Cwm LLC Purchases 74,394 Shares of Accenture PLC $ACN

Key Points

• Cwm LLC boosted its Accenture stake by 64.3% in Q4, acquiring 74,394 shares to hold 190,055 shares worth about $50.99 million.
• Accenture delivered an earnings beat (Q EPS $2.93 vs. $2.84) and is pursuing AI/automation growth—investing in General Robotics, acquiring Keepler Data Tech, and winning a DOE contract—supporting positive sentiment despite mixed analyst moves and a consensus "Moderate Buy" target of $274.50.
• Insiders have sold 15,331 shares over the last three months while the company maintains a quarterly dividend of $1.63 (annualized yield ~3.4%).

Cwm LLC increased its position in shares of Accenture PLC (NYSE:ACN - Free Report) by 64.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 190,055 shares of the information technology services provider's stock after acquiring an additional 74,394 shares during the quarter. Cwm LLC's holdings in Accenture were worth $50,992,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Investors Research Corp raised its stake in shares of Accenture by 73.8% during the 3rd quarter. Investors Research Corp now owns 106 shares of the information technology services provider's stock worth $26,000 after acquiring an additional 45 shares in the last quarter. Harbor Capital Advisors Inc. raised its stake in shares of Accenture by 132.6% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 107 shares of the information technology services provider's stock worth $26,000 after acquiring an additional 61 shares in the last quarter. Triumph Capital Management bought a new position in shares of Accenture during the 3rd quarter worth approximately $26,000. Board of the Pension Protection Fund bought a new position in shares of Accenture during the 4th quarter worth approximately $27,000. Finally, Davis Capital Management acquired a new position in Accenture during the 3rd quarter valued at approximately $28,000. Institutional investors own 75.14% of the company's stock.

Key Headlines Impacting Accenture

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture, via Accenture Ventures, invested in AI-native General Robotics to advance physical AI-powered robotics for manufacturing and logistics — expands Accenture’s automation/AI IP and go-to-market in industrial automation. Accenture Invests in General Robotics to Advance Physical AI-Powered Robotics in Manufacturing and Logistics
• Positive Sentiment: ACN announced the acquisition of Keepler Data Tech, a Spanish cloud-native AI & data firm — broadens Accenture’s European data/AI delivery capacity and accelerates client cloud/AI implementations. Accenture (ACN) Announces Acquisition of Keepler Data Tech
• Positive Sentiment: Accenture Federal Services won an engagement to deliver early operating capability for the DOE’s Genesis CM2US mission — a high‑profile government contract that underlines AFS’s role in national critical‑materials and energy initiatives. Accenture Federal Services to Deliver Early Operating Capability for DOE's Genesis Mission CM2US
• Positive Sentiment: Several bullish research pieces and investor commentary highlighted Accenture’s durable fundamentals and attractive valuation (Oakmark note, Zacks, Seeking Alpha upgrade), supporting investor interest in the name. Accenture: A Lot More Appealing Proposition, Even If Growth Is Lackluster (Rating Upgrade)
• Neutral Sentiment: Coverage pieces explain Accenture’s role in digital transformation and attempt to contextualize recent moves for investors — helpful background but not immediate catalysts. How Accenture NYSE: ACN Drives Digital Transformation on the S&P 500 Index?
• Neutral Sentiment: Quick market roundups and “what’s going on” stories are summarizing the mix of corporate wins and analyst notes — useful for retail readers but neutral for immediate price direction. SA analyst upgrades/downgrades: NVDA, JNJ, KO, ACN
• Negative Sentiment: Seeking Alpha published a downgrade to Hold, citing skepticism about near‑term growth acceleration — a clear near‑term headwind to sentiment. Accenture: Downgrade To Hold As Near-Term Growth Acceleration Seems Unlikely
• Negative Sentiment: HSBC trimmed its price target from $220 to $210 and kept a Hold rating — lowers the near‑term upside reflected in sell‑side guidance. HSBC Adjusts Price Target on Accenture to $210 From $220, Maintains Hold Rating

Insider Transactions at Accenture

In other news, CAO Melissa A. Burgum sold 3,588 shares of the stock in a transaction 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 sale, the chief accounting officer owned 8,179 shares in the company, valued at $2,298,380.79. This 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 is available through the SEC website. Also, CEO Julie Spellman Sweet sold 6,057 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $241.23, for a total transaction of $1,461,130.11. Following the sale, the chief executive officer directly owned 15,255 shares in the company, valued at $3,679,963.65. This trade represents a 28.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 15,331 shares of company stock valued at $4,048,871. 0.02% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on ACN. Argus cut their price target on shares of Accenture from $370.00 to $335.00 and set a "buy" rating on the stock in a research note on Monday, December 29th. Wells Fargo & Company upped their price target on shares of Accenture from $251.00 to $275.00 and gave the company an "equal weight" rating in a research note on Wednesday, January 14th. Rothschild & Co Redburn upped their price target on shares of Accenture from $205.00 to $210.00 and gave the company a "neutral" rating in a research note on Monday, January 5th. Berenberg Bank began coverage on shares of Accenture in a research note on Thursday, January 22nd. They set a "buy" rating and a $313.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft cut their price target on shares of Accenture from $280.00 to $230.00 and set a "hold" rating on the stock in a research note on Friday, March 6th. Seventeen research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $274.50.

Accenture Stock Up 1.9%

NYSE:ACN opened at $193.94 on Thursday. The firm has a market capitalization of $129.06 billion, a P/E ratio of 15.88, a PEG ratio of 1.81 and a beta of 1.24. Accenture PLC has a 1-year low of $177.50 and a 1-year high of $325.71. The company's fifty day moving average price is $205.84 and its 200-day moving average price is $240.56. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.34 and a quick ratio of 1.34.

Accenture (NYSE:ACN - Get Free Report) last released its quarterly earnings data on Friday, March 20th. The information technology services provider reported $2.93 earnings per share for the quarter, topping analysts' consensus estimates of $2.84 by $0.09. The firm had revenue of $18.04 billion for the quarter, compared to analyst estimates of $17.80 billion. Accenture had a net margin of 10.61% and a return on equity of 26.33%. The business's quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.82 earnings per share. As a group, equities research analysts anticipate that Accenture PLC will post 12.73 EPS for the current year.

Accenture Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be paid a $1.63 dividend. The ex-dividend date is Thursday, April 9th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.4%. Accenture's dividend payout ratio is presently 53.40%.

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.

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