Accessibility StatementSkip Navigation PHILADELPHIA, Nov. 17, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against KBR, Inc. (NYSE: KBR) ("KBR" or the "Company") on behalf of investors who acquired KBR shares during the period from May 6, 2025 through June 19, 2025 (the "Class Period"). Investor Deadline: Investors who purchased KBR securities during the Class Period may, no later than November 18, 2025, seek to be appointed as a lead plaintiff ...

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]

Core Insights - Accenture (ACN) stock is currently trading approximately 37% lower than its peak over the past year, with a price-to-sales (PS) multiple below the average of the last three years, indicating potential value investment opportunities [2] - The company is undergoing a strategic shift towards generative and agentic AI, with projected GenAI revenue expected to triple to $2.7 billion in FY2025 and bookings nearly doubling to $5.9 billion, driven by a $3 billion multi-year investment and recent acquisitions [3] - Despite a challenging macroeconomic environment, Accenture reported revenue of $69.7 billion in FY2025 and $80.6 billion in bookings, showcasing continued market share expansion in high-value services [3] Financial Performance - Accenture's revenue growth stands at 7.4% for the last twelve months (LTM) and an average of 4.2% over the past three years, reflecting a focus on margin and value [7] - The company maintains a strong average operating margin of approximately 14.4% over the past three years, with no significant margin collapse in the last 12 months [7] - The stock is currently trading at a price-to-earnings (PE) multiple of 19.9, indicating a modest valuation despite encouraging fundamentals [7]

Group 1: Colgate-Palmolive (CL) - Colgate-Palmolive is a consumer products company formed in 1928, focusing on personal, household, and pet products [2] - The stock price is currently $78.80, with a forward P/E ratio of 20.5x [4] Group 2: TransDigm (TDG) - TransDigm develops and manufactures components and systems for military and commercial aviation, supplying parts for nearly all aircraft in service [5] - The stock price is $1,272 per share, trading at a forward P/E of 32.7x [7] Group 3: Accenture (ACN) - Accenture is a professional services firm with approximately 774,000 employees, serving clients in over 120 countries [8] - The company has a massive revenue base of $20.1 billion and a best-in-class gross margin of 60.3% [10] - Accenture has demonstrated average organic revenue growth of 13% over the past two years, with annual earnings per share growth of 24.9% [11] - The company has achieved annual revenue growth of 9.5% over the past five years, reflecting market share gains [12]

Core Points - Inspired Entertainment, Inc. has completed the sale of its UK holiday parks business and associated leisure assets to GENDA Inc. for approximately £18.6 million in cash [1][2] - The transaction received all necessary regulatory approvals and met all closing conditions [2] Company Overview: Inspired Entertainment, Inc. - Inspired is a leading B2B provider of gaming content, technology, hardware, and services, operating in approximately 35 jurisdictions worldwide [3] - The company supplies gaming systems and associated terminals for around 75,000 gaming machines and offers virtual sports products through approximately 25,000 retail venues [3] Company Overview: GENDA Inc. - GENDA is a global entertainment company that operates a diverse range of businesses, including amusement, karaoke, lifestyle, tourism, food & beverage, and character merchandising [5][6] - The company operates around 1,100 locations and approximately 14,000 mini-locations across various countries, including Japan, the United States, and the United Kingdom [6]

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Core Viewpoint - Accenture (ACN) is highlighted as a stable performer in a volatile market, characterized by solid fundamentals and a discounted valuation, demonstrating that "boring" can still be attractive [2] Financial Performance - ACN stock is currently priced about 36% lower than its 1-year peak and trades at a price-to-sales (PS) multiple below the average of the past 3 years, indicating a potential value investment opportunity [3] - Revenue growth stands at 7.4% for the last twelve months (LTM) and an average of 4.2% over the last 3 years, suggesting modest growth with margin and value opportunities [8] - The average operating margin for Accenture is approximately 14.4% over the past 3 years, with no significant margin decline in the past 12 months [8] - The stock is currently traded at a price-to-earnings (PE) multiple of 20.3, reflecting a modest valuation despite positive fundamentals [8] Market Trends and Returns - Average returns for ACN stock are projected at 12.7% over the next 6 months and 25.8% over the next 12 months, with a win rate exceeding 70% for both durations [9] - The stock has shown resilience, with an average 12-month return of nearly 20% during non-crash periods, maintaining a 67% win rate [9] Historical Performance and Risks - Accenture has experienced significant declines in the past, including a 38% drop during the Global Financial Crisis, a 40% decline amid the 2022 inflation impact, and a 33% decrease during the Covid pandemic [10] - The company is not immune to declines even in favorable market conditions, as stock prices can drop due to earnings reports, business news, or changes in outlook [11]

Core Insights - Columbia Threadneedle Investments reported strong market performance in Q3 2025, with a composite return of 12.06%, slightly below the S&P Global 1200 Information Technology Index's return of 12.82% [1] - The fund's positive stock selection contributed to its relative performance during the quarter [1] Company Analysis: Accenture plc (NYSE:ACN) - Accenture plc's stock experienced a one-month return of 0.78% but saw a significant decline of 27.28% over the past 52 weeks, closing at $250.10 on October 31, 2025, with a market capitalization of $155.097 billion [2] - The company's quarterly results showed mixed signals, with strong growth and margin expansion but new bookings lagging expectations, raising concerns about demand sustainability [3] - Despite the challenges, Accenture is securing large-scale AI and digital transformation projects, maintaining its strategic position in generative AI services [3] Market Position and Investment Sentiment - Accenture is not among the top 30 most popular stocks among hedge funds, with 65 hedge fund portfolios holding its stock at the end of Q2 2025, down from 69 in the previous quarter [4] - The company reported revenues of $17.6 billion for fiscal Q4 2025, reflecting a 7% increase in U.S. dollars and 4.5% in local currency [4] - While Accenture is recognized for its potential, there are suggestions that other AI stocks may offer greater upside potential with less downside risk [4]

Core Insights - FTC Solar, Inc. will report its third quarter 2025 financial results on November 12, 2025, before market open [1] - A conference call for the investment community will take place at 8:30 a.m. E.T. on the same day to discuss the results and outlook [2] Company Overview - FTC Solar, Inc. was founded in 2017 by renewable energy industry veterans and specializes in solar tracker systems, technology, software, and engineering services [3] - The company's solar trackers enhance energy production by optimizing solar panel orientation, offering a competitive installation cost-per-watt advantage [3]

Group 1 - Accenture plc (NYSE:ACN) has received a Neutral rating from Citi with a price target of $266, citing subdued demand for IT services and limited discretionary spending, although growth from ecosystem partners is providing some offset [2] - On October 29, Accenture announced an investment in Lyzr, an AI company, aiming to collaborate on agentic AI solutions for clients in banking, insurance, and financial services [3] - Accenture has increased its dividend payouts for 15 consecutive years, currently offering a dividend yield of 2.63% as of October 29, making it appealing to income-focused investors [4] Group 2 - Analysts consider Accenture to be among the most undervalued dividend stocks, despite the current market conditions [1] - The investment in Lyzr is part of Accenture's strategy to enhance efficiencies and reshape customer service through AI-driven tools [3] - There is a belief that certain AI stocks may offer greater upside potential compared to Accenture, indicating a competitive landscape in the AI investment space [5]