Accenture (ACN) Fell Due to Increased Investor Concerns

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in the third quarter, ending the year-to-date returns at 13.7%. During this period, growth and momentum were key contributors to the market's performance. A significant portion of the market is currently tied to the single catalyst of AI deployment, which means that any weaknesses in this concept could significantly threaten the market's future strength. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is a professional services company that provides management consulting, technology, and outsourcing services. The one-month return of Accenture plc (NYSE:ACN) was 1.19%, and its shares lost 34.48% of their value over the last 52 weeks. On November 11, 2025, Accenture plc (NYSE:ACN) stock closed at $242.56 per share, with a market capitalization of $150.421 billion.

Carillon Eagle Growth & Income Fund stated the following regarding Accenture plc (NYSE:ACN) in its third quarter 2025 investor letter:

"Accenture plc (NYSE:ACN) underperformed in the third quarter as investor concerns rose about decelerating revenue growth due to government contract cancellations and softening discretionary information technology (IT) spending demand. The uncertain net effect of AI fueled these fears. While fiscal fourth-quarter financials reported at the end of September demonstrated that these fears were inflated, we believe the company needs to execute on its 2026 guidance before sentiment fully recovers."Accenture’s (ACN) Oversold Status May Offer a Smart Entry Point for Dividend Investors

Accenture plc (NYSE:ACN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 65 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the second quarter, compared to 69 in the previous quarter. In the fiscal fourth quarter of 2025, Accenture plc (NYSE:ACN) reported revenues of $17.6 billion, reflecting a 7% increase in U.S. dollars and 4.5% in local currency. While we acknowledge the potential of Accenture plc (NYSE:ACN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Story Continues

In another article, we covered Accenture plc (NYSE:ACN) and shared Madison Large Cap Fund's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.

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