Keel Point LLC Decreases Stake in Accenture PLC $ACN

Keel Point LLC cut its stake in shares of Accenture PLC (NYSE:ACN) by 23.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 16,510 shares of the information technology services provider’s stock after selling 5,023 shares during the quarter. Keel Point LLC’s holdings in Accenture were worth $3,274,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ACN. Triumph Capital Management purchased a new stake in Accenture during the third quarter worth about $26,000. Laurel Wealth Advisors LLC purchased a new position in Accenture in the fourth quarter valued at about $27,000. McMillan Office Inc. acquired a new stake in shares of Accenture during the 4th quarter valued at approximately $27,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Accenture during the 4th quarter worth approximately $27,000. Finally, Private Wealth Management Group LLC boosted its stake in shares of Accenture by 96.4% during the 4th quarter. Private Wealth Management Group LLC now owns 108 shares of the information technology services provider’s stock worth $29,000 after acquiring an additional 53 shares in the last quarter. Institutional investors and hedge funds own 75.14% of the company’s stock.

Accenture Price Performance

ACN stock opened at $166.34 on Friday. The stock’s 50 day moving average price is $152.56 and its 200 day moving average price is $191.12. The firm has a market cap of $111.08 billion, a P/E ratio of 13.29, a PEG ratio of 1.72 and a beta of 1.13. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.34 and a current ratio of 1.34. Accenture PLC has a 1 year low of $118.15 and a 1 year high of $291.09.

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

Accenture Dividend Announcement

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

Accenture declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, June 23rd that permits the company to buyback $2.00 billion in outstanding shares. This buyback authorization permits the information technology services provider to reacquire up to 2.4% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on ACN. TD Cowen downgraded Accenture from a “buy” rating to a “hold” rating and dropped their price objective for the company from $258.00 to $150.00 in a research note on Monday, June 22nd. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $136.00 target price on shares of Accenture in a research report on Friday, July 10th. UBS Group restated a “buy” rating and issued a $275.00 price target on shares of Accenture in a research report on Wednesday, July 8th. Weiss Ratings downgraded Accenture from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 9th. Finally, Royal Bank Of Canada decreased their price objective on shares of Accenture from $253.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, June 22nd. Twelve research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Accenture presently has a consensus rating of “Hold” and a consensus target price of $192.96.

More Accenture News

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

Insiders Place Their Bets

In other Accenture news, General Counsel Joel Unruch sold 10,498 shares of the company’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $162.98, for a total value of $1,710,964.04. Following the transaction, the general counsel directly owned 17,735 shares in the company, valued at approximately $2,890,450.30. This represents a 37.18% decrease in their position. 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. 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.