Seilern Investment Management Ltd Lowers Stock Position in Accenture PLC $ACN

Seilern Investment Management Ltd reduced its position in Accenture PLC (NYSE:ACN) by 7.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 199,022 shares of the information technology services provider’s stock after selling 15,041 shares during the quarter. Accenture comprises about 3.6% of Seilern Investment Management Ltd’s investment portfolio, making the stock its 15th biggest position. Seilern Investment Management Ltd’s holdings in Accenture were worth $49,079,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Investors Research Corp lifted its stake in shares of 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 in the last quarter. RMG Wealth Management LLC purchased a new position in shares of Accenture in the 2nd quarter valued at $33,000. Heartwood Wealth Advisors LLC acquired a new position in shares of Accenture during the third quarter worth about $32,000. WPG Advisers LLC acquired a new position in Accenture during the 1st quarter worth approximately $42,000. Finally, Howard Hughes Medical Institute purchased a new position in shares of Accenture in the second quarter valued at $40,000. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Insider Activity

In related news, insider Manish Sharma sold 6,902 shares of the firm’s stock in a transaction that occurred on Wednesday, October 22nd. The shares were sold at an average price of $250.01, for a total transaction of $1,725,569.02. Following the completion of the sale, the insider directly owned 1,860 shares in the company, valued at approximately $465,018.60. This trade represents a 78.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Julie Spellman Sweet sold 9,000 shares of the company’s stock in a transaction on Wednesday, October 22nd. The shares were sold at an average price of $249.57, for a total value of $2,246,130.00. Following the completion of the transaction, the chief executive officer directly owned 23,516 shares in the company, valued at $5,868,888.12. This represents a 27.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 33,319 shares of company stock worth $8,335,225. Corporate insiders own 0.02% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Cowen reissued a “buy” rating on shares of Accenture in a report on Friday, September 26th. Rothschild & Co Redburn increased their price objective on shares of Accenture from $250.00 to $255.00 in a research note on Friday, September 19th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 target price on shares of Accenture in a research report on Thursday. Rothschild Redb cut Accenture from a “strong-buy” rating to a “hold” rating in a report on Wednesday, September 3rd. Finally, UBS Group set a $320.00 price objective on Accenture in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Accenture has a consensus rating of “Moderate Buy” and an average target price of $298.29.

Accenture Price Performance

Shares of NYSE:ACN opened at $272.57 on Monday. The stock has a market cap of $179.48 billion, a price-to-earnings ratio of 22.53, a PEG ratio of 2.65 and a beta of 1.26. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.41 and a quick ratio of 1.42. Accenture PLC has a 12 month low of $229.40 and a 12 month high of $398.35. The stock’s 50 day moving average price is $252.81 and its 200 day moving average price is $263.33.

Accenture (NYSE:ACN) last issued its quarterly earnings results on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 26.65% and a net margin of 10.76%.The firm’s revenue for the quarter was up 5.7% on a year-over-year basis. During the same period last year, the firm earned $3.59 EPS. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. Equities research analysts anticipate that Accenture PLC will post 12.73 earnings per share for the current fiscal year.

Accenture Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th will be issued a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, January 13th. Accenture’s dividend payout ratio is presently 53.88%.

Key Stores Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Beat on revenue and earnings; bookings strength. Accenture reported Q1 FY2026 revenue (~$18.7B) and EPS that topped consensus, and management said bookings rose in the double?digits — a core reason analysts cite for confidence. Accenture Reports First-Quarter Fiscal 2026 Results
• Positive Sentiment: AI momentum and client adoption. Management said roughly 100 incremental clients started AI projects over nine quarters and emphasized AI bookings as a growth driver — a positive catalyst for longer?term revenue mix and margins. Accenture’s AI Momentum Impresses Analysts Despite Early-Stage Rollouts
• Positive Sentiment: Strategic government/AI partnerships. Accenture Federal Services announced work with the U.S. Department of Energy’s Genesis Mission — a high?profile AI initiative that can expand federal revenue and credibility in cutting?edge AI services. Accenture Partners With U.S. Department of Energy
• Positive Sentiment: Dividend and cash flow strength. Company declared a quarterly dividend ($1.63 per share) and reported stronger operating cash flow, supporting shareholder returns and the balance sheet. (Dividend announcement included in company filings.)
• Positive Sentiment: Institutional endorsement. The Aoris International Fund flagged a positive outlook on Accenture in its investor letter, signaling continued institutional interest. Aoris International Fund Has a Positive Outlook on Accenture
• Neutral Sentiment: Analyst moves are mixed. TD Cowen raised its target to $300 (buy), Susquehanna nudged its target to $277 (neutral). These adjustments show differing views on upside but don’t move consensus decisively. TD Cowen Adjusts Price Target Susquehanna Adjusts Price Target
• Negative Sentiment: Near?term revenue guidance disappointed some. Management’s Q2 revenue range and FY revenue midpoint were viewed as slightly conservative versus Street expectations, prompting profit?taking despite the beat. Accenture dips despite Q1 beat, Q2 revenue outlook below estimates
• Negative Sentiment: Mixed investor concerns about AI’s long?term impact and recent stock weakness. Some commentaries point to investor worry over how AI changes demand dynamics and note ACN’s price has pulled back from earlier highs — factors that can amplify volatility. Accenture stock price dropped after earnings

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.