Private Wealth Partners 13F: Adds $727K to Accenture (ACN) Stake
Key Points
- Private Wealth Partners boosted its Accenture plc ACN position by 99.2% during the quarter, adding 3,963 shares to end with 7,957 shares worth about $1.46 million in a filing on October 22, 2026.
- Other large investment managers showed mixed moves, as Davenport cut its holdings by 481,931 shares to finish with 341,083 shares valued at $61.97 million.
- Accenture stock recently traded around $249.42, down about 3.6% from its closing price of $258.74 on the filing date.
Since the filing, $ACN is down 3.6% to date (from the $258.74 close on Oct 22, 2026).
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Private Wealth Partners grew its stake in Accenture plc ACN by 99.2% during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. The firm purchased an additional 3,963 shares, bringing its total holdings to 7,957 shares valued at roughly $1.46 million at the time of the filing. Accenture shares closed at $258.74 on the day of the filing.
ACN
Accenture plc
What Changed in Private Wealth Partners's Accenture Position
The investment manager nearly doubled its investment in the information technology services provider. Before the adjustment, Private Wealth Partners held 3,994 shares. The addition of 3,963 shares pushed its ending stake to 7,957 shares, representing a 99.2% increase for the position.
Other Institutional Activity in Accenture
Other institutional investors adjusted their positions significantly during the same reporting period. Davenport reduced its holdings by 481,931 shares, ending with 341,083 shares worth about $61.97 million. Howland Capital Management cut its stake by 58.8%, shedding 12,784 shares to finish with 8,960 shares valued at roughly $1.64 million. Capital Investment Advisors lowered its position by 62.6%, selling 24,136 shares to hold 14,406 shares worth approximately $2.64 million. First Merchants trimmed its holdings by 3,131 shares, ending with 38,560 shares valued at about $7.07 million. Meanwhile, Euro Pacific Asset Management grew its stake by 11.1%, adding 11,738 shares to reach 117,454 shares worth roughly $22.34 million.
Accenture plc Stock Down 3.6%
Accenture shares recently traded around $249.42, sitting down about 3.6% from the $258.74 close recorded on October 22, 2026. The stock sits above both its 50-day and 200-day moving averages.
Recent Earnings
Accenture reported trailing twelve-month revenue of $74.18 billion alongside earnings of $13.56 per share. The company posted a net profit margin of 11.3% and a return on equity of 26.0%, with its next earnings report scheduled for December 17, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
8 analysts cut price targets. 0 raised targets after the report.
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EPS & revenue
EPS beat estimates by 1.4%. Revenue missed estimates by 1.1%.
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Profit surprise
EBITDA came in 17% below estimates. Operating income met estimates.
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Pre-earnings setup
Expectations were about average going in.
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Analyst signal
2 analyst downgrades after the report. 8 price target cuts after the report.
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Earnings quality
Free cash flow was positive.
Earnings Call Summary
Accenture delivered a strong quarter with $18.7 billion in revenue, up four percent year over year, and record bookings of $22.1 billion. The company now has 85,000 artificial intelligence and data professionals, exceeding its goal. Management highlighted major demand from clients across artificial intelligence transformation, cybersecurity, and core business process modernization, with significant momentum in large enterprise programs and growing opportunities in emerging markets.
Guidance Accenture raised full year guidance and now expects between $127.25 billion and $128.75 billion in revenue for fiscal 2026. They also increased earnings per share guidance to between $13.65 and $13.90. Management expects three percent to five percent revenue growth, with free cash flow expected to reach $10.8 billion to $11.5 billion, and plans to deploy about $5 billion in acquisitions.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
The company pays an annual dividend rate of $6.84 per share, translating to a dividend yield of 2.64%.
Insider Buying and Selling at Accenture plc
Company insiders executed several stock transactions around the filing window. Chief Operating Officer Catherine Kiernan Hogan disposed of 700 shares on October 12, 2026, for a total value of $149,965. Officer Ryoji Sekido sold 5,844 shares on October 22, 2026, valued at $1.43 million. Officer Melissa A Burgum sold 811 shares on the same date, totaling $202,750.
Analysts Set New Price Targets
Wall street firms updated their views on Accenture ahead of the filing. Goldman Sachs maintained a buy rating on October 2, 2026, raising its price target to $260.00 from $230.00. Mizuho kept an outperform rating on October 6, 2026, lifting its target to $241.00. TD Cowen maintained a hold rating on October 15, 2026, moving its target to $201.00. Susquehanna kept a neutral rating on October 15, 2026, raising its target to $230.00. Baird downgraded the stock to neutral on October 21, 2026, with a $252.00 target. Accenture carries a consensus buy recommendation with a mean price target of $227.07.
About Accenture
Accenture plc is a global professional services company headquartered in Dublin, Ireland, employing 814,000 people to provide consulting and managed services across the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Bottom Line
Investors will look toward the company's upcoming earnings release on December 17, 2026, for further insight into its operational performance. Future Form 13F filings will reveal whether other wealth managers follow Private Wealth Partners in expanding their stakes.
Related Filing Alerts
Source: Private Wealth Partners's 13F filing on $ACN (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts