Accenture PLC $ACN Shares Purchased by Grantham Mayo Van Otterloo & Co. LLC

Grantham Mayo Van Otterloo & Co. LLC boosted its position in Accenture PLC (NYSE:ACN) by 26.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,353,854 shares of the information technology services provider’s stock after acquiring an additional 705,290 shares during the period. Accenture comprises approximately 2.3% of Grantham Mayo Van Otterloo & Co. LLC’s holdings, making the stock its 16th biggest holding. Grantham Mayo Van Otterloo & Co. LLC owned 0.51% of Accenture worth $827,061,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. Munich Reinsurance Co Stock Corp in Munich purchased a new stake in shares of Accenture in the third quarter valued at $216,000. Ameriflex Group Inc. boosted its stake in Accenture by 197.5% in the 3rd quarter. Ameriflex Group Inc. now owns 235 shares of the information technology services provider’s stock worth $58,000 after buying an additional 156 shares during the last quarter. First Trust Advisors LP boosted its stake in Accenture by 85.9% in the 3rd quarter. First Trust Advisors LP now owns 2,041,945 shares of the information technology services provider’s stock worth $503,544,000 after buying an additional 943,371 shares during the last quarter. HUB Investment Partners LLC grew its holdings in Accenture by 63.8% in the 3rd quarter. HUB Investment Partners LLC now owns 2,367 shares of the information technology services provider’s stock valued at $584,000 after buying an additional 922 shares during the period. Finally, Legacy Capital Group California Inc. increased its stake in shares of Accenture by 562.4% during the 3rd quarter. Legacy Capital Group California Inc. now owns 8,466 shares of the information technology services provider’s stock valued at $2,088,000 after acquiring an additional 7,188 shares during the last quarter. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Citigroup decreased their target price on shares of Accenture from $266.00 to $215.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 25th. Argus cut their price target on shares of Accenture from $370.00 to $335.00 and set a “buy” rating on the stock in a research note on Monday, December 29th. TD Cowen reissued a “buy” rating on shares of Accenture in a research note on Thursday. Guggenheim upped their price objective on Accenture from $285.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Finally, Evercore reaffirmed an “outperform” rating and issued a $300.00 target price on shares of Accenture in a research report on Thursday, December 18th. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $291.69.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture agreed to acquire Ookla (maker of Speedtest, Downdetector, RootMetrics) to bolster network intelligence and connectivity analytics — expands data assets for telco and enterprise network services. Accenture (ACN) To Accquire OoKla, the Company Behind Popular Speedtest Tool
• Positive Sentiment: Accenture bought advanced AI technology from Avanseus to improve predictive models, anomaly detection and automation for network operations — a capability play that supports higher-margin managed services. Accenture (ACN) Acquires Advanced AI Technology Solution From Avanseus
• Positive Sentiment: New collaboration with Mistral AI aims to accelerate enterprise-grade AI deployments — reinforces Accenture’s positioning as a systems integrator for generative/enterprise AI. Accenture Bets On Ookla And Mistral AI To Reinforce Client Demand
• Positive Sentiment: Jim Cramer publicly said Accenture “shouldn’t be that low,” providing a sentiment boost and drawing retail attention to recent strategic buys. Jim Cramer on Accenture: “It shouldn’t be that low”
• Positive Sentiment: UBS called the Ookla deal a timely bet on AI-driven network intelligence, signaling positive institutional take on strategic fit. UBS sees Accenture’s Ookla deal as timely bet on AI-driven network intelligence
• Neutral Sentiment: Several outlets include ACN among top IT services or growth picks for 2026 (Zacks, Yahoo lists) — positive framing but less immediate impact than deal/earnings news. Buy 5 Computers IT Services Stocks to Boost Your Portfolio in 2026
• Negative Sentiment: Deutsche Bank cut its price target to $230 from $280 and kept a “hold” rating, signaling lower near-term upside from that broker — pressure on sentiment despite strategic moves. Deutsche Bank Cuts Price Target On Accenture To $230 From $280, Keeps “Hold” Rating
• Negative Sentiment: Jensen Quality Growth Equity disclosed it sold Accenture in Q4 — a notable institutional reduction that may signal rotation away from ACN among some active managers. Jensen Quality Growth Equity Decided to Sell Accenture (ACN)
• Negative Sentiment: A Seeking Alpha note argues Accenture’s AI narrative hasn’t yet translated into stronger growth expectations (FY26 guide implies modest revenue growth), keeping investor caution. Accenture: AI Story Isn’t Enough To Excite Investors Just Yet

Accenture Trading Up 1.5%

Shares of ACN stock opened at $217.12 on Friday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.16. Accenture PLC has a fifty-two week low of $188.73 and a fifty-two week high of $342.89. The firm’s 50 day moving average price is $248.64 and its two-hundred day moving average price is $250.66. The stock has a market cap of $133.66 billion, a price-to-earnings ratio of 17.94, a price-to-earnings-growth ratio of 2.07 and a beta of 1.27.

Accenture (NYSE:ACN) last released 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. The company had revenue of $18.74 billion during the quarter, compared to analyst estimates of $18.51 billion. Accenture had a net margin of 10.76% and a return on equity of 26.65%. The business’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, analysts anticipate that Accenture PLC will post 12.73 EPS for the current year.

Accenture Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th were given a $1.63 dividend. The ex-dividend date of this dividend was Tuesday, January 13th. This represents a $6.52 annualized dividend and a yield of 3.0%. Accenture’s dividend payout ratio (DPR) is 53.88%.

Insider Activity at Accenture

In related news, General Counsel Joel Unruch sold 1,332 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $275.00, for a total transaction of $366,300.00. Following the sale, the general counsel directly owned 28,207 shares in the company, valued at approximately $7,756,925. This trade represents a 4.51% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Melissa A. Burgum sold 3,588 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief accounting officer owned 8,179 shares of the company’s stock, valued at approximately $2,298,380.79. This represents a 30.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 22,088 shares of company stock valued at $5,970,434 over the last 90 days. Corporate 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.