Banque Transatlantique SA Takes Position in Accenture PLC $ACN

Banque Transatlantique SA bought a new position in Accenture PLC (NYSE:ACN) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 12,340 shares of the information technology services provider’s stock, valued at approximately $3,040,000.

Several other large investors have also added to or reduced their stakes in the company. Glenmede Investment Management LP boosted its holdings in Accenture by 5.9% in the third quarter. Glenmede Investment Management LP now owns 460,812 shares of the information technology services provider’s stock valued at $113,636,000 after purchasing an additional 25,563 shares during the last quarter. Epoch Investment Partners Inc. boosted its stake in shares of Accenture by 20.1% in the third quarter. Epoch Investment Partners Inc. now owns 352,830 shares of the information technology services provider’s stock worth $87,008,000 after buying an additional 59,051 shares during the last quarter. Boston Partners acquired a new stake in Accenture during the third quarter worth about $80,728,000. Compass Capital Management Inc. raised its position in Accenture by 15.9% during the third quarter. Compass Capital Management Inc. now owns 228,160 shares of the information technology services provider’s stock valued at $56,264,000 after acquiring an additional 31,370 shares in the last quarter. Finally, Watchman Group Inc. lifted its holdings in Accenture by 0.9% in the third quarter. Watchman Group Inc. now owns 13,927 shares of the information technology services provider’s stock valued at $3,434,000 after acquiring an additional 123 shares during the period. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Analysts Set New Price Targets

ACN has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft cut their target price on shares of Accenture from $280.00 to $230.00 and set a “hold” rating for the company in a report on Friday, March 6th. Susquehanna increased their target price on shares of Accenture from $270.00 to $277.00 and gave the stock a “neutral” rating in a research note on Friday, December 19th. BMO Capital Markets restated a “market perform” rating and set a $300.00 target price on shares of Accenture in a research report on Thursday, December 18th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price target on shares of Accenture in a report on Thursday, December 18th. Finally, Jefferies Financial Group boosted their price objective on Accenture from $270.00 to $280.00 and gave the company a “hold” rating in a research report on Thursday, January 8th. Sixteen analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $288.35.

Accenture Trading Up 0.2%

Shares of ACN opened at $196.41 on Friday. Accenture PLC has a 12-month low of $188.73 and a 12-month high of $326.73. The firm has a market capitalization of $120.91 billion, a P/E ratio of 16.23, a P/E/G ratio of 1.86 and a beta of 1.27. The firm has a 50-day moving average price of $241.97 and a 200 day moving average price of $248.78. 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 (NYSE:ACN) last issued its earnings results 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. The company had revenue of $18.74 billion for 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%. Accenture’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Sell-side analysts forecast that Accenture PLC will post 12.73 EPS for the current year.

Accenture Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th were issued a dividend of $1.63 per share. The ex-dividend date was Tuesday, January 13th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.3%. Accenture’s dividend payout ratio is currently 53.88%.

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

Insider Transactions at Accenture

In other Accenture news, CEO Julie Spellman Sweet sold 6,057 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $241.23, for a total transaction of $1,461,130.11. Following the completion of the transaction, the chief executive officer owned 15,255 shares of the company’s stock, valued at $3,679,963.65. This trade represents a 28.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Melissa A. Burgum sold 3,588 shares of the business’s 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 completion of the sale, the chief accounting officer directly owned 8,179 shares in the company, valued at $2,298,380.79. This trade represents a 30.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 22,088 shares of company stock worth $5,970,434 in the last 90 days. Insiders own 0.02% of the company’s 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.