AustralianSuper Pty Ltd Boosts Stock Position in Accenture PLC $ACN

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

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Accenture by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock worth $19,466,641,000 after acquiring an additional 1,315,548 shares during the last quarter. State Street Corp lifted its stake in Accenture by 1.2% in the second quarter. State Street Corp now owns 28,016,605 shares of the information technology services provider’s stock worth $8,373,925,000 after purchasing an additional 326,979 shares during the last quarter. Geode Capital Management LLC boosted its position in Accenture by 1.1% during the second quarter. Geode Capital Management LLC now owns 14,042,843 shares of the information technology services provider’s stock valued at $4,182,331,000 after buying an additional 147,931 shares during the period. Massachusetts Financial Services Co. MA grew its stake in shares of Accenture by 12.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 10,147,796 shares of the information technology services provider’s stock valued at $2,502,446,000 after buying an additional 1,148,970 shares during the last quarter. Finally, Sanders Capital LLC purchased a new position in shares of Accenture in the second quarter worth about $2,637,640,000. Institutional investors own 75.14% of the company’s stock.

Insider Activity

In related news, CEO John F. Walsh sold 3,986 shares of the business’s stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $276.38, for a total value of $1,101,650.68. Following the sale, the chief executive officer directly owned 27,221 shares in the company, valued at approximately $7,523,339.98. The trade was a 12.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Catherine Kiernan Hogan sold 660 shares of the company’s stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $280.93, for a total value of $185,413.80. Following the sale, the chief operating officer directly owned 12,688 shares in the company, valued at $3,564,439.84. This trade represents a 4.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 22,088 shares of company stock valued at $5,970,434. Company insiders own 0.02% of the company’s stock.

Accenture Price Performance

NYSE ACN opened at $211.54 on Thursday. The business’s fifty day moving average is $250.82 and its 200 day moving average is $251.17. The company has a market capitalization of $130.23 billion, a PE ratio of 17.48, a price-to-earnings-growth ratio of 2.02 and a beta of 1.27. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.41 and a current ratio of 1.41. Accenture PLC has a fifty-two week low of $188.73 and a fifty-two week high of $348.80.

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

Accenture Dividend Announcement

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

Key Stories Impacting Accenture

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)

Analyst Ratings Changes

ACN has been the topic of a number of analyst reports. Susquehanna boosted their price objective on shares of Accenture from $270.00 to $277.00 and gave the company a “neutral” rating in a research report on Friday, December 19th. Piper Sandler set a $282.00 price objective on Accenture in a report on Thursday. TD Cowen reiterated a “buy” rating on shares of Accenture in a report on Thursday. Royal Bank Of Canada set a $300.00 price target on shares of Accenture in a research note on Thursday, December 18th. Finally, Berenberg Bank started coverage on Accenture in a research report on Thursday, January 22nd. They issued a “buy” rating and a $313.00 price objective on the stock. Sixteen analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $293.62.

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.