Accenture PLC $ACN Shares Sold by Running Oak Capital LLC

Running Oak Capital LLC decreased its holdings in shares of Accenture PLC (NYSE:ACN) by 8.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 52,755 shares of the information technology services provider’s stock after selling 4,786 shares during the period. Running Oak Capital LLC’s holdings in Accenture were worth $14,154,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp grew its stake in shares of Accenture by 0.4% in the 3rd quarter. State Street Corp now owns 28,135,065 shares of the information technology services provider’s stock valued at $6,938,156,000 after purchasing an additional 118,460 shares during the last quarter. Capital International Investors lifted its holdings in shares of Accenture by 41.1% during the third 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 period. Massachusetts Financial Services Co. MA grew its position in Accenture by 5.4% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 10,693,994 shares of the information technology services provider’s stock valued at $2,869,199,000 after buying an additional 546,198 shares during the last quarter. Sanders Capital LLC increased its stake in Accenture by 9.0% in the 3rd quarter. Sanders Capital LLC now owns 9,615,366 shares of the information technology services provider’s stock valued at $2,371,149,000 after buying an additional 790,580 shares during the period. Finally, Franklin Resources Inc. raised its position in Accenture by 4.4% during the 3rd quarter. Franklin Resources Inc. now owns 7,050,483 shares of the information technology services provider’s stock worth $1,738,649,000 after buying an additional 295,762 shares during the last quarter. Institutional investors and hedge funds own 75.14% of the company’s stock.

Insiders Place Their Bets

In other news, General Counsel Joel Unruch sold 1,026 shares of Accenture stock in a transaction on Friday, January 23rd. The stock was sold at an average price of $281.70, for a total transaction of $289,024.20. Following the completion of the transaction, the general counsel owned 27,181 shares of the company’s stock, valued at $7,656,887.70. The trade was a 3.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Manish Sharma sold 2,731 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $288.13, for a total transaction of $786,883.03. Following the completion of the sale, the insider directly owned 7,057 shares in the company, valued at approximately $2,033,333.41. The trade was a 27.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 20,256 shares of company stock valued at $5,464,134. Company insiders own 0.02% of the company’s stock.

Accenture Trading Down 0.1%

Shares of ACN opened at $179.33 on Monday. Accenture PLC has a twelve month low of $177.50 and a twelve month high of $325.71. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $119.33 billion, a P/E ratio of 14.69, a PEG ratio of 1.70 and a beta of 1.24. The firm’s 50-day moving average is $209.30 and its two-hundred day moving average is $241.52.

Accenture (NYSE:ACN) last posted its quarterly earnings results on Friday, March 20th. 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. Accenture had a net margin of 10.61% and a return on equity of 26.33%. The company had revenue of $18.04 billion during the quarter, compared to the consensus estimate of $17.80 billion. During the same period last year, the firm earned $2.82 EPS. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. On average, research analysts predict that Accenture PLC will post 12.73 earnings per share for the current fiscal year.

Accenture Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 9th will be issued a $1.63 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $6.52 annualized dividend and a yield of 3.6%. Accenture’s dividend payout ratio is 53.40%.

Key Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture invested in Replit via Accenture Ventures to speed AI-driven software development for enterprise clients — a move that strengthens its AI tooling and go-to-market capabilities. Accenture Invests in Replit to Accelerate AI-Driven Software Development
• Positive Sentiment: Acquisition of Keepler Data Tech adds ~240 cloud/AI professionals and deepens Accenture’s data/AI delivery capability in Europe — reinforces the company’s strategic positioning in AI and cloud services. Accenture Buys Keepler To Deepen AI Data Capabilities And Investor Story
• Positive Sentiment: UBS flagged Accenture’s AI spending as potential underestimated upside — a bullish take that could support multiple expansion if AI-driven revenue acceleration materializes. Accenture’s AI spending spree signals underestimated upside, UBS says
• Neutral Sentiment: Coverage and commentary highlight mixed analyst responses and valuation debates — some trims on price targets citing booking/AI concerns, while others point to solid execution and a fair‑value anchor near $252. How The Accenture (ACN) Investment Story Is Shifting With AI Questions And Mixed Analyst Targets
• Neutral Sentiment: CEO commentary on which workers are affected by AI is getting attention as investors try to gauge how AI will reshape services demand and margins over time. Why Accenture’s CEO Believes Entry-Level Workers Aren’t the Ones Struggling with AI Today
• Negative Sentiment: Management lowered FY‑2026 revenue and EPS guidance: FY revenue guidance of ~$71.8B–$73.2B (below the ~$73.9B consensus) and EPS guidance of $13.65–$13.90 (around/below consensus), plus Q3 revenue range slightly below estimates — the guidance reset is the primary near‑term catalyst for the stock decline.
• Negative Sentiment: Short interest jumped ~24.1% in March to 18.24M shares (≈2.7% of shares outstanding), signaling increased bearish positioning and potential downside pressure. (Short‑interest ratio ≈ 1.9 days based on average volume.)
• Negative Sentiment: Shares hit a 52‑week low amid a broad selloff — the stock has fallen sharply over the past year and has shown negative returns across recent timeframes, prompting re‑ratings and risk reassessment by investors. Accenture stock hits 52-week low at $186.99

Analyst Ratings Changes

ACN has been the topic of a number of recent analyst reports. TD Cowen dropped their price target on shares of Accenture from $282.00 to $275.00 and set a “buy” rating on the stock in a research note on Monday, March 16th. Mizuho reduced their price objective on shares of Accenture from $309.00 to $280.00 and set an “outperform” rating for the company in a research report on Monday, March 23rd. Truist Financial dropped their target price on Accenture from $317.00 to $260.00 and set a “buy” rating on the stock in a research report on Tuesday, March 10th. HSBC raised Accenture from a “reduce” rating to a “hold” rating and set a $220.00 price target for the company in a report on Friday, March 20th. Finally, Guggenheim dropped their price objective on Accenture from $275.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Eighteen investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, Accenture currently has an average rating of “Moderate Buy” and an average target price of $274.88.

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.