Balefire LLC Has $1.35 Million Stock Holdings in Accenture PLC $ACN

Balefire LLC increased its position in Accenture PLC (NYSE:ACN) by 329.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,042 shares of the information technology services provider’s stock after purchasing an additional 3,867 shares during the quarter. Balefire LLC’s holdings in Accenture were worth $1,353,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Investors Research Corp raised its stake in shares of Accenture by 73.8% during the third quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock worth $26,000 after buying an additional 45 shares during the last quarter. Harbor Capital Advisors Inc. boosted its stake in 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 acquiring an additional 61 shares during the last quarter. Triumph Capital Management acquired a new stake in Accenture during the 3rd quarter worth $26,000. Board of the Pension Protection Fund bought a new stake in shares of Accenture during the 4th quarter valued at $27,000. Finally, Davis Capital Management acquired a new position in shares of Accenture in the 3rd quarter valued at $28,000. Institutional investors own 75.14% of the company’s stock.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture Federal Services won a NOAA contract to modernize the National Weather Service’s AWIPS into NWS HIVE — a mission‑critical, multi‑year federal engagement that supports backlog and stable government revenue streams. Accenture Federal Services Wins NOAA Contract
• Positive Sentiment: Accenture continues to expand its AI capabilities: announced an investment in DaVinci Commerce to advance agentic AI commerce (supports future revenue growth in retail digital transformation). Accenture Invests in DaVinci Commerce
• Positive Sentiment: Accenture partnered with Microsoft to deploy agentic AI for enhanced digital security — another strategic tie to hyperscalers that can deepen client engagements and recurring cloud/AI revenue. Accenture Partners with Microsoft
• Positive Sentiment: Recent Q2 results beat consensus (sales and EPS) and management provided an updated fiscal‑2026 outlook; analysts cite the earnings beat alongside expanded AI deals when assessing longer‑term growth. Valuation Check After Q2 Earnings Beat
• Neutral Sentiment: Zacks and other outlets reiterate Accenture’s long‑term growth case (strong secular demand for digital and AI services), which supports buy‑and‑hold investors but doesn’t remove near‑term volatility. Zacks Long-Term Growth Case
• Neutral Sentiment: Mizuho trimmed its price target from $309 to $280 but maintained an “outperform” rating — a mixed signal (still bullish, but less upside than before). Mizuho Lowers Target but Keeps Outperform
• Negative Sentiment: Several sell‑side firms cut price targets this week (Guggenheim, RBC, BMO, Robert W. Baird), applying near‑term downward pressure on the stock despite the company’s operational wins. Guggenheim Cuts PT RBC Cuts PT BMO Cuts PT Baird Cuts PT
• Negative Sentiment: Technicals and valuation are weighing on the stock: ACN is trading below its 50‑ and 200‑day moving averages and near its 12‑month low, which can trigger short‑term selling and reduce momentum for momentum‑sensitive funds.

Insider Buying and Selling at Accenture

In related news, CEO John F. Walsh sold 3,986 shares of Accenture stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $276.38, for a total value of $1,101,650.68. Following the sale, the chief executive officer owned 27,221 shares of the company’s stock, valued at approximately $7,523,339.98. This trade represents a 12.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Julie Spellman Sweet sold 6,057 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 15,255 shares of the company’s stock, valued at approximately $3,679,963.65. This trade represents a 28.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 22,088 shares of company stock valued at $5,970,434 in the last 90 days. 0.02% of the stock is currently owned by corporate insiders.

Accenture Stock Performance

Shares of ACN opened at $193.35 on Wednesday. The firm has a market cap of $119.03 billion, a P/E ratio of 15.84, a PEG ratio of 1.89 and a beta of 1.27. Accenture PLC has a twelve month low of $187.00 and a twelve month high of $325.71. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.34 and a current ratio of 1.34. The firm’s 50 day moving average price is $231.09 and its two-hundred day moving average price is $245.83.

Accenture (NYSE:ACN) last issued its quarterly earnings data on Thursday, March 19th. The information technology services provider reported $2.93 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.09. The business had revenue of $18.04 billion for the quarter, compared to analyst estimates of $17.80 billion. Accenture had a net margin of 10.61% and a return on equity of 26.33%. The firm’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the business posted $2.82 earnings per share. On average, analysts forecast that Accenture PLC will post 12.73 EPS for the current fiscal year.

Accenture Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be issued a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date is Thursday, April 9th. Accenture’s payout ratio is 53.40%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on ACN shares. UBS Group reaffirmed a “buy” rating on shares of Accenture in a research note on Tuesday, March 17th. Susquehanna increased their target price on Accenture from $270.00 to $277.00 and gave the company a “neutral” rating in a research note on Friday, December 19th. Deutsche Bank Aktiengesellschaft decreased their target price on Accenture from $280.00 to $230.00 and set a “hold” rating for the company in a research report on Friday, March 6th. The Goldman Sachs Group reiterated a “buy” rating and issued a $330.00 price target on shares of Accenture in a research report on Thursday, December 18th. Finally, BMO Capital Markets reduced their price objective on shares of Accenture from $300.00 to $230.00 and set a “market perform” rating on the stock in a research note on Friday, March 20th. Eighteen investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $274.88.

About Accenture

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.