Wellington Management Group LLP Has $2.58 Billion Stake in Accenture PLC $ACN

Key Points

• Wellington Management Group LLP trimmed its stake in Accenture by 5.3% in the third quarter, holding 10,477,794 shares (about 1.59%) valued at approximately $2.58 billion after selling 585,974 shares.
• Accenture beat quarterly expectations with $3.94 EPS (vs. $3.73 est.) and $18.74B revenue, gave FY2026 EPS guidance of 13.520–13.900, and pays a quarterly dividend of $1.63 (annualized yield ~3.3%).
• Analyst views are mixed but skew positive — MarketBeat shows a “Moderate Buy” consensus with an average target of $288.35, while recent price-target moves range from upgrades to $330 to cuts to $260–$275; institutional ownership is ~75% and insiders sold ~22,088 shares in the last 90 days.

Wellington Management Group LLP lowered its holdings in Accenture PLC (NYSE:ACN - Free Report) by 5.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,477,794 shares of the information technology services provider's stock after selling 585,974 shares during the period. Wellington Management Group LLP owned about 1.59% of Accenture worth $2,583,824,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ACN. Brighton Jones LLC boosted its position in Accenture by 36.2% during the fourth quarter. Brighton Jones LLC now owns 18,438 shares of the information technology services provider's stock valued at $6,486,000 after purchasing an additional 4,905 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Accenture by 46.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,066 shares of the information technology services provider's stock worth $618,000 after purchasing an additional 660 shares in the last quarter. United Bank boosted its holdings in shares of Accenture by 49.8% in the 2nd quarter. United Bank now owns 3,639 shares of the information technology services provider's stock valued at $1,088,000 after buying an additional 1,209 shares during the last quarter. Good Life Advisors LLC grew its stake in shares of Accenture by 2.5% in the second quarter. Good Life Advisors LLC now owns 3,586 shares of the information technology services provider's stock valued at $1,072,000 after buying an additional 88 shares in the last quarter. Finally, Fiera Capital Corp increased its holdings in Accenture by 7.3% during the second quarter. Fiera Capital Corp now owns 61,723 shares of the information technology services provider's stock worth $18,448,000 after buying an additional 4,191 shares during the last quarter. 75.14% of the stock is owned by institutional investors.

Accenture Stock Performance

NYSE ACN opened at $196.41 on Friday. The stock has a market cap of $120.91 billion, a PE ratio of 16.23, a P/E/G ratio of 1.86 and a beta of 1.27. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.41 and a current ratio of 1.41. The firm has a 50-day moving average of $241.97 and a 200-day moving average of $248.78. Accenture PLC has a 52-week low of $188.73 and a 52-week high of $326.73.

Accenture (NYSE:ACN - Get Free Report) last announced its quarterly earnings results on Thursday, December 18th. The information technology services provider reported $3.94 EPS for the quarter, beating analysts' consensus estimates of $3.73 by $0.21. The business had revenue of $18.74 billion for the quarter, compared to analyst estimates of $18.51 billion. Accenture had a net margin of 10.76% and a return on equity of 26.65%. Accenture's quarterly revenue was up 5.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.59 EPS. Accenture has set its FY 2026 guidance at 13.520-13.900 EPS. On average, sell-side analysts anticipate that Accenture PLC will post 12.73 EPS for the current year.

Accenture Announces Dividend

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

Wall Street Analysts Forecast Growth

ACN has been the topic of several analyst reports. Wolfe Research upped their price target on shares of Accenture from $300.00 to $330.00 and gave the stock an "outperform" rating in a research report on Thursday, December 11th. Berenberg Bank initiated coverage on shares of Accenture in a research note on Thursday, January 22nd. They set a "buy" rating and a $313.00 price objective on the stock. Guggenheim cut their target price on shares of Accenture from $305.00 to $275.00 and set a "buy" rating for the company in a research note on Wednesday. Susquehanna lifted their price target on Accenture from $270.00 to $277.00 and gave the stock a "neutral" rating in a report on Friday, December 19th. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $330.00 price objective on shares of Accenture in a research note on Thursday, December 18th. Sixteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $288.35.

Insider Buying and Selling at Accenture

In related news, COO Catherine Kiernan Hogan sold 660 shares of the business's stock in a transaction on Monday, January 26th. The stock was sold at an average price of $280.93, for a total value of $185,413.80. Following the completion of the sale, the chief operating officer directly owned 12,688 shares in the company, valued at $3,564,439.84. The trade was a 4.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, General Counsel Joel Unruch sold 1,026 shares of the company's stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $281.70, for a total value of $289,024.20. Following the completion of the transaction, the general counsel directly owned 27,181 shares in the company, valued at approximately $7,656,887.70. This represents a 3.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 22,088 shares of company stock worth $5,970,434 in the last 90 days. Company insiders own 0.02% of the company's stock.

Key Headlines Impacting 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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