Accenture (ACN) vs. CTSH and IBM: Can Valuation Recovery and Dividend Growth Drive the Next Upside?
Is ACN a good stock to buy? We came across a bullish thesis on Accenture plc on Quality At A Fair Price’s Substack by Longacres Finance.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 6,054,682 | $1,110,247,068 | +18% | 3.26% |
| 2. | Markel Gayner Asset Management Tom Gayner | 159,400 | $29,229,178 | 0.23% | |
| 3. | Bailard Inc Thomas Bailard | 63,160 | $11,581,681 | +9% | 0.23% |
| 4. | 35,100 | $6,436,287 | 0.1% | ||
| 5. | 16,100 | $2,952,257 | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $246.17 | 10,100 | $2,486,318.01 | 48,910 | 2026-10-26 | Filing | |
| $245.11 | 2,100 | $514,723.23 | 38,810 | 2026-10-26 | Filing | |
| $249.81 | 800 | $199,847.76 | 9,361 | 2026-10-26 | Filing | |
| $71.99 | 20,000 | $1,439,748.00 | 20,000 | 2013-07-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $250.00 | 811 | $202,750.00 | 9,820 | 2026-10-22 | Filing | |
| $245.28 | 1,102 | $270,297.35 | 1,194 | 2026-10-22 | Filing | |
| $244.73 | 4,742 | $1,160,529.10 | 2,296 | 2026-10-22 | Filing | |
| $216.36 | 32 | $6,923.52 | 11,856 | 2026-10-12 | Filing | |
| $215.13 | 206 | $44,316.70 | 11,888 | 2026-10-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,230,301 | $408,970,294 | 2.08% | |
| 2. | 2,196,789 | $402,825,199 | 3.51% | |
| 3. | 1,462,208 | $268,125,081 | 0.15% | |
| 4. | 1,145,959 | $210,134,500 | 0.18% | |
| 5. | 1,001,809 | $183,701,715 | 0.22% |