Dimensional Fund Advisors LP grew its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 40.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,090,962 shares of the information technology services provider’s stock after acquiring an additional 893,784 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Accenture were worth $762,243,000 as of its most recent SEC filing.
A number of other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its stake in shares of Accenture by 2.1% during the second quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock worth $19,466,641,000 after buying an additional 1,315,548 shares during the period. State Street Corp lifted its position 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 acquiring an additional 326,979 shares during the period. Geode Capital Management LLC grew its stake in Accenture by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 14,042,843 shares of the information technology services provider’s stock valued at $4,182,331,000 after purchasing an additional 147,931 shares during the last quarter. Massachusetts Financial Services Co. MA increased its holdings 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 purchasing an additional 1,148,970 shares during the period. Finally, Sanders Capital LLC purchased a new position in shares of Accenture in the second quarter worth about $2,637,640,000. 75.14% of the stock is currently owned by institutional investors and hedge funds.
Accenture News Roundup
Here are the key news stories impacting Accenture this week:
- Positive Sentiment: Accenture agreed to acquire Ookla (Speedtest) as part of a broader push into network intelligence and data for AI — strengthens Accenture’s ability to offer network performance and experience data to enterprise GenAI and cloud customers. Accenture to Acquire Ookla
- Positive Sentiment: Accenture is buying Ziff Davis’s Connectivity division for $1.2B (includes Ookla/Ekahau), a deal that adds high-value data and telemetry assets that are strategically important for enterprise AI and network analytics. This M&A move is being read as a clear, tangible investment in Accenture’s AI-enabled services growth. Ziff Davis to Sell Connectivity Division to Accenture for $1.2 Billion
- Positive Sentiment: Accenture announced an alliance with Mistral AI to put enterprise GenAI at center stage — enhances product/partner ecosystem and signals continued leadership in AI consulting and platform integrations. Accenture Mistral AI Alliance Puts Enterprise GenAI At Center Stage
- Positive Sentiment: Accenture acquired the parent of Downdetector as part of a larger deal, adding real-time outage/availability intelligence that complements its network and AI offerings. Accenture acquires Downdetector parent as part of larger deal
- Neutral Sentiment: Q1 FY26 results showed revenue and EPS beats and AI revenues up ~120% YoY, but operating income/EPS declined modestly and free-cash-flow guidance was trimmed — a mixed read: strong AI traction but some near-term margin/cash concerns. AI Panic Has Crushed Accenture – And Created An Opportunity
- Neutral Sentiment: Company set a date to report Q2 FY26 results (March 19) — a scheduled catalyst investors will watch for updated guidance and execution on recent deals. Accenture to Announce Second-Quarter Fiscal 2026 Results
- Negative Sentiment: Recent articles noted a pullback in Accenture’s share price and flagged unusual options activity, reflecting investor caution/volatility despite the strategic news flow. Short-term sentiment may remain choppy as the market digests deal costs and integration risk. Accenture (ACN) Stock Drops Despite Market Gains: Important Facts to Note
Accenture Price Performance
Accenture (NYSE:ACN – Get Free Report) last issued its quarterly earnings results on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share (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 return on equity of 26.65% and a net margin of 10.76%.Accenture’s revenue for the quarter was up 5.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. As a group, equities analysts expect that Accenture PLC will post 12.73 EPS for the current fiscal year.
Accenture Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th were given 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 yield of 3.1%. Accenture’s dividend payout ratio is currently 53.88%.
Analyst Upgrades and Downgrades
Several equities analysts recently weighed in on the stock. Rothschild & Co Redburn increased their price target on shares of Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Susquehanna increased their price objective 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. Jefferies Financial Group boosted their target price on shares of Accenture from $270.00 to $280.00 and gave the company a “hold” rating in a research report on Thursday, January 8th. Truist Financial started coverage on Accenture in a research report on Tuesday, January 6th. They set a “buy” rating and a $317.00 price target on the stock. Finally, Evercore reiterated an “outperform” rating and set a $300.00 price objective on shares of Accenture in a research note on Thursday, December 18th. Sixteen analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $296.42.
View Our Latest Stock Report on ACN
Insider Buying and Selling at Accenture
In related news, CEO Julie Spellman Sweet sold 6,057 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO John F. Walsh sold 3,986 shares of the business’s 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 22,088 shares of company stock valued at $5,970,434. Insiders own 0.02% of the company’s stock.
Accenture Company 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.
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