Russell Investments Group Ltd. lifted its stake in Accenture PLC (NYSE:ACN – Free Report) by 10.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,025,939 shares of the information technology services provider’s stock after acquiring an additional 97,459 shares during the period. Russell Investments Group Ltd.’s holdings in Accenture were worth $253,026,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of ACN. Investors Research Corp boosted its holdings in Accenture by 73.8% in the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 45 shares during the period. Harbor Capital Advisors Inc. increased its holdings in shares of Accenture by 132.6% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider’s stock worth $26,000 after purchasing an additional 61 shares during the period. Davis Capital Management acquired a new position in shares of Accenture during the third quarter valued at about $28,000. Elevation Wealth Partners LLC lifted its stake in shares of 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 buying an additional 73 shares during the period. Finally, Heartwood Wealth Advisors LLC acquired a new stake in Accenture during the third quarter worth about $32,000. 75.14% of the stock is currently owned by institutional investors and hedge funds.
Key Accenture News
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 Price Performance
Accenture (NYSE:ACN – Get Free Report) 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 firm had revenue of $18.74 billion during the quarter, compared to analyst estimates of $18.51 billion. Accenture had a return on equity of 26.65% and a net margin of 10.76%.The business’s revenue for the quarter was up 5.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, sell-side analysts forecast that Accenture PLC will post 12.73 EPS for the current fiscal year.
Accenture Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Tuesday, January 13th were issued a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend was Tuesday, January 13th. Accenture’s dividend payout ratio (DPR) is currently 53.88%.
Analyst Ratings Changes
A number of analysts have commented on the company. TD Cowen reiterated a “buy” rating on shares of Accenture in a research report on Thursday. Piper Sandler set a $282.00 price objective on Accenture in a research report on Thursday. Guggenheim raised their target price on Accenture from $285.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Truist Financial started coverage on shares of Accenture in a research note on Tuesday, January 6th. They set a “buy” rating and a $317.00 price target on the stock. Finally, Argus dropped their price objective on shares of Accenture from $370.00 to $335.00 and set a “buy” rating for the company in a research note on Monday, December 29th. Sixteen equities research 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 presently has a consensus rating of “Moderate Buy” and a consensus target price of $291.69.
Check Out Our Latest Research Report on ACN
Insider Transactions at Accenture
In other news, CEO Julie Spellman Sweet sold 6,057 shares of Accenture stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $241.23, for a total value of $1,461,130.11. Following the completion of the transaction, the chief executive officer owned 15,255 shares in the company, valued at approximately $3,679,963.65. The trade was a 28.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Manish Sharma sold 2,731 shares of the stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $288.13, for a total value of $786,883.03. Following the sale, the insider owned 7,057 shares in the company, valued at approximately $2,033,333.41. This trade represents a 27.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 22,088 shares of company stock valued at $5,970,434. 0.02% of the stock is owned by company insiders.
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.
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