Orion Porfolio Solutions LLC Trims Stock Position in Accenture PLC $ACN

Orion Porfolio Solutions LLC cut its position in Accenture PLC (NYSE:ACN) by 12.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,671 shares of the information technology services provider’s stock after selling 7,596 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Accenture were worth $13,235,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Accenture by 2.1% during the second quarter. Vanguard Group Inc. now owns 65,129,782 shares of the information technology services provider’s stock valued at $19,466,641,000 after buying an additional 1,315,548 shares during the period. State Street Corp boosted its position in shares of Accenture by 1.2% during the 2nd quarter. State Street Corp now owns 28,016,605 shares of the information technology services provider’s stock valued at $8,373,925,000 after acquiring an additional 326,979 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Accenture by 1.1% in the second quarter. Geode Capital Management LLC now owns 14,042,843 shares of the information technology services provider’s stock worth $4,182,331,000 after purchasing an additional 147,931 shares during the last quarter. Massachusetts Financial Services Co. MA raised its stake in Accenture by 12.8% in 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 purchasing an additional 1,148,970 shares in the last quarter. Finally, Sanders Capital LLC bought a new stake in Accenture during the second quarter valued at approximately $2,637,640,000. 75.14% of the stock is currently owned by hedge funds and other institutional investors.

Accenture Trading Up 2.5%

NYSE ACN opened at $215.24 on Friday. The firm has a market cap of $132.51 billion, a PE ratio of 17.79, a price-to-earnings-growth ratio of 2.02 and a beta of 1.27. Accenture PLC has a 1-year low of $188.73 and a 1-year high of $347.10. The stock has a 50-day moving average of $249.72 and a 200-day moving average of $250.92. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.16.

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

Accenture Announces Dividend

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

Key Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture agreed to buy Ookla (Speedtest) and other connectivity assets from Ziff Davis for about $1.2B, strengthening its network‑intelligence capabilities that feed enterprise AI and connectivity services. Accenture Bets On Ookla And Mistral AI To Reinforce Client Demand
• Positive Sentiment: UBS and other analysts framed the Ookla deal as a timely, strategic bet on AI-driven network intelligence — a positive signal for Accenture’s ability to sell higher‑value connectivity and analytics solutions. UBS sees Accenture’s Ookla deal as timely bet on AI-driven network intelligence
• Positive Sentiment: Accenture acquired an advanced AI technology solution from Avanseus (cloud‑native AI models for prediction/anomaly detection), expanding its IP and productized AI offerings that can be monetized across clients. Accenture (ACN) Acquires Advanced AI Technology Solution From Avanseus
• Positive Sentiment: Media/analyst roundups (Zacks, Yahoo) are including ACN in 2026 “must‑own” IT services lists — citing cloud, AI and cybersecurity spending tailwinds — which supports investor sentiment and demand for the stock. Buy 5 Computers IT Services Stocks to Boost Your Portfolio in 2026
• Neutral Sentiment: Comparative valuation pieces (ACN vs. Jack Henry) and Zacks style‑score writeups highlight Accenture’s mix of value and growth traits — useful context for investors but not an immediate catalyst. ACN or JKHY: Which Is the Better Value Stock Right Now?
• Negative Sentiment: Seeking Alpha publishes a cautious ‘Hold’ view: FY26 guidance implies only ~2–5% revenue growth, consulting revenue pressure, and a risk that AI-driven automation could reduce billable hours in some segments — a potential headwind to near‑term revenue and sentiment. Accenture: AI Story Isn’t Enough To Excite Investors Just Yet

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Susquehanna increased their price target on shares of Accenture from $270.00 to $277.00 and gave the stock a “neutral” rating in a report on Friday, December 19th. BMO Capital Markets reissued a “market perform” rating and issued a $300.00 target price on shares of Accenture in a research note on Thursday, December 18th. Guggenheim lifted their price target on Accenture from $285.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. The Goldman Sachs Group reiterated a “buy” rating and set a $330.00 price objective on shares of Accenture in a research report on Thursday, December 18th. Finally, UBS Group downgraded Accenture from a “buy” rating to a “hold” rating in a research report on Thursday, January 22nd. Sixteen research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $293.62.

Insider Transactions at Accenture

In other news, CAO Melissa A. Burgum sold 3,588 shares of the company’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $281.01, for a total transaction of $1,008,263.88. Following the completion of the transaction, the chief accounting officer directly owned 8,179 shares of the company’s stock, valued at approximately $2,298,380.79. This represents a 30.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, 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 value of $366,300.00. Following the completion of the sale, the general counsel directly owned 28,207 shares in the company, valued at $7,756,925. The trade was a 4.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 22,088 shares of company stock valued at $5,970,434. Company insiders own 0.02% of the company’s stock.

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.