American Trust Investment Advisors LLC Makes New $4.51 Million Investment in Accenture PLC $ACN

Key Points

• American Trust Investment Advisors LLC bought 18,280 shares of Accenture in Q3 valued at about $4.51 million, representing roughly 2.3% of its portfolio and its 18th-largest holding.
• Insiders have been net sellers: CEO John F. Walsh sold 3,986 shares for ~$1.10 million (a 12.77% reduction in his stake), and company insiders sold 22,088 shares totaling ~$5.97 million over the past three months.
• Company fundamentals: Accenture beat Q results (EPS $3.94 vs. $3.73 est.; revenue $18.74B vs. $18.51B), set FY26 EPS guidance of 13.52–13.90, pays a $1.63 quarterly dividend (3.3% yield), and trades at a ~16.2 PE with a $120.9B market cap.

American Trust Investment Advisors LLC bought a new stake in shares of Accenture PLC (NYSE:ACN - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 18,280 shares of the information technology services provider's stock, valued at approximately $4,508,000. Accenture makes up about 2.3% of American Trust Investment Advisors LLC's portfolio, making the stock its 18th largest position.

Several other institutional investors have also modified their holdings of the business. Investors Research Corp grew its stake in Accenture by 73.8% during 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. Harbor Capital Advisors Inc. raised its position in shares of Accenture by 132.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider's stock valued at $26,000 after purchasing an additional 61 shares in the last quarter. Davis Capital Management purchased a new position in shares of Accenture during the 3rd quarter valued at approximately $28,000. Elevation Wealth Partners LLC grew its position in shares of Accenture by 146.0% during the third quarter. Elevation Wealth Partners LLC now owns 123 shares of the information technology services provider's stock worth $30,000 after buying an additional 73 shares in the last quarter. Finally, Heartwood Wealth Advisors LLC acquired a new stake in shares of Accenture during the third quarter worth approximately $32,000. Institutional investors and hedge funds own 75.14% of the company's stock.

Insider Buying and Selling

In other news, CEO John F. Walsh sold 3,986 shares of the business's stock in a transaction on Tuesday, January 27th. The shares were sold at an average price of $276.38, for a total transaction of $1,101,650.68. Following the completion of the transaction, the chief executive officer owned 27,221 shares of the company's stock, valued at approximately $7,523,339.98. The trade was a 12.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, General Counsel Joel Unruch sold 1,026 shares of the company's stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $281.70, for a total transaction of $289,024.20. Following the transaction, the general counsel owned 27,181 shares of the company's stock, valued at $7,656,887.70. This represents a 3.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 22,088 shares of company stock valued at $5,970,434 in the last three months. 0.02% of the stock is owned by corporate insiders.

Accenture Trading Up 0.2%

NYSE ACN opened at $196.41 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.41 and a current ratio of 1.41. Accenture PLC has a one year low of $188.73 and a one year high of $326.73. The company has a 50-day simple moving average of $241.97 and a 200-day simple moving average of $248.73. The firm has a market capitalization of $120.91 billion, a PE ratio of 16.23, a price-to-earnings-growth ratio of 1.87 and a beta of 1.27.

Accenture (NYSE:ACN - Get Free Report) last issued its earnings results on Thursday, December 18th. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.73 by $0.21. The firm had revenue of $18.74 billion for the quarter, compared to analysts' expectations of $18.51 billion. Accenture had a net margin of 10.76% and a return on equity of 26.65%. Accenture's revenue was up 5.7% on a year-over-year basis. During the same quarter last year, the company posted $3.59 earnings per share. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, equities analysts forecast that Accenture PLC will post 12.73 earnings per share for the current year.

Accenture Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Tuesday, January 13th were given a $1.63 dividend. The ex-dividend date of this dividend was Tuesday, January 13th. This represents a $6.52 annualized dividend and a yield of 3.3%. Accenture's dividend payout ratio (DPR) is currently 53.88%.

Wall Street Analysts Forecast Growth

ACN has been the topic of several recent analyst reports. Truist Financial cut their price target on shares of Accenture from $317.00 to $260.00 and set a "buy" rating on the stock in a report on Tuesday, March 10th. BMO Capital Markets reissued a "market perform" rating and issued a $300.00 target price on shares of Accenture in a research report on Thursday, December 18th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $330.00 price target on shares of Accenture in a research report on Thursday, December 18th. Susquehanna lifted their price target on Accenture from $270.00 to $277.00 and gave the stock a "neutral" rating in a research note on Friday, December 19th. Finally, HSBC boosted their price objective on Accenture from $215.00 to $235.00 in a report on Friday, December 19th. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company's stock. According to MarketBeat, Accenture presently has a consensus rating of "Moderate Buy" and an average target price of $288.35.

Trending Headlines about Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Udacity (part of Accenture) launched an accredited MBA program aimed at training AI product leaders — a revenue/brand-positive move that strengthens Accenture’s talent pipeline and positioning in AI services. Udacity, Part of Accenture, Launches Accredited MBA to Train the Next Generation of AI Product Leaders
• Positive Sentiment: Investor research argues Accenture is well-placed to benefit from AI implementation contracts, highlighting upside from rising enterprise AI spend — a bullish narrative for medium-term revenue growth. Accenture (ACN) is Poised to Benefit from AI Implementation Contracts
• Positive Sentiment: Accenture expanded its Google Cloud partnership to help clients strengthen cloud security — a direct revenue-opportunity in managed security and cloud transformation services. Accenture Helps Organizations Strengthen Cloud Security with Google Cloud
• Positive Sentiment: A Seeking Alpha piece argues Accenture may be undervalued after prior overvaluation, presenting a valuation-based bullish case for long-term investors. Accenture: Undervalued After Years Of Overvaluation
• Neutral Sentiment: Zacks previews Accenture’s upcoming earnings and suggests the company may not have the setup for an earnings beat, signaling investor caution into the report. Accenture (ACN) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Reminder: Accenture is projected to post quarterly earnings this week, a scheduled catalyst that could swing the stock depending on guidance and margins. Accenture (ACN) Projected to Post Earnings on Thursday
• Negative Sentiment: Truist cut its price target on ACN to $260 (from $317) and warned of pressure on long-term estimates after its enterprise-AI checks — the downgrade dampens sentiment despite a maintained Buy rating. Truist Financial Cuts Accenture NYSE: ACN Price Target to $260.00 Truist Lowers Accenture (ACN) Target to $260, Warns of Pressure on Long-Term Estimates
• Negative Sentiment: Guggenheim lowered its price target on Accenture to $275, adding to analyst-driven downward pressure on the stock in the run-up to earnings. Guggenheim Lowers Accenture NYSE: ACN Price Target to $275.00

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.

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