MOR Wealth Management LLC Takes $7.95 Million Position in Accenture PLC $ACN

MOR Wealth Management LLC acquired a new position in Accenture PLC (NYSE:ACN) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 29,641 shares of the information technology services provider’s stock, valued at approximately $7,953,000. Accenture makes up approximately 3.6% of MOR Wealth Management LLC’s holdings, making the stock its 7th biggest holding.

Several other hedge funds have also recently added to or reduced their stakes in the business. ORG Wealth Partners LLC boosted its position in Accenture by 26.9% during the 4th quarter. ORG Wealth Partners LLC now owns 2,241 shares of the information technology services provider’s stock worth $601,000 after acquiring an additional 475 shares during the period. Neumann Capital Management LLC raised its stake in shares of Accenture by 2.7% during the fourth quarter. Neumann Capital Management LLC now owns 7,572 shares of the information technology services provider’s stock valued at $2,032,000 after purchasing an additional 200 shares in the last quarter. Aventus Investment Advisors Inc. lifted its holdings in Accenture by 85.7% in the fourth quarter. Aventus Investment Advisors Inc. now owns 195 shares of the information technology services provider’s stock worth $52,000 after purchasing an additional 90 shares during the period. Embree Financial Group grew its position in Accenture by 4.3% in the 4th quarter. Embree Financial Group now owns 2,545 shares of the information technology services provider’s stock valued at $683,000 after buying an additional 105 shares in the last quarter. Finally, AA Financial Advisors LLC acquired a new position in Accenture during the 4th quarter valued at about $256,000. Institutional investors own 75.14% of the company’s stock.

Key Stories Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture launched Cyber.AI, an AI-driven cybersecurity platform powered by Anthropic’s Claude, positioning ACN to capture enterprise spend on AI-native security operations and managed detection/response. Accenture and Anthropic Team to Help Organizations Secure, Scale AI-Driven Cybersecurity Operations
• Positive Sentiment: UBS highlighted the Accenture–Anthropic cybersecurity tie-up as supportive of ACN’s AI strategy, reinforcing analyst confidence that the new offering strengthens long-term growth potential in AI security. Accenture-Anthropic cybersecurity partnership seen strengthening AI thesis, says UBS
• Positive Sentiment: Accenture invested in and partnered with DaVinci Commerce to bring agentic AI commerce capabilities into Accenture Song, expanding addressable market in digital transactions and commerce automation. This supports the company’s push to monetize AI agents across enterprise functions. ACN Continues to Focus on AI Development: Is it a Growth Catalyst?
• Positive Sentiment: Truist reiterated a Buy and pointed to record bookings (~$22B) and better-than-expected Q2 results as signs of durable demand — a near-term fundamental positive even as costs rise. Accenture (ACN) Rated Buy on Strong Bookings Growth
• Neutral Sentiment: Analyst commentary (Zacks/Yahoo) urges retaining ACN for steady growth from AI-driven cybersecurity, cloud and public sector wins but flags margin pressures from rising costs — a mix of upside from revenue drivers and near-term margin risk. Here’s Why You Should Retain Accenture Stock in Your Portfolio Now
• Negative Sentiment: A peer-comparison piece notes SAIC currently looks stronger on valuation, backlog and recent price performance — highlighting competitive and valuation pressures that could weigh on ACN’s stock multiple. ACN vs. SAIC: Which IT Services Stock Holds an Edge at Present?
• Negative Sentiment: Technically, ACN is trading below its 50- and 200-day moving averages and volume is lighter than average — factors that can amplify downward pressure when investors rotate out after prior gains.

Analyst Ratings Changes

Several research firms have recently issued reports on ACN. Guggenheim decreased their price objective on shares of Accenture from $275.00 to $250.00 and set a “buy” rating for the company in a report on Friday, March 20th. JPMorgan Chase & Co. lifted their price target on Accenture from $243.00 to $247.00 and gave the company an “overweight” rating in a research report on Friday, March 20th. Robert W. Baird cut their price objective on Accenture from $330.00 to $265.00 and set an “outperform” rating for the company in a report on Friday, March 20th. Berenberg Bank began coverage on shares of Accenture in a research report on Thursday, January 22nd. They issued a “buy” rating and a $313.00 price target on the stock. Finally, Piper Sandler set a $282.00 price objective on shares of Accenture in a research report on Thursday, March 5th. Eighteen equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $274.88.

Insider Buying and Selling

In other news, COO Catherine Kiernan Hogan sold 660 shares of the firm’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $280.93, for a total value of $185,413.80. Following the completion of the sale, the chief operating officer owned 12,688 shares of the company’s stock, valued at $3,564,439.84. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Melissa A. Burgum sold 3,588 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $281.01, for a total value of $1,008,263.88. Following the completion of the sale, the chief accounting officer directly owned 8,179 shares of the company’s stock, valued at approximately $2,298,380.79. This represents a 30.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 22,088 shares of company stock valued at $5,970,434. 0.02% of the stock is currently owned by company insiders.

Accenture Trading Down 0.0%

Shares of NYSE ACN opened at $192.60 on Monday. The company has a quick ratio of 1.34, a current ratio of 1.34 and a debt-to-equity ratio of 0.16. Accenture PLC has a 12 month low of $187.00 and a 12 month high of $325.71. The company has a market cap of $118.57 billion, a price-to-earnings ratio of 15.77, a P/E/G ratio of 1.83 and a beta of 1.27. The business has a fifty day simple moving average of $225.44 and a 200-day simple moving average of $244.63.

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

Accenture Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 9th will be given a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 3.4%. The ex-dividend date is Thursday, April 9th. Accenture’s payout ratio is presently 53.40%.

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.