Segall Bryant & Hamill LLC Takes Position in Accenture PLC $ACN

Segall Bryant & Hamill LLC bought a new position in Accenture PLC (NYSE:ACN) during the first quarter, according to its most recent filing with the SEC. The firm bought 34,471 shares of the information technology services provider’s stock, valued at approximately $6,945,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Norges Bank acquired a new position in shares of Accenture during the fourth quarter valued at about $2,146,995,000. First Trust Advisors LP lifted its position in Accenture by 120.0% in the 1st quarter. First Trust Advisors LP now owns 3,482,150 shares of the information technology services provider’s stock valued at $690,475,000 after acquiring an additional 1,899,305 shares in the last quarter. Voloridge Investment Management LLC acquired a new position in Accenture during the 3rd quarter valued at about $311,694,000. Franklin Resources Inc. increased its holdings in Accenture by 15.9% during the 4th quarter. Franklin Resources Inc. now owns 8,173,338 shares of the information technology services provider’s stock worth $2,192,907,000 after purchasing an additional 1,122,855 shares in the last quarter. Finally, Pzena Investment Management LLC raised its stake in shares of Accenture by 84.0% in the first quarter. Pzena Investment Management LLC now owns 2,405,683 shares of the information technology services provider’s stock worth $477,023,000 after purchasing an additional 1,097,961 shares during the last quarter. Institutional investors own 75.14% of the company’s stock.

Insider Activity at Accenture

In related news, General Counsel Joel Unruch sold 10,498 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $162.98, for a total value of $1,710,964.04. Following the transaction, the general counsel owned 17,735 shares in the company, valued at approximately $2,890,450.30. This represents a 37.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.02% of the company’s stock.

Accenture News Roundup

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: UniCredit digital-transformation deal: Accenture and IBM are collaborating with UniCredit to build a next-generation European banking platform. The project reinforces Accenture’s position in large, strategic technology-transformation contracts and could support future bookings and revenue. UniCredit, Accenture and IBM Collaborate to Build Europe’s Next-Generation Banking Platform
• Positive Sentiment: AI strategy remains a potential catalyst: Coverage highlighted Accenture’s investments in artificial intelligence and its Edge business as opportunities to capture demand for AI implementation and enterprise modernization. Successful execution could improve growth prospects and sentiment toward the stock. Why Is Accenture Strengthening Its AI Strategy?
• Positive Sentiment: Deeply discounted valuation: Analysts noted that ACN trades at roughly 12 times fiscal 2026 earnings following a steep decline, with an approximately 4% dividend yield. The valuation has prompted cautious views that the market may be pricing in more permanent business damage than ultimately occurs. ACN Got Cheaper. The Business Did Not Get Worse
• Neutral Sentiment: Insider selling disclosed: General Counsel Joel Unruch sold 10,498 shares for about $1.7 million, reducing his holdings by 37.2%. Because the transaction was executed under a pre-arranged Rule 10b5-1 plan, it offers limited insight into current management expectations. Accenture Insider Trading Filing
• Negative Sentiment: Execution concerns remain: Accenture’s organic growth is weak and bookings have declined, while Capgemini’s stronger performance suggests that some of ACN’s pressure may reflect company-specific execution issues rather than industry conditions. AI initiatives are promising, but their ability to scale and expand margins remains unproven. Accenture: The Market Is Pricing In Too Much Permanent Damage

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Citigroup decreased their price target on Accenture from $215.00 to $195.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Weiss Ratings cut Accenture from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 9th. William Blair lowered shares of Accenture from an “outperform” rating to a “market perform” rating in a research note on Thursday, June 18th. Guggenheim lowered their target price on shares of Accenture from $225.00 to $185.00 and set a “buy” rating for the company in a report on Monday, June 22nd. Finally, JPMorgan Chase & Co. cut their price target on shares of Accenture from $247.00 to $201.00 and set an “overweight” rating on the stock in a report on Monday, June 8th. Twelve analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $192.96.

Accenture Stock Up 0.3%

Shares of NYSE:ACN opened at $166.34 on Monday. Accenture PLC has a 1 year low of $118.15 and a 1 year high of $291.09. The company has a market capitalization of $111.08 billion, a PE ratio of 13.29, a price-to-earnings-growth ratio of 1.72 and a beta of 1.13. The business has a fifty day moving average price of $152.56 and a two-hundred day moving average price of $190.48. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.34 and a quick ratio of 1.34.

Accenture (NYSE:ACN) last released its earnings results on Thursday, June 18th. The information technology services provider reported $3.80 EPS for the quarter, topping analysts’ consensus estimates of $3.70 by $0.10. The company had revenue of $18.72 billion for the quarter, compared to analysts’ expectations of $18.78 billion. Accenture had a return on equity of 26.47% and a net margin of 10.66%.The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period in the previous year, the business posted $3.49 EPS. Accenture has set its FY 2026 guidance at 13.780-13.900 EPS. Analysts forecast that Accenture PLC will post 13.85 earnings per share for the current year.

Accenture announced that its Board of Directors has authorized a stock repurchase program on Tuesday, June 23rd that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the information technology services provider to reacquire up to 2.4% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Accenture Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 9th will be paid a dividend of $1.63 per share. The ex-dividend date is Thursday, July 9th. This represents a $6.52 annualized dividend and a dividend yield of 3.9%. Accenture’s dividend payout ratio (DPR) is presently 52.08%.

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.