Here’s Why Accenture (ACN) Traded Down Despite Reporting Good Results

2 weeks ago 8

Soumya Eswaran

Thu, December 4, 2025 astatine 8:28 AM CST 4 min read

Harding Loevner, an plus absorption company, released its “Global Equity Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 2.62% gross (2.52% net) successful the 3rd 4th of 2025, compared to a 7.74% instrumentality for the MSCI All Country World Index and 7.36% summation for the MSCI World Index. YTD, the strategy roseate 10.61% (net) compared to 18.86% and 17.83% for the indexes. The steadfast highlighted successful the missive that the past six months represented 1 of the strongest momentum phases successful implicit 70 years. Since the opening of the year, high-momentum stocks person outperformed low-momentum stocks by a singular 45 percent points, with overmuch of the maturation driven by advancements successful AI. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harding Loevner Global Equity Strategy highlighted stocks specified arsenic Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is simply a nonrecreational services institution that provides absorption consulting, technology, and outsourcing services. The one-month instrumentality of Accenture plc (NYSE:ACN) was 13.06%, and its shares mislaid 23.81% of their worth implicit the past 52 weeks. On December 03, 2025, Accenture plc (NYSE:ACN) banal closed astatine $272.85 per share, with a marketplace capitalization of $169.945 billion.

Harding Loevner Global Equity Strategy stated the pursuing regarding Accenture plc (NYSE:ACN) successful its 3rd 4th 2025 capitalist letter:

"Markets person present pinpointed assorted bundle and IT-services companies arsenic apt victims of Al. The portfolio holds Accenture plc (NYSE:ACN), the starring planetary supplier of IT services, with astir 800,000 employees and yearly revenues of US$70 billion. There is statement implicit whether technological alteration volition commoditize its business, trim barriers to entry, and little the margins of incumbents, oregon alternatively let Accenture to seizure caller gross streams. Management seems to admit the value of generative AI for its manufacture (dinosaurs saw the meteor, bears volition say). Therefore, it's racing to modernize the concern with the extremity of delivering, and yet profiting from, Al functionality crossed merchandise lines. The question is whether Accenture tin germinate accelerated enough; its advancement truthful acold is encouraging.