Hunter Perkins Capital Management LLC Increases Stock Holdings in Accenture PLC $ACN

Hunter Perkins Capital Management LLC boosted its stake in Accenture PLC (NYSE:ACN) by 98.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,765 shares of the information technology services provider’s stock after acquiring an additional 10,315 shares during the period. Accenture accounts for approximately 1.3% of Hunter Perkins Capital Management LLC’s holdings, making the stock its 25th biggest holding. Hunter Perkins Capital Management LLC’s holdings in Accenture were worth $5,571,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in ACN. Investors Research Corp boosted its stake in shares of Accenture by 73.8% during the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 45 shares in the last quarter. Harbor Capital Advisors Inc. raised 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 worth $26,000 after buying an additional 61 shares in the last quarter. Triumph Capital Management purchased a new stake in Accenture in the third quarter worth about $26,000. Board of the Pension Protection Fund bought a new stake in Accenture during the 4th quarter valued at approximately $27,000. Finally, Davis Capital Management purchased a new position in shares of Accenture during the 3rd quarter worth approximately $28,000. 75.14% of the stock is currently owned by institutional investors.

Insider Transactions at Accenture

In related news, CEO Julie Spellman Sweet sold 6,057 shares of the business’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 value of $1,461,130.11. Following the completion of the transaction, the chief executive officer directly owned 15,255 shares in the company, valued at $3,679,963.65. The trade was a 28.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Melissa A. Burgum sold 3,588 shares of the stock in a transaction on Monday, January 26th. The shares were sold at an average price of $281.01, for a total value of $1,008,263.88. Following the sale, the chief accounting officer owned 8,179 shares in the company, valued at approximately $2,298,380.79. This represents a 30.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 22,088 shares of company stock valued at $5,970,434. 0.02% of the stock is currently owned by insiders.

More Accenture News

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.

Analysts Set New Price Targets

A number of research firms have recently commented on ACN. Truist Financial lowered their target price on Accenture from $317.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, March 10th. Jefferies Financial Group increased their price objective on Accenture from $270.00 to $280.00 and gave the stock a “hold” rating in a report on Thursday, January 8th. Wolfe Research raised their price objective on Accenture from $300.00 to $330.00 and gave the company an “outperform” rating in a research report on Thursday, December 11th. Robert W. Baird reduced their target price on shares of Accenture from $330.00 to $265.00 and set an “outperform” rating on the stock in a research report on Friday, March 20th. Finally, Wells Fargo & Company increased their price target on shares of Accenture from $251.00 to $275.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 14th. Eighteen analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $274.88.

Accenture Stock Down 1.9%

Shares of NYSE:ACN opened at $192.60 on Friday. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.16. The stock has a fifty day simple moving average of $225.44 and a two-hundred day simple moving average of $244.62. Accenture PLC has a 12-month low of $187.00 and a 12-month high of $325.71. The stock has a market capitalization of $118.57 billion, a price-to-earnings ratio of 15.77, a PEG ratio of 1.83 and a beta of 1.27.

Accenture (NYSE:ACN) last released its earnings results 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 firm had revenue of $18.04 billion for the quarter, compared to analysts’ expectations of $17.80 billion. Accenture had a return on equity of 26.33% and a net margin of 10.61%.The company’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period in the prior year, the firm posted $2.82 earnings per share. On average, research analysts anticipate that Accenture PLC will post 12.73 earnings per share for the current fiscal year.

Accenture Announces Dividend

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