After years of premium valuation driven by robust digital-transformation demand, Accenture shares have softened as enterprise IT spending growth moderated. With revenue growth of 5.7% year-over-year to $18.74 billion in the latest quarter and EPS of $3.94 beating consensus by $0.21, the stock now trades nearer its 200-day moving average. At a P/E of 22.4 and PEG of 2.61, Accenture’s current multiple presents a value entry for investors patient for a cyclical rebound in corporate technology budgets.

Deprince Race & Zollo increased its stake by 36.4%, adding 23,406 shares to reach a holding of 87,681 shares valued at $21.6 million at quarter end. Several other institutions also raised positions: Aprio Wealth Management by 2.1%, Texas Bank & Trust by 0.4%, Norway Savings Bank by 0.9%, Firethorn Wealth Partners by 4.4% and Wealthcare Advisory Partners by 0.8%. Collectively, institutional investors and hedge funds now own 75.14% of the company’s outstanding shares, signaling confidence among large capital allocators.

Senior executives sold a combined 9,402 shares on October 22, reducing their collective stake by over 70%. Manish Sharma disposed of 6,902 shares for proceeds of approximately $1.7 million, cutting his position by 78.8%. CEO Ryoji Sekido sold 2,500 shares for around $623,700, a 64.3% reduction in his holding. Over the quarter, insiders net sold 33,319 shares valued at $8.3 million, leaving insider ownership at just 0.02%.

Accenture delivered revenue of $18.74 billion and net margin of 10.76% in its most recent quarter, with return on equity at 26.65%. The company has set full-year EPS guidance between 13.52 and 13.90, above current analyst consensus of 12.73. Management also declared a quarterly dividend of $1.63 per share, representing an annualized yield of 2.4% and a payout ratio of 53.9%, payable in mid-February to shareholders of record in January.