Core Insights - Carillon Tower Advisers released its third-quarter 2025 investor letter for the Carillon Eagle Growth & Income Fund, highlighting the S&P 500 Index's year-to-date return of 13.7% and emphasizing the reliance on AI deployment as a key market driver [1] Company Performance - Accenture plc (NYSE:ACN) was highlighted as a significant stock in the fund's portfolio, with a one-month return of 1.19% and a 52-week loss of 34.48%, closing at $242.56 per share with a market capitalization of $150.421 billion on November 11, 2025 [2] - Concerns regarding Accenture's decelerating revenue growth due to government contract cancellations and reduced discretionary IT spending were noted, although fiscal fourth-quarter results indicated that these fears may have been exaggerated [3] Financial Metrics - Accenture reported revenues of $17.6 billion for the fiscal fourth quarter of 2025, marking a 7% increase in U.S. dollars and 4.5% in local currency [4] - The number of hedge funds holding Accenture shares decreased from 69 to 65 in the second quarter of 2025, indicating a slight decline in popularity among institutional investors [4]
Accenture (ACN) Fell Due to Increased Investor Concerns