Exencial Wealth Advisors LLC Purchases 38,548 Shares of Accenture PLC $ACN

Key Points

• Exencial Wealth Advisors LLC boosted its Accenture stake by 695.4%, acquiring 38,548 shares to hold 44,091 shares valued at about $11.83 million per its latest 13F filing.
• Analyst sentiment is mixed but positive overall — 17 analysts rate ACN a Buy and 10 a Hold, giving a consensus of "Moderate Buy" with an average price target of $274.50.
• Insider activity and shareholder returns: CEO Julie Spellman Sweet sold 6,057 shares at roughly $241.23 (a 28.4% reduction in her position), and Accenture declared a $1.63 quarterly dividend (annualized $6.52, ~3.7% yield).

Exencial Wealth Advisors LLC lifted its position in Accenture PLC (NYSE:ACN - Free Report) by 695.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,091 shares of the information technology services provider's stock after acquiring an additional 38,548 shares during the period. Exencial Wealth Advisors LLC's holdings in Accenture were worth $11,830,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Jaffetilchin Investment Partners LLC increased its position in Accenture by 4.2% during the 4th quarter. Jaffetilchin Investment Partners LLC now owns 878 shares of the information technology services provider's stock valued at $236,000 after buying an additional 35 shares in the last quarter. Clayton Financial Group LLC increased its position in Accenture by 13.1% during the 4th quarter. Clayton Financial Group LLC now owns 329 shares of the information technology services provider's stock valued at $88,000 after buying an additional 38 shares in the last quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. increased its position in Accenture by 0.9% during the 3rd quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. now owns 4,416 shares of the information technology services provider's stock valued at $1,089,000 after buying an additional 41 shares in the last quarter. SkyView Investment Advisors LLC increased its position in Accenture by 1.2% during the 2nd quarter. SkyView Investment Advisors LLC now owns 3,751 shares of the information technology services provider's stock valued at $1,108,000 after buying an additional 43 shares in the last quarter. Finally, IVC Wealth Advisors LLC increased its position in Accenture by 5.0% during the 4th quarter. IVC Wealth Advisors LLC now owns 927 shares of the information technology services provider's stock valued at $249,000 after buying an additional 44 shares in the last quarter. Institutional investors own 75.14% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on ACN shares. Morgan Stanley reduced their price objective on Accenture from $320.00 to $240.00 and set an "overweight" rating for the company in a research report on Monday, March 16th. Jefferies Financial Group raised their price objective on Accenture from $270.00 to $280.00 and gave the company a "hold" rating in a research report on Thursday, January 8th. Guggenheim cut their target price on Accenture from $275.00 to $250.00 and set a "buy" rating on the stock in a research note on Friday, March 20th. Wells Fargo & Company increased their target price on Accenture from $251.00 to $275.00 and gave the company an "equal weight" rating in a research note on Wednesday, January 14th. Finally, Rothschild & Co Redburn increased their target price on Accenture from $205.00 to $210.00 and gave the company a "neutral" rating in a research note on Monday, January 5th. Seventeen investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $274.50.

Insider Activity

In other news, CEO Julie Spellman Sweet sold 6,057 shares of the firm's stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $241.23, for a total value of $1,461,130.11. Following the transaction, 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 position. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.02% of the stock is currently owned by company insiders.

Accenture Stock Performance

Shares of ACN opened at $176.66 on Tuesday. The business's fifty day simple moving average is $198.88 and its two-hundred day simple moving average is $237.14. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.16. Accenture PLC has a 12 month low of $173.84 and a 12 month high of $325.71. The company has a market cap of $117.56 billion, a price-to-earnings ratio of 14.47, a P/E/G ratio of 1.69 and a beta of 1.24.

Accenture (NYSE:ACN - Get Free Report) last issued its earnings results on Friday, March 20th. The information technology services provider reported $2.93 EPS for the quarter, beating the consensus estimate of $2.84 by $0.09. The business had revenue of $18.04 billion for the quarter, compared to the consensus estimate of $17.80 billion. Accenture had a return on equity of 26.33% and a net margin of 10.61%.The company's revenue was up 7.8% compared to the same quarter last year. During the same period last year, the business posted $2.82 EPS. Research analysts anticipate that Accenture PLC will post 13.87 earnings per share for the current fiscal year.

Accenture Dividend Announcement

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 paid a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date is Thursday, April 9th. Accenture's dividend payout ratio (DPR) is 53.40%.

Key Accenture News

Here are the key news stories impacting Accenture this week:

• Positive Sentiment: Accenture will roll out Microsoft Copilot 365 to all ~743,000 employees, the largest enterprise deployment of Copilot and a major signal of deep Microsoft partnership and internal productivity adoption at scale. This is being viewed as a strategic win for Accenture’s AI services pipeline. Accenture to roll out Copilot to all 743,000 employees in boost for Microsoft
• Positive Sentiment: Accenture expanded its partnership with Google Cloud (including Gemini Enterprise acceleration), reinforcing its multi‑cloud AI services capability and creating more routes to sell AI transformation projects to enterprise clients. Accenture plc (ACN) Announces Expansion of Partnership with Google Cloud
• Positive Sentiment: Accenture’s aggressive AI moves are drawing renewed investor interest (including potential index attention for Russell 1000 investors), which could support demand for the stock as AI spending becomes a larger part of consulting revenues. Accenture’s AI Move Sparks New Interest In Russell 1000 Index
• Positive Sentiment: Accenture announced a strategic collaboration with NSK to drive business reinvention through AI and digital tech — another example of deal flow at the client level that supports recurring consulting revenue. NSK and Accenture Forge Strategic Collaboration to Drive Business Reinvention Through AI and Digital Technology
• Neutral Sentiment: Market commentary highlights Accenture as a value candidate (many analysts still rate ACN a Buy and point to upside versus current levels), which may limit downside if fundamentals remain solid. Here’s Why Accenture (ACN) Is a Good Stock to Buy While the Market Is Down
• Negative Sentiment: Analysts flag valuation pressure and sector jitters: recent research notes a meaningful share‑price decline over recent months and questions about near‑term consulting demand, which is weighing on the stock. Assessing Accenture NYSE: ACN Valuation As New AI Alliances With Google Cloud Microsoft And Piraeus Bank Take Shape
• Negative Sentiment: Competition from infrastructure/AI‑oriented names (e.g., Vertiv) and stronger AI data‑center demand could shift some investor dollars away from traditional consulting stocks if hardware and infrastructure plays capture more of the AI investment cycle. ACN vs. VRT: Which IT Services Stock Is Better Placed at Present?

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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