BDF Gestion Cuts Stock Holdings in Accenture PLC $ACN

BDF Gestion decreased its holdings in shares of Accenture PLC (NYSE:ACN) by 17.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,757 shares of the information technology services provider’s stock after selling 3,486 shares during the period. BDF Gestion’s holdings in Accenture were worth $4,132,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of ACN. Brighton Jones LLC grew its holdings in Accenture by 36.2% in the fourth quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider’s stock valued at $6,486,000 after purchasing an additional 4,905 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its position in shares of Accenture by 12.6% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 920 shares of the information technology services provider’s stock worth $288,000 after buying an additional 103 shares in the last quarter. United Asset Strategies Inc. grew its stake in Accenture by 7.7% in the 1st quarter. United Asset Strategies Inc. now owns 4,572 shares of the information technology services provider’s stock valued at $1,427,000 after acquiring an additional 327 shares during the last quarter. Monetary Management Group Inc. increased its holdings in Accenture by 92.4% during the 1st quarter. Monetary Management Group Inc. now owns 3,175 shares of the information technology services provider’s stock valued at $991,000 after acquiring an additional 1,525 shares in the last quarter. Finally, Kelly Lawrence W & Associates Inc. CA acquired a new position in Accenture during the first quarter worth about $31,000. 75.14% of the stock is owned by institutional investors and hedge funds.

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 Stock Performance

NYSE ACN opened at $272.57 on Friday. The business’s 50-day moving average price is $252.81 and its 200 day moving average price is $264.05. The company has a current ratio of 1.41, a quick ratio of 1.42 and a debt-to-equity ratio of 0.16. Accenture PLC has a twelve month low of $229.40 and a twelve month high of $398.35. The company has a market capitalization of $179.48 billion, a PE ratio of 22.53, a price-to-earnings-growth ratio of 2.63 and a beta of 1.26.

Accenture (NYSE:ACN) last posted its quarterly earnings results on Thursday, December 18th. The information technology services provider reported $3.94 EPS 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 company had revenue of $18.74 billion during the quarter, compared to analysts’ expectations of $18.51 billion. During the same quarter in the previous year, the business earned $3.59 EPS. The firm’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. On average, research analysts predict that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Tuesday, January 13th will be issued a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, January 13th. Accenture’s dividend payout ratio is presently 53.66%.

Insider Buying and Selling

In related news, CEO Ryoji Sekido sold 2,500 shares of the stock in a transaction that occurred on Wednesday, October 22nd. The shares were sold at an average price of $249.47, for a total transaction of $623,675.00. Following the completion of the sale, the chief executive officer owned 1,390 shares of the company’s stock, valued at approximately $346,763.30. This represents a 64.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Manish Sharma sold 6,902 shares of Accenture 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 transaction, 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 SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 33,319 shares of company stock valued at $8,335,225. 0.02% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently issued reports on ACN. Mizuho cut their price objective on Accenture from $348.00 to $309.00 and set an “outperform” rating for the company in a research report on Monday, September 29th. Cowen reissued a “buy” rating on shares of Accenture in a research report on Friday, September 26th. Rothschild & Co Redburn upped their price objective on Accenture from $250.00 to $255.00 in a research report on Friday, September 19th. Susquehanna lifted their price objective on Accenture from $270.00 to $277.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, UBS Group set a $320.00 target price on shares of Accenture in a report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $298.29.

Accenture Company 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.