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.
Accenture Plc (ACN)
Market is closed
Sector: Services-Business Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| 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. | Squarepoint Ops LLC Maxime Fortin (Cio) | 506,461 | $92,869,754 | -49% | 0.1% |
| 3. | GuardCap Asset Management Guardian Capital | 260,884 | $48,902,916 | -8% | 3.34% |
| 4. | 263,300 | $48,281,321 | +14% | 0.05% | |
| 5. | 233,400 | $42,798,558 | -8% | 0.05% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $270.00 | 10,000 | $2,700,000.00 | 5,996 | 2026-11-05 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,080,541 | $2,948,204,529 | 0.15% | |
| 2. | 4,292,876 | $787,184,706 | 0.13% | |
| 3. | 3,757,045 | $688,929,341 | 0.19% | |
| 4. | 2,841,706 | $520,819,237 | 0.09% | |
| 5. | 2,780,855 | $509,926,042 | 0.1% |
News See All
Anthropic Pushes Further into AI Consultancy Market With New European Launch
Claude creator Anthropic is reportedly creating a new AI consultancy to help businesses in Europe take better advantage of the evolving technology....
Accenture (ACN) Exploring a $1.5B Exit from China Business
A report by the Financial Times has revealed Accenture’s ($ACN) possible plans to sell its Greater China business. According to the report, the pro...
Proofpoint Acquires Varonis (VRNS) in $6.3B AI Cybersecurity Deal
Cybersecurity company Proofpoint has agreed to buy Israeli-founded data-security firm Varonis Systems ($VRNS) for about $6.3 billion in cash, as de...
Accenture’s Valuation Reset Creates an Opportunity, but AI Remains a Risk
Accenture plc (NYSE:ACN) earns its reputation through steady relationships with clients, practical consulting, and a knack for rolling out technology that businesses actually use.
10 Best Blue Chip Dividend Stocks to Buy Right Now
Dividend-paying sectors such as utilities are currently posting heavy losses as bond-market turmoil and the 10-year U.S.
The Week That Was, The Week Ahead: Macro and Markets, October 11
U.S. stocks finished Friday higher, recovering from a technology selloff sparked by questions over OpenAI’s revenue figures. The Dow Jones Industri...
Is Accenture (ACN) the Market's Most Overlooked AI Play?
Accenture plc’s (NYSE:ACN) recent acceleration within AI and enterprise segments is line with IT-service providers’ active pursuit of turning AI buildout into lasting revenue growth.
Accenture (ACN) Passed Its Q4 Test, and the Stock Still Looks Cheap
Accenture ($ACN) passed its Q4 test by showing that artificial intelligence (AI) has not derailed its consulting business. After a weak Q3, shares ...
Top 3 ETFs Forecast to Rise 11% or More, According to AI Analyst
Exchange-traded funds (ETFs) remain one of the simplest ways to tap into market growth. For investors looking to gain exposure to larger and well-e...