Accenture PLC $ACN Stake Boosted by Capital Investment Advisors LLC

Capital Investment Advisors LLC grew its position in Accenture PLC (NYSE:ACN) by 32.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,737 shares of the information technology services provider’s stock after buying an additional 5,336 shares during the quarter. Capital Investment Advisors LLC’s holdings in Accenture were worth $5,360,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in ACN. Brighton Jones LLC raised its stake in Accenture by 36.2% during the 4th quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider’s stock valued at $6,486,000 after purchasing an additional 4,905 shares during the period. SageView Advisory Group LLC raised its position in Accenture by 12.6% during the first quarter. SageView Advisory Group LLC now owns 2,736 shares of the information technology services provider’s stock valued at $854,000 after buying an additional 307 shares during the period. Anchor Investment Management LLC boosted its position in Accenture by 26.0% during the 1st quarter. Anchor Investment Management LLC now owns 4,372 shares of the information technology services provider’s stock worth $1,364,000 after acquiring an additional 903 shares during the period. Integrity Alliance LLC. purchased a new position in Accenture during the 1st quarter valued at about $410,000. Finally, Belpointe Asset Management LLC lifted its position in shares of Accenture by 113.2% in the first quarter. Belpointe Asset Management LLC now owns 4,659 shares of the information technology services provider’s stock worth $1,454,000 after purchasing an additional 2,474 shares in the last quarter. Institutional investors and hedge funds own 75.14% of the company’s stock.

Key Stories Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Truist started coverage with a Buy and $317 price target, giving fresh analyst support and a clear near‑term upside thesis for the stock. Truist initiates coverage of Accenture with buy
• Positive Sentiment: Accenture agreed to acquire Faculty, an AI-native UK services/products firm—accelerates GenAI capabilities and commercial reach, a tangible strategic move that supports higher growth expectations. Accenture to Acquire Faculty to Scale AI Capabilities
• Positive Sentiment: Partnership with NTT DOCOMO GLOBAL to build a Universal Wallet Infrastructure highlights pipeline in large digital‑identity and data projects—potentially sticky, enterprise‑scale revenue. NTT DOCOMO GLOBAL and Accenture Launch Universal Wallet Infrastructure
• Positive Sentiment: Zacks highlights ACN as a momentum name based on style scores, reinforcing the view that Accenture’s execution on AI/digital could sustain outperformance. Why Accenture is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Rothschild & Co Redburn nudged its target but kept a Neutral rating—limited immediate upside impact from this particular note. Rothschild adjusts PT on Accenture
• Neutral Sentiment: Analysis of valuation after the new AI acquisition and digital‑trust partnership highlights upside potential but also raises questions about how quickly deals convert to revenue. Assessing Accenture valuation after AI acquisition
• Negative Sentiment: Insider selling: CEO Mauro Macchi reported a sale of 500 shares; while small in dollar terms relative to his holdings, insider trims can weigh on sentiment. SEC Filing – Mauro Macchi sale
• Negative Sentiment: General Counsel Joel Unruch sold 1,332 shares—another insider trim that investors note even if not large relative to total holdings. SEC Filing – Joel Unruch sale
• Negative Sentiment: Coverage raising concerns about softer public‑sector demand highlights a potential near‑term revenue headwind for consulting work. Is Softer Public-Sector Demand Undermining Accenture?

Accenture Stock Up 2.8%

Shares of Accenture stock opened at $281.52 on Friday. Accenture PLC has a 12-month low of $229.40 and a 12-month high of $398.35. The stock has a market capitalization of $173.30 billion, a P/E ratio of 23.27, a PEG ratio of 2.64 and a beta of 1.25. 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 stock has a 50 day moving average price of $259.69 and a two-hundred day moving average price of $259.97.

Accenture (NYSE:ACN) last posted its quarterly earnings data on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, topping 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 business had revenue of $18.74 billion during the quarter, compared to the consensus estimate of $18.51 billion. During the same period in the prior year, the firm earned $3.59 EPS. Accenture’s quarterly revenue was up 5.7% compared to the same quarter last year. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Equities analysts expect that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Tuesday, January 13th will be given a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, January 13th. Accenture’s payout ratio is currently 53.88%.

Wall Street Analyst Weigh In

Several research firms have weighed in on ACN. Wells Fargo & Company began coverage on shares of Accenture in a research note on Tuesday, October 21st. They issued an “equal weight” rating and a $251.00 price objective on the stock. HSBC upped their price target on shares of Accenture from $215.00 to $235.00 in a research note on Friday, December 19th. Mizuho lowered their target price on Accenture from $348.00 to $309.00 and set an “outperform” rating on the stock in a research note on Monday, September 29th. Citigroup upgraded Accenture to a “hold” rating in a report on Thursday, October 23rd. Finally, Guggenheim raised their price objective on shares of Accenture from $285.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Accenture has an average rating of “Moderate Buy” and an average price target of $295.84.

Insider Activity

In related news, CEO Mauro Macchi sold 500 shares of the business’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $280.00, for a total transaction of $140,000.00. Following the transaction, the chief executive officer owned 7,623 shares of the company’s stock, valued at approximately $2,134,440. The trade was a 6.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Julie Spellman Sweet sold 5,917 shares of the stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $246.62, for a total transaction of $1,459,250.54. Following the completion of the sale, the chief executive officer directly owned 8,599 shares of the company’s stock, valued at approximately $2,120,685.38. This trade represents a 40.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 35,151 shares of company stock worth $8,841,525 over the last 90 days. Company insiders own 0.02% of the company’s stock.

Accenture 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.