates the stock to fundamentals. Seeking Alpha: Fundamentals vs sentiment
• Neutral Sentiment: Charts and commentary emphasize Accenture’s relative stability within the S&P 500, which may make it a defensive tech/consulting play rather than a high-volatility growth bet. Kalkine: S&P 500 stability
• Neutral Sentiment: Commentary about Accenture’s role in frontier AI alliances and a cultural shift raises questions about valuation multiples — useful context for investors weighing long-term upside vs near-term multiple compression. Yahoo Finance: Frontier Alliance & valuation
• Negative Sentiment: Analysts at Citigroup cut Accenture’s price target from $266 to $215 and kept a neutral rating, signaling less near-term upside from a major sell-side desk and potentially pressuring sentiment. Benzinga / MarketScreener: Citigroup lowers PT
• Negative Sentiment: Short interest rose ~24.5% in February to ~15.2M shares (≈2.5% of float), a sign some traders are betting on near-term downside or continued multiple compression — this can amplify downward moves on negative news. (short interest data summary)

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.