AustralianSuper Pty Ltd Grows Holdings in Accenture PLC $ACN

AustralianSuper Pty Ltd raised its position in Accenture PLC (NYSE:ACN) by 59.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,462 shares of the information technology services provider’s stock after buying an additional 6,157 shares during the period. AustralianSuper Pty Ltd’s holdings in Accenture were worth $4,060,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Claro Advisors LLC increased its position in shares of Accenture by 1.7% during the third quarter. Claro Advisors LLC now owns 9,381 shares of the information technology services provider’s stock valued at $2,313,000 after acquiring an additional 159 shares during the last quarter. Legato Capital Management LLC increased its position in shares of Accenture by 31.6% during the 3rd quarter. Legato Capital Management LLC now owns 16,984 shares of the information technology services provider’s stock valued at $4,188,000 after purchasing an additional 4,080 shares during the last quarter. South Dakota Investment Council raised its stake in shares of Accenture by 6.5% during the 3rd quarter. South Dakota Investment Council now owns 44,503 shares of the information technology services provider’s stock worth $10,974,000 after purchasing an additional 2,700 shares during the period. Hutchinson Capital Management CA boosted its holdings in shares of Accenture by 37.2% in the 3rd quarter. Hutchinson Capital Management CA now owns 49,195 shares of the information technology services provider’s stock worth $12,131,000 after buying an additional 13,342 shares during the last quarter. Finally, Level Four Advisory Services LLC increased its holdings in Accenture by 3.4% during the third quarter. Level Four Advisory Services LLC now owns 3,343 shares of the information technology services provider’s stock worth $824,000 after buying an additional 109 shares during the last quarter. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Insider Buying and Selling at Accenture

In other news, CAO Melissa A. Burgum sold 3,588 shares of the business’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $281.01, for a total transaction of $1,008,263.88. Following the completion of the transaction, the chief accounting officer owned 8,179 shares of the company’s stock, valued at approximately $2,298,380.79. The trade was a 30.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Julie Spellman Sweet sold 6,057 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 15,255 shares in the company, valued at $3,679,963.65. This represents a 28.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 22,088 shares of company stock valued at $5,970,434 over the last 90 days. Insiders own 0.02% of the company’s stock.

More Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture agreed to acquire Ookla and the broader Connectivity assets for $1.2B to add network intelligence (Speedtest, Ekahau, Downdetector) to its data/AI stack — a clear strategic bet to help clients monitor and optimize connectivity for AI deployments. Accenture to Acquire Ookla (BusinessWire)
• Positive Sentiment: Accenture announced a collaboration with Mistral AI to help clients deploy enterprise-grade GenAI — a complementary move that supports revenue growth in Accenture’s fast-growing AI services line. Accenture Bets On Ookla And Mistral AI (Yahoo)
• Positive Sentiment: UBS and other analysts framed the Ookla purchase as a timely strategic bet on AI-driven network intelligence, supporting the narrative that the deal strengthens Accenture’s competitive positioning in enterprise AI services. UBS Sees Accenture’s Ookla Deal (Seeking Alpha)
• Neutral Sentiment: Market reaction: shares jumped intraday after the deal was announced, reflecting the market’s view that the assets are strategically valuable even as ACN remains well off prior highs. Accenture Stock Is Up, What You Need To Know (Yahoo)
• Neutral Sentiment: Ziff Davis’s sale validates the standalone value of the connectivity assets (MarketBeat coverage), explaining why Accenture paid a premium and why the acquisition could be accretive to its service offerings. Ziff Davis’s $1.2B Deal (MarketBeat)
• Neutral Sentiment: Analyst commentary (Zacks) highlights Accenture as a value play given recent price weakness and solid fundamentals, but notes investors should weigh growth vs. current valuation. Here’s Why Accenture is a Strong Value Stock (Zacks)
• Negative Sentiment: Offsetting risks: ACN has faced a sizable valuation reset (shares well below 52-week highs) amid “AI panic” narratives; slower near-term operating income and trimmed FCF guidance have left the stock vulnerable to sentiment swings and integration/execution risk for the new assets. AI Panic Has Crushed Accenture (Seeking Alpha)

Analysts Set New Price Targets

A number of research analysts have weighed in on ACN shares. Piper Sandler set a $282.00 target price on shares of Accenture in a research note on Thursday. Jefferies Financial Group upped their price objective on Accenture from $270.00 to $280.00 and gave the company a “hold” rating in a research note on Thursday, January 8th. Evercore reissued an “outperform” rating and issued a $300.00 target price on shares of Accenture in a research report on Thursday, December 18th. Wells Fargo & Company upped their price target on Accenture from $251.00 to $275.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 14th. Finally, Rothschild & Co Redburn lifted their price objective on Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $293.62.

Accenture Trading Up 0.8%

Shares of ACN opened at $211.54 on Thursday. Accenture PLC has a twelve month low of $188.73 and a twelve month high of $348.80. The stock has a market cap of $130.23 billion, a PE ratio of 17.48, a P/E/G ratio of 2.02 and a beta of 1.27. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. The business’s 50-day moving average price is $250.82 and its 200-day moving average price is $251.17.

Accenture (NYSE:ACN) last issued its quarterly earnings data on Thursday, December 18th. The information technology services provider reported $3.94 EPS for the quarter, beating the consensus estimate of $3.73 by $0.21. Accenture had a net margin of 10.76% and a return on equity of 26.65%. The company had revenue of $18.74 billion during the quarter, compared to analysts’ expectations of $18.51 billion. During the same quarter in the previous year, the company earned $3.59 earnings per share. Accenture’s revenue for the quarter was up 5.7% on a year-over-year basis. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, equities analysts forecast that Accenture PLC will post 12.73 EPS for the current fiscal year.

Accenture Dividend Announcement

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

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.