Kathmere Capital Management LLC Increases Holdings in Accenture PLC $ACN

Kathmere Capital Management LLC increased its stake in Accenture PLC (NYSE:ACN) by 43.9% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 9,048 shares of the information technology services provider’s stock after buying an additional 2,762 shares during the quarter. Kathmere Capital Management LLC’s holdings in Accenture were worth $2,428,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in ACN. Norges Bank bought a new stake in Accenture in the second quarter worth about $2,216,850,000. Capital International Investors increased its stake in shares of Accenture by 41.1% during the 3rd quarter. Capital International Investors now owns 17,128,134 shares of the information technology services provider’s stock worth $4,223,839,000 after purchasing an additional 4,984,930 shares during the last quarter. Voloridge Investment Management LLC purchased a new stake in shares of Accenture during the 3rd quarter worth approximately $311,694,000. Massachusetts Financial Services Co. MA raised its holdings in shares of Accenture by 12.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 10,147,796 shares of the information technology services provider’s stock worth $2,502,446,000 after purchasing an additional 1,148,970 shares during the period. Finally, Capital World Investors purchased a new position in Accenture in the third quarter valued at approximately $268,578,000. Hedge funds and other institutional investors own 75.14% of the company’s stock.

Insider Buying and Selling

In other news, CAO Melissa A. Burgum sold 3,588 shares of the firm’s stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $281.01, for a total value of $1,008,263.88. Following the completion of the transaction, the chief accounting officer directly owned 8,179 shares in the company, valued at approximately $2,298,380.79. This trade represents a 30.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO John F. Walsh sold 3,986 shares of the company’s stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $276.38, for a total transaction of $1,101,650.68. Following the sale, the chief executive officer directly owned 27,221 shares in the company, valued at $7,523,339.98. This trade represents a 12.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 22,088 shares of company stock valued at $5,970,434 in the last three months. Insiders own 0.02% of the company’s stock.

Key Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Truist reaffirmed a Buy rating and $260 price target after Accenture’s Q2 results and record $22 billion bookings, signaling revenue momentum and stronger-than-expected demand. Accenture (ACN) Rated Buy on Strong Bookings Growth
• Positive Sentiment: Accenture launched Cyber.AI in partnership with Anthropic to scale AI-driven cybersecurity operations — a product tie-up that can expand higher‑value, recurring services revenue as enterprises prioritize AI security. Accenture and Anthropic Team to Help Organizations Secure, Scale AI-Driven Cybersecurity Operations
• Positive Sentiment: Accenture Ventures invested in DaVinci Commerce and partnered via Accenture Song to commercialize AI agents for digital commerce — a strategic move to capture growth in AI-enabled transaction and CX services. Accenture Backs DaVinci Commerce in Push for AI Agents to Streamline Digital Transactions
• Neutral Sentiment: Analyst pieces (Zacks/Yahoo) recommend retaining ACN, citing steady multi-year growth from cloud, cybersecurity and public sector wins, but framing current moves as part of a longer-term story rather than immediate catalysts. Here’s Why You Should Retain Accenture Stock in Your Portfolio Now
• Neutral Sentiment: Coverage from Zacks and other outlets highlights ACN as a value/trending name that’s drawing investor attention — rising interest can support liquidity but isn’t a guaranteed near-term price driver. Here’s Why Accenture (ACN) is a Strong Value Stock
• Negative Sentiment: Mizuho issued a pessimistic near-term forecast for ACN’s share price, creating downside risk and giving wary investors a reason to take profits or reduce exposure. Mizuho Issues Pessimistic Forecast for Accenture (NYSE:ACN) Stock Price
• Negative Sentiment: Analysts and articles note rising costs and margin pressure despite revenue growth — a near-term headwind that could limit multiple expansion even as top-line momentum continues. Here’s Why You Should Retain Accenture Stock in Your Portfolio Now

Accenture Price Performance

Accenture stock opened at $196.35 on Friday. The firm has a market capitalization of $120.87 billion, a P/E ratio of 16.08, a PEG ratio of 1.82 and a beta of 1.27. Accenture PLC has a one year low of $187.00 and a one year high of $325.71. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.34 and a quick ratio of 1.34. The business has a fifty day moving average price of $227.32 and a 200-day moving average price of $245.11.

Accenture (NYSE:ACN) last released its quarterly earnings data on Thursday, March 19th. The information technology services provider reported $2.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.09. The company had revenue of $18.04 billion for the quarter, compared to analyst estimates of $17.80 billion. Accenture had a return on equity of 26.33% and a net margin of 10.61%.The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.82 EPS. As a group, equities research analysts forecast that Accenture PLC will post 12.73 EPS for the current year.

Accenture Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be issued a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend is Thursday, April 9th. Accenture’s dividend payout ratio is presently 53.40%.

Analyst Ratings Changes

A number of analysts have issued reports on ACN shares. Wells Fargo & Company raised their target price on Accenture from $251.00 to $275.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 14th. Wolfe Research upped their price target on Accenture from $300.00 to $330.00 and gave the company an “outperform” rating in a research report on Thursday, December 11th. Truist Financial decreased their price objective on Accenture from $317.00 to $260.00 and set a “buy” rating for the company in a report on Tuesday, March 10th. HSBC upgraded Accenture from a “reduce” rating to a “hold” rating and set a $220.00 price objective on the stock in a research note on Friday, March 20th. Finally, Rothschild & Co Redburn increased their target price on shares of Accenture from $205.00 to $210.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Eighteen research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $274.88.

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.