Waverly Advisors 13F: Adds $441K to Accenture (ACN) Stake
Waverly Advisors boosts its holdings in Accenture, adding 3,584 shares to reach a total of 110,841 shares.
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Waverly Advisors added 3,584 shares to its stake in Accenture plc ($ACN), a 3.34% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 110,841 shares worth $13.63 million at the end of the quarter.
Since the filing, $ACN is up 6.2% after 1 week, down 2.0% after 1 month and up 38.8% to date (from the $165.49 close on May 15, 2026).
Find the original: Waverly Advisors 13F filings on SEC EDGAR
ACN
Accenture plc
Key Points
- Waverly Advisors added 3,584 shares to its position in Accenture, growing its stake by 3.3% to 110,841 shares valued at approximately $13.6 million.
- Accenture shares traded at $122.94 recently, below their 52-week high of $291.09, highlighting a potential value opportunity.
- Analysts are optimistic about Accenture, maintaining a consensus 'buy' recommendation with a mean price target of $224.95.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Accenture plc alert may contain errors. Disclosures
Waverly Advisors increased its stake in Accenture plc (NYSE: ACN) on May 15, 2026, by adding 3,584 shares. The firm now holds a total of 110,841 shares, which are valued at about $13.6 million based on a recent share price of $122.94. This represents a 3.3% increase in their position.
What Changed in Waverly Advisors' Accenture Position
Waverly Advisors boosted its holdings in Accenture, growing its total shares from 107,257 to 110,841. The increase reflects a positive outlook on the company's performance in the fast-evolving technology sector.
Other Institutional Activity in Accenture
Several other funds have also adjusted their positions in Accenture. Blackrock Inc. grew its holdings by 5,022,586 shares, resulting in a total of 62,162,363 shares worth approximately $14.1 billion. State Street Corporation added 1,962,054 shares, raising its total to 30,773,423 shares valued at about $6.96 billion. Additionally, Charles Schwab Investment Management, Inc. increased its stake by 2,072,997 shares, totaling 21,574,383 shares worth around $4.88 billion.
Accenture plc Stock Down 42.8%
Accenture shares currently trade at $122.94, which is significantly lower than their 52-week high of $291.09. This drop offers a potential buying opportunity for investors looking at the stock's long-term growth. Despite the recent challenges, Accenture maintains a solid market cap of around $137.6 billion.
Recent Earnings
In its latest quarter, Accenture reported revenue of approximately $74.2 billion with a net margin of 11.3%. The company's strong revenue growth of 6.2% year-over-year indicates its resilience in the technology services market. The next earnings report is 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.
Insider Buying and Selling at Accenture plc
Recent insider transactions show some activity, including Catherine Kiernan Hogan, the Chief Operating Officer, who sold 700 shares valued at about $149,965 on October 12, 2026. Katherine Lee Clifford, an officer, sold 68 shares at an average price of $175.98 on August 14, 2026, valued at approximately $11,966.
Analysts Set New Price Targets
On October 15, 2026, TD Cowen maintained its 'Hold' rating on Accenture, adjusting its price target from $193 to $201. Additionally, Goldman Sachs has a 'Buy' rating with a target of $260, up from $230, while Mizuho maintains an 'Outperform' rating with a target of $241. The overall consensus among analysts is a 'buy' with a mean target price of $224.95 based on 24 opinions.
About Accenture
Accenture plc provides a range of services including strategy, consulting, digital, technology, and operations. Headquartered in Dublin, Ireland, the company serves clients globally, offering solutions in areas such as systems integration, cloud services, and data analytics. Its strong presence in the technology sector makes it a notable player, especially amid the ongoing digital transformation trend.
Bottom Line
Investors should keep an eye on Accenture as it approaches its next earnings date on December 17, 2026. The recent 13F filing from Waverly Advisors reflects its position as of mid-May and may not indicate current holdings. As institutional interest continues, further developments are likely to impact the stock's performance in the coming months.
Related Filing Alerts
Source: Waverly Advisors's 13F filing on $ACN (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Waverly Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts