Davis Rea LTD. Increases Stock Holdings in Accenture PLC $ACN

Davis Rea LTD. grew its holdings in shares of Accenture PLC (NYSE:ACN) by 36.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,955 shares of the information technology services provider’s stock after purchasing an additional 9,856 shares during the period. Accenture comprises about 2.2% of Davis Rea LTD.’s portfolio, making the stock its 16th biggest position. Davis Rea LTD.’s holdings in Accenture were worth $9,113,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in ACN. Investors Research Corp lifted its holdings in Accenture by 73.8% during the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock worth $26,000 after buying an additional 45 shares in the last quarter. Harbor Capital Advisors Inc. increased its position in shares of Accenture by 132.6% during the third quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider’s stock worth $26,000 after acquiring an additional 61 shares during the period. Davis Capital Management acquired a new stake in shares of Accenture in the third quarter valued at $28,000. Elevation Wealth Partners LLC boosted its holdings in Accenture by 146.0% in the third quarter. Elevation Wealth Partners LLC now owns 123 shares of the information technology services provider’s stock valued at $30,000 after purchasing an additional 73 shares during the period. Finally, Heartwood Wealth Advisors LLC acquired a new position in Accenture during the 3rd quarter worth $32,000. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Insider Transactions at Accenture

In other news, General Counsel Joel Unruch sold 1,332 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $275.00, for a total transaction of $366,300.00. Following the completion of the sale, the general counsel owned 28,207 shares in the company, valued at approximately $7,756,925. This represents a 4.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Mauro Macchi sold 500 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $280.00, for a total value of $140,000.00. Following the completion of the transaction, the chief executive officer owned 7,123 shares in the company, valued at $1,994,440. This trade represents a 6.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 40,076 shares of company stock worth $10,256,788 over the last 90 days. Company insiders own 0.02% of the company’s stock.

Accenture Price Performance

Shares of ACN opened at $288.42 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.41 and a quick ratio of 1.41. Accenture PLC has a 1-year low of $229.40 and a 1-year high of $398.35. The stock has a market cap of $177.55 billion, a PE ratio of 23.84, a price-to-earnings-growth ratio of 2.78 and a beta of 1.25. The firm has a fifty day moving average price of $263.38 and a 200 day moving average price of $259.51.

Accenture (NYSE:ACN) last posted its earnings results on Thursday, December 18th. The information technology services provider reported $3.94 EPS for the quarter, topping analysts’ consensus estimates of $3.73 by $0.21. The business had revenue of $18.74 billion for the quarter, compared to analysts’ expectations of $18.51 billion. Accenture had a return on equity of 26.65% and a net margin of 10.76%.The business’s revenue was up 5.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. As a group, sell-side analysts anticipate that Accenture PLC will post 12.73 EPS for the current year.

Accenture Dividend Announcement

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

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture was named a Leader in Gartner’s new “Magic Quadrant for Digital Technology and Business Consulting Services,” reinforcing its market positioning in high-value consulting and digital transformation work. This recognition supports premium pricing power and deal flow. Accenture Named a Leader in Gartner Magic Quadrant
• Positive Sentiment: Reports of unusually high call‑option volume on ACN indicate some traders are placing bullish bets on near‑term upside, which can lift implied volatility and support share price if flows continue. Traders Purchase High Volume of Call Options on Accenture
• Neutral Sentiment: Industry coverage pieces are highlighting Accenture’s role in AI workflow automation and comparing it with peers — useful context for investors assessing secular growth exposure but not an immediate catalyst. Who is Winning AI Workflow Automation?
• Neutral Sentiment: Analyst and feature pieces (Zacks, Benzinga) are drawing investor attention to ACN’s fundamentals and analyst views; these keep the stock in focus but don’t introduce new financials or guidance beyond the company’s recent quarterly beat. Accenture PLC (ACN) is Attracting Investor Attention Where Accenture Stands With Analysts
• Negative Sentiment: Multiple insider sales disclosed (Jan 14): CEO Julie Spellman Sweet sold 1,694 shares (~$488k); insider Manish Sharma sold 2,731 shares (~$787k); Mauro Macchi sold 500 shares (~$140k). While insider sales can be routine (diversification/liquidity), clustered sales by senior executives may be interpreted negatively by some investors as reduced insider conviction. SEC filings: Julie Spellman Sweet Form 4 Manish Sharma Form 4 Mauro Macchi Form 4

Wall Street Analysts Forecast Growth

ACN has been the subject of several recent research reports. HSBC lifted their price objective on Accenture from $215.00 to $235.00 in a research note on Friday, December 19th. Citigroup upgraded shares of Accenture to a “hold” rating in a research note on Thursday, October 23rd. Wall Street Zen downgraded shares of Accenture from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. JPMorgan Chase & Co. decreased their price objective on shares of Accenture from $302.00 to $290.00 and set an “overweight” rating for the company in a research report on Friday, September 26th. Finally, UBS Group reissued a “buy” rating on shares of Accenture in a report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $297.20.

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.